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Print dialog (Data Mining)
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Once you have completed a search, use the Print dialog to review the selected reports and letters to print for clients who have pass the search and to view the search results, if necessary. From this dialog you can change your search selections if needed, select the printer to which to print the report or letters, elect to assemble eSignature documents,& send client letters as PDF attachments via email, or store an image of the letter in FileCabinet CS (if you are licensed for it and have it installed).
To open this dialog, select the Continue (Step 3) button in the Print Selection and Client Search dialog.
Fields & buttons
Printer
Mark this checkbox to send the selected reports and/or letters to the printer. This checkbox can be cleared if you want to store the data only in FileCabinet CS (if licensed).
Printer button
Select this button to open the Select Printer dialog, which you can use to select the printer that Data Mining uses or to select the paper tray from which you want to print.
FileCabinet CS…
This checkbox is available only if you are licensed for FileCabinet CS and have it installed. Mark this checkbox if you want to store copies of the selected reports or client letters in FileCabinet CS. If you mark only this checkbox and not the
Printer
checkbox, the Print button at the bottom of this dialog becomes the To Cabinet button. Select the To Cabinet button to send the selected documents to FileCabinet CS.FileCabinet CS drop-down list
This drop-down list is available only if you are licensed for FileCabinet CS, have it installed, and have marked the
FileCabinet CS
checkbox. Use this drop-down list to choose where FileCabinet CS data will be saved.note
To modify the list of FileCabinet CS data locations (if licensed), open FileCabinet CS and choose Setup, System Configuration, then Data Locations tab.
Electronic Delivery
Mark this checkbox to enable the Web / eSignature (if applicable) and Email client letters as PDF attachments options. A client email address is required for both of these options.
Web / eSignature: Thomson Reuters data center
Select this option to assemble eSignature documents for clients who pass the search.
note
Data Mining assembles eSignature documents only for those clients for whom you entered email addresses in UltraTax CS or in the Setup then Email Addresses dialog in the Data Mining window. See Assembling eSignature documents via Data Mining for more information.
Email client letters as PDF attachments, if email address is available
Select this option to send clients who pass the search a letter as an email attachment.
note
Data Mining sends email messages only to those clients for whom you entered email addresses in UltraTax CS or in the Setup then Email Addresses dialog in the Data Mining window.
Subject of Email
Enter in this field the text you want to appear as the subject line of the email message sent to clients who pass the search. Note that this field is available only when the
Email client letters as PDF attachments, if email address is available
option is selected.Search name
The name of the current search is displayed in this read-only field.
Search results
The results of the current search are displayed in this read-only field. The number of clients that pass the search is listed, as well as the total number of clients that were included in the search.
Search Results button
Select this button to open the Search Results dialog where you can review the current search results by client or by search criteria.
Clients tab
The Clients tab displays the client ID, client name, and email addresses of all clients who pass the search. You can use this tab to exclude clients who pass the search from having eSignature documents assembled, receiving printed or emailed letters, as well as from being included in reports.
note
For 1040 clients, letters can be emailed to the taxpayer, spouse, or both.
Reports/Letters
The Reports/Letters tab displays the client letters and standard and custom reports that are selected to print with the search results.
note
Reports created with an export layout are not available to print.
Selected to print
Lists all the reports and letters that have been selected for printing for those clients who pass the search.
- To add a report or letter to this list, select the Modify button, highlight the name of the report in the Reports list or the letter in the Letters list, and choose the Select button.
- To remove an item from this list, highlight the report or letter in this list and select the Remove button.
Modify
Use this button to open the Modify Print Selection dialog and to change the custom reports and client letters you selected.
Mark / Unmark All
Use this button to either mark or clear all clients.
Mark / Unmark only clients with email address
Use this button to mark or clear all clients with email addresses.
Print current search options banner
Mark the
Print current search options banner
checkbox to generate a banner page that lists the current search options. A Data Mining banner page itemizes the type of search that is performed and is generated with the report. Banner pages include the following search-related details.- Search - Name and criteria.
- Focus - Preparer / reviewer / staff and client events / dates.
- Print - Clients sorted by, number of clients, reports, letters, destination, and performed by user.
Sort
Use this drop-down list to arrange the print collation order by client characteristics. You can sort clients for printing by client ID, client name, client TIN, current status event, date due, date the client's record was last opened, fiscal year end, appointment dates, preparer, reviewer, staff, and zip code.
Copies
To specify the number of copies you want to print, enter a number between
1
and 9
in the box or use the arrows to increase or decrease the number.Preview
Select this button to preview the selected client reports and letters before printing them.
note
- When previewing reports, if you do not print from the Print Preview window, you must perform the search again to print the reports.
- You can print only one copy of the selected reports and letters from the Print Preview window.
- This button is available only if a report or letter has been selected for printing.
Print
Select this button to print the selected reports and letters.
note
- This button is available only if a report or letter has been selected for printing.
- The name of this button changes to Assemble / Print when the&Web / eSignature: Thomson Reuters data centeroption is selected.
- The name of this button changes to Email / Print when theEmail client letters as PDF attachments, if email address is availableoption is selected.
- The name of this button becomes To Cabinet if theFileCabinet CScheckbox is the only checkbox marked in the Print where group box.
note
To print a report showing the search results, first create a custom report using the same criteria selected in your search.
Related topic:
Data Mining overview