Manage Report Tags

Add and manage tags and categories to organize, filter, and manage details for your financial reports based on General ledger, Payables, Treasury, and Fixed assets.

For example, create a "Year" category and add new tags for each year you want to include. You can then associate these tags with specific reports and filter as needed.

To incorporate tags into your daily workflow, take note of the following:

• From the Reports list page, select Manage tags. For General ledger, Payables, Treasury, and Fixed assets, use the context menu to insert, move, edit, and delete categories and tags.

• From a report's context menu on the Reports list page, select Associate tags. Search for and associate one or more existing tags with a report.

• Mark a tag Active or Inactive. To update your selection, edit the tag.

• Use tag filters to better organize and display reports.

Tip: As you adjust tags and categories over time, you may need to update a report's name and description. From a report's menu, select Rename.