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Drake Software User’s ManualSetting Up a Report6. From the Available Columns list, double-click a keyword, or single-click it andchoose Select. The keyword (column name) moves to the Selected Report Columnsfield. Note that the new information appears in the Sample Report box.(To remove a keyword from the Selected Report Columns field, click it thenclick Unselect. Click Unselect All to clear the field.)7. Click Save or proceed to “Assigning Filters,” following, if you want to assign filtersto the report.The program stores the modified report under My Reports._NOTE_TIPNew reports overwrite existing reports of identical output names inthe Report View/Print Utility. To have multiple versions of onereport, you must rename the newer output file.Place the mouse pointer over an Available Columns keyword todisplay a tooltip description of the item.Assigning FiltersFiltering allows you to limit what information is included in the report by screeningout unwanted data and including only the remaining information. With the many filtersavailable and the ability to create your own filters and add conditions to each filter,the output options for your report are almost endless.Choose a filter from one of Drake’s many pre-defined filter choices. You can edit anexisting filter to meet other selected criteria.ExistingFiltersTo assign a filter to a report:1. From the Report Editor - Step 1 window (see Figure 12-2 on page 268), clickNext. The Report Editor - Step 2 window is opened (Figure 12-3). Like the Step1 window, it has a Sample Report window in the lower section (not shown inFigure 12-3; see Figure 12-2).Figure 12-3: Report Editor - Step 2 window (top half)Tax Year 2008 269