User's Manual - Drake Software

Filter Manager
Drake Software User’s Manual
Figure 12-7: New condition (“AGI is at least ‘50000’”) is displayed.
7. (optional) Repeat the previous steps to add more conditions as needed.
8. Select Match All Conditions (for narrower results) or Match Any Condition
(for broader results) as applicable.
9. Click Save.
NOTE
To edit a search condition, select the condition and click Edit Condition.
Make changes and click OK. To delete a search condition, select
the condition and click Delete. When prompted, click Yes.
Available Filters List
The Available Filters list in the Filter Manager (Figure 12-4 on page 318) can be
modified as needed. Create new filters, edit existing ones, or rename filters.
Creating a
Filter
Modifying a
Filter
To create a new filter in the Filter Manager:
1. Click New Filter.
2. Enter a unique filter name.
3. Click OK.
4. Modify the search conditions as needed. (See “Search Conditions” on page 319.)
5. Click OK. The new filter is added to the Available Filters and can be edited.
6. Click Save at the bottom of the Filter Manager window.
To create a filter in the Filter Manager using an existing filter as a template:
1. Select a filter to use as a template.
2. Click Copy Filter.
3. Enter a unique name for the new filter.
4. Click OK.
5. Modify the search conditions as needed. (See “Search Conditions” on page 319.)
6. Click OK. The new filter is added to the Available Filters and can be edited.
7. Click Save at the bottom of the Filter Manager window.
322 Tax Year 2012