User's Manual - Drake Software

Drake Software User’s Manual
Filter Manager
Creating a New Report
Deleting a Report
Filter Manager
Search Conditions
fewer than nine characters. You will use this name to locate the report in the Report
Viewer. (See “Report Viewer” on page 323.)
To create a new report (not starting with a pre-defined report) in the Report Manager:
1. Click the New Report button (at the bottom of the Report Manager window).
2. Select one of the following report types:
• E-Filing and Banking — For a report based on the EF database
• Tax return data — For a report based on data entry information
• Scheduler — For a report based on schedules set up in the Scheduler.
3. Click OK to open the Report Editor - Step 1 window.
4. Using the instructions in “Setting Up a Report” on page 315 as a guideline, enter
the report formatting and filtering information, and then click Save.
Only a report in My Reports can be deleted. To delete a report, from the Report
Manager dialog box, select (single-click) the report to delete, click Delete Report,
and then click Yes to confirm the deletion. If you have run the report, you are asked if
you want to delete the report from the Report Viewer. Click Yes or No as applicable.
The Filter Manager is used primarily in reports but is also used for letters, mailing
labels, envelopes (see “Letters” on page 301), for Proformas and Organizers (see
“Organizers and Proformas” on page 80) and the Fixed Asset Manager (see “Fixed
Asset Manager” on page 324). Access the Filter Manager from a Filter Selection box,
which is opened when you might have to narrow a selection of records. (See
Figure 12-3 on page 317.) To access the Filter Manager from a Filter Selection box,
click Edit Filters. (See “Customized Filters” on page 317.)
Use the Filter Manager to set up search conditions. There are two levels of search conditions:
Basic Search Conditions and Additional Search Conditions.
Tax Year 2012 319