Managing labels

In Reporting, labels enable you to filter the Reports page and Dashboards page based on qualities that are not captured in other report and dashboard properties (such as creation date or author). For example, you can create and assign a Vulnerability label and then filter the Reports page to show only reports that present data pertaining to vulnerabilities. Reports and dashboards share the same set of labels.

Tanium assigns predefined labels to Tanium-managed reports and dashboards. You can add custom labels to both Tanium-managed and user-configured reports and dashboards. If you remove a Tanium-assigned label from a Tanium-managed report or dashboard, Reporting might reassign the label after an upgrade or re-import.

Before you begin

You need the following role permissions to work with labels:

• Reporting Category read permission is required to:
  • View the Labels list and label assignments. The list appears on the Reports and Dashboards pages. Label assignments are visible in individual reports and dashboards.
  • Apply labels as a filter on the Reports and Dashboards pages.
  • Filter the Labels list by favorites and sort the list.
  • Change the favorite status of labels.
  • Manage label assignments (assign or unassign) for reports and dashboards.
• Reporting Category write permission is required to:
  • Create labels.
  • Edit labels.
  • Delete labels.

View labels

To view labels, go to the Main menu and select Data > Reports or Data > Dashboards.

The Reports page and Dashboards page show the same labels in the Labels section, which is expanded by default. Based on which page you open, the number in each label indicates the number of reports or dashboards to which the label is assigned.

Configure the following options to filter the Labels section and change how it lists labels:

Labels presentation options

Option	Description
Filter by name	Enter an alphanumeric string to match all or part of a label name to find a specific label if the list is long.
Filter by favorites	Click Options and select Show All labels or Show Favorites.
Change favorite status	Click to assign favorite status to a label or click to unassign favorite status.
Sort	Click Options and select Sort by Number of Reports/Dashboards or Sort Alphabetically.
Collapse/expand Labels section	Collapse the Labels section to expand the Reports or Dashboards grid horizontally. Expand the Labels section to work with the labels.

Filter reports or dashboards by labels

You can filter the Reports page or Dashboards page to list only the reports or dashboards to which certain labels are assigned:

1. From the Main menu, go to Data > Reports or Data > Dashboards.
2. In the Labels section, select the desired labels. The page refreshes to apply your selections.

Create labels

Create a label from the Reports or Dashboards page:

1. From the Main menu, go to Data > Reports or Data > Dashboards.
   
2. In the Labels section, click Options and select Add Label.
3. Enter a label name and click Add.

The label appears in the Labels section and is available to all reports and dashboards.

You can also create labels when you configure the basic settings of:

• A new report (see Explore data and create reports) or existing report (see Edit reports)
• A new dashboard (see Create dashboards) or existing dashboard (see Edit dashboards)

Manage label assignments for reports

You can change which labels are assigned to reports when you:

• Create a report. See Explore data and create reports.
• Edit an existing report. See Edit reports.
• View existing reports on the Reports page, as described in the following steps. This is the only workflow where you can manage label assignments for multiple reports in a single operation.

You can assign labels to custom and Tanium-managed reports and you can unassign labels from custom reports. If you unassign Tanium-assigned labels from a Tanium-managed report, those labels are restored the next time you update or re-import Reporting. However, you can unassign labels that another user assigned to a Tanium-managed report.

Perform the following steps to manage label assignments for one or more reports:

1. From the Main menu, go to Data > Reports.
2. Verify that the Labels section lists any labels that you want to assign.

   To add labels, see Create labels.

3. In the Reports grid, select the reports for which you want to change label assignments.

4. Click Manage Labels. In the Manage Labels dialog, the check boxes indicate which labels are currently assigned to the selected reports:

   • Check mark : The label is assigned to all the selected reports.

   • Dash : The label is assigned to some of the selected reports but not all.
   • Clear: The label is not assigned to any of the selected reports.
5. Select (assign) or clear (unassign) check boxes to change the label assignments, and click Save. If the check box has a dash , click it once to assign the label to all the selected reports or click it twice to unassign the label from all the selected reports.

Manage label assignments for dashboards

You can change which labels are assigned to dashboards when you:

• Create a dashboard. See Create dashboards.
• Edit an existing dashboard. See Edit dashboards.
• View existing dashboards on the Dashboards page, as described in the following steps. This is the only workflow where you can manage label assignments for multiple dashboards in a single operation.

You can assign labels to custom and Tanium-managed dashboards and you can unassign labels from custom dashboards. If you unassign Tanium-assigned labels from a Tanium-managed dashboard, those labels are restored the next time you update or re-import Reporting. However, you can unassign labels that another user assigned to a Tanium-managed dashboard.

Manage label assignments for one or more dashboards:

1. From the Main menu, go to Data > Dashboards.
2. Verify that the Labels section lists any labels that you want to assign.

   To add labels, see Create labels.

3. In the Dashboards grid, select the dashboards for which you want to change label assignments.
4. Click Manage Labels. In the Manage Labels dialog, the check boxes indicate which labels are currently assigned to the selected dashboards:

   • Check mark : The label is assigned to all the selected dashboards.

   • Dash : The label is assigned to some of the selected dashboards but not all.
   • Clear: The label is not assigned to any of the selected dashboards.
5. Select (assign) or clear (unassign) check boxes to change the label assignments, and then click Save. If the check box has a dash , click it once to assign the label to all the selected dashboards or click it twice to unassign the label from all the selected dashboards.

Delete labels

You can delete a label from the Reports or Dashboards page. When you delete labels, Reporting unassigns them from reports or dashboards.

1. From the Main menu, go to Data > Reports or Data > Dashboards.
   
2. In the Labels section, hover over the label and click Delete .