Purpose

The Financials Tab Settings page allows administrators to create and manage the financial tags used throughout the Financials dashboard. These tags define how financial information is categorized, organized, and displayed, ensuring that reporting aligns with your organization's budgeting and financial management processes.

Whether your organization tracks Annual Budgets, Capital Projects, Operational Expenses, Grants, or other financial categories, Financials Tab Settings provide the flexibility to configure the dashboard using terminology that reflects your business.

Business Value

Every organization structures its financial reporting differently. Some report by fiscal year, others by funding source, department, initiative, or project type.

Financials Tab Settings allow administrators to customize these categories without requiring system changes or development.

Using Financials Tab Settings, organizations can:

• Create financial reporting categories that reflect their business structure.
• Organize financial information consistently across the organization.
• Simplify dashboard reporting by using meaningful financial tags.
• Remove obsolete categories as reporting requirements evolve.
• Improve filtering and visibility within the Financials dashboard.

By maintaining standardized financial tags, organizations create more meaningful financial reports while ensuring users speak the same reporting language.

Objective

The objective of Financials Tab Settings is to provide administrators with a centralized location to manage the financial tags displayed throughout the Financials dashboard.

Administrators can:

• Create new financial tags.
• Rename existing tags.
• Delete unused tags.
• Standardize financial reporting terminology.
• Keep financial dashboards aligned with organizational reporting requirements.

Overview

Financials Tab Settings control the categories used within the Financials dashboard.

Each tag represents a financial classification that users can apply when organizing or reporting financial information.

Changes made in Financials Tab Settings are reflected automatically throughout the Financials dashboard.

Financial Tag Management

Financial Tags allow organizations to categorize financial information in a way that matches their reporting needs.

Examples include:

• Annual Budget
• Quarterly Budget
• Capital Projects
• Operational Expenses
• Grant Funding
• Cost Center
• Department Budget
• Program Funding

Administrators can create as many financial tags as needed to support their organization's reporting model.

Add a Financial Tag

Select Add Tag to create a new financial category.

Provide a descriptive name that clearly identifies how financial information should be grouped.

Examples include:

• FY2026 Budget
• Q3 Operating Budget
• Infrastructure
• Capital Improvement

💡 Best Practice: Use clear and consistent naming conventions so users can easily identify the correct financial category.

Rename a Financial Tag

Financial tags can be renamed when reporting terminology changes.

Renaming a tag updates its display name throughout the Financials dashboard while preserving the underlying reporting structure.

Delete a Financial Tag

Unused financial tags can be removed to keep the Financials dashboard organized.

⚠️ Important: Before deleting a financial tag, verify that it is no longer needed for reporting or historical reference.

(If developers confirm that deleting a tag affects historical data, I'd document that here.)

How to Manage Financial Tags

Step 1

Navigate to Business Outcomes.

Step 2

Select Settings.

Step 3

Click Financials Tab Settings.

Step 4

Select Manage Financial Tab Settings.

The Financial Tag Management page opens.

Step 5

Create, rename, or delete financial tags as needed.

Use meaningful names that align with your organization's financial reporting standards.

Step 6

Save your changes.

New or updated tags become available throughout the Financials dashboard.

✔ Expected Result

The Financials dashboard displays the updated financial tags, allowing users to organize and report financial information using the newly configured categories.

Notes

📝 Changes to financial tags are reflected throughout the Financials dashboard.

📝 Financial tags should align with your organization's budgeting and reporting standards.

📝 Only users with appropriate administrative permissions can manage Financials Tab Settings.

Permissions

🔒 Business Outcomes Administrators can create, rename, and delete financial tags.

🔒 Standard users can view and use financial tags but cannot modify them.

Frequently Asked Questions

What is a financial tag?

A financial tag is a configurable category used to organize and classify financial information displayed in the Financials dashboard.

Can I rename a financial tag?

Yes. Administrators can rename financial tags at any time to reflect updated reporting terminology.

Does deleting a financial tag delete financial data?

Deleting a financial tag removes the category from the Financials dashboard. If your organization associates historical financial data with tags, verify the impact before deleting the tag.

(I'd confirm this behavior with the development team before publishing.)

Can I create my own financial categories?

Yes. Administrators can create custom financial tags that match their organization's reporting structure.

Summary

Financials Tab Settings provide administrators with the flexibility to customize how financial information is organized and presented throughout the Financials dashboard. By creating, maintaining, and standardizing financial tags, organizations can ensure that reporting reflects their unique budgeting structure while improving consistency, usability, and financial visibility across the platform.