Tagging in ClearPoint is a feature that allows you to categorize elements for easier identification, reporting, and management.
Add a Tag
From the Control Panel click on System Settings
Select System Setup
Click Tags under Enterprise Features
Click the Plus icon to create a new tag
Under Tag Name, enter the name of the new tag, in this example, ‘Financial Metrics’.
Choose a Tag Color, you can also enter the color hex code
Once you are done with your changes, click Save
Edit a Tag
From the Control Panel click on System Settings
Select System Setup
Click Tags under Enterprise Features
Click the edit Pencil icon next to the Tag you want to edit
In the Edit Tag tab you can edit the Tag Name and the Tag Color
Once you are done with your changes, click Save
Applying Tags to Elements
Once you have added a tag, you can apply it to any element in your account including Scorecards, Objectives, Measures, Initiatives, Milestones, Action items, Risks, Series, or Charts.
Applying Tags to Elements from Admin Options
From the Control Panel click on System Settings
Select System Setup
Click Tags under Enterprise Features
Navigate to the View / Map Elements tab
Use the Search bar to find specific elements or Filter by scorecard or element type to make selecting the elements to tag even easier.
Once you have located the elements to tag, simply click the Link icon and apply the corresponding tags
Once you are done with your changes, click Save
You can also tag multiple elements at once by marking the checkbox next to the elements and clicking the Plus icon
From here you can apply the tags to the elements you have previously selected
Once you are done with your changes, click Save
Applying Tags to Elements from the Detail Page
Users that are Editors and above can edit any element and add a tag that has been added from Admin Options.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Locate the Measure you are going to be working with, in this example, ‘Revenue’
Click on the edit Pencil icon
Navigate to the Edit Fields tab
Assign a Tag from the dropdown menu
Once you are done with your changes, click Save
Filtering Summary Reports by Tags
In this example, we are going to create a filter on a Summary Report that contains the Tag ‘Financials’.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Locate the Measure Report you are going to be working with, in this example, ‘Summary Report’
Click on the edit Pencil icon
Navigate to the Filter tab
Click on Add Filter
Select Measure as the Element
Find Tags under the Field dropdown menu
The Comparison will be set to Contains
Choose the Tag from the Value dropdown menu
Click Save on the Edit Filter window
You will find the newly created filter under Filters
Once you are done with your changes, click Save
Creating Aggregate Calculations by Tags
Aggregate series and aggregate status calculations can be used to sum up series data or element statuses across your account. These elements included in these calculations can be filtered by element name. However, if you need to aggregate elements that do not have similar naming structures, tags can help you group and filter!
We recommend you check the following Help Center articles, Aggregate Series and Aggregate Status.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Measure Data table
Click on the Add Series button
Under Series Name, enter the name of the new series, in this example, ‘Financial Series’.
Navigate to the Calculation tab
You will be prompted to Save
Select Aggregate Status from the Calculation Type dropdown menu
In this example, we are going to select
Elements in All Scorecards
Measure as the Element Type
Measures tagged with under Select Measures
Select the appropriate Tag from the dropdown menu
Choose a Status indicator
Once you are done with your changes, click Save
