This page intentionally left blank. - Drake Software Support

Report ManagerDrake Software User’s ManualReport CategoriesFour report categories are provided in the Report Manager:Table 12-1: Report CategoriesReport CategoryClient ReportsEF/Bank ReportsMy ReportsOther Report OptionsDescriptionCriteria for these reports consist of data that is not directly relatedto e-filing, including client contact data, preparer and revenue data,return details, status and tracking data, and summary data.Criteria for these reports consist of data related to e-filing andbanking, including bank-product status, tracking, check, and summarydata; and EF status, tracking, and summary data.Reports that you create, either by editing one of the pre-definedreports or by starting with a blank report, are automatically stored inMy Reports.This category gives you access to the reporting capabilities of theCSM, the Scheduler, and the Fixed Asset Manager, and allows youto compile depreciation lists and hash totals.As shown in Figure 12-1, the Report Manager uses a standard tree format. Click [+] toexpand a category list; click [–] to collapse the list and hide the reports in the category.Only those reports in My Report can be deleted. To delete a report, select (singleclick)it and click Delete Report (or right-click it and choose Delete Report from theright-click menu)._NOTEAlabama return preparers: Because forms AL-4868 and AL-PSEare obsolete as of 2008, Drake no longer provides an AlabamaExtension Bulk Web File Report under Other Report Options.Sample Report WindowBefore generating a report, you can preview the report title and column headers to seehow the report will fit on a printed page. The report preview is displayed in the SampleReport window at the bottom of the Report Manager. Also included is a briefdescription (if available) of the selected report. (See Figure 12-1.)To preview a report:1. From the Home window, select Reports > Report Manager.2. Click [+] to expand any category. (Categories have a [+] or [–] to their left; reportsdo not.)3. Select (single-click) a report to preview.The report title and column headings are displayed. This display reflects changes asreport details are updated.The Sample Report box also indicates a report layout of Portrait, Landscape, orPotentially too wide. A layout of Potentially too wide means that some data could be266 Tax Year 2008