Dates and Date Periods

Learn more about how to use and configure dates and date periods in Tamarac. You'll see these throughout all your reports and use them to set the date or date range reported on.

Create, Edit, or Delete Dates

Dates are a single point in time on which you report data like holdings or transactions. Learn how to create, edit, or delete a date.

Create, Edit, or Delete Date Periods

Date periods are a date range across which you can report data like performance. Learn how to create, edit, or delete date periods.

Create, Edit, or Delete a Temporary Date or Date Period

Temporary dates or date periods only exist for a day, allowing you to do specific analyses without cluttering up your list of dates and date periods. Learn how to create, edit, or delete temporary dates or date periods.