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E-filing PreparationDrake Software User’s ManualFigure 4-17: Scheduler search resultsDouble-click an appointment row to view appointment details.Creating Appointment ReportsThe Scheduler works with the Reports feature in Drake to provide a variety of reportsbased on preparer appointment data. To generate a Scheduler report:1. From the Drake Home window, click Scheduler.2. Click Reports.3. Set the report’s date range by selecting a Beginning Date and an Ending Date.4. Select a report type. Report types are listed in Table 4-3.Table 4-3: Scheduler Report TypesScheduler ReportCall List for All PreparersNew Client ListPreparer AppointmentsPreparer Call ListDescriptionLists the call lists for all preparersLists new clients entered for a selected preparerLists the appointments for a selected preparerLists the call list of a selected preparer5. Click View. The Report Viewer displays the generated report. For more information,see “Report Viewer” on page 12._NOTEThe New Client List report does not pull data from other areas ofDrake. It pulls data only from the Scheduler itself. To designate aclient as a new client, select New from the Client Type drop list (inthe middle of the Appointment Detail dialog box).E-filing PreparationFor details regarding preseason tasks for e-filing, see Chapter 7, “E-filing.”82 Tax Year 2008