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Add or change searches in Data Mining

Follow these steps to add a new search or change a search that you or someone in your firm created.
note
You can't change predefined searches.
  1. Do one of the following to open the
    Add/Modify Searches
     window.
    • From the Data Mining window, select the database to work in from the
      Client database
       dropdown. Select
      Setup
      , then
      Add/Modify Searches
      .
    • From the
      Data Mining
       window, select the database to work in, then
      Continue (Step 2)
       to open the
      Print Selection and Client Search
       window. Select reports or letters, mailing labels, or an export report in the Print selection area, then
      Add/Modify Searches
       in the Client search/focus section.
  2. Do one of the following to open the
    Select Search Criteria
     window:
    • To add a new search:
       Select
      Add
      , or select a search and select
      Save As
      .
    • To modify a search you added previously:
       Select a search and select
      Edit
      .
  3. To enter or change the name of the search, enter a new name in the
    Search name
     field.
  4. Do one of the following to add search criteria to the Selected criteria pane at the bottom of the window.
    note
    If the list of available criteria doesn't meet your needs, you can add or change search criteria.
    • To add a criterion that searches for whether a form is or is not prepared in a client's return:
       Select federal or a state from the
      Product
       field to have Data Mining list federal or state forms in the list. Select the
      Form
       option. Select the
      Not prepared
       option if you want to search for clients whose returns don't include that form. Select the form in the list, then
      Select
       to add the criterion to the Selected criteria list.
    • To add a criterion that searches for a specific calculated value in the client's federal or state return:
       Select federal or a state from the
      Product
       field. Select the
      Calculated value
       option. Select the value in the list. Select
      Add/Modify
       if you need to add a criterion to the list or change the operator or value for the selected criterion. Use
      Select
      to add the criterion to the Selected criteria list.
    • To add a criterion that searches for data from a federal or state input screen field:
       Select federal or a state from the
      Product
       field. Select the
      Input screen field
       option. Select the field in the list. Select
      Add/Modify
       if you need to add an input screen field to the list or change the operator or value for the selected criterion. Use
      Select
       to add the criterion to the Selected criteria list.
    • To add a criterion that searches for a state return attached to a federal return:
       Select
      State
       from the
      Product
       field. Select the
      State attachment
       option. Select
      Attached
       or
      Not attached
      . Select the selection in the list, then
      Select
       to add the criteria to the Selected criteria list.
    • To add a criterion that searches for data in a specific type of return:
       Select
      federal
       from the
      Product
       field. Select the
      Return type
       option. Select the return type in the list, then
      Select
       to add the criterion to the Selected criteria list.
    • To add a criterion that searches for clients with a specific status:
       Select
      federal
       from the
      Product
       field. Select the
      Client status
       option. Select the
      Logged anytime
      ,
      Current status
      , or
      Not logged
       options at the bottom of the pane to display the type of status. Select a status event in the list, then
      Select
       to add the criterion to the Selected criteria list. Select
      Add/Modify
       if you need to make changes.
  5. To change the relationships among the selected search criteria, select
    Edit Formula
     in the Selected Criteria section to open the
    Edit Formula
     window. Then select a search criterion and drag it to a new location in the AND column or OR column.
    note
    You need to select at least 2 criteria and name the search to turn on the
    Edit Formula
     button.
  6. When you're finished, select
    Done
     to return to the
    Select Search Criteria
     window.
  7. Select
    Done
     to close the
    Select Search Criteria
     window.
  8. Optional:
     To link the search automatically with a specific report or letter on the
    Print Selection and Client Search
     window, select a recommended report or letter from the dropdown of existing reports and letters on the
    Add/Modify Searches
     window.
  9. Select
    Done
     to close the
    Add/Modify Searches
     window.

This article applies to:

  • PRODUCT: UltraTax CS

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