Description: Custom worktags make it easy to add new reporting dimensions anytime without help from IT.
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Tooltip: Search for Enable Custom Worktags
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Description: For example, to understand which campaigns contribute to your expenses, create a new reporting dimension and name it Campaign.
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Description: Specify the campaigns you'd like to report on, such as Targeting the COO.
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Tooltip: Select Done
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Description: You’re now ready to use the Campaign dimension on any transaction, such as expense reports and purchase requisitions, to gain a clearer picture of your organization’s activity.
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Description: It’s that simple. You won’t need additional changes or configurations to capture expenses for campaign reporting.
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