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Custom Reports dialog (Data Mining)
Show all expandable content
Use this dialog to begin the process of adding or modifying custom reports in Data Mining. You can use these custom reports to arrange and present the data for all clients who pass the selected search.
To open this dialog, select the Design Custom Reports button in the Print Selection and Client Search dialog or choose Setup then Design Custom reports in the Data Mining window.
Fields & buttons
Report Name list
The Report Name list displays all existing custom reports.
note
To edit a report that you or someone else in your firm created, highlight it in this list and select the Edit button.
Add
Select this button to open the Add Custom Report dialog, where you can enter the description and select a template (if desired) for a new custom report.
Edit
To edit a report that you or someone else in your firm created, highlight the report in the list and select this button. Data Mining opens the Custom Report Layout dialog, where you can specify column headings and other formatting options.
note
- This button is available only if a report is highlighted in the Report Name list.
- Predefined reports cannot be modified.
Delete
Select this button to delete the highlighted report from the Report Name list.
note
- This button is available only if a report is highlighted in the Report Name list.
- Predefined reports cannot be deleted.
note
The Data Mining custom reports that you create show the types of data you select as column headings in the search you select or create.
Related topic:
Data Mining overview This article applies to:
- PRODUCT: UltraTax CS