This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualSetting Up a Report4. Click Copy Filter. Name the filter and click OK. The new filter is highlighted.5. Modify the Basic Search Conditions and the Additional Search Conditions foryour filter, as appropriate; there is a limit of ten Additional Search Conditionsper filter. (See “Search Conditions” on page 272.)6. Click Save. The program returns to the Report Editor - Step 2 window.7. Click Save again to save the report.To close the Report Manager, click Exit.Selecting Additional Report OptionsAdditional options for sorting data, calculating numeric data, using prior-year data,and assigning an output file name are available from the Report Editor - Step 2 window(Figure 12-3 on page 269).Sort/SummaryOrderDataCalculationsPrior-YearDataOutput FileNameUnder Additional Report Options, choose a keyword by which to sort reports. If, forexample, you’re building a report on “Clients,” and you want to sort the results by theclients’ last names, by ZIP code. or by state, choose an appropriate option from thelist. This list includes all the keywords in the report, in addition to taxpayer ID, taxpayerlast name, ZIP code, preparer number, firm number, DCN, when the return wase-filed, and federal acknowledgment code.Select the Summarize the Report Data box to have the program calculate and totaleach column. Not all reports benefit from summarizing. Edit your report and add suchkeywords as Count, Average, and Percentage to enhance the summary.The program queries current-year data by default. To have a report run prior-year data,select the Use Data from 2007 box.Enter a report output name in the Report output file name field. This name must befewer than nine characters. You will use this name to locate the report in the ReportViewer. (See “Report Viewer” on page 276.)_NOTENew reports overwrite existing reports of identical output names inthe Report Viewer. To have multiple instances of the same report,you must rename the newer output file.Creating a Report FormatWhen planning reports for your office, consider beginning with a pre-defined reportthat already includes most of the information you require. Whenever you modify apre-defined report, the modified version is saved as a new report in My Reports. See“Setting Up a Report” on page 267 for more information.To create a new report format:1. From the Home window, click Report > Report Manager to open the ReportManager. (See Figure 12-1 on page 265.)2. Click New Report.Tax Year 2008 271