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How can I filter out opportunities that I don't want to renew? (Tags aren't working, input on filters needed)

  • January 13, 2026
  • 4 replies
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Hi all. I am using the contract renewal report and I have some contracts that I want to make disappear from the report. Trying to make the report be used only for things that I am actually working on. I have an opportunity tag called “non-renewing” and I have a filter set to not show contracts that have that tag. But, they are still showing. Screenshot attached. Its like it won’t pull tags from the expiring contract, only the new one. But in other fields it’s pulling from the expiring one and NOT the new one. Best work-around?
 

 

Best answer by Kbaird

When you have multiple tags in the Opportunity Tags field its going to filter out only opportunities with both tags. You need a second Opportunity Tag List field, and the expression 1 AND 2 AND (3 OR 4)

    4 replies

    Kbaird
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    • Kbaird
    • Genius
    • Answer
    • January 14, 2026

    When you have multiple tags in the Opportunity Tags field its going to filter out only opportunities with both tags. You need a second Opportunity Tag List field, and the expression 1 AND 2 AND (3 OR 4)

    Better today than yesterday, better tomorrow than today.
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    • BrendonTW
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    • January 14, 2026

    When you have multiple tags in the Opportunity Tags field its going to filter out only opportunities with both tags. You need a second Opportunity Tag List field, and the expression 1 AND 2 AND (3 OR 4)

    Thanks!

    B
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    • BrendonTW
    • Author
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    • January 14, 2026

    When you have multiple tags in the Opportunity Tags field its going to filter out only opportunities with both tags. You need a second Opportunity Tag List field, and the expression 1 AND 2 AND (3 OR 4)

    I don’t think I’m doing the expression thing right. It’s not removing the ones without the tags (either tag)

     

     

    David_Spiritus
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    • David_Spiritus
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    • January 27, 2026

    Id also suggest you create and lose a renewal for those you are not renewing. You can add a lost reason to identify them

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