Creating and Modifying Groups

Learn how to create groups for reporting and make changes to existing groups.

Workflow: Create Groups With Uploads

Learn the steps to create a new group using bulk reports and uploads.

Accounts Page Actions, Views, and Filters

The Accounts page lists your financial accounts and groups. This page gives you access to a number of commonly used features of Tamarac Reporting, including generating PDF reports and creating and maintaining account information and maintaining groups.

Introduction to Accounts, Groups, Households, and Clients

Learn more about the differences between accounts, Households, groups, and clients—and see some common scenarios that leverage all group types.