Overview: Tags

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

IN THIS ARTICLE

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 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 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 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 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 Goal. 

How to add Tags to Custom and Calculated Metrics

1
 Navigate to Data Manager > Query Builder or Data Manager > 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 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 Client. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us