Back to home

Knowledge Base

GoReport How To

Web Portal

Using the Tagging feature

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

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.

In the management portal, select Tags.

Creating a Tag

To create a tag, select New Tag.

Create a tag name and select a colour for the tag. (Examples of how tags can be used can be found here.)
Select Save.

The tag has now been created.

Deleting a Tag

To delete the tag, select the 3 vertical dots to the right of the tag.

Select Delete.

Select Confirm to delete the tag.

The tag has now been deleted.

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.

Select the report you want to use and select Edit References (as shown below).

Select the Tags dropdown menu and select the tag(s) you would like to add to the report.

Select Update.

The tag will now be visible below the Report name in the Reports list.

Applying a Tag to multiple reports

Select the reports you would like to add tags to and select Edit References.

Using the Tags dropdown menu, select the tag(s) you would like to add the reports.

Select Update.

The tag has now been added to the selected reports.

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.

Using the Tags dropdown menu, select the tags you would like to add to the report.

Select Update.

The tags have now been added to the report.

Changing Assigned Tags

You can change the tags you have assigned to an individual report.

Select the report and select Edit References.

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.

Select Update.

The tag has now been changed.

Filtering Reports using Tags

Using the Filter by Tags dropdown menu, choose a tag to filter your reports.

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.