Using Tags
Reporting Tags
Reporting Tags in CertiNext provide a flexible way to categorize, organize, and govern certificates, orders, discoveries, and related records across the platform. Tags help add business and operational context to technical certificate data, making it easier to filter, report, and control certificate usage at scale.
Tags are commonly used to represent environments, departments, applications, projects, or any other logical classification relevant to an organization.
Purpose of Reporting Tags
Reporting tags allow organizations to:
Categorize certificates and orders for better visibility and reporting
Filter dashboards, inventories, and reports by business or operational context
Track certificate usage across environments such as production, pre-production, and test
Support cost allocation, governance, and audit requirements
By using tags consistently, organizations can gain clearer insights into how certificates are used across teams and environments.
Creating and Managing Tags
Administrators can create and manage tags from the Reporting Tags section in Settings. Each tag includes:
Tag Name – A human-readable identifier (e.g., Production, Preproduction, Test)
Tag Value – A standardized value used for filtering and reporting (e.g., PROD, TEST, EVAL)
Status – Indicates whether the tag is active and available for use
Tags can be enabled or disabled as requirements evolve, without affecting existing certificate records.
Tags for Environment Isolation
Beyond reporting, CertiNext uses tags as a powerful mechanism for environment isolation. Tags can be applied to certificates discovered through scanning and monitoring activities, allowing environments to be clearly separated within a shared account.
For example:
Certificates discovered in production systems can be tagged as PROD
Certificates discovered in test or evaluation systems can be tagged as TEST or EVAL
This separation helps ensure that actions intended for one environment do not accidentally affect another.
Tags and Access Control
Tags can also be used in conjunction with user and group access controls. Users or groups associated with a specific tag can be granted visibility and management rights only over certificates and discoveries carrying the same tag.
This enables:
Delegated certificate management by environment or team
Reduced operational risk through scoped access
Clear ownership and accountability for certificate lifecycles
For example, a team responsible for test environments can manage only certificates tagged as TEST, while production certificates remain restricted to authorized users.
Tags in Discovery and Inventory
During certificate discovery, CertiNext allows discovered certificates to be automatically associated with tags. This ensures:
Immediate classification of discovered certificates
Faster triage and remediation based on environment or usage
Consistent tagging even for certificates not originally issued through CertiNext
Tagging discovered certificates helps bring unmanaged or legacy certificates into governed workflows without losing contextual information.
Reporting and Export
Reporting tags can be used to:
Filter certificate and order reports
Generate environment-specific or department-specific views
Export filtered data to Excel or PDF for audits, reviews, or internal reporting
This makes tags a key tool for both operational management and compliance reporting.
Why Reporting Tags Matter
As certificate estates grow, raw technical data alone is not enough. Tags provide the contextual layer that allows organizations to:
Scale certificate operations safely
Enforce environment separation
Improve reporting clarity
Align certificate management with business structures
Tags as a Governance and Visibility Tool
In CertiNext, tags are more than labels—they are a governance and isolation mechanism. By combining tagging with discovery, access control, and reporting, CertiNext enables organizations to manage certificates across environments and teams with precision, clarity, and reduced risk.
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