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Drake Software User’s ManualFilter ManagerAvailable Filters ListThe Available Filters list in the Filter Manager (Figure 12-6 on page 270) can bemodified as needed. You can create new filters, edit existing ones, or rename filters.Creating aFilterTo create a new filter in the Filter Manager:1. Click New Filter.2. Enter a unique filter name.3. Click OK.4. Modify the search conditions as needed. (See “Search Conditions” on page 272.)5. Click OK.The new filter is added to the Available Filters and can be edited as needed.Modifying aFilterTo create a filter in the Filter Manager using an existing filter as a template:1. Select a filter to use as a template.2. Click Copy Filter.3. Enter a unique name for the new filter.4. Click OK.5. Modify the search conditions as needed. (See “Search Conditions” on page 272.)6. Click OK.The new filter is added to the Available Filters and can be edited.Renaming aFilterTo rename a filter in the Filter Manager:1. Select a filter to use as a template.2. Click Rename Filter.3. Enter a new name for the filter.4. Click OK.The renamed filter is added to the Available Filters and can be edited.Viewing a Report from the Report ManagerTo view a report from the Report Manager:1. Locate and select the report in the report tree.2. Click View Report. If a Basic Search Conditions box appears, make any desiredchanges and click Continue. If a previously saved version of the report isdetected, you are prompted to do one of the following:• Click Yes to create the report again using the most current data.• Click No to open the previously saved report.If you clicked Yes, a Basic Search Condition box might appear. Make anydesired changes and click Continue.3. Wait for the program to search the records for data matching the report criteria.Tax Year 2008 275