Basics of Working With Reports

Learn about features of dynamic, interactive reports in Tamarac, how to run them, and where to find them.

Run a Report

Learn the steps for how to generate dynamic, interactive on-screen reports.

Export Data from a Report

Learn how to export data from a report.

Print a Report

Learn how to print hard copies of dynamic, interactive reports.

Use the Find Data For List

Learn about how to choose what account, group, Household, or account set, you see data for in a report and all the features available for finding the entity you're looking for.

Edit an Account, Group, or Household from the Find Data For List

Learn how to open an entity for editing directly from the Find Data For list.

Add a Disclosure to a Report

Learn how to reduce liability by adding a custom liability statement to dynamic reports.

Filter the Interval Performance Report by Category

Learn how to see category-level performance for intervals you choose.

Add Target Allocation to the Holdings Report

Learn how to compare current and target allocation value and weight on the Holdings report.

Understanding Report Views

Learn about what report views are and how you use them to customize the dynamic, interactive reports you use every day.

Create, Edit, and Delete a Report View

Learn what report views are and how to create, edit, or delete them.

Copy a Report View

Learn how to copy a report view.

Share a Report View

Learn how to share a report view with other firm users.