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Learn More About Bulk Data Exports & Uploads
Understanding Bulk Data Exports
Learn more about creating and customizing bulk reports, or comma-delimited reports you can pull which contain your Tamarac Reporting and Tamarac Trading data.
Run a Bulk Report to Export Data in Bulk
Learn the steps for how to run a bulk report to export data in bulk from Tamarac.
Create, Edit, or Delete a Bulk Report
Learn the steps for how to create, edit, or delete a bulk report to export data in bulk from Tamarac.
Learn the steps for how to share a bulk report with other firm users.
Find out more about each of the report types available which you can generate in Tamarac Reporting.
Learn more about checking the status of bulk reports after you run them.
Performance Data Extract Bulk Report
Learn how to use this unique bulk report to see performance data across accounts, by category, for certain intervals. Use it to answer questions like, "In this account set, which accounts holding fixed income securities had the worst returns each month for the last year?"
Understanding Bulk Data Uploads
You can upload large amounts of data in bulk using the Uploads page. Learn more about bulk data uploading and important information and best practices you need to successfully upload data.
Learn the steps for how to upload data from a spreadsheet into Tamarac.
Find out more about each of the upload data sets available in Tamarac Reporting.
Upload Status and Troubleshooting
Learn more about reading the Upload Status page and troubleshooting common upload errors you might encounter.