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Setting Up a Report<strong>Drake</strong> <strong>Software</strong> User’s Manual2. Select a filter (a pre-defined filter or a custom filter) from the Filter Selectiondrop list. Note that a Filter Description is automatically displayed when a filter isselected. (Figure 12-4)3. Click Save.Figure 12-4: Filter that includes all 1040 returns with a Schedule CCustomizedFiltersUse a pre-defined filter as a template for creating a customized filter. Be aware thatchanging a pre-defined filter affects every report in the program that uses that filter. Ifyou need to modify a filter for a specific report, we recommend making a custom filter(or copying a filter and giving it a unique name), then editing it to your specifications.To customize a filter to assign to a report:1. After making changes in the Step 1 window (Figure 12-2 on <strong>page</strong> 268.), clickNext to open the Report Editor - Step 2 window (Figure 12-3 on <strong>page</strong> 269).2. Select a filter from the Filter Selection drop list. Note that a Filter Description isautomatically displayed when a filter is selected (Figure 12-5).Figure 12-5: Filter that includes all 1040 returns with a Schedule C3. Click Edit Filters. The Filter Manager window is opened (Figure 12-6). The filteryou selected is highlighted.Figure 12-6: Filter Manager window270 Tax Year 2008

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