Adding or modifying custom reports in Data Mining

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

When you add or modify a custom report, you can create portrait, landscape, or export layouts, and select calculated values and input screen fields as report contents. Follow these steps to add a new custom report or modify an existing report.

  1. From the Data Mining window, select the database to work in from the Client database drop-down list, and then click the Continue (Step 2) button.
  2. In the Print Selection and Client Search dialog, click the Design Custom Reports button.
  3. In the Custom Reports dialog, do one of the following:
    • To add a custom report: In the Custom Reports dialog, click the Add button and enter a report name in the Description field. If you want the new report to be based on an existing report, select an existing report from the Template field. Click the Continue button to open the Custom Report Layout dialog.
    • To modify an existing custom report: In the Custom Reports dialog, select the desired report and click the Edit button to open the Custom Report Layout dialog.
  4. To change the report name, highlight the text in the Report name field and enter the new name.
  5. Do one of the following:
    • To add client, contact, or other general information as a column heading in the report: Select General from the Product field. Highlight an item in the Name list and then click the Select button.
    • To add a calculated value from a federal or state return as a column heading in the report: Select federal or a state from the Product field. Click the Calculated value option. Highlight the desired value in the Name list and then click the Select button.
    • To add data from a federal or state input screen field as a column heading in the report: Select federal or a state from the Product field. Click the Input screen field option. Click the Select Field button. Navigate to the desired field and then click the Select button.

    Note: Items that have been selected to display as column headings in the report appear in the Columns in layout pane and in the Preview pane. To change the sequence of the report columns or to remove a column, highlight the column item in the Columns in layout pane and click the Move Up and Move Down buttons or click the Remove button.

  6. Repeat Step 5 to include as many columns as desired.

    Note: As you add columns to the report, use the Preview pane at the bottom of the dialog to view the changes. The custom report automatically shifts from portrait to landscape to export format as necessary, depending on how many columns you add and/or how large the font size and field length is for each column. If you created any custom reports that include more columns than will fit in a landscape layout, the page orientation switches to export. Export reports cannot be printed. They can only be used to export search results to a file for use with other applications.

  7. Format the report as needed.
    • Change the sequence of the report columns by highlighting the column item in the Columns in layout pane and clicking the Move Up and Move Down buttons.
    • Remove columns by highlighting the column item in the Columns in layout pane and clicking the Remove button.
    • Adjust the length of the fields with the Field length up and down arrows.
    • Change the font size with the Font size up and down arrows.
    • Sort information by primary or secondary columns and choose whether the information displays in ascending or descending order by using the fields provided.
    • List subtotals on reports that include input screen fields by marking the Subtotal checkbox.
  8. Click OK.
  9. Click Done on the Custom Report dialog to return to the Print Selection and Client Search dialog.

Notes

  • You can proforma custom reports in Data Mining.
  • You can create an unlimited number of custom reports in Data Mining.
  • The resulting custom report includes the items you select as column headings for all clients who pass the search, no matter which search criteria were used in the search.

Related topic: Data Mining overview

Share This