--- title: Using the Tagging feature description: Access Tags Creating a Tag Deleting a Tag Applying a Tag to a report Applying a Tag to multiple reports Applying Multiple Tags to a report Changing Assigned Tags Filtering Reports using Tags Downloadi --- [Skip to content](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#main-content) - New Customer Onboarding Show submenu for New Customer Onboarding - RICS Customers Training - Smart Library Training - Knowledge base - Support Open main navigation Close main navigation - New Customer Onboarding Show submenu for New Customer Onboarding - RICS Customers Training - Smart Library Training - Knowledge base - Support Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.goreport.com/knowledge?hsLang=en) 2. [GoReport How To](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en) 3. [Web Portal](https://knowledge.goreport.com/knowledge/goreport-how-to?hsLang=en#web-portal) # Using the Tagging feature [Access Tags](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Access-tags) [Creating a Tag](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Creating-a-tag) [Deleting a Tag](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#deleting-a-tag) [Applying a Tag to a report](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Applying-tag-to-report) [Applying a Tag to multiple reports](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Applying-tag-to-multiple-reports) [Applying Multiple Tags to a report](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Applying-multiple-tags) [Changing Assigned Tags](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Changing-assigned-tags) [Filtering Reports using Tags](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Filtering-reports-by-tags) [Downloading Tagged Reports' Details](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Downloading-tagged-reports-details) **Access Tags** Tags are created via the **Management Portal** by users with Administrator access. - Using your GoReport credentials log into the [Management Portal.](https://manage.goreport.com/login) ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-11-48-28-1429-AM.png?width=688&height=377&name=image-png-Oct-30-2023-11-48-28-1429-AM.png) - In the management portal, select **Tags.** ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-07-57-3565-PM.png) **Creating a Tag** - To create a tag, select **New Tag. ** ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-08-09-8388-PM.png) - Create a tag name and select a colour for the tag. (Examples of how tags can be used can be found [here](https://knowledge.goreport.com/knowledge/using-the-tagging-feature#Examples-of-tagging).) - Select **Save.** ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-08-40-6653-PM.png) - The tag has now been created. ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-10-04-7648-PM.png) **Deleting a Tag** -  To delete the tag, select the **3 vertical dots** to the right of the tag. ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-11-47-4084-PM.png) - Select **Delete.** ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-12-16-3759-PM.png) - Select **Confirm** to delete the tag. ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-12-55-9215-PM.png) - The tag has now been deleted. ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-13-11-9166-PM.png) **Applying a Tag to a report** Return to the **Web Portal Reports List** to apply a tag to a report. - Select **Reports** to return to the reports list. ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-13-56-3607-PM.png) - Select the report you want to use and select **Edit References** (as shown below). ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-24-46-6987-PM.png?width=688&height=382&name=image-png-Oct-30-2023-12-24-46-6987-PM.png) - Select the **Tags** dropdown menu and select the tag(s) you would like to add to the report. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-29-14-3654-PM.png?width=688&height=376&name=image-png-Oct-30-2023-12-29-14-3654-PM.png) - Select **Update.** ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-32-05-8700-PM.png?width=688&height=375&name=image-png-Oct-30-2023-12-32-05-8700-PM.png) - The **tag** will now be visible below the Report name in the Reports list. **![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-35-58-5280-PM.png?width=688&height=386&name=image-png-Oct-30-2023-12-35-58-5280-PM.png)** **Applying a Tag to multiple reports** - Select the reports you would like to add tags to and select **Edit References.** **![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-40-04-0504-PM.png?width=688&height=382&name=image-png-Oct-30-2023-12-40-04-0504-PM.png)** - Using the **Tags** dropdown menu, select the tag(s) you would like to add the reports. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Nov-02-2023-03-07-09-3382-PM.png?width=688&height=376&name=image-png-Nov-02-2023-03-07-09-3382-PM.png) - Select **Update.** **![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-50-48-4249-PM.png?width=688&height=374&name=image-png-Oct-30-2023-12-50-48-4249-PM.png)** - The tag has now been added to the selected reports. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-12-53-37-4378-PM.png?width=688&height=375&name=image-png-Oct-30-2023-12-53-37-4378-PM.png) **Applying Multiple Tags to a report** - Multiple tags can be applied to a report, or to multiple reports at the same time. - Select a report you would like to add multiple tags to and select **Edit References.** **Note:** To apply multiple tags to multiple reports, simply select multiple reports and follow the steps below. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Nov-02-2023-04-25-50-7763-PM.png?width=688&height=378&name=image-png-Nov-02-2023-04-25-50-7763-PM.png) - Using the **Tags** dropdown menu, select the tags you would like to add to the report. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Nov-02-2023-04-44-07-9928-PM.png?width=688&height=390&name=image-png-Nov-02-2023-04-44-07-9928-PM.png) - Select **Update.** ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Nov-02-2023-04-44-22-7656-PM.png?width=688&height=379&name=image-png-Nov-02-2023-04-44-22-7656-PM.png) - The tags have now been added to the report. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Nov-02-2023-04-44-54-5786-PM.png?width=688&height=379&name=image-png-Nov-02-2023-04-44-54-5786-PM.png) **Changing Assigned Tags ** You can change the tags you have assigned to an individual report. - Select the report and select **Edit References.** **![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-01-10-05-0272-PM.png?width=688&height=377&name=image-png-Oct-30-2023-01-10-05-0272-PM.png)** **Note:** You cannot remove or change tags on **multiple** reports at the same time. - Using the **Tags** dropdown menu, unselect the tag you would like to remove and select the tag you would like to add to the report. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Nov-02-2023-03-08-11-2228-PM.png?width=688&height=356&name=image-png-Nov-02-2023-03-08-11-2228-PM.png) - Select **Update.** ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-01-15-03-9003-PM.png?width=688&height=377&name=image-png-Oct-30-2023-01-15-03-9003-PM.png) - The tag has now been changed. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-01-16-56-8398-PM.png?width=688&height=378&name=image-png-Oct-30-2023-01-16-56-8398-PM.png) **Filtering Reports using Tags** - Using the **Filter by Tags** dropdown menu, choose a tag to filter your reports. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-04-22-41-2133-PM.png?width=688&height=357&name=image-png-Oct-30-2023-04-22-41-2133-PM.png) **Tip:** The filter works on an **“AND”** logic, this means if you select two tags then the results will show reports that have **BOTH** of those tags. - The example below shows all reports that contain the tag 'Final Version'. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-04-26-30-8412-PM.png?width=688&height=380&name=image-png-Oct-30-2023-04-26-30-8412-PM.png) **Downloading Tagged Reports' Details** - Select the reports you want and select the **Download** icon. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-04-30-44-3772-PM.png?width=688&height=378&name=image-png-Oct-30-2023-04-30-44-3772-PM.png) - The **Reports' Details** for the selected reports have now been downloaded. ![](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Oct-30-2023-04-35-51-4181-PM.png?width=688&height=227&name=image-png-Oct-30-2023-04-35-51-4181-PM.png) **Examples of Tagging** ![](https://knowledge.goreport.com/hubfs/image-png-Oct-27-2023-03-16-38-6190-PM.png)                                             - [Digital Transformation](https://knowledge.goreport.com/knowledge/digital-transformation?hsLang=en) - [Getting Started with GoReport](https://knowledge.goreport.com/knowledge/getting-started-with-goreport?hsLang=en) - 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