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.
Instructions
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.