Reporting tags

Within Compliance or Completions individual modules, you can configure reporting tags to secure information shown in reports. Reporting tags drive permissions when running reports. If a question is assigned a reporting tag and you are not assigned that reporting tag, you cannot see the response to the question in a report. Reporting tags are defined per module.

After you add reporting tags, you can assign reporting tags to users in Module settings > User assignments.

When you build your form, you can define who can see the question reporting data in Template manager > Form builder > Access section.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

Steps

To navigate to Reporting tags, see steps to access organization level settings in Settings overview.

Add a reporting tag

1. Click the Add tag icon.

2. Enter the reporting tag name, and then click Save.

Delete a reporting tag

1. Select a tag or tags.

2. Click the Delete tag icon.