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Using Tags

Tags are a powerful feature in our system that allow you to organise and categorise reports within your account. They provide a simple yet effective way to group related reports for easy access and improved workflow.

Why Use Tags?​

  • Organisation: As your account grows with more reports, it becomes essential to have a system in place that allows you to easily find and access the reports you need. Tags help you achieve that.

  • Quick Access: By tagging reports with relevant labels, you can quickly filter and view reports that fall under a specific category or theme.

  • Flexibility: Tags can be used in a variety of ways, be it for clients, projects, campaigns, or sub-brands. This gives you the freedom to customise the system to best suit your needs.

How to Set Up Tags​

  1. Navigate to the report you want to tag.
  2. Find the 'Tags' section, usually located on the right-hand side or under report settings.
  3. Enter your desired tag name and press 'Enter' or 'Add Tag'.
  4. The tag will now be associated with that report. You can add multiple tags to a single report.

Best Practices for Organised Tagging​

When it comes to tagging, a little foresight goes a long way. Here are some tips to keep your account organised:

  • Consistent Naming: Decide on a naming convention and stick to it. This ensures that everyone on the team is on the same page and reduces confusion.

  • Limit the Number of Tags: While it's tempting to add multiple tags, it's beneficial to limit the number to keep things tidy.

  • Regular Cleanup: As projects or campaigns end, make it a habit to review and remove outdated tags.

  • Use Descriptive Names: The tag name should give a clear idea of what the associated reports are about.

Remember, the goal of using tags is to make your life easier. With a little bit of planning, they can become a valuable tool in your reporting toolkit.