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Data Mining

Review search results in Data Mining

  1. Run the search.
  2. Choose how to review the results:
    • Results by Search Criteria
      : Shows each criterion (numbered and described), the number of clients who passed and failed each criterion, and total passes and fails.
    • Results by Client
      : Shows search results for each client in the database (numbered, and sorted by client ID and client name) and whether the client passed the search. Numbered columns are criterion numbers that match those in the
      Search Criteria
       tab and show whether the client passed it. Point to
      Y
       or
      N
       in these columns to view the criterion.
  3. Work with the results:
    • Use
      Print
       to print or email the selected letters or custom reports or assemble eSignature documents for your clients.
    • To print mailing labels, select
      Cancel
      , then
      Tools
      , and
      Mailing Labels
      .
    • To assemble eSignature documents, mark the
      Web / eSignature: Thomson Reuters data center
       checkbox in the
      Print
       window, then select the
      Assemble/Print
      .
    • To send client letters by email, mark the
      Email client letters as PDF attachments, if email address is available
       checkbox in the
      Print
       window. Enter the
      Subject of email
      , select the letter, then
      Email/Print
      .
    • To send client letters and reports to FileCabinet CS, mark the
      FileCabinet CS
       checkbox in the
      Print
       window, select the letter or report, then
      Print
       or
      To Cabinet
      .

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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