Building Data Mining searches

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Before building a search, decide what information you want to search for and try to determine which search criteria are most relevant to the clients you want to find.

Next, select search criteria to build a new search or to modify a custom search you previously created. After selecting the search criteria, edit the search formula to combine the selected criteria into logical relationships.

Note: All calculated values for your selected application database will be available for a search, but you must define input screen field criteria to make them available for a search.

When building searches, you can choose one or more than one criterion.

Related topic: Data Mining overview

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