This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualClient Status Manager (CSM) Reports6. In the Asset Manager Client Selection dialog box, create a report for one ormore specific clients or create a filtered report based on all clients.• One or more clients — Enter SSN/EIN in the blank field and click Add Client.Repeat for all desired clients then click Next.• Filtered report — Click Next to open the Asset Manager Filter Selectiondialog box. Select a filter or sort option then click Next to open the BasicSearch Conditions dialog box. Edit settings as desired (see “Search Conditions”on page 272) and click Continue.7. Select an option for displaying the depreciation list.• Print to Printer — Send the list to the printer. When the Print dialog box isopened, click Print.• Export to File — Save the report as a .csv file. To open the saved file, go toyour Drake08\Reports folder. Click OK.Using Fixed Asset Manager MacrosUse the Fixed Asset Manager macros to run a set of standard reports at one time.To set up a macro in the Fixed Asset Manager:1. From the Home window, select Reports > Fixed Asset Manager.2. Click Edit Macros to open the Fixed Asset Manager Macros dialog box. Thisbox has three drop lists, one for type of Report, one for Depreciation method,and one for Style.3. Select a report, depreciation method, and style for each report to be printed underthe macro.4. Click Save to save your changes and return to the Fixed Asset Manager dialogbox (Figure 12-11 on page 278).To run the macro, select Auto Code Print as the report type and click Run Report.Client Status Manager (CSM) ReportsHash TotalsFor information on running CSM reports, see “CSM Reports” on page 222.The Hash Totals report displays the number of forms and schedules generated on aselected return. By consulting these totals, the data entry operator can be reasonablysure that the correct values have been entered into the fields.To generate a report of hash totals:1. From the Home window, select Reports > Hash Totals.2. Enter the SSN or EIN of the return to check.3. Click Continue. The report is displayed in the Report Viewer. (See “ReportViewer” on page 276.)4. Click Exit to return to the Home window.Tax Year 2008 279