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Overview: Tags

Tags allow you to organize your Databox Account. You can add Tags to Databoards, Goals, Custom Metrics and more. If you are an Agency Partner, you also have the ability to Tag Client Overviews.

HOW TO

How to use Tags

Tags are Account-wide, so they are visible to every user in your Account. Tags are often applied to differentiate between report types, initiatives, projects, etc. You can add multiple Tags to a single Databoard, Goal, Metric or Client. 

Once Tags are added, you can use them in Filters to produce the most valuable views for you. 

How to add Tags to Metrics

Tags help organize your Metrics on the Metrics screen and in the Designer. 

HOW TO

How to Tag a single Metric

  1. Navigate to the Metrics screen.
  2. Hover over the Metric that you want to Tag. Click on the Tag icon in the bottom righthand corner.
  3. Click  + Create new to create a new Tag. Click  Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Databoard. 

How to Tag multiple Metrics

  1. Navigate to the Metrics screen
  2. Click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to Tag. 
    This will expose a blue  Add to Databoard button in the top right of the screen.
  3. Click the arrow next to the Add to Databoard button. From the drop-down list, select  Add Tags
  4. Select the Tag(s) you'd like to add to the selected Metrics
  5. Click Apply to apply the Tag(s) to the selected Metrics

How to add Tags to Account Templates

  1.  Navigate to  Databoards > Account Templates
  2. Hover over the Template that you want to Tag. Click on the Tag icon in the bottom right-hand corner.
  3. Click  + Create new to create a new Tag. Click  Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Template. 

How to add Tags to Databoards

  1. Navigate to the Databoards page
  2. Hover over the Databoard that you want to Tag. Click on the Tag icon in the bottom right-hand corner.
  3. Click  + Create new to create a new Tag. Click  Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Databoard. 

How to add Tags to Goals

  1.  Navigate to the  Goals page
  2. Hover over the Goal that you want to Tag. Click on the Tag icon in the bottom right-hand corner.
  3. Click  + Create new to create a new Tag. Click Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Goal. 

How to add Tags to Custom and Calculated Metrics

Metrics > Custom MetricsMetrics > Data CalculationsTagTags 
  1. Navigate to Metrics > Custom Metrics or Metrics > Data Calculations
  2. Hover over the Custom or Calculated Metric that you want to Tag. Click on the  Tag icon in the Tags column.
  3. Click  + Create new to create a new Tag. Click Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Custom or Calculated Metric. 

How to Tag Client Overviews

Agency users have the ability to add Tags to Client Overviews. Tags are a great way to differentiate between the services, packages, etc. that you're delivering for your Clients.

  1. Navigate to Clients > KPI Performance Overview or Clients > Goals Overview
  2. Hover over the Client that you want to Tag. Click on the Tag icon in the bottom right-hand corner.
  3. Click + Create new to create a new Tag. Click Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Client.