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Data Mining

Add or modify custom reports in Data Mining

When you add or modify a custom report, you can create portrait, landscape, or export layouts, and choose calculated values and input screen fields as report contents.
  1. From the
    Data Mining
     window, select the
    Client database
    , then select
    Continue (Step 2)
    .
  2. In the
    Print Selection and Client Search
     window, select
    Design Custom Reports
    .
  3. To add a custom report:
    1. Select
      Add
       and enter a report name in the
      Description
      .
    2. To base the report on an existing report, select an existing report from the
      Template
      .
    3. Select
      Continue
      .
  4. To modify an existing custom report:
    1. In the
      Custom Reports
       window, select the report.
    2. Select
      Edit
      .
  5. To modify the report name, enter the new
    Report name
    .
  6. To add client, contact, or other general information as a column heading in the report:
    1. Select
      General
       for the
      Product
      .
    2. Select an item in the Name list then
      Select
      .
  7. To add a calculated value from a federal or a state return as a column heading in the report:
    1. Select
      federal
       or a state from the
      Product
       drop-down.
    2. Select
      Calculated value
      .
    3. Select the value in the Name list, then use
      Select
      .
  8. To add data from a federal or state input screen field as a column heading in the report:
    1. Select
      federal
       or a state from the
      Product
       drop-down.
    2. Select
      Input screen field
      .
    3. Select
      Select Field
      .
    4. Use the folders and tabs to choose the field, then
      Select
      .
    note
    • Items not selected to display as column headings in the report appear in the Columns in the layout pane and in the Preview pane.
    • As you add columns to the report, use the
      Preview
       pane to view changes. The custom report changes from portrait to landscape to export format, depending on the number of columns and their font size and field length. If you created custom reports with more columns than can fit in the landscape layout, the page changes to export. You can't print export reports but you can use them to export search results to a file for use with other applications.
  9. Format the report:
    • To reorder or remove report columns, select the column item in the Columns in the layout pane and use
      Move Up
      ,
      Move Down
      , or
      Remove
      .
    • Change the length of the fields with the
      Field length
       up and down arrows.
    • Change the font size with the
      Font size
       up and down arrows.
    • Sort information by primary or secondary columns and choose whether the information displays in ascending or descending order.
    • To list subtotals on reports that include input screen fields, mark the
      Subtotal
       checkbox.
  10. Select
    OK
    , then
    Done
     to return to the
    Print Selection and Client Search
     window.
    note
    • You can proforma custom reports in Data Mining.
    • You can create an unlimited number of custom reports in Data Mining.
    • The custom report includes the items you select as column headings for all clients who pass the search, no matter which search criteria you used in the search.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Data Mining

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