In Church360° Ledger, Report Tags allow a user to categorize accounts for custom reporting.
There are default tag groups provided by Church360°, and you can also create your own custom Tag Groups and Tags to allow you to create targeted custom reports. A Tag Group will allow you to create Tags to apply to a report.
To create your own custom Tag Group:
- On the Financial Reports view, click the Manage Report Tags gear on the right above the list of reports.
- Then click Add New Tag Group.
- Type in a name for the Tag Group.
- Then click the account types you would like to include in this group. For example, if this group is to allow you to show board certain accounts as budgeted vs non-budgeted, you won't need to include Assets or Liability.
-
- This will open a new view with the name of your Tag Group.
Once you have a tag group created, you can add Tags to apply to the relevant accounts.
- In the Edit Tag Group view, off to the right, click Add Tag.
- A side bar will open where you can type in the name of the Tag. In the example mentioned above, it might be "Budgeted Income".
- Then in the drop-down, select which account type this specific Tag will apply to, in this case, Income.
-
- Click Save.
- Repeat steps 1-5 to create the rest of the Tags for this group. In our example, those would be "Non-Budgeted Income", "Budgeted Expense", and "Non-Budgeted Expense".
Once all of your Tags have been created, you will see them listed in the new Tag Group view. Now you will want to tie the relevant accounts to each Tag:
- Click the gear icon next to the name of the first Tag.
- A side bar will appear on the right of your window listing all of the accounts of the type you selected for the Tag.
- Click to select each account that belongs to the Tag in question. Click again to de-select any accounts that should not apply to the Tag. Note: Clicking a parent account will select or de-select all of the child accounts under it. If you want to select one but not another of the child accounts, click them individually.
- Then click the Update button at the bottom of the list.
- Click the gear icon on the next Tag you need to apply accounts to and repeat steps 5 & 6 above.
- Accounts that were selected under a previous Tag will be highlighted, to avoid assigning an account to more than one Tag.
- Continue until all of your accounts have been assigned to a Tag.
Now when creating a new report, or editing an existing report, you can click the arrow next to Tags in the left-hand side bar and select a Tag Group to generate the report according to the Tags you have set up.