Tags and Sectors

In this page:

DevResults offers two multi-purpose tools for organizing, sorting, and filtering information: sectors and tags defined by users. 

• Tags enable users to filter activities, data tables, indicators, locations, organizations, and photos (as well as indicator data). 
• Sectors enable users to filter indicators and activities (as well as indicator data). 

On this page:

• Create a tag
• Assign a tag
• Use tags to filter information
• Create a sector
• Assign a sector
• Use sectors to filter information

Create a tag

To create a new tag, go to Administration > Tags. 

Choose from the blue tabs to create a tag for activities, data tables, indicators, locations, organizations, or photos. Click on the grey Click to add... text at the bottom of the table and type the name of your new tag. Click anywhere outside of the cell to save the tag.

To edit an existing tag, click on the tag text, edit it, and click anywhere outside of the cell to save the change. 

To delete a tag, hover over the tag and click on the orange X that appears to its left.

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Assign a tag

Once you've created tags, navigate to the definition page for any activity, data table, indicator, location, organization, or photo. Assign a tag by clicking on the + Add a tag... button. Select a tag from the drop down menu to save the tag assignment. You can assign unlimited tags. 

This example shows where to assign a tag to an activity:

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Use tags to filter information

Tags can be used to filter information in indices and reports. 

For example, the activity index can be filtered to show only activities with a certain tag. 

When creating a MultiMatrix report, the selection panel for Indicators can be filtered to only indicators with a certain tag. This lets you easily find indicators for just one tag (or a set of tags) to include in the report. In the MultiMatrix Filters panel you can filter the report by only including data for activities or locations with a certain tag (or set of tags). For example, if many activities report on the indicator # people trained, you could create a report that only includes data reported by capacity building activities by choosing the Capacity Building tag.

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Create a sector

To create a new sector, go to Administration > Sectors.

Click on the grey Click to add... text at the bottom of the table and add the name of your new sector. Click anywhere outside of the cell to save the sector.

If your site is IATI-enabled, select the corresponding IATI sector by clicking on the dropdown menu under IATI Sector.

To edit an existing sector, click on the sector text, edit it, and click anywhere outside of the cell to save the change. 

To delete a sector, hover over the sector and click on the orange X that appears to its left. 

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Assign a sector

Once you've created sectors, navigate to the definition page for any activity or indicator. Assign a sector by clicking on the + Add a sector... button. Select a sector from the drop down menu to save the sector assignment. You can assign unlimited sectors. 

This example shows where to assign a sector to an activity:

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Use sectors to filter information

Sectors can be used to filter information in indices and reports.

For example, the activity index can be filtered to show only activities with a certain sector. 

When creating a MultiMatrix report, the selection panel for Indicators can be filtered to only indicators with a certain sector. This lets you easily find indicators for just one sector (or a set of sectors) to include in the report. In the MultiMatrix Filters panel you can filter the report by only including data for activities with a certain sector (or set of sectors). For example, if many activities report on the indicator # people trained, you could create a report that only includes data reported by health activities by choosing the Health sector.

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Didn't answer your question? Please email us at help@devresults.com.