{"id":10061,"date":"2025-03-25T16:13:55","date_gmt":"2025-03-25T20:13:55","guid":{"rendered":"https:\/\/bspcorp.co\/?p=10061"},"modified":"2025-03-25T16:13:55","modified_gmt":"2025-03-25T20:13:55","slug":"segment-analyze-and-optimize-your-business-data-with-zoho-inventory","status":"publish","type":"post","link":"https:\/\/bspcorp.co\/en\/2025\/03\/25\/segment-analyze-and-optimize-your-business-data-with-zoho-inventory\/","title":{"rendered":"Segment, Analyze, and Optimize Your Business Data with Zoho Inventory"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1372.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:20px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element \" style=\"text-align:center;--awb-max-width:150px;--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\" style=\"border-radius:50%;\"><img decoding=\"async\" width=\"800\" height=\"800\" title=\"gabrielle-pelletier\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2024\/09\/gabrielle-pelletier.jpeg\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2024\/09\/gabrielle-pelletier.jpeg\" alt class=\"lazyload img-responsive wp-image-8963\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27800%27%20height%3D%27800%27%20viewBox%3D%270%200%20800%20800%27%3E%3Crect%20width%3D%27800%27%20height%3D%27800%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2024\/09\/gabrielle-pelletier-200x200.jpeg 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2024\/09\/gabrielle-pelletier-400x400.jpeg 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2024\/09\/gabrielle-pelletier-600x600.jpeg 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2024\/09\/gabrielle-pelletier.jpeg 800w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 640px) 100vw, 800px\" \/><\/span><\/div><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-center fusion-title-text fusion-title-size-four\" style=\"--awb-margin-bottom:0px;--awb-margin-top-small:12px;--awb-margin-right-small:0px;--awb-margin-bottom-small:0px;--awb-margin-left-small:0px;\"><h4 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:26;line-height:1.4;\">Gabrielle Pelletier<\/h4><\/div><div class=\"fusion-text fusion-text-1 fusion-text-no-margin\" style=\"--awb-content-alignment:center;--awb-margin-bottom:0px;\"><p>Zoho Finance Expert<\/p>\n<\/div><div class=\"fusion-text fusion-text-2\"><blockquote>\n<p>Did you know that Zoho Inventory&#8217;s Reporting Tags offer a complete system to label, analyze, and manage your business data, allowing you to track performance and refine strategies with precision?<\/p>\n<\/blockquote>\n<p class=\"fusion-responsive-typography-calculated\" style=\"--fontsize: 26; line-height: 1.4;\" data-fontsize=\"26\" data-lineheight=\"36.4px\">Categorizing and analyzing your business data effectively is key to making informed decisions. With Reporting Tags in Zoho Inventory, you can label and segment entities like customers, vendors, items, and transactions for clearer, more insightful reports. You can create custom tags, associate them with transactions, filter reports for deeper insights, and remove tags as needed\u2014all in just a few steps. This helps you track performance across different categories and refine your strategies with precision. In this guide, we\u2019ll walk you through how to use Reporting Tags to enhance your reporting, giving you a smarter way to manage your inventory and business operations.<\/p>\n<p><b>Step-by-Step Instructions:<\/b><\/p>\n<p><b><i>Scenario:<\/i><\/b><i><span style=\"font-weight: 400;\"> Alex owns a chain of fitness gear stores across multiple states, specializing in high-quality hand gloves for weightlifting and training. He wants to track sales performance at each location to determine which gloves are most popular in different regions. To do this, he creates <\/span><\/i><b><i>Reporting Tags<\/i><\/b><i><span style=\"font-weight: 400;\"> for each state and assigns them to sales transactions. At the end of the month, he filters his reports using these tags to analyze sales trends, helping him optimize inventory and marketing strategies for each store.<\/span><\/i><\/p>\n<h3><b>Create Tags<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You have the flexibility to create <\/span><b>Reporting Tags<\/b><span style=\"font-weight: 400;\"> with multiple options tailored to your specific needs. To set up a reporting tag:<\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">1. Navigate to <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Settings<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> and select <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Reporting Tags<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> under <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Customization<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">2. Click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">+ New Tag<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> in the upper right corner to begin.<\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10063\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2.png\" alt=\"\" width=\"2850\" height=\"1196\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%272850%27%20height%3D%271196%27%20viewBox%3D%270%200%202850%201196%27%3E%3Crect%20width%3D%272850%27%20height%3D%271196%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-200x84.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-300x126.png 300w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-400x168.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-600x252.png 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-768x322.png 768w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-800x336.png 800w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-1024x430.png 1024w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-1200x504.png 1200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2-1536x645.png 1536w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-new-2.png 2850w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 2850px) 100vw, 2850px\" \/><\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">3. Input the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">tag name<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> and define the options as needed.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">4. To add more options, click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">+ Add Another Option<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">, or to remove an option, click the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">trash icon<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">5. Click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Save<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to finalize the reporting tag.