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Drake Software User’s ManualOnline EF DatabaseTo select a report category, click one of the report buttons shown in Figure 7-11.Figure 7-11: Online EF database report categoriesViewing aReportTo view a report:1. Click a category button to select a report category. (Figure 7-11)2. Enter a Start Date and End Date. The report pulls information from only thosereturns with records that fall within the date range selected.3. (optional; for multiple-EFIN offices only) Select Restrict to (Multisite) andchoose an EFIN to restrict reporting to returns for a particular EFIN.4. Enter any other report criteria desired. (Criteria differ for each report type).5. Click Run Report.Click the Print and Export icons, respectively, to print a report or export it in CSVformat (suitable for Microsoft Excel and Microsoft Access).SavingReportCriteriaTo save a set of report criteria for future use:1. Click a category button to select a report category (Figure 7-11).2. Enter the report criteria.3. Type a report name in the Save Report As field.4. Click Save.In the future, when you want to view reports that meet those criteria, select the reportname and click Load.DeletingReportsWhen you are ready to delete a saved report, select the Options tab and click ManagedSaved Reports. Reports are displayed in columns on the Report Administrationpage. Select a report and click Delete. Sort reports by clicking column headers.Using the Database for Multiple EFINsIf your company has multiple EFINs, you can provide different levels of access to theonline EF database for different EFINs. This is done using hierarchy levels. The threelevels of the reporting hierarchy are shown in Table 7-6.Table 7-6: Online EF Database Hierarchy Levels(for companies with multiple EFINs)LevelMasterDescriptionMaster EFINs can view all data for the Master EFIN and any Level- and Level-2EFINs configured below it. This is the default level.Tax Year 2008 195