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Home > Tamarac Reporting > Accounts-Groups-Households > Accounts > Creating and Maintaining Accounts > Maintaining Accounts: The Category Overrides Page
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Maintaining Accounts: The Category Overrides Page
The Category Overrides page allows you to rename any category or benchmark for any individual account or group. Your changes will be shown only on that account or group's reports. For example, Client A may want their reports to display Equity and Client B may want their reports to display Stocks for the same category.
If you would like this feature enabled, please contact your dedicated Service Team.
Choose the category type for the category you want to rename. For more information, see Category Type (Accounts).
Choose the category you want to rename. For more information, see Category (Accounts).
Type the name you want reports to show for this category. For more information, see Category Name Override.
Select a benchmark override for this category, or leave the default. For more information, see Benchmark Override (Accounts).