Tags are user defined fields that can be used to group Company, OrgUnits, Objects and ERP Accounts (GL Codes)  respectively together for Row Format (Grid Format) reporting purposes.

If you wish to use the "CompanyTag", please contact Dynamic Budgets to setup these very sensitive fields.

The full list of fields is below:

The fields are defined in Manage OrgUnits, Manage ERP Accounts, and Manage Objects.


On the below OrgUnits were grouped into Divisions using Tag1:


Below is how a Define Row Formats would look like using Tag1:



Below is how the report would look:


Related Article:

How Do I Customize Tag Title?