User's Manual - Drake Software

12 Reports
Report Manager
Report Categories
The Reports function allows you to create printable reports based on data entered into
the program via data entry, the CSM, or the Scheduler.
Use the Report Manager to create a variety of pre-defined and customized printable
reports. To access the Report Manager from the Drake Home window, select Reports
> Report Manager.
Five report categories are provided in the Report Manager:
Table 12-1: Report Categories
Report Category
Client Reports
EF/Bank Reports
Scheduler Reports
My Reports
Other Report Options
Description
Criteria for these reports consist of client contact data, preparer
and revenue data, return details, status and tracking data, and
summary data.
Criteria for these reports consist of data related to e-filing and
banking, including bank-product status, tracking, check, and summary
data; and EF status, tracking, and summary data.
Reports are based on data entered in the Scheduler and include
reports on new clients, preparer call lists, and appointments.
Reports that you create, either by editing one of the pre-defined
reports or by starting with a blank report, are automatically stored in
My Reports.
This category gives you access to the reporting capabilities of the
CSM and the Fixed Asset Manager, and allows you to compile
depreciation lists and hash totals.
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