Understanding PDF Reports

Learn about what PDF reports are in Tamarac, where to find them, when to use them, and how to generate them.

Workflow: Generate a PDF Report

Learn all the steps to create a PDF template, set it up, and use it to generate reports.

Learn More About PDF Report Components

Learn about the different unique PDF sections you can add to PDF templates, including a table of contents, dashboards, and custom text or images.

Learn More About Themes, Templates, Template Types, and Headers & Footers

Learn about what PDF themes, templates, and template types are and how to use them effectively to create and maintain PDF reports. Also learn about the options available for PDF headers & footers.

Learn More About Working With PDF Reports

Learn how to generate PDF reports using PDF templates, how to upload custom files to add to PDF templates, how to add a letter to PDF reports, and more.

Learn More About Scheduling PDF Reports

Learn how to schedule automatic PDF reports.