Reporting tags are a mechanism used to categorize and organize data for more effective analysis and reporting. They function as labels that can be applied to various data elements, such as transactions, accounts, projects, or products, to facilitate easier retrieval and interpretation of information.

How to add a new Reporting Tag

1- Navigate to the toolbar menu and click on the gear icon (Settings)

2- Scroll down to find “Reporting tags” and click on it.

Alternatively, you can search for “Reporting tags” using the search box then click on it.

3- Click on “New” to begin adding a new Reporting Tag.

4- Fill in the required details.

5- Click on “Save”