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Data Mining window and menu

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The Data Mining interface is comprised primarily of the main window (where you perform searches, review results, and so on) and the Data Mining toolbar, which you can use to complete common Data Mining tasks.

Data Mining window

The Data Mining window, the main screen of Data Mining provides an overview of the three major steps, and opens when you choose Data Mining from the Utilities menu. You can select the database you want to search, such as 1040 Individual.
note
This window also displays a data-location drop-down list in which you can select an alternative data location to search, if applicable. If you have multiple offices, changing the default data-location will prompt you to select the appropriate office location.
To complete a search in Data Mining, you must perform each of these steps.
  • Step 1: Select the UltraTax CS client database.
  • Step 2: Select print items, and select and perform a search.
  • Step 3: Review the search results (as necessary) and select the print destination.

Data Mining menu

The Data Mining menu enables you to perform various tasks and access different areas in Data Mining. The following table summarizes the commands available in these menus.
note
These menus are available only while the Data Mining window is open.
Menu
Command
File
Exit - Enables you to exit Data Mining and return to the main UltraTax CS window.
Tools
Mailing Labels - Enables you to generate and print mailing labels based on the most recent search.
Tools
Export Report - Enables you to export custom reports to a file for use in other applications.
Setup
Compose Client Letters - Enables you to create custom client letters.
Setup
Design Custom Reports - Enables you to create custom reports.
Setup
Add/Modify Searches - Enables you to add new searches or modify existing searches.
Setup
Email Addresses - Enables you to add or edit email addresses for your clients.
Setup
Email Greeting - Enables you to add or edit the email greeting for client letters.
Help
Help & How-To Center - Enables you to access to extensive documentation.
Help
Repair - Enables you to repair a database, if necessary.
Video: Using Data Mining to generate client letters
(approx. 3.5 minutes)
Related topic:
 Data Mining overview

This article applies to:

  • PRODUCT: UltraTax CS

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