User's Manual - Drake Software

Drake Software User’s Manual
Filter Manager
4. (optional) To allow a user to modify conditions when running a report, select Ask
about the ‘Basic Search Conditions’ each time the Filter is used.
5. Click OK to save the changes to the basic search conditions.
Additional
Search
Conditions
You can add as many as 10 additional search conditions. Use the Additional Search
Conditions feature to further specify the types of data to include in the report.
To add a new search condition in the Filter Manager:
1. Click Add Condition. (See Figure 12-5 on page 320.)
2. If you’re changing a filter that is used in other reports, the Filter Changes window
is opened. (See “Caution” note on previous page.)
3. In the Filter Condition Editor dialog box, select a Keyword Name.
4. Select a Comparison option and a Value (if required) (Figure 12-6).
Figure 12-6: Comparison (“is at least”) and Value (50000) selected for AGI keyword
If a value is required, the Value field appears. A value can be alphabetic or
numeric. For example, if AGI is selected with a comparison of is at least, the
value must be numeric. (Do not use commas when entering numbers.) If Taxpayer’s
Last Name is selected with a comparison of starts with, the value must
be alphabetic.
5. (optional) To allow a user to modify this condition when running a report, select
Ask about this ‘Condition’ each time the Filter is used.
6. Click OK. The new condition is displayed in the Filter Manager (Figure 12-7 on
page 322).
Tax Year 2012 321