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Sort Report By

This PDF template setting allows you to determine whether the PDF report is generated based on section or account.

• When you sort the report by section, Tamarac generates all the sections for one account, then the next account, etc., within the group.

• When you sort the report by account, Tamarac generates one section for all accounts, then moves on to the next section for all accounts, etc., within the group.

For example, a PDF template includes the following sections:

• Account Performance

• Holdings

• Transactions

The Abbey Family Group includes these two accounts:

• Georgia Abbey IRA

• Georgia and Michael Abbey Brokerage

Learn More

For more information on creating PDF templates, see Create, Edit, and Delete a PDF Template.

For more information on using PDF reports, Understanding PDF Reports and Workflow: Generate a PDF Report.