Tagging is a great way to add an extra layer of information to a form, but since it is on an individual form, it can be hard to see these tags in a larger context. This is where reports come in!
Let's look at the whole process, so we can better understand where to tag and how to report on a tag.
Where to tag?
When you enter a form for a staff member, you will see, at the top of the form, under their name, a space to “Add a tag”.
Here you can type in what you would like the tag to be. A tag can be one or multiple words.
Note: When you look for a tag later, you will need to type in the exact tag; this search is also case sensitive.
To save the tag you will hit enter on your keyboard, and it will highlight the tag.
You are able to add multiple tags to a single form.
If you want to remove a tag, you can click on the “x” next to the tag.
Now that we have made a tag, let's look into how to report on a tag.
How to report on a tag?
Depending on the data you are looking for, you may want to build your report in different ways, so in this article, we will show you the basics of how you can report on tags, and you will be able to use this knowledge to create or update a report to best fit your needs.
If you are new to reports, please review this article first.
For this article, we will use a new Report.
Let's start with reporting on a tag via Filters.
Click the “Add Filter” button and use the search function from the dropdown window to look for “Tag”. This will pull up all of the forms that can have submission tags. From here, you will scroll to search for your form, or you can search for the name of your form and look for the “Submission Tags” option in the drop-down. In this case, we will be using “Agreement Letter”.
From here, we can use the middle dropdown to select how we filter, and if applicable, you will use the far right box to define what you are filtering for. Keep in mind that your input will need to be exact, so if you used the tag “Complete”, the filter must say “Complete”; any variation may result in a failed result.
Now, let's look at tags in your Output Data.
To add a tag as an option to your output data, you click “Add a Field” and select from the drop-down menu “Form Fields…” You will select the Form that you want to get the data points from. Then you will select the form field “Submission Tags”. Once you have selected “Submission Tags”, the field will automatically be added to the Output Data.
Now that you have your filter and output data set up, you will be able to run a report with the necessary results.
Note: As the tags are specific to the form they are in, you need to add to your report every form submission tag that you are interested in seeing in your results.
You have done it. You have learned the basics of using and reporting on tags.