Tagging Reports

Tagging is a way for you to filter your reports and create custom reports from within the pre-defined reports.

Currently this can be done with the Cash Analysis Report and the Sales Analysis Report

From the ADMIN screen

• Select the name of the report
• Select Configure Report from the upper right

Now you will build a tag set

• From the drop down select Create New Tag Set, enter in a tag name and press the "+" button.

• Now select the new tag set from the drop down.
• You will see all of your items on the left of the screen.

• Select the items that you want to add from the left of the screen and enter in the name you want to group these items under the shared tags header.
• Do this for whatever items you want to show on the report.

Note: You are tagging the items to show up on the report. All items with the same tag name will be grouped together.

Click "I'm done tagging, continue"

Just in case you are a visual person here is a diagram of how tags work!