Tagging data
Tagging allows you to group data for specific reporting needs and apply varying reporting percentages and effective dates to further control how and when data gets reported.
Tagging is also used as a general feature of the platform. For example, one of the most used tag types is the consolidation tag type that is used in most standard reports and dashboards to determine whether (or how much) an account or meter contributes to data being presented.
Managing tags
Use the Tag Types grid to get a high-level understanding of tagged accounts and meters. From the main menu, click to open the grid.
- Tag types
- Tags are organized into tag types. The Tag Types grid provides an overview of the tag types
currently in use by your organization. When you select a tag type, you can open the following grids
from the Actions menu:
- Tags: Displays the list of tags that belong to the tag type.
- Tagged items: Displays the account and meters that are tagged to the tag type for an organization, group, or location.
- Untagged accounts: Displays the list of accounts that are not tagged to any tags in the tag type.
- Untagged meters: Displays the list of meters that are not tagged to any tags in the tag type.
- Tags
- A label that is used to categorize data. For example, Business travel is a tag in the Scope 3 tag type.
- Tagged items
- A list of items, that is accounts and meters, that are tagged to the tag type or tag.
You can view a summary of information for the tag type on the Tag Type summary page.