--- title: How to Utilize and Edit Tags. description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-utilize-and-edit-tags#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en) 3. [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions) # How to Utilize and Edit Tags. 1\. The Tag feature in Pallet Connect is customizable, so it can be used to categorize transactions in a variety of ways. The Tags are colour coded and named and currently can be assigned to a transaction. They are a beneficial visual aid and can be utilized to further filter reports. This article explains how to edit Tags and how to use them in reports.   2\. **TO EDIT TAGS:** Navigate to the transaction. Find a transaction through the main menu, by typing the reference number into the global search or from the contact's profile. This article uses a selected Customer Order. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-05-0999-PM.jpg)   3\. Click here to access the Tags or click "Review" to view the transaction details. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-08-4872-PM.jpg)   4\. Click here to access Tag from transaction details page. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-13-5522-PM.jpg)   5\. Click the "Manage" button. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-18-3338-PM.jpg)   6\. This will display the current Tags. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-23-9192-PM.jpg)   7\. Click this text field to change the name of the Tag. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-29-0561-PM.jpg)   8\. Click here to change the colour of the Tag. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-33-5383-PM.jpg)   9\. Click here to save the changes or "x" to exit from editing this tag. Click on the garbage can icon to delete a Tag. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-39-0210-PM.jpg)   10\. Click "×" to return to the transaction. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-44-5133-PM.jpg)   11\. Changes will be seen in the transaction details and slide out screens. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-50-0026-PM.jpg)   12\. **TAGS IN REPORTS:** Tags are shown in reports and can be used to filter information. The Tags will be displayed as shown. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-54-8364-PM.jpg)   13\. Firstly, ensure that the Tags column is available and is displayed on the chosen report, click here. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-01-0236-PM.jpg)   14\. Ensure the column is selected as a "Visible column". If not, then ensure it can be added from the "Available columns" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-05-0958-PM.jpg)   15\. Once the columns are set, apply the filters. Click here, on the funnel icon. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-42-09-8464-PM.jpg)   16\. The other filters can be checked off as usual, from the list and the drop down menu. The Tags will be displayed at the bottom. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-15-1933-PM.jpg)   17\. Click on the selected Tag. The Tag will now be highlighted with a border. **TIP!** More than one Tag can be selected as a filter. **TIP!** Click "Clear Tag Selection" to clear all selections. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-20-2590-PM.jpg)   18\. Now choose a filter for the selected Tag, from the drop down menu. **#1:** Select the "all" option. The report will now display all of the transactions with ALL the selected Tags attached. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-25-6887-PM.jpg)   19\. **#2:** Select the "any" option. The report will now show transactions that have ANY of the selected Tags. For example, only one out of two Tags highlighted. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-30-9061-PM.jpg)   20\. **#3:** Select the "none" option. The report will now show transactions that do NOT have the selected Tags attached. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-42-35-4062-PM.jpg)   21\. 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