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Select and perform a search in Data Mining

Follow these steps to select and perform a search in Data Mining.
note
Data Mining defaults to the database you worked in last. Always make sure to select the correct database before starting Data Mining tasks.
  1. In the
    Data Mining
     window, select the database to work in from the
    Client database
     dropdown, then select
    Continue (Step 2)
    .
  2. In the
    Print Selection and Client Search
     window, select reports or letters, mailing labels, or an export report in the Print selection section.
    note
    After you perform the search, you can print reports, send documents to FileCabinet CS (if licensed), assemble eSignature documents, print or send client letters via email, print mailing labels, or export a report for clients who passed the search.
  3. In the Client search/focus section, select the search you want to perform from the
    Product
     and
    Search name
     dropdowns.
    note
    If none of the available searches meets your needs, you can add a new search or modify a user-created search.
  4. To limit the search to particular types of clients, select
    Additional Focus
     to select items like preparer/reviewer/staff, fiscal year end, and client events, then select
    OK
    .
  5. Select
    Continue (Step 3)
    . Data Mining performs the search you selected.
    • If clients pass the search, the
      Print
       window opens. From this window, you can review the search results, print reports and letters, or send client letters via email to those who passed the search.
    • If no clients pass the search, the
      Search Results
       window opens. From this window you can determine which criteria or client failed.
note
  • If the database has changed since the last time you performed a search, Data Mining automatically updates the database when you select
    Continue (Step 3)
    .
  • Use the
    Search Results
     window to review the results of the search and, proceed to printing selected reports or letters or sending letters via email to clients.

This article applies to:

  • PRODUCT: UltraTax CS

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