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How to organize your account using labels

You can add labels to make searching, grouping clients, and organizing reports easier.

Updated this week

How Labels Work

  • Under Settings → Preferences, a new Labels page centralizes all labels, allowing users to create, edit, and delete them.
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  • Labels can be applied to Clients, Reports, and Report Templates.
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  • Labels are displayed:

    • On detail pages, at the top of the Clients page, and in Widget Settings within Reports and Report Templates.

    • Under the three-dot menu on overview pages.
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  • Overview pages support multi-label filtering.

  • Each item can have up to 5 labels.

  • If a label is currently in use, users will see a warning or be prevented from deleting it.
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  • Labels are not yet supported in Dashboards, Boards, or Monitoring views.

  • Only Admins and Editors can create, edit, or remove labels.
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    Herewith is a short video:
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