How can I create/manage Tags and Tag Categories as filter dimensions in reports?

You want to customize tags that serve to filter specific control data in reports? Set up your tag library and gain a consolidated overview

Create your tag category

1. Go to "Tags"   in the menu.
2. Click on "Create new tag category" in the upper right corner, as shown below.

   3. A "New category" window will pop up (Figure 1).

   4. Insert the name of the tag category. 

   5.  Start inserting the tags related to the tag category, by writing the name of the tag and clicking on          "add" or hitting Enter (Figure 1). 

   6. Click on "Create category" to save your work.

Figure 1: Example of creating a new Tag category.

Manage tags

Once you have created your tag categorie(s), you can rename, delete tags or add new tags to a category.

1. Click on the category name in your tag library, as shown on the picture below. 

2. A new window will appear, where you can manage the tag category.

Tag library

After adding all relevant tag categories and tags, you have your tag library ready. You can search and filter for both tag categories and single tags.

You can see the tags within each category by clicking on the plus on the left side of the category name (Figure 2).

Figure 2: Example of tags within a tag category.

 

How can I add tags to a control?

Once you have created the tag in Tag management, you can add it to the control using the following method:

1. Go to the Control Management module . Open a control program and then a control.
2. Click on "Add tag(s)"   in the Details section.

You can now choose the tag category and the specific tag for your control.

 

If you haven't already created the tag before creating the control, you also have the option to create the tag directly here. 

1. First select the category to which the tag should belong.
2. Enter the tag name in the field "Create tag in..."
3. Click the field "+ Create tag", and the tag is created and added to the control.

Learn more:

Overview: How do I create a new control?

Which types of report can I create?

How can I create a new report?

How do I filter and exclude content using the search bar?