We now allow tags (aka a ‘label’) to be configured and assigned to families in Binti. Once tags are assigned, you are able to filter reports and dashboards. They also appear on the downloadable CSV. Tagging is designed to be a flexible way to group families. Below are some example use-cases that are possible with tagging:
Filter dashboards and reports for families in specific offices or regions
Filter dashboards and reports for families in specific programs (therapeutic, etc.)
Filter dashboards and reports for families recruited through a specific channels or recruitment tactic
Once configured, tags can be added via the Intake Family and Edit Application pages.
Connect with your Customer Success Manager today to add tags for your agency! We will bulk assign tags to your existing families to help get you started.
Learn more in our Help Center