Tagging in ClearPoint allows administrators and editors to categorize elements for easier identification, reporting, and analysis. Tags can be applied to scorecards, elements, series, and charts, providing a flexible way to group related items without relying on strict naming conventions.
Adding a Tag
Click on Settings from the top navigation.
Choose Customizations.
Navigate to the Tags tab.
Click the Plus (+) icon to create a new tag.
Enter a Tag Name (e.g., Financial Metrics).
Choose a Tag Color or manually enter a hex code.
Click Save.
Editing a Tag
Navigate to the Tags tab.
Click the kebab menu (⋮) and select Edit Tag.
On the edit drawer you can modify the Tag Name or Color.
Click Save.
Applying Tags from the Detail Page
Editors and administrators can apply tags directly within the Edit Element drawer.
Click Elements from the left navigation.
Select an element type (e.g., Measures).
Click the kebab menu (⋮) and select Edit Measure.
Go to the Fields tab.
Assign one or more tags using the Tags field.
Click Save.
Filtering Summary Reports by Tags
Tags can be used as filter criteria in Summary Reports.
Click Reports from the left navigation.
Navigate to the Measures tab.
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Filters tab.
Click Add Filter.
Configure the filter:
Element Type: Select the appropriate element (e.g., Measures).
Field: Tags
Operator: Includes
Value: Select the tag (e.g., Financial Metrics).
Click Save.
Using Tags for Aggregate Calculations
Tags can also support advanced calculations by allowing you to group elements logically—even when their names do not follow consistent patterns.
Click Elements from the left navigation.
Select an element type (e.g., Measures).
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Series tab.
Click the kebab menu (⋮) and select Edit Series.
Select a Tag (e.g., Financial Metrics)
Click Save.
