Saved Searches

Saved searches allow you to locate accounts based on shared search criteria. By combining and nesting filters, you can create simple or complex searches to locate accounts. You can then use those saved searches throughout Tamarac Reporting to filter pages and as a daily workflow tool to monitor accounts.

Search Filters

View a comprehensive list of available search filters you can use to find accounts, as well as the types of entities these filters will search.

Create, Edit, or Delete Saved Searches

Learn how to create, edit, or delete saved searches.

Copy or Share a Saved Search

It's common to share useful saved searches with other firm users. Learn how to share or copy a saved search.

Add Saved Searches to the Reporting Dashboard

Learn how to add saved searches to the Reporting dashboard for quick access to results.

Account Set Saved Searches

When you want to locate an account or multiple accounts to add to an account set, consider using an account set saved search. Similar to Smart Sets in PortfolioCenter^®, a Dynamic Account Set is a collection of accounts that Tamarac Reporting automatically updates with accounts that fit the criteria or rules for the group. Dynamic Account Sets are primarily used to assign account permissions to users in Tamarac Reporting.

Composite Saved Searches

You can identify accounts to add to a composite by using saved searches. Using saved searches, you can look for accounts that meet specific criteria—for example, you can use saved searches to locate discretionary, fee-paying accounts that have the same objective (such as aggressive accounts).