In this article, we will show you how to utilize, add, and remove tags on your reports. This is a powerful feature as it allows you to easily sort and search for your data.

Navigating to the Reports Screen

• Log in to your Comparative Agility account
• Open Reports

The screenshot below will show you where to find the report screen

Create a tag

• Locate the desired report
• Click on the three dots (or right-click on the report)
• Select Add tags
• Add a new tag or remove the existing one
• If you add a new tag, click on the Enter button on your keyboard

In the video below we show you how to create a tag

Search by tags

This feature allows you to easily sort and search for your data.

• Navigate to the Search bar
• Search report by name or tags

The short video below shows you how to search for a report

Delete a tag

If you would like to delete a tag, simply:

• Locate the desired report
• Click on the three dots (or right-click on the report)
•  Navigate to the x icon next to the specific tag
• Your tags will be deleted instantly

In the short video below we show you how to delete a tag

To learn more about managing reports, please visit our Help Center article Reports Screen.