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Report

Create a custom report of a client's treatments and associations

Follow these steps to create a custom report that includes treatment and association information for a client.
  1. Select
    Setup
     and then
    Custom Reports
    .
  2. Select
    Add
    .
  3. Enter a name for the new custom report.
  4. In the
    Template
     field, select
    Import Spreadsheet
    .
  5. Select
    Continue
    .
  6. In the
    Select category
     field, select
    Associations
    .
  7. Select an association from the
    Name
     field, then choose
    Select
     to add the association to the report layout. Repeat this step for each association to include in the report.
    note
    Both the Group and Locations association are already included in the report as a result of using the Import Spreadsheet as a template.
  8. Notice 4 treatments (Tax, book, AMT, and ACE) are already included in this custom report layout, but you'll need to add any additional treatments by choosing the treatment from the
    Select category
     field and using
    Select
     to add the additional treatment values to the report layout.
  9. Select
    Continue
    .
  10. (Optional) In the Options window, change the default settings, and select
    OK
    .
  11. Select
    Done
    .
  12. Open the client to print asset information for.
    note
    If you're licensed for UltraTax CS and you want to print this report in UltraTax CS, you'll need to create a print profile and add this report to the client or preparer print collation.
  13. Print the report or export it to Microsoft Excel.
    note
    You can export up to 40 columns to a Microsoft Excel file. If the custom report contains more than 40 columns, then you'll need to export the report in .DIF format. You can open .DIF files in Excel and then save it as an .XLS. To export the report in .DIF format, follow the steps below.
    1. Choose
      Utilities
       and then
      Export Asset Data
      .
    2. In the
      Custom report layout
       field, select the custom report layout you created in the previous steps.
    3. Mark the
      DIF
       checkbox to export the report as a .DIF file.
    4. (Optional) Select
      Change Location
       to specify where on your computer the report will be exported.
    5. Select
      Export
      .
    6. Select
      Done
       after the report is exported. The report is available as a .DIF file in the location you specified. To open the file in Excel, first open Excel and use the Open command in Excel to navigate to the .DIF file.

This article applies to:

  • PRODUCT: Fixed Assets CS

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