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Rebalance Summary Charts Report

Contents

Introduction

Why Use the Rebalance Summary Charts Report?

Features in the Rebalance Summary Charts Report

Settings in the Report

Basic Information

Chart Options

Use This Report

 

Introduction

Applies to:
Dynamic ✔ PDF Client Portal

The Rebalance Summary Charts PDF report section lets you visually display and compare data about proposed trades. You can also customize your chart legends, labels, and more.

Use the Rebalance Summary Details PDF report section alongside this report to show data points of the proposed trades.

Why Use the Rebalance Summary Charts Report?

This report lets you present data that answer these questions: 

Features in the Rebalance Summary Charts Report

Here is a summary of ways you can display data on this report: 

Settings in the Report

When customizing a PDF template that will contain the Rebalance Summary Charts report, you can use these settings to customize how the report will appear: 

Basic Information

Chart Options

Use This Report

After customizing your PDF template, here are ways you can take further action to generate, edit, and delete reports, as well as share them with clients.

To learn more about reports in Tamarac, see Introduction to Reports.To learn more about how to generate a report, change the data displayed, print or export the report data, and more, see Basics of Working With Reports.To learn more about creating and using PDF reports, see Understanding PDF Reports and Workflow: Generate a PDF Report.