How to Filter and Run Reports with Tags
Once you’ve created and added tags to any of your locations, you can begin using them to filter data and run reports. This is a powerful tool for getting the data you need quickly. Reviewing data with tags can help you answer questions like:
- How many scheduled inspections were skipped in Zone 1?
- How is our performance at healthcare institutions?
- Were there any issues with our high-priority accounts this month?
Filter Inspections by Tag
1. Click the Inspections tab.
2. Click “Filters.” This is located in the upper right-hand corner.
3. Select the tag(s) you want to filter for. You can do this in the "Search within tagged areas" line item.
4. View your inspections. Once you’ve filtered for the tag, you’ll see all inspections performed within the tagged locations. If you’ve selected more than one tag, you’ll see all inspections for locations that have all the tags chosen.
Run Reports on Tags
1. Click the Reports tab.
2. Choose the report you want to run. You can filter by tag on the Overall Report, the Tickets Report, the Inspectors Report, and the Private Inspections Report.
3. Click “Filters.” This is located in the upper right-hand corner.
4. Add tag(s). You can do this in the "Search within tagged areas" line item.
5. Click “Search.”