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Online EF DatabaseDrake Software User’s Manualsnapshot of your entire business. Reports and statistics on demographics, return status,return type, bank, payments, fees, and billing information are available._NOTECompanies with multiple EFINs that wish to use MOM must havean EFIN hierarchy configured. The data available in MOM dependsgreatly on the hierarchy structure. For details on creating an EFINhierarchy, see “Building a Hierarchy” on page 196.TransferringData to MOMFor CSM data to be transferred to MOM, the software must be configured to sendCSM data to Drake during the e-filing process. Each Level-1 and Level-2 EFIN officein a multi-office environment must complete the following steps:1. From the Home window, go to Setup > Options > EF tab.2. Under Session Options, select Transmit return data to Drake for multi-officeweb reports.3. Click OK.Any changes made in CSM will be transmitted to MOM during e-file transmissions.Running aMOM ReportTo run a MOM report:1. In the online EF database toolbar, click MOM to view report criteria filters(Figure 7-12).Figure 7-12: Multi-Office Manager (MOM) filters2. Select an option from each filter and click Run Report.The report displays all of the data columns available in the CSM . Scroll down oracross the report screen to view all the available data.If a report contains more than a specified number of rows (the default is 25), it is paginated.Page numbers appear in the upper and bottom left corners. The number of rowsdisplayed per page can be changed via the Rows Per Page drop list above the report.• To print the report, click the printer icon. Only the data on the screen is printed.• To sort data based on the column selected, click a column header.• To view e-filing details for a particular return, click the record’s ID number.• To export the report into an Excel file, click the Excel icon. You are askedwhether you want to open or save the file. Click Open or Save as desired. If youclick Open, you will have another opportunity to save it from within Excel.198 Tax Year 2008