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Workflow: Generate a PDF Report
PDF reports are fully configurable static reports designed to be printed or shared as a PDF file. They allow you to create professional, branded financial statements to distribute to your clients by mail or through the client portal.
This workflow provides the steps for how to generate a PDF template.
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Set up the font, color, text size, number precision, and branding for the PDF report. |
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Set up the header and footer with custom images for firm branding, include account and client information, and more. |
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Build a PDF template by adding report sections in the order you want. Configure each section to display the data you want to share. |
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(Optional) Generate a Sample PDF Report > Check to make sure your PDF template successfully generates reports even for accounts with long names or large values. |
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Generate a PDF report using the template you built and decide how to distribute the report to your clients. |
For more information about PDF reports, see Understanding PDF Reports.
For more information about reports and data you can report on in Tamarac, see Introduction to Reports.
For more information about dynamic, interactive reports, see Basics of Working With Reports and Run a Report.
