User's Manual - Drake Software

Setting Up a Report
Drake Software User’s Manual
Assigning Columns
3. Revise the Report title and Report description as needed. (The Report description
text box is limited to 70 characters.) Note that the new data appears in the
Sample Report box as you type.
4. Click Save or proceed to “Assigning Columns,” following.
The program stores the report with the new title under My Reports.
The various columns that make up your report are represented by keywords. Select the
columns and the order in which they are shown by choosing and ordering the keywords.
Columns are established from the Report Editor - Step 1 window. Note that
the columns currently appearing in the selected report are listed in the Selected report
columns box on the right. (See Figure 12-2 on page 315.)
To establish the columns shown in a report:
1. From the Report Editor - Step 1 window, select a category from the Categories
drop list. The available columns for that category are represented by the keywords
in the Available columns field.
TIP
Place the mouse pointer over an Available columns keyword to display
a tooltip description of the item.
2. From the Available Columns list, double-click a keyword, or single-click it and
choose Select. The keyword (column heading) moves to the Selected report columns
field. Note that the new column heading appears in the Sample Report
box.
(To remove a column heading from the Selected report columns field, click it
then click Unselect. Click Unselect All to remove all column headings.)
3. Click Save or Next to proceed to “Assigning Filters,” following, to assign report
filters.
The program stores the modified report under My Reports.
NOTE
New reports overwrite existing reports of identical names in the Report
View/Print Utility. To have multiple versions of one report, you must
rename the newer report.
Assigning Filters
Filtering limits the information to be included in a report by screening out unwanted
data. With the many filters available, and the ability to create filters and add conditions
to each filter, you have a variety of output options for reports.
Choose a filter from one of Drake’s many pre-defined filter choices. You can edit an
existing filter to meet other selected criteria.
Existing
Filters
To assign a filter to a report:
316 Tax Year 2012