Tags

Tags are labels you apply to orders, expenses, and payouts. They’re the primary way to group records for P&L reporting and organization.

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How tags work

Every record can have:

• One primary tag — the main category for reporting
• Unlimited secondary tags — additional labels for cross-cutting concerns

For example, an order from a convention might have:

• Primary tag: GenCon 2025
• Secondary tags: Modern, High Value

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System tags

CardOps ships with pre-configured tags for common use cases. These cannot be deleted, but you can choose not to use them.

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Custom tags

Create your own tags under Settings > Tags:

1. Go to Settings > Tags
2. Click New Tag
3. Enter a name and choose a color
4. Click Save

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Tag archiving

Instead of deleting tags (which would break historical reports), CardOps uses soft-delete:

1. Go to Settings > Tags
2. Find the tag you want to archive
3. Click the archive icon

Archived tags:

• Don’t appear in tag selection dropdowns
• Are still visible on existing records
• Still appear in historical reports

You can unarchive a tag at any time.

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Reporting with tags

Tags are the primary grouping dimension for P&L reports. The P&L by Tag report shows revenue, fees, expenses, and net profit grouped by your tags. This makes tags powerful for tracking profitability across:

• Events — conventions, card shows
• Product lines — MTG singles, sealed product, accessories
• Time periods — Q1 inventory, holiday sale
• Channels — premium listings, clearance

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Best practices

• Be consistent — pick a naming convention and stick to it
• Keep it simple — fewer, well-used tags are more useful than many rarely-used ones
• Use primary tags for the big picture — primary tags should represent your main reporting dimensions
• Use secondary tags for detail — secondary tags add granularity without fragmenting your primary reports
• Archive, don’t delete — archiving preserves historical data while keeping your active tag list clean