Create a Client View

Client views are the building blocks of creating client portals. A client view allows you to customize a client portal view. You can select the reports and program areas that your clients will be able to access—they won't be able to access any information other than that which you provide to them.

Client Views Settings

Learn more about the settings available for client view configurations.

Creating Reports Pages

Learn how to create reports to add to your client views.

Dashboard Page

Learn how to customize the dashboard for your client portals. The dashboard is the landing page when your clients visit Tamarac Reporting and is one of the most highly customizable pages in the client portal.

Dashboard Tiles

Learn how to create the tiles that you'll use to add to your client portal dashboards.

Accounts Page

Learn how to customize the Accounts page for your client portals. The Accounts page lists all of your client's financial accounts or any account assigned to the Household. The page looks very similar to the Accounts page you see when you sign into Tamarac Reporting; however, it doesn't have the same features like saved searches and advanced filters.

Document Vault Page

Learn how to customize the document vault in your client portals.

Service Team Page

Learn how to customize the Service Team page for your client portals. The Service Team page helps you manage the Service Team contact information that clients will see on their client portal if you assign it to them.

Assets and Liabilities Page

Learn how to customize the Service Team page for your client portals. The Service Team page helps you manage the Service Team contact information that clients will see on their client portal if you assign it to them.

Create, Edit, or Delete a Dashboard Tile

Learn how to create, edit, delete, or copy a client portal dashboard tile.

Add Dashboard Tabs and Report Pages on the Dashboard Page

Learn how to customize dashboard tabs and report pages on the client portal dashboard.

Arrange and Format Dashboard Tiles on the Dashboard Page

Learn how to create, edit, and arrange dashboard tiles on the client portal dashboard.

Add a Custom Footer to the Dashboard Page

Learn how to add and format a disclaimer to the client portal dashboard page using a custom footer.

Link from a Net Worth Dashboard Tile to the Assets and Liabilities Page

Learn how to a link from a dashboard tile to the Assets & Liabilities page on the client portal.

Client Portal Announcements

Learn how to create, edit, or delete an announcement on the client portal.