Some reports that use As of Date to show results on a specific date allow you to add any column that is based on a date period. This report setting allows you to set a date range for specific columns that require a date period.

For example, you want to add IRR as a column to the Committed Capital report. However, the IRR calculation uses a date range, rather than a single point in time. This report setting allows you to set the date period for IRR columns even though Committed Capital is based on a single date.

Add a Date Period to a Column

To add a date period to a column on a report:

1. Add the desired column to your report.

2. In the Selected columns list:

   • For dynamic reports, click the column you just added.

   • For PDF reports, double-click the name of the column.

3. In the Show change for: list, select the date period desired. The list displays all your firm date periods, or allows you to create a new date period on the fly. If you don't select a specific date period, Tamarac selects the first date period in the list by default.

4. Click Save. The report adds the column, with the date period included in the column name.

   

Learn More

This setting applies to the following reports:

• Committed Capital

• Holdings

• Security Cross-Reference

You can change the column name, including the date period merge field. For more information, see Formatted Name and Use Default.