Back	Home > Tamarac Reporting > Work With Tamarac Pages > Create, Edit, or Delete a Page View

Create, Edit, or Delete a Page View

Contents

Introduction

Page views allow you to customize the columns displayed on the Accounts, Households, Clients, and Securities pages. This topic provides steps for how to create, edit, delete, or copy page views.

For more information on page views, see Using Page Views.

Create a Page View

To create a view, follow these steps:

1. Open the grid page you want to view.

   • Accounts
   • Households
   • Securities
   • Rebalance

2. On the Views menu, click Create New View. This opens the Create View dialog box.

   

3. Type the name for your new view in the View Name box. Be descriptive so you can identify your view later.

   

4. Complete the following settings: 

   

   Setting	Applicable Pages	More Information
   View Name	Accounts Households Securities Rebalance	Type a name for the account view. This name appears in the Views list once you create the view. For more information, see Account View Name, Household View Name, and View Name.
   Available columns / Selected columns	Accounts Households Securities Rebalance	Select the column(s) you want to add to the view. Click to add a column to the Selected list. To add all of the columns listed, click . Remove columns from Selected and return them to Available using .   You can also rename some of these columns. For details, see Customize a Column Name for Reports and Pages. For more information, see Available/Selected Columns.
   Mark as publicly accessible	Accounts Households Securities Rebalance	Share your view with other firm users. For more information, see Mark as Publicly Accessible.
   Include unmanaged assets in variance	Accounts	Include unmanaged assets in the calculation for percent variance from target allocation. For more information, see Include Unmanaged Assets in Variance.
   Use SMA categories in variance	Accounts	Use SMA categories in the calculation for percent variance from target allocation. For more information, see Use SMA Categories in Variance.
   Show closed accounts	Accounts	Choose how the view displays closed accounts. For more information, see Show Closed Accounts.
   Filter categories	Securities	Narrow down the securities displayed by various categories. For more information, see Filter Categories.
   Columns with applied filters	Rebalance	See a list of all columns with preset column filters applied.

5. Click Create.

Edit a Page View

To edit an account view, follow these steps:

1. Visit one of the following pages: 

   • Accounts
   • Households
   • Securities
   • Rebalance

2. On the Views menu, click Edit next to the view you want to edit.

   If a column name displays in gray, it can't be edited.

   

3. Make the necessary changes.

   Setting	Applicable Pages	More Information
   View Name	Accounts Households Securities Rebalance	Type a name for the account view. This name appears in the Views list once you create the view. For more information, see Account View Name, Household View Name, and View Name.
   Available columns / Selected columns	Accounts Households Securities Rebalance	Select the column(s) you want to add to the view. Click to add a column to the Selected list. To add all of the columns listed, click . Remove columns from Selected and return them to Available using .   You can also rename some of these columns. For details, see Customize a Column Name for Reports and Pages. For more information, see Available/Selected Columns.
   Mark as publicly accessible	Accounts Households Securities Rebalance	Share your view with other firm users. For more information, see Mark as Publicly Accessible.
   Include unmanaged assets in variance	Accounts	Include unmanaged assets in the calculation for percent variance from target allocation. For more information, see Include Unmanaged Assets in Variance.
   Use SMA categories in variance	Accounts	Use SMA categories in the calculation for percent variance from target allocation. For more information, see Use SMA Categories in Variance.
   Show closed accounts	Accounts	Choose how the view displays closed accounts. For more information, see Show Closed Accounts.
   Filter categories	Securities	Narrow down the securities displayed by various categories. For more information, see Filter Categories.
   Columns with applied filters	Rebalance	See a list of all columns with preset column filters applied.

4. Click Save.

Delete a Page View

You can only delete views you create or have permission to delete.

To delete an account view, follow these steps:

1. Visit one of the following pages:

   • Accounts
   • Households
   • Securities
   • Rebalance

2. On the Views menu, click Delete next to the view you want to delete.

   

3. Confirm the deletion.

Duplicate a Page View

To duplicate a view, follow these steps:

1. Visit one of the following pages:

   • Accounts
   • Households
   • Securities
   • Rebalance

2. On the Views menu, click Edit next to the view you want to copy. This opens the Edit View dialog box.

   

3. In the View Name box, type a unique name for the new view you want to create.

   

4. Make the necessary changes.

   Setting	Applicable Pages	More Information
   View Name	Accounts Households Securities Rebalance	Type a name for the account view. This name appears in the Views list once you create the view. For more information, see Account View Name, Household View Name, and View Name.
   Available columns / Selected columns	Accounts Households Securities Rebalance	Select the column(s) you want to add to the view. Click to add a column to the Selected list. To add all of the columns listed, click . Remove columns from Selected and return them to Available using .   You can also rename some of these columns. For details, see Customize a Column Name for Reports and Pages. For more information, see Available/Selected Columns.
   Mark as publicly accessible	Accounts Households Securities Rebalance	Share your view with other firm users. For more information, see Mark as Publicly Accessible.
   Include unmanaged assets in variance	Accounts	Include unmanaged assets in the calculation for percent variance from target allocation. For more information, see Include Unmanaged Assets in Variance.
   Use SMA categories in variance	Accounts	Use SMA categories in the calculation for percent variance from target allocation. For more information, see Use SMA Categories in Variance.
   Show closed accounts	Accounts	Choose how the view displays closed accounts. For more information, see Show Closed Accounts.
   Filter categories	Securities	Narrow down the securities displayed by various categories. For more information, see Filter Categories.
   Columns with applied filters	Rebalance	See a list of all columns with preset column filters applied.

5. Click Save as New.

Share a Page View With Other Users

You can share your views for others to see. Users will see any views they have created for the Accounts page, plus any that have been made publicly available (and which an administrator has given them permission to view, using the User Management page) under the Shared Views heading.

To share an account view, follow these steps:

1. Visit one of the following pages:

• Accounts
• Households
• Securities
• Rebalance

2. On the View menu, click Edit next to the view you want to share.

   

3. Select Mark as publicly accessible.

   

   By default, marking a view as publicly accessible doesn't automatically share it with all users since a large number of shared views would clutter the Accounts page. Instead, shared views must be approved by an administrator before they are shared with others. If you're signed in as an administrator, a Manage View Access link will appear. Click this link to share it with other users.

4. Click Save.