<\/span><\/p>\n<p><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10065\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5.png\" alt=\"\" width=\"1006\" height=\"974\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271006%27%20height%3D%27974%27%20viewBox%3D%270%200%201006%20974%27%3E%3Crect%20width%3D%271006%27%20height%3D%27974%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5-200x194.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5-300x290.png 300w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5-400x387.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5-600x581.png 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5-768x744.png 768w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5-800x775.png 800w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-create-5.png 1006w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1006px) 100vw, 1006px\" \/><\/p>\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"> You can create a maximum of <\/span><b>10 Reporting Tags<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3 style=\"text-align: left;\"><b>Associate Tags<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve created your Reporting Tags, you can apply them to entities like items, contacts, and transactions for better organization and analysis.<\/span><b><br \/>\n<\/b><b><br \/>\n<\/b><b>To tag an item:<\/b><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">1. Navigate to the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Items<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> module and either create a new item or edit an existing one.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">2. Scroll down and click <\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><b style=\"font-weight: var(--awb-text-font-weight);\">Associate Tags.<\/b><b><br \/>\n<\/b><\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">3. Select the relevant tags and click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Save<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to apply them.<\/span><\/p>\n<p><b>To tag a contact:<\/b><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">1. Go to the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Contacts<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> page and either create a new contact or edit an existing one.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">2. Scroll down and click the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Reporting Tags<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> tab.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">3. Select the necessary tags and click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Save<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to apply them<\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10067\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3.png\" alt=\"\" width=\"1016\" height=\"561\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271016%27%20height%3D%27561%27%20viewBox%3D%270%200%201016%20561%27%3E%3Crect%20width%3D%271016%27%20height%3D%27561%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3-200x110.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3-300x166.png 300w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3-400x221.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3-600x331.png 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3-768x424.png 768w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3-800x442.png 800w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-contacts-3.png 1016w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/span><\/p>\n<p><b>To tag a transaction:<\/b><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">1. Create a new <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">sales<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> or <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">purchase<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> transaction.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">2. Enter the necessary details, then click the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">three horizontal dots (\u2026)<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> next to the item table.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">3. Select <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Add Additional Information<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> and assign the relevant <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Reporting Tags<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> in the pop-up window.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">4. Click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Save<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to apply the tags.<\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10069\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions.png\" alt=\"\" width=\"1113\" height=\"164\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271113%27%20height%3D%27164%27%20viewBox%3D%270%200%201113%20164%27%3E%3Crect%20width%3D%271113%27%20height%3D%27164%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-200x29.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-300x44.png 300w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-400x59.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-600x88.png 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-768x113.png 768w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-800x118.png 800w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions-1024x151.png 1024w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-transactions.png 1113w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1113px) 100vw, 1113px\" \/><\/span><\/p>\n<h3><b>Filter Reports with Tags<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You can filter reports based on the Reporting Tags linked to items and transactions. In Zoho Inventory, this feature is available for the Sales by Item report. Follow these steps to apply filters:<\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">1. Open a new invoice, assign tags to each item, and mark the invoice as <\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><b>Sent.<br \/>\n<\/b><\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">2. Navigate to the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Reports<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> module from the left sidebar and open the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Sales by Item<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> report.