Working with Registers

The Register Listing page
The Results page

Register Listing Page

Select Run ask register. The Ask Dialog pop-up window displays.
In the
Value
field(s), enter or select the information you want to see when the register is displayed.
Select OK.

Adding or removing columns.
Setting columns so you can sort on them.
Adding filters to limit the information displayed in the register.

Creating a custom register from the
Beneficiary Address List
base register.
Adding the
We prepare Form 1040
column to the custom register.
Moving the location of the
We prepare Form 1040
column and resizing other columns.
Adding a filter so that only the recipients your organization prepares a Form 1040 return for are listed in the custom register.

Select Modify Register Properties for the
Beneficiary Address List
base register.
On the Register Properties page, open the
Information
collapsible section.
Enter
1040 Prep Work
in the
Register Name
field.
Enter
Recipients we prepare Form 1040 for
in the
Notes
field.
Select the scope for the custom register from the
Scope
drop-down list. In the graphic below,
Private
is selected for the register scope. This will create a private custom register. If you want to create a public custom register, select
Public
.
Your
Information
collapsible section should look similar to the following graphic:
Select
Save As
in the button bar.

In the first grid under the
Detail Columns
collapsible section, apply a filter to find the
We prepare Form 1040
column. To apply a filter, select the filter bar for the
Column
column, enter
We prepare
for the filter criteria, then press ENTER.
Select the check box for the
We prepare Form 1040
column.
Select
Add
.
The graphic below shows the applied filter, the selected check box for the
We prepare Form 1040
column, and the location of
Add
. After the column is added, the column displays in the last row of the second grid under the
Detail Columns
collapsible section. It no longer shows in the first grid.
Select
Save
in the button bar.

On the Register Properties page, show the third grid under the
Detail Columns
collapsible section. To show the third grid, select the
Hide Available Detail columns
link above the first grid and the
Hide Detail Columns
link above the second grid.
Use the horizontal scroll bar of the third grid to move to the
We prepare Form 1040
column (the last column in the grid).
Move the
We prepare Form 1040
column to the right of the
Beneficiary zip code (address)
column. To move the column, select the
We prepare Form 1040
column heading, drag it to the right of the
Beneficiary zip code (address)
column then release the mouse. The following graphic shows the column being moved:
Resize the beneficiary name and address columns so that, in the custom register, you can see the
Form 1040 Preparation
column without using the register's horizontal scroll bar. To resize a column, position your cursor over the column divider in the column heading so that a double-headed arrow shows. Click then drag the column divider to the left to decrease the width. Release the mouse when the column is the size you want. The following graphic shows that the
Beneficiary name
column is being resized:
Select
Save
in the button bar.

On the Register Properties page, open the
Detail Filter(s)
collapsible section.
Select
And
from the
Condition
drop-down list in the row that includes the text, "Please select here to add new row."
Select
Form 1040 Preparation
from the
Column
drop-down list.
Select
Equal to
from the
Operator
drop-down list.
Select
Yes
for the
List Value
drop-down list.
Your
Detail Filter(s)
collapsible section should look similar to the following graphic:
Press the TAB key until the filter is added to the grid.
Select
Save
in the button bar.
You are now ready to run your custom
1040 Prep Work
register. To run the register from the Register Properties page, select
Run
in the button bar.

On the Register Listing page, select the check box for the register you want to export.
Select
Export
.
The following graphic shows the check box is selected for the
Comprehensive Asset List
register and the location of
Export
:
On the Ask Dialog pop-up window, select a file format for the exported file. Selections include:
Excel (.xlsx)
-A Microsoft Excel Open XML Format Spreadsheet file.
Text (.txt)
-A standard text document file.
CSV (.csv)
-A comma separated values file.
If you selected
Text (.txt)
or
CSV (.csv)
as the file format, select the delimiter from the
Choose Delimiter
drop-down list. Selecting
Comma
will generate a comma-delimited file. Selected
Pipe
will generate a pipe-delimited file.
Select OK.
Complete one of the following to open the Request Status and History page:
From the Register Listing page, select
Request Status and History
from the
Register Action
drop-down list.
If you moved away from the Register Listing page, select
HOME
,
Admin
then
Request Status and History
.
On the Request Status and History page, the register export is listed in the
Current Requests
collapsible section until the export process completes.
Export
shows as the request type and
Register
shows as the request option. To see if the export process completed without leaving the Request Status and History page, select
Display
. After the export process completes, the compressed file is available for download in the
Request History
section.
The graphic below shows the
Current Requests
collapsible section. The graphic shows the location of the request type, request option and
Display
:
The graphic below shows the
Request History
collapsible section. The compressed file for the exported
Comprehensive Asset List
register is available for download in the
File Name
column.
Select the exported register's
File Name
link to download the compressed file. When the download finishes, one of the following happens:
If your Internet browser was set up for automatic downloads, the compressed file is available in your downloads folder. Select the file name to open it. Extract the file then open it in a spreadsheet program.
If your Internet browser was not set up for automatic downloads, complete one of the following:
For Microsoft browsers, a message displays at the bottom of the browser window. Select the down arrow to the right of
Save
then select
Save as
. The Save As window displays and allows you to save the file where you wan to save it and with the file name you want to save it as. Use a file compression utility to open then extract the file. Open the extracted file in a spreadsheet program.
For Google Chrome, the Save As window displays. Use this window to save the file where you want to save it and with the file name you want to save it as. Use a file compression utility to open then extract the file. Open the extracted file in a spreadsheet program.

You can delete the registers you created. On the Register Listing page, select for the register you want to delete then select

Save

in the button bar.

Results Page

On the Results page, select the check box in the second column on the left for each row you want to update. Do not select any check boxes if you want to update all the rows in the register.
Open the
Column Update
collapsible section.
Select the column you want to update from the
Column
drop-down list. Depending on the column you select, the
New Value
field may change to a drop-down list.
Enter the updated text or select the new value from the
New Value
field or drop-down list. The following graphic shows the preparer code for five accounts are ready to be updated by a column update:
Select
Update
.