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Under Settings → Preferences, a new Labels page centralizes all labels, allowing users to create, edit, and delete them. ​

Labels can be applied to Clients, Reports, and Report Templates. ​

- 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. ​

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. ​

Labels are not yet supported in Dashboards, Boards, or Monitoring views.

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

- Under Settings → Preferences, a new Labels page centralizes all labels, allowing users to create, edit, and delete them. ​

- Labels can be applied to Clients, Reports, and Report Templates. ​
 
 ​
- 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. ​
 
 
- 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. ​
 
 ​
- Labels are not yet supported in Dashboards, Boards, or Monitoring views.
- Only Admins and Editors can create, edit, or remove labels. Herewith is a short video:

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

How to organize your account using labels

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How to organize your account using labels

How Labels Work