This guide will show you how to create, edit, and assign a tag in Konsolidator. Tags let you label and organize your Group Accounts for flexible reporting.
Indsæt video
Before you start:
Make sure you are in either Management or Enterprise tier.
Create a Tag
- Go to Setup → Group Accounts and expand the Tags menu.
- Click the pen icon to open the side pane.
- Enter a name and choose a color for the new Tag.
- Click save
Edit a Tag
Click any existing Tag to edit its name or color.
From the same pane, you can also assign Tags to Group Accounts.
Assign Tags to Group Accounts
- In Group Accounts, click the Tag icon next to an account.
- Choose one or more Tags to assign. You can also assign multiple accounts to the same Tag at once.
3. Click Save.
Tags are stored and can be reused or archived later as needed.
Reports
By using the new Tags, you can now filter our in-app reports by the assigned tags.
Specifically track totals only filtered by tags
Tags updates the summary accounts so you specifically track the totals from only the accounts with the chosen tags.
Want more best practice examples? Read the best practice article here - INDSÆT LINK