User's Manual - Drake Software

Drake Software User’s Manual
Online EF Database
Figure 8-10: Two methods of selecting “Returns” from the
Online EF database report categories
Viewing a
Report
To view a report:
1. Click a category option to select a report category (Figure 8-10).
2. Enter a Return Type, Return Status, Date Range, Disbursement Method, or
Report Options. These criteria vary by report type. The report pulls information
from only those returns with records that fall within the date range and based on
the criteria selected.
3. (optional; for multiple-EFIN offices only) Select Restrict to and choose an EFIN
to filter the report by returns for a particular EFIN.
4. Click Run Report.
Click Download and Print, respectively, to export a report in spreadsheet format
(suitable for Microsoft Excel) or to print the report.
Saving
Report
Criteria
To save a set of report criteria for future use:
1. Click a category to select a report category (Figure 8-10).
2. Enter the report criteria.
3. Click Save Report.
4. Type a report name in the Save Report As field.
5. Click OK.
In the future, when you want to view reports that meet those criteria, select the report
name from the Saved Reports drop list.
Deleting
Reports
When you are ready to delete a saved report, select Options from the blue sidebar
menu and click Manage Saved Reports. Reports are displayed in columns on the
Saved Report page. Select a report and click Delete. Sort reports by clicking column
headers.
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