Tags let you organise reports with custom labels - by client, project, case, cost centre, or however your team tracks screenings. They make it easy to group related reports together and quickly surface everything tied to a specific engagement.
Tags are shared across your organisation: once a tag has been created, it's available for anyone to reuse, edit, or filter by.
Adding a tag to a report
You can add tags from two places in the platform:
From the report card in the Reports tab
From inside the report, in the report sidebar
To add a tag:
Open the report, or locate it on the report card in the Reports tab
Click Add tag
Start typing - existing tags will auto-suggest based on tags previously used across your organisation
Select a suggested tag, or press Enter to create a new one
Tags sync in real time across all views - add a tag in the Reports tab and it'll appear in the report sidebar immediately, and vice versa.
Editing and removing tags
Anyone in your organisation can add, edit, or remove tags on any report - including reports they didn't run themselves. This makes tags a flexible way for teams to organise and track work together.
Tags can be edited or removed from the same places they were added: the report card in the Reports tab, or the report sidebar inside the report.
Filtering reports by tag
Once tags have been added, you can filter the report list by tag to quickly surface everything related to a specific client, project, or engagement.
Open the Reports tab
In the filter bar, click Show more
Select Tags, then choose one or more tags to filter by
For more on filtering and finding reports, see How do I access my completed reports?
Common ways teams use tags
Tags are deliberately flexible, so you can shape them to your team's workflow. Some common uses include:
Client or matter tracking - so you can pull up every report linked to a single client
Project or case codes - useful when reports support a wider piece of work
Cost centres - to trace which business unit or client should be billed for the screenings run on their behalf
Workflow stages - lightweight labels such as "For review" or "Approved"
Worth noting
Tags are shared organisation-wide. Once a tag has been created, it's available across the organisation for anyone to reuse.
You can add more than one tag to a single report.
Tags appear on report cards in the Reports tab and in the report sidebar, so they're visible wherever you're working.
If you have any feedback on tags, please use the Help widget in the platform to contact support.