In this video, we'll cover what a custom tag is and how to create one. Custom tags help to quickly identify and group reports for ease in sorting, filtering, and viewing. From within the Settings tab and the tag subtab, you can access and create tags to create a new tag click on the add icon. Name the tag, and add a description.
With the custom tag created, you can now apply that tag to any existing report. Back on the reports tab, click on a report at the bottom of the report. Click on the add tags link. A slide-out panel opens where you can select from or add a new custom tag.
In our case, we want to apply the employee reports tag to this report. Check the appropriate tag and click on the name of each tag associated with the report is shown here. If we wanted to create a new tag on the fly, we can do that too. From within a report, click the Add tags link, and then Manage tags.
Now you can create a new custom tag as you did before. Click on the desired report and apply one or more tags. But the tag selected individual tags can be edited or deleted from the same tag subtab. And to view the list of reports associated with the tag, select the tag and click on the information icon.
In this video, we covered how to create a custom tag within the settings tab and how to utilise them.
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