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Learn More About Reports and Custom Views
Learn More About Rebalance Summary PDF Reports
Learn more about creating and customizing the Rebalance Summary PDF reports, printable reports you can send to clients that provide details about recommended trades.
Learn more about creating and using bulk reports, comma-delimited reports you can pull which contain your Tamarac Trading data.
Custom Views combine the filtering of saved searches and reporting of bulk reports to give you powerful data mining capabilities. Learn more about creating custom views and then exporting the data.
The Rebalance Summary report is the most frequently used report in Advisor Trading. This report allows you to review the results of the rebalance, edit recommended trades, add new trades and/or put trades on hold.