List of Available Reports

Find a complete list of all the different reports in Tamarac, what type of data they display, what format they're available in—interactive dynamic report, PDF report, client portal, etc.—and more.

Introduction to Reports

Learn the basics of the different types of reports Tamarac Reporting offers, including dynamic, interactive reports, PDF reports, and bulk data exporting.

Learn More About Composite Reporting

Learn how to run and set up composites and time series, as well as use composite saved searches.

Cost Basis Offering for Tamarac Reporting

Learn about how to use custodian realized gain/loss data to track cost basis in Tamarac Reporting.

Learn More About Custom Views

Learn about how to use custom views to dynamically interact with data using bulk reports and saved searches in Tamarac Reporting.

Learn More About Financial Planning Reports

Learn about customizing and running reports related to financial planning in Tamarac Reporting.

Learn More About Holdings Reports

Learn about customizing and running holdings reports in Tamarac Reporting.

Learn More About Intelligence Reports

Learn about customizing and running business intelligence reports in Tamarac Reporting.

Learn More About Performance Reports

Learn about customizing and running performance reports in Tamarac Reporting.

Learn More About Trading Reports

Learn more about customizing and running reports that display Trading data in Tamarac Reporting.

Learn More About Transaction Reports

Learn about customizing and running transaction reports in Tamarac Reporting.