Overview

Data Tagging in Jet Reports allows users to categorize, organize, and manage reports more efficiently. Tags make it easy to filter, group and locate specific reports across your organization, saving time and improving collaboration.

What Is Data Tagging?

Data Tagging is a feature that lets you assign descriptive labels (tags) to your reports and data connections. These tags help classify your content by project, department, reporting type, or any custom category you define.

For example:

• Tag financial reports with Finance or Q4 Results

• Tag sales dashboards with Sales or Monthly Performance

• Tag ad-hoc analysis files with Ad-Hoc or Testing

Benefits of Using Data Tagging

✅ Faster Access: Quickly find reports by tag without browsing multiple folders.
✅ Better Organization: Maintain a clean and structured reporting environment.
✅ Improved Collaboration: Teams can easily identify and share tagged reports.
✅ Enhanced Searchability: Use tags to filter reports based on specific business areas.

How to Add or Manage Tags in Jet Reports

1. Open Jet Reports and navigate to your Report List.

2. Click on the three-dot menu (…) beside a report.
    
   
    

3. Select Edit Tags or Add Tag.
    
   
    

4. Type your preferred tag name — you can add multiple tags separated by commas.

5. Click Save to apply changes.

You can also manage tags globally in your Jet Hub or Report Portal, allowing administrators to create standard tag sets for all users.

Filtering by Tags

To filter reports by tag:

1. Go to the Reports Page in Jet Hub.

2. Use the Tag Filter dropdown.

3. Select one or more tags to view all related reports instantly.

This is especially useful when multiple departments store their reports in a shared workspace.

Best Practices for Tagging

• Use consistent tag names (e.g., “Finance” instead of “Fin”).

• Limit each report to 3–5 relevant tags.

• Review and clean up unused tags regularly.

• Use department-based tags for cross-functional visibility.

Conclusion

Jet Reports Data Tagging helps users maintain order in complex reporting environments. By implementing a consistent tagging system, teams can quickly locate and manage the reports they need boosting efficiency and collaboration across your organization.

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