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Use this dialog to generate mailing labels or to export a report for clients who passed the current or most recent search.
To open this dialog, choose Tools > Mailing Labels or Tools > Export Report from the Data Mining menu.
This dialog opens after you have selected either the Mailing labels option or the Export report option from the Print selection group box on the Print Selection and Client Search dialog and have completed a search.
Fields & buttons
Displays the name of the most recent search.
Note: You cannot change the name of the search in this dialog. To print labels for, or to export a report that includes clients who passed a different search, close this dialog, and perform a different search.
Lists clients who passed the most recent search but who you have removed from the list of clients for whom you want to generate mailing labels or include in an export report. Because all clients who pass the most recent search are selected by default, the only clients who appear in this list are those you have specifically removed from the Clients selected list.
Tip: To re-select all clients for mailing labels or to include in an export report, click the Select all button.
Lists clients who passed the most recent search and are selected for generating mailing labels or for including in an export report. By default, Data Mining selects all clients who pass the most recent search. Therefore, every client who passed the search appears in this list unless you specifically remove a client from the list.
Tip: To remove a client from this list, highlight the client and click the Remove button. The client returns to the Clients available pane on the left.
Related topic: Data Mining overview
2018 UltraTax CS
