Contents

Introduction

Create a Text module

Create a Text module from the Report Studio home page

Create a Text module from within a new report

Available Text module settings

Introduction

Modules are the basis for all reports in Report Studio. After you create a module, you can save it in the library and reuse it in other reports. You can also share modules with advisors across your firm to support collaboration and maintain reporting consistency.

The Text module in Report Studio displays custom text in your reports. Use it to add commentary, disclosures, explanations, or other written content to clients. You can also save these modules to your Module Library to reuse commentary across multiple client presentations.

This article provides steps for how to create a Table module and its available settings.

Create a Text module

You can create a Text module in the following locations:

• From the Report Studio home page.

• Directly in Report Studio report.

Create a Text module from the Report Studio home page

To create a Text module from the Report Studio home page:

1. On the Tamarac Reporting dashboard, under the Client Reporting menu, select Report Studio.

2. Select New module.
   

3. Select Text.
   

4. Provide a Module Name and optionally, a Module Description. Select Continue.
   

5. Complete the desired settings and layout in the Module Settings panel and select Save.

Create a Text module from within a new report

To create a Text module from within a new report:

1. Create a new report. For steps, see Create Reports in Report Studio.

2. Drag and drop the Text module into the section.
   

3. Complete any of the desired options under the Settings tab. For more information, see Available Text module settings below.

4. Select Save.

Available Text module settings

Module settings determine the appearance and function of the given modules. For more information, see Module Settings for more information.