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Tags let your organization label operations with your own categories—for example, by desk, strategy, or client—so they’re easier to find, filter, and report on later. You can add tags when you initiate an operation or at any time afterward, and each operation can carry up to 10 tags.

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Adding tags when initiating an operation

Tags are added on the Preview operation screen, after you’ve entered the operation details.
1

Go to the preview screen

Initiate the operation and enter its details as usual. On the Preview operation screen, find the Tags section and its Add tags bar.
2

Select existing tags

Select the Add tags bar to open your organization’s library of existing tags. Search for and select the tags you want to apply.
3

Create a new tag

To create a tag that doesn’t exist yet, type its name in the search field, then select Create or press Enter.
4

Remove a tag if needed

Select the x on a tag pill in the bar to remove it.
5

Submit the operation

Select Confirm and submit for approval. Everyone in the approval quorum sees the applied tags when reviewing the operation.

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Viewing and editing tags on an existing operation

Select an operation in the Operations tab to open its details panel and see the tags applied to it. From there, you can add more tags from the Tags bar or remove tags by selecting the x on a tag pill—the same way as during initiation, with the same 10-tag maximum. Changes to tags save to the operation automatically as you add or remove them.

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Filtering operations by tag

1

Open the Operations tab

Navigate to the Operations tab.
2

Add a tag filter

Select Add filter, then Tags.
3

Select the tags to filter by

Select one or more tags. The table updates to show matching operations, and the active filter appears as a pill above the table.
Selecting multiple tags shows every operation that carries any of the selected tags—an operation only needs to match one of them to appear. To remove filters, select the x on a filter pill or select Clear all filters.

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Creating a report filtered by tag

You can use tags as a filter when building a transaction report in the Reporting section.
1

Create a new report

Go to the Reporting section and select Create new report.
2

Choose the report type

Select Transaction Report as the report type, then enter your desired inputs, such as the report name, format, and date range.
3

Add a tag filter

Select Add filter, then Tags, and select the tags you want the report to cover. As with operation filtering, multiple tags match operations that carry any of the selected tags.
4

Create the report

Select Create report. The generated report includes a Tag Names column listing the tags that apply to each transaction.
  • Operations — View, filter, and download pending and past account operations
  • Reporting — View statements and download balance and transaction reports

Related topics

OperationsReportingOverviewAPI Changelog