Enhance Analytics with Description & Tags

• Description helps users quickly understand the purpose, data source, and intended use. The field supports multiple languages and functions in the same way as the Title field.
• Tags are labels that can be assigned to Reports and Widgets to categorize analytics content, making it easier to search, browse, and reuse. As a Superuser, you can manage these Tags.

This article covers:

• How to add Description and Tags in Reports
• How to add Description and Tags in Widgets
• Tag Management for Superusers

How to add Description and Tags in Reports

For new report:

1. Navigate to Analytics.
2. In the REPORTS tab, click on + Create button.

3. In the Create a report form, enter description and tags along with other information as required.

   

   Note: You can create new Tag using the + Create button.

4. Click Save and View.

For existing reports:

1. Navigate to Analytics.
2. In the REPORTS tab, select the report for which you would like to add description and tags.
3. In the report page, click on Edit button on top-right side of the screen.
4. Click on + Add tag and + Add description and enter the description and tags as required and click Finish button on top-right side of the screen.

How to add Description and Tags in Widgets.

For a new widget:

1. Navigate to Analytics.
2. In the WIDGETS tab, click on + Create button.
3. In the Create a widget form, enter Title and Form details and click Next.
4. In widget general information page, enter description and tags along with other information as required and click Save.

         Note: You can create new Tag using the + Create button.

For existing widgets:

1. Navigate to Analytics.
2. In the WIDGETS tab, select the widget for which you would like to add description and tags.
3. In the widget page, click on Edit button on top-right side of the screen.
4. In the widget page, enter description and tags along with other information as required and click Save.

Note: You can create a new Tag using the + Create button.

Tag Management for Superusers

1. Navigate to Data dictionaries in Configuration.

   

2. In the data dictionaries list, select the dictionary record named Tags. If this record is not available, you can create a new one.

   

3. In the Tags list page, click + Add button to add new tag. Fill all required details like value, description, color etc and click Save.

   

4.  To modify the configuration of an existing Tag, 

• Hover over the record and click Edit

• In the pop-up form you can edit the details of the tag as required.

  

Note: The following system tags are available out of the box, and you can only edit the color and order for the system tags.

• Performance
• Management

• Data Quality