Tags in Views (Filtering and Display)
If you have tags against Clients or Groups, they can be used when filtering and displaying data. These can be used across multiple areas of Xeppo, including Group Search, Client Search, and across all Apps. These options are commonly used to view Clients or Groups based on their Xplan Categories, or review months. You can filter data using Client and Group tags at either a Client or Group level.
Filtering with Tags
Each Tag is listed under the 'Available Filters'. These are split into two categories, Client Tag and Group Tag. This allows you to search for Client or Groups using Client or Group tags.
To find your tags when filtering, type tag into the filter search bar. This will show all filter options with tag included in the name. If you would like to view a specific tag, you can search for the name of that tag.
Click on the Tag you wish to use in the Filter then select what Tag values you wish to filter by.
Click on Update Results to apply to the View.
Displaying Tags
Displaying tags works slightly differently to the Filtering of Tags.
To include a Tag in the Display you will find there is only one column available called Tags.
Once you have clicked on it, it will appear in the "Selected Columns" list.
You will note there is a Display tags... button next to it (as shown below).
Tick the Tags you wish to include in the Display. All tag values of that type will be included in the View.
Tags in Views
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