Adding or modifying searches in Data Mining

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Follow these steps to add a new search or modify a search that you or someone in your firm created.

Note: Predefined searches cannot be modified.

  1. Do one of the following to open the Add/Modify Searches dialog.
    • From the Data Mining window, select the database to work in from the Client database drop-down list, and then choose Setup > Add/Modify Searches.
    • From the Data Mining window, select the database to work in, and click the Continue (Step 2) button to open the Print Selection and Client Search dialog. Select reports and/or letters, mailing labels, or an export report in the Print selection group box, and click the Add/Modify Searches button in the Client search/focus group box.
  2. Do one of the following to open the Select Search Criteria dialog:
    • To add a new search: Click the Add button, or highlight a search and click the Save As button.
    • To modify a search you added previously: Highlight a search and click the Edit button.
  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 the desired search criteria to the Selected criteria pane at the bottom of the dialog.

    Note: If the list of available criteria does not meet your needs, you can add or modify 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. Click the Form option. Click the Not prepared option if you want to search for clients whose returns do not include that form. Highlight the desired form in the list. Click the Select button 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. Click the Calculated value option. Highlight the desired value in the list. Click the Add/Modify button if you need to add a criterion to the list or change the operator or value for the selected criterion. Click the Select button 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. Click the Input screen field option. Highlight the desired field in the list. Click the Add/Modify button if you need to add an input screen field to the list or change the operator or value for the selected criterion. Click the Select button 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. Click the State attachment option. Click the Attached or Not attached options at the bottom of the pane. Highlight the selection in the list and click the Select button 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. Click the Return type option. Highlight the appropriate return type in the list. Click the Select button 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. Click the Client status option. Click the Logged anytime, Current status, or Not logged options at the bottom of the pane to display the appropriate type of status. Highlight a status event in the list and click the Select button to add the criterion to the Selected criteria list. Click the Add/Modify button if you need to make changes.
  5. To change the relationships among the selected search criteria, click the Edit Formula button in the Selected Criteria group box to open the Edit Formula dialog, then click a search criterion and drag it to a new location in the AND column or OR column.

    Note: You must select at least two criteria and name the search to enable the Edit Formula button.

  6. When you are finished, click the Done button to return to the Select Search Criteria dialog.
  7. Click the Done button to close the Select Search Criteria dialog.
  8. Optional: To automatically link the search with a specific report and/or letter on the Print Selection and Client Search dialog, select a recommended report and/or letter from the drop-down list of existing reports and letters on the Add/Modify Searches dialog.
  9. Click the Done button to close the Add/Modify Searches dialog.

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