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Using the Tamarac Reporting Dashboard

Contents

Introduction

Filtering the Dashboard

Working With Dashboard Modules

 

Introduction

Dashboards aggregate various account data on a single page. The dashboard is the first page you see when you sign into Tamarac Reporting. If you're on another page, you can get to the Dashboard page by clicking on the menu bar.

Some of the tasks you'll do most often with dashboards are:

You can create dashboards around a single kind of report that applies specifically to your role or around a broad variety of reports so you can monitor several areas at once.

If you created a dashboard for Operations, for example, you might use transaction type dashboard views for Recent Buys/Sells and Recent Deposits/Withdrawals, or you could create a custom view in order to get deeper filtering (such as buys/sells over a certain dollar amount, or intra-group flows). You might also include the following saved searches:

Filtering the Dashboard

You can filter the dashboard reports in the following ways: 

For more details, see Using the Find Data For List.

Working With Dashboard Modules

For details on adding reports to your dashboard and working with the dashboard modules, visit Working With Dashboard Modules.