Using tags for filtering is a straightforward solution to managing your data without asking your users to fill out more fields, or cluttering up the signup form with too many admin-only fields. SUMAC® provides a simple way of utilising tags when running reports or sending group emails.

On the reports or group email page, choose the report type/selector and then add the tags filter.

Select the tags you wish to filter by.

Click Preview, or if on Group email, view the recipients in the right pane. The entities (members, partnerships) which have these tags will be shown.