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">3. Click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Customize Report<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> at the top.<br \/>\n<\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">4. Under <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">General &gt; Advanced Filters<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">, click <\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><b style=\"font-weight: var(--awb-text-font-weight);\">+ Add Filter.<\/b><b><br \/>\n<\/b><\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">5. Choose a <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Reporting Tag<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> and set the desired criteria.<br \/>\n<\/span><span style=\"background-color: var(--awb-bg-color-hover); color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); font-weight: var(--awb-text-font-weight);\">6. Select the specific options you want to filter the report by.<\/span><\/p>\n<p><span style=\"background-color: var(--awb-bg-color-hover); color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); font-weight: var(--awb-text-font-weight);\"><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10071\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6.png\" alt=\"\" width=\"1231\" height=\"500\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271231%27%20height%3D%27500%27%20viewBox%3D%270%200%201231%20500%27%3E%3Crect%20width%3D%271231%27%20height%3D%27500%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-200x81.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-300x122.png 300w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-400x162.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-600x244.png 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-669x272.png 669w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-768x312.png 768w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-800x325.png 800w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-1024x416.png 1024w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6-1200x487.png 1200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-filter-6.png 1231w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1231px) 100vw, 1231px\" \/><\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">7. Click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Run Report<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to generate insights based on your selected tags.<\/span><\/p>\n<h3><b>Delete or Deactivate a Reporting Tag<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If a Reporting Tag is no longer needed, you can either delete it or mark it as inactive. However, tags that are already in use cannot be deleted. Follow these steps to manage your tags:<\/span><\/p>\n<p><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">1. Navigate to <\/span><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"><b>Settings &gt; Reporting Tags.<br \/>\n<\/b><\/span><\/p>\n<p><span style=\"background-color: var(--awb-bg-color-hover); color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); font-weight: var(--awb-text-font-weight); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform);\">2. Hover over the tag you want to modify.<\/span><\/p>\n<ul>\n<li><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Click <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Mark as Inactive<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to disable it.<br \/>\n<\/span><\/li>\n<li><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Click the <\/span><b style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\">Trash Can icon<\/b><span style=\"color: var(--awb-text-color); font-family: var(--awb-text-font-family); font-size: var(--awb-font-size); font-style: var(--awb-text-font-style); letter-spacing: var(--awb-letter-spacing); text-align: var(--awb-content-alignment); text-transform: var(--awb-text-transform); background-color: var(--awb-bg-color-hover);\"> to delete it.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10073\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2.png\" alt=\"\" width=\"1231\" height=\"205\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271231%27%20height%3D%27205%27%20viewBox%3D%270%200%201231%20205%27%3E%3Crect%20width%3D%271231%27%20height%3D%27205%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-200x33.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-300x50.png 300w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-400x67.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-600x100.png 600w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-768x128.png 768w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-800x133.png 800w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-1024x171.png 1024w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2-1200x200.png 1200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-delete-2.png 1231w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1231px) 100vw, 1231px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">3. To adjust an existing tag, you can also <\/span><b>edit<\/b><span style=\"font-weight: 400;\"> it and remove any unwanted options by unchecking or deleting them.<\/span><\/p>\n<p><img decoding=\"async\" class=\"lazyload alignnone size-full wp-image-10075\" src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-edit-3.png\" data-orig-src=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-edit-3.png\" alt=\"\" width=\"488\" height=\"532\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27488%27%20height%3D%27532%27%20viewBox%3D%270%200%20488%20532%27%3E%3Crect%20width%3D%27488%27%20height%3D%27532%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-edit-3-200x218.png 200w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-edit-3-275x300.png 275w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-edit-3-400x436.png 400w, https:\/\/bspcorp.co\/gestion\/wp-content\/uploads\/2025\/03\/tag-edit-3.png 488w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 488px) 100vw, 488px\" \/><\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":10,"featured_media":10080,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[93,108],"tags":[],"class_list":["post-10061","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance-en","category-insights"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - 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