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.

Add a Letter or Article as a Custom Section

Learn how to attach a separate letter to PDF reports.

Assign a Default Report Delivery Method

Learn how automatically deliver PDF reports to the client portal or by hard copy depending on client preference.

Assign a PDF Theme to a PDF Template or PDF Section

Learn how to make a PDF template or just one section look the way you want using themes.

Assign Default Templates Using PDF Template Types

Learn how to assign a PDF template as a default template for an account or group.

Customize the Name of Column Headings for PDF Reports

Customization is a good thing. On your PDF reports, you can rename the column and row headings - for example, you can rename the Dollar Gain/Loss column to Gain/Loss Amount.

Document Assembly: Distribute a Unique File to Each Client

Learn how to bundle one or more client-specific documents with your PDF reports.

Generate a PDF Report

Learn how to generate PDF reports on the Accounts page.

Generate a Sample PDF Report

Learn how to quickly generate sample PDF reports from the PDF template page.

Obscure Account Numbers on PDF Reports

The report theme offers you a privacy option to prevent other people from seeing account numbers when your screen is visible. All account numbers for the theme you customize will be obscured, and every report that uses that theme will be protected.

PDF Batch Size

When you generate PDF reports for a large number of accounts, Tamarac Reporting combines the individual PDF files in a ZIP file. In some cases, Tamarac Reporting adds 50 PDF files to each ZIP file. If you printed PDF reports for 200 accounts, Tamarac Reporting would then create four PDF files with 50 PDF files in each ZIP file.

Set Column Widths for PDF Reports

You can use the space on your PDF reports most efficiently by adjusting your column widths when you select the columns. A preview allows you to see exactly how the columns will look, and which columns need to be adjusted. You'll also see the theme you've selected, since font choices will affect how the columns fit in the available space.

The PDF Report Status Page

When generating PDF performance reports, if you select Download reports, all generated reports will be available for you to download on this page. If a generated report cannot be posted to a client portal, the generated report will be available on this page as well.

Upload Custom Files

Learn how to add custom images or content to your PDF reports to enhance branding and content.

Use a Header as a Mailing Label

Learn how to attach a separate letter to PDF reports.

Schedule Automatic PDF Reports

Learn how to schedule PDF reports.

Receive a Notification When a PDF Doesn't Generate

Learn how to receive email notifications if a PDF report doesn't generate successfully.