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Sort Group Members For Reporting

This group setting allows you to configure the order you see accounts listed in reports.

You can organize accounts in a report in any of the following orders:

• Alphabetically

• Total account value - Ascending

• Total account value - Descending

• Custom. If you choose Custom, you can drag and drop the accounts into any order you choose.

  

If you also want this custom order to be shown on your reports:

• On the Asset Allocation report and Comparative Review report, select Default Group Member Sort in the Sort by list.

• On the Account Performance report, use Include ____ accounts to designate how many accounts you see. They appear on the report in the order designated.

For more information on maintaining groups, see Creating and Modifying Groups.

For more information about entities in Tamarac, see Introduction to Accounts, Groups, Households, and Clients.