Question:
How to add Tags to Reports?
Answer:
Note: This feature is currently only available in Limited Release Vaults and is available to all in the V18R1 General Release.
Tags can be added to reports by following the steps below:
- Create the needed tags.
- Navigate to: Admin --> Business Admin --> Picklist menu.
- Add the column for Tags in the main Reports page.
- Click into the Tags column for the Report and select the previously created tag.
Related Documentation:
Vault Reporting Documentation: Reporting Overview
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