Report Tags

Report Tags

TABLE OF CONTENTS

• Report Tags
• Purpose
• Adding Tags
• Using Tags for Search and Filtering
• Tag Display and Management
• Example Use Cases
• Best Practices

Report Tags are used to categorize and organize export reports within Screendragon. They provide an easy way to group, filter, and search for reports — especially in environments where multiple teams or users create and share export templates.

Purpose

Tags allow you to:

• Categorize reports by purpose, department, client, or data type.
• Improve discoverability by making it easier to find reports using keyword search.
• Support collaboration by helping users quickly locate reports relevant to their role or workflow.

Adding Tags

• When creating or editing a report template, you can assign one or more tags in the Report Tags field.

• Tags are free-text keywords or phrases (e.g., Finance, Timesheets, Client Reports, Resource Planning).

• Multiple tags can be added, separated by commas or spaces, depending on the configuration.

Using Tags for Search and Filtering

• The Report Tags field is indexed for search across the Export Report Builder.

• When users type a keyword in the report search bar, Screendragon searches report titles and tags.

• Reports with matching tags appear in the search results, allowing users to quickly locate relevant templates.

• Filters in the main report list may also allow you to filter by tag category (e.g., “Show only Finance-tagged reports”).

Tag Display and Management

• Tags typically appear as clickable labels or badges next to report names in the list view.

• Clicking a tag filters the list to show all reports with the same tag.

• Users with Edit or Admin permissions can add, remove, or rename tags on existing reports.

Example Use Cases

Best Practices

• Use consistent tag naming across teams (e.g., avoid mixing “HR” and “Human Resources”).

• Keep tag names short and descriptive — ideally one or two words.

• Apply multiple tags for cross-categorization (e.g., Finance, Timesheet, Monthly).

• Periodically review and clean up unused tags to maintain a tidy reporting environment.