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Select From: Summary Data or Index Value

When adding data to client portal dashboard tiles, you can choose from two primary types of data points: Summary data and Index values. Use the Select from list to choose between these two data types:

• Summary data.Summary data is a list of the Summary report data points, such as Beginning Value, Ending Value, Inflows, Outflows, and more for managed accounts, unmanaged accounts, and account totals.

• Index data.A list of indexes found in Tamarac Reporting.

To choose between data point values, use the Select from list.

For more information on creating dashboard tiles, visit Client Views - Dashboard Tiles.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals