Export dialog (Data Mining)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

You can use this dialog either to export custom reports that contain data from the current or most recent search to a file for use with other applications. Search data can be exported either in DIF or Excel format for use with spreadsheet applications or in ASCII format for use with word processing application.

Before you search: To export a report for the current search, click the Export report option in the Print selection group box on the Print Selection and Client Search dialog, complete a search, and then click Continue on the Export Report dialog.

After you search: To export a report for the most recent search, choose Tools > Export Report from the Data Mining menu, and then click Continue on the Export Report dialog.

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Related topic: Client documents overview

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