Skip to main content

Legal

Featured

Questions? We are here to help
Contact us

Tax & Accounting

Featured

Questions? We are here to help
Contact us

Trade & Supply

Featured

Questions? We are here to help
Contact us

Risk & Fraud

News & Media

Books

Developers

Data Mining

Export reports to file in Data Mining

You can use Data Mining to export report information to files for all clients who passed the current or most recent search.
  1. Choose which report to export:
    • To complete a new search to produce a report including information on clients that pass, select
      Export report
       in the
      Print Selection
       and
      Client Search
       window, select or create a report, then complete the search.
    • To produce an export report that includes information for all clients that passed the last search you completed, select
      Tools
      , then
      Export Report
       in the
      Data Mining
       window.
  2. In the
    Export Report
     window, select the clients for whom you will export a report.
  3. Select the
    Continue
     button to open the
    Export
     window, where you can set export options.
  4. Select the name of a custom report from the
    Report layout
     dropdown list.
    note
    The column headings in the selected report will display in the next pane. For the 1040 Individual database only, Data Mining provides several additional report layouts.
  5. To show the custom report's column headings in the exported file, mark the
    Include column headings
     checkbox.
  6. Choose the file format:
    • Select
      DIF
       to export data for use with spreadsheet applications.
    • Select
      ASCII
       to export data for use with word-processing applications.
    • Select
      Excel
       to export data for use with Microsoft Excel.
  7. Use
    Change location
     if you want to change the file location.
  8. If you want to change the file name, select the text in
    Name of file to be created
     and enter the new name.
    note
    • Data Mining adds the correct file extension to the file name.
    • If a file attempts to open in the wrong format after you export it, right-click on the file icon and select the
      Open with
      link.
    • The
      Export
       window shows the number of clients available from the search and the name of the most recent search.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Data Mining

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close