Reporting tags

You can use reporting tags to measure the results and impact of campaigns, initiatives, company values, and more. They are also valuable for tagging content created by affinity groups or non-profit partners. You can include the Tag field in reports and group or filter data using this field.

Permissions

Users with the Tag Manager role can create, edit, and manage reporting tags.

• During Beta testing, this role must be assigned by your Client Success Manager.

Any user with the ability to create or edit the content types listed below can add reporting tags to that content.

Content types that use reporting tags

• Volunteer opportunities
• Giving opportunities
• Missions
• Causes
• Corporate donations

Contact Client Technical Support to add reporting tags to:

• Corporate donation batches
• Seeding transaction batches

Creating tags

1. Select Manage from the top-right corner.
2. Select Content > Tags from the menu bar.
3. Select Create Tag.
4. Enter the name of the tag. Each tag must be unique.

The tag is now created!

Editing tags

1. Select Manage from the top-right corner.
2. Select Content > Tags from the menu bar.
3. Find the tag and select Edit Tag.
4. Choose to Rename, Manage or Archive, from the dropdown.

Note: When you archive a tag:

• It will remain on all existing content with that tag.
• the tag will still be available in reporting.
• The tag cannot be used to label new content.
• The tag name cannot be changed.
• The tag can be unarchived at any time.

Adding tags to content

Once a tag has been created, you can add it to volunteer opportunities, giving opportunities, missions, challenges or corporate donations when creating or editing the content piece. Tags can be searched for in the Reporting Tags section of the content editor.

To add a tag to Cause profiles, take the following steps:

1. Create tag.
2. Select tag name.
3. Select Add Content.
4. Enter the name of the nonprofit profile you would like to tag and select Search.
5. Select Add Tag in the Actions column, next to the correct nonprofit.

You can add more than one tag to any piece of content.

Reporting on tags in your program

Once applied to your program content, reporting tags become available in both Benevity Reporting and Reporting Studio, helping you filter, group, and analyze data based on the tags you’ve applied.

You can use tags to track activity by campaign, business unit, employee group, funding source, or any other internal category you define.

In Benevity Reporting

• Add the Tags field to reports as a column to display tags associated with each record
• Group by tag to compare activity across different initiatives or segments
• Filter reports to focus on specific tags

The Tags field appears under Common Fields in the Transactions, Causes, and Users datasets.

In Reporting Studio

To use reporting tags:

1. Open the Donate or Volunteer Explore.
2. Locate the Tags section in the field list on the left side of the screen.
3. Add the Reporting Tags dimension to:
   • Display tags in your results
   • Pivot data by tag
4. Add the same field as a filter to narrow your results.

Understanding how tag updates affect reports

Any changes to reporting tags in the platform automatically update the data available in both Benevity Reporting and Reporting Studio:

• Updating a tag updates the tag across all associated transactions, past and present.
• Removing a tag from an entity (such as a cause or opportunity) removes it from all transactions where it was previously applied.
• Archiving a tag retains the tag on past transactions but prevents it from being used moving forward.
• Deleting a tag removes it from all transactions entirely, including historical data.

Examples of how you can use tags in your program

• Campaign Reporting: During Company W's 'In the Community' volunteering campaign, there were 1,000s of campaign-related volunteer opportunities occurring, while there were also many non-campaign-related volunteer opportunities occurring as well. After the campaign ended, the CEO wanted to know how many volunteer opportunities were executed, how many volunteers were involved, how many volunteer hours, etc.
• Separating campaign-related activity: Apply the "In the Community 2023" tag to each volunteer opportunity, and then group or filter the data by tag in volunteer reports. Get year-over-year insights by tagging the same campaign in 2024.
• Allocating Spending to Multiple Cost Centers: Company X wants to seed all their employees $50 as a special bonus this year. They want to pay for this out of a separate budget, instead of the usual year-round program budget. To do this, the admin can apply a 'CompanyXbonus' tag to the seeding batch. At the end of the month, the Donation Report will display the total amount seeded with this tag.
• Tracking activity by affinity groups: Company Y has about 20 affinity groups which periodically sponsor giving or volunteering opportunities. By creating a tag for each affinity group and applying it to their giving or volunteering opportunities, it is easy for Company Y to separate activities for each group. Benevity reporting allows Company Y to compare activity across groups.
• Tracking initiatives: Company Z has a 'Legal Pro Bono' focus wherein they try to organize volunteer opportunities for their lawyers to provide legal counsel to non-profits. They create a 'Legal Pro Bono' tag and apply it to all volunteer opportunities related to that initiative to easily identify them.