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Use this dialog to select search criteria, client information, and client contact information as report column headings and to format and preview a custom report.
To open this dialog, click the Edit button in the Custom Reports dialog or click the Continue button in the Add Custom Report dialog.
Tips
- The custom report shows only the types of data you select as column headings, regardless of the search criteria used in the most recent search.
- The custom reports that you design become available as report templates in the Add Custom Report dialog.
Fields & buttons
To change the name of the custom report, highlight the text in this field and enter the new name for the report.
Note: Each report for the selected client database (for example, 1040 Individual) must have a unique name.
Presentation group box
Select the federal or state application that corresponds to the search criteria you want to add as column headings in this report, or select General to add client information or contact information as column headings in this report.
Note: If you select a federal or state application, the entity is determined by the database you selected from the Database menu in the Data Mining window.
To add a calculated value from the federal or state return as a column heading in this report, select federal or a state from the Product field, and then click this option.
Notes
- This option is available only if you select a federal or state application from the Product field.
- The criteria listed in the Name calculated list are determined by the database you selected in the Data Mining window and the application you selected in the Product field in this dialog.
To add data from a federal or state input screen as a column heading in the report, select federal or a state from the Product field, and then click this option to enable the Select Field button, which you can use to select the desired input screen field.
Note: This option is available only if you select a federal or state application from the Product field.
Click this button to add input screen or statement dialog fields as a column heading in the report. Clicking this button opens the Input Screen Field Selection dialog, in which you can select the fields you want.
Note: This button is available only if you click the Input screen field option.
This pane lists the general information, calculated values, and/or input screen fields that you selected as column headings for the custom report.
Notes
- For each column heading, this list shows the application from which the heading was selected and the column heading description.
- For input screen fields, this list also shows the input screen from which the field was selected.
Click this button to reposition the highlighted column, moving it one position to the left in this custom report.
Note: A change made to a column's position is immediately reflected in the Preview pane at the bottom of this dialog.
Click this button to reposition the highlighted column, moving it one position to the right in this custom report.
Note: A change made to a column's position is immediately reflected in the Preview pane at the bottom of this dialog.
Click the up and down arrows to change the length of the field for the highlighted column.
Notes
- This field is available only if the highlighted column is for a description or text field.
- A change made to a field's length is immediately reflected in the Preview pane at the bottom of this dialog.
Highlight an item in this list and click the Select button to add the item as a column heading in the report.
- This pane lists calculated values if you selected a federal or state application from the Product field and clicked the Calculated value option. (The calculated value criteria listed are determined by the database you selected in the Data Mining window and the application you selected from the Product field.)
- This pane lists client and contact information if you selected General from the Product field. (Client and contact information transfers to the custom report from data you have entered in input screens and in the File > New Client or File > Client Properties dialog.)
Note: Items added to the custom report are reflected in the Preview pane at the bottom of this dialog.
Preview group box
Shows how the selected report will appear when printed. Any changes you make to the report layout are immediately reflected in this preview.
Note: 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.
Shows the selected font size (8-12 points) for all of the columns in this custom report. To change the font size, enter a different number or click the arrows to increase or decrease the number.
Note: A change made to the font size is immediately reflected in the Preview pane at the bottom of this dialog.
Shows the current page orientation for the selected report. As you make changes to the report layout, the orientation automatically shifts from portrait to landscape to export, as necessary.
Note: If you select more columns than will fit in a landscape layout, the page orientation switches to export. Export reports cannot be printed and can only be used to export search results to a file for use with other applications.
Related topic: Data Mining overview
2018 UltraTax CS
