Export client listing reports from UltraTax CS
UltraTax CS includes 10 reports that detail information about specific areas of a client's return. Do the following to export the report to a DIF or XLS file, which you can open and edit in Microsoft Excel, or to the Global drawer in FileCabinet CS.
- SelectUtilities, thenClient Listing Reports.
- Select the report you want to export. To do so, selectGeneral Client Information,General Return Information,Client Contact,Client Communications,Status Summary,Client Totals,Client Family,Client Status History,User Activity,orClient ELF Summary, then selectContinue.
- Select a sort criteria from theSortfield next to the selected report option.
- In theSelect Clients for Reportwindow, use the fields in theFocusgroup box to include or exclude clients from the list of available clients.
- In theClients available to printpane, select the clients you want to include in the report, and chooseSelect.The clients you have selected will be moved to theClients to printpane. To remove a client from theClients to printpane, select the client and selectRemove.
- SelectExportto open theSave Aswindow.
- In theSave Aswindow, specify a file name, file type, and location for the exported version of the selected report.
- Select the file type you want to export inSave as type.
- Excel 97-2003 Workbook- Saves the file as an Excel spreadsheet.
- DIF (Data Interchange Format)- Saves the file as a DIF file that is compatible with spreadsheet applications, including Excel.
- Mark theInclude column headingscheckbox if you want column headings in your report.
- SelectSave.
- When prompted whether you want to open the target folder, selectYesto close the window and open the file or selectNoto close the prompt.
- If you saved the report as an XLS file, you can open the report in Microsoft Excel. If you saved the report as a DIF file, you'll need to first open your spreadsheet application (for example, open Excel), selectFile, thenOpen, go to the location where you saved the DIF file, selectAll Filesfrom the file types dropdown, select the DIF file, then selectOpen. You can modify the report as necessary, then save the report in your spreadsheet application (for example, as an XLS file).
