User's Manual - Drake Software

Exporting CSM Data
Drake Software User’s Manual
1. Select Reports.
2. Select a report from the Select Report drop list in the CSM Reports dialog box
and enter the requested data.
3. Click Report. The report data is displayed in the Report Viewer.
You can print the report, export it into another program, or customize the display. For
information on using the Report Viewer, see “Report Viewer” on page 323.
NOTE
To access the CSM Reports dialog box from the Home window, select
Reports > Report Manager. Next, under Other Report Options, double-click
Client Status Manager Reports.
Exporting CSM Data
Admin-only Features
To export CSM data into Notepad or CSV format (suitable for Microsoft Excel and
Microsoft Access), click Export in the CSM toolbar. A worksheet of the data is
opened automatically.
Users with administrative rights can delete records from the CSM display, restore
CSM data, and remove duplicate entries.
Deleting a Record from the CSM Display
When a record is deleted from the CSM display, it is no longer visible in the CSM. It
still exists in the software, however. To delete a record from the CSM display, rightclick
the record and select Delete CSM Record (This Client). To view a deleted
record, click Filters > Display Deleted CSM Records.
NOTE
To delete a client file from Drake, see “Deleting Files from the Program”
on page 297. A record cannot be deleted from within the PCM.
Restoring Data
Removing Duplicates
When restoring data, the CSM scans a client file, calculates the return, searches the EF
database, and updates the data. To restore data from the CSM, right-click a record and
select Restore CSM Data (This Client). Click OK.
To remove a duplicate entry in the CSM, right-click a record and select Remove
Duplicate Entries (Entire Database).
NOTE
Duplicate CSM (and PCM) entries must be removed from within the
CSM; they cannot be removed from within the PCM.
256 Tax Year 2012