Create an Envelope Insert Page in a PDF Report

Learn how to add an envelope insert page to PDF reports you're going to mail to clients.

Understand How Nested Child PDF Templates Work

Learn how to use linked templates to add one PDF template as a section within another PDF template. This makes it easy to duplicate sections across PDF report templates without having to maintain multiple identical sections in each report template.

Create, Edit, or Delete Child PDF Templates

Learn how to create nested, automatically updated templates that can be added to multiple PDF templates.

Create, Edit, or Delete a PDF Dashboard Section

Learn the steps for how to create, edit, or delete a PDF Dashboard PDF section.

Manage Panels on the PDF Dashboard

Learn the basic mechanics of managing PDF Dashboard panels, including how to edit panel content, resize panels, and more.

PDF Custom Section

Use the Custom section to add additional custom content for your clients, such as a personal letter, relevant article, envelope insert pages, or cover page. You can add custom text, graphics, horizontal lines, and other Tamarac Reporting information directly in a custom section.

PDF Custom Section: Add, Edit, and Delete Custom Graphics

Learn how to use custom graphics in your PDF reports.

PDF Custom Section: Add, Edit, and Delete Custom Text

Learn how to use custom text in your PDF reports.

PDF Dashboard Report

The PDF Dashboard report section allows you to present a custom configuration of two, three, or four data sets on a single page. This report is available for your PDF templates only.

Table of Contents

This section adds a table of contents based on the sections you've added to report. The title given to this section will be displayed at the top of the page.