Many reports in ShulCloud have the option to add all people to a tag. However, even if you don't see an 'add to tag' button, you'll still be able to add the people to a tag. There are 8 steps:
- Create the new tag in Admin Menu -> My Lists -> Tags
- Run the report, and make sure that it has either a Person ID or Account ID column
- export and open the report in Excel
- Copy the Person ID or Account ID column
- Go to https://convert.town/column-to-comma-separated-list and paste in the column of person IDs to create a comma separated list
- Go to Admin Menu -> People and select Show Advanced at the top right
- Paste in the list of IDs to the Quick Find filed, select either 'Account ID List' or 'Person ID List', and update the filter
- Select 'Add All People to Tag'