Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Data Mining

Export reports to file in Data Mining

You can use Data Mining to export report information to files for all clients who passed the current or most recent search.
  1. Choose which report to export:
    • To complete a new search to produce a report including information on clients that pass, select
      Export report
       in the
      Print Selection
       and
      Client Search
       window, select or create a report, then complete the search.
    • To produce an export report that includes information for all clients that passed the last search you completed, select
      Tools
      , then
      Export Report
       in the
      Data Mining
       window.
  2. In the
    Export Report
     window, select the clients for whom you will export a report.
  3. Select the
    Continue
     button to open the
    Export
     window, where you can set export options.
  4. Select the name of a custom report from the
    Report layout
     dropdown list.
  5. To show the custom report's column headings in the exported file, mark the
    Include column headings
     checkbox.
  6. Choose the file format:
    • Select
      DIF
       to export data for use with spreadsheet applications.
    • Select
      ASCII
       to export data for use with word-processing applications.
    • Select
      Excel
       to export data for use with Microsoft Excel.
  7. Use
    Change location
     if you want to change the file location.
  8. If you want to change the file name, select the text in
    Name of file to be created
     and enter the new name.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close