Creating content tags in Reports

Create content tags to classify reports, dashboards, and presentations.

How it works

You can create content tags to classify the following types of content:

  • reports
  • dashboards
  • presentations

Once you have created a content tag , you can apply it when you save a report, dashboard, or presentation. You can also use content tags to easily filter for content on the Browse page.

For more information about the Browse page, see Navigating the Reports app.

Permissions

Report Admins can create content tags from the Administration page.

Report Admins and Report Writers can create and / or apply content tags when they save a report, dashboard or presentation.

Create a content tag

In the Administration tab

  1. Open the Reports app.

    The Browse page opens.

  2. Click Administration, and select Admin Console.
  3. Expand the Content Tags section and click Add.

    The Add Tag dialog box opens.

  4. Define a name for the content tag and click Save.

    Result The content tag is created and can be applied to any report, dashboard, or presentation in Reports.

In a report, dashboard, or presentation

  1. Open a report, dashboard, or presentation in edit mode.
  2. Do one of the following:
    • Report Select Report > Save or Click Publish.
    • Dashboard Click Publish.
    • Presentation Click Publish.
  3. Click the + Add tags link, define a new content tag, and click Add.

    Result The content tag is created and applied to the report, dashboard, or presentation.

Add or remove content tags from content

  1. Open a report, dashboard, or presentation in edit mode.
  2. Do one of the following:
    • Report Select Report > Save or Click Publish.
    • Dashboard Click Publish.
    • Presentation Click Publish.
  3. Click the x next to the tag name you want to remove or click the + Add tags link to create a new tag.

    Result The content tag is removed from the content or a new content tag is added, and the changes are applied to the report, dashboard, or presentation.

Edit or delete a content tag

  1. Open the Reports app.

    The Browse page opens.

  2. Click Administration, and select Admin Console.
  3. Do one of the following:
    • To edit a content tag, expand the Content Tags section, click content tag that you want to work with, make any changes, and click Save.
    • To delete a content tag, expand the Content Tags section, hover your mouse over the content tag you want to delete, and click .
      Caution

      If you delete a content tag, the content tag is removed from any content it has been applied to, and is no longer available to use in Reports.

      Tip

      You can determine which content tags you want to keep using and which content tags you are no longer using by viewing usage details.