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This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining

Add or modify searches in Data Mining

You can add a new search or edit a search that you've previously created.
  1. From the
    Print Selection and Client Search
     window in Data Mining, select
    Add/Modify Searches
     in the Client search/focus area.
  2. Select
    Add
    , or
    Edit
     a custom search you've previously created.
  3. Use
    Search name
     to enter or update (if necessary) the name for the search.
  4. To add a criterion that searches for whether a form is prepared in a client's return:
    1. Select
      federal
       or a state for the
      Product
      .
    2. Select
      Form
      .
    3. Select
      Not prepared
       if you want to search for clients whose returns don't include that form.
    4. Select the form, then
      Select
      .
  5. To add a criterion that searches for a specific calculated value in the client's federal or state return:
    1. Select
      federal
       or a state for the
      Product
      .
    2. Select
      Calculated value
      .
    3. Select the value in the list.
    4. Select
      Add/Modify
       if you need to add a criterion to the list or change the operator or value for the selected criterion.
    5. Double-click or use
      Select
       to add the criterion to the Selected criteria list.
  6. To add a criterion that searches for data from a federal or state input screen field:
    1. Select
      federal
       or a state for the
      Product
      .
    2. Select
      Input screen field
      .
    3. Select the field in the list.
    4. If you can't find the criterion you're looking for, select
      Add/Modify
       to add an input screen field to the list or change the operator or value for the selected criterion.
    5. If you'd like to add new field, select
      Add
      . Navigate the folders and input screens as you would in Input view to find and select a field. Once selected, use the
      Operator
       and
      Value in Field
       fields to enter your criteria. Then select
      Enter
       to save.
    6. With the item highlighted, select
      Done
       to add the criterion to the list.
    7. Double-click or use
      Select
       to move the criterion to the other side and add it to the list.
  7. To add a criterion that searches for a state return attached to a federal return:
    1. Select
      State
       for the
      Product
      .
    2. Select
      State attachment
      .
    3. Select
      Attached
       or
      Not attached
      .
    4. Double-click or use
      Select
       to add the selection to the Selected criteria list.
  8. To add a criterion that searches for data in a specific type of return:
    1. Select
      federal
       for the
      Product
      .
    2. Select the
      Return type
      .
    3. Select the return type in the list.
    4. Use
      Select
       to add the criterion to the Selected criteria list.
  9. To add a criterion that searches for clients with a specific status:
    1. Select
      federal
       for the
      Product
      .
    2. Select
      Client status
      .
    3. Select
      Logged anytime
      ,
      Current status
      , or
      Not logged
       to show the status type.
    4. Select a status event, then use
      Select
       to add the criterion to the Selected criteria list.
    5. Select
      Add / Modify
       to make changes.
  10. To change relationships for the selected search criteria:
    1. Select
      Edit Formula
       in the Selected Criteria group.
      note
      You'll need to select at least 2 criteria and name the search to show
      Edit Formula
      .
    2. Select a search criterion and drag it to the AND or OR column.
  11. When you're finished, select
    Done
     to return to the
    Select Search Criteria
     window.
  12. Select
    Done
     to close the
    Select Search Criteria
     window.
  13. To link the search with a specific report or letter on the
    Print Selection and Client Search
     screen, select a recommended report or letter on the
    Add/Modify Searches
    .
  14. Select
    Done
     to close the
    Add/Modify Searches
     window.

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