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Add Web Content Like Images and Webpages to Your Dashboard

Contents

Introduction

You can take secure Web pages from the Internet and add them to your Tamarac Reporting dashboard, including free advisor-centric news. This allows you to embed custom web content from a secure source.

Add the Dashboard Widget

To add the Custom Web Page widget to your dashboard, follow these steps:

1. On the Dashboard page, click Add Report. You can get to the Dashboard page by clicking on the menu bar.

   

2. In the Choose a report list, choose Custom Web Page and then click Add. Tamarac Reporting adds the report to your dashboard.

   

3. Complete the following settings:

   • Report Name

   • URL

   • Section

   • Height

   • Show Report Name

   • Allow Scrollbars

   

4. Click Apply.