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Data Mining

Define search criteria in Data Mining

You can define search criteria when you are add or modify a search.
Data Mining searches for clients whose data contains values compatible with the search criteria you define. When the search criteria and search criteria relationships you've specified are true for a client's data, that client will “pass the search.”
The search criteria definitions you add or modify will be available for all searches of the selected database.
  1. In the
    Select Search Criteria
     window, select
    federal
     or the state application for the
    Product
    .
  2. Choose a search criteria type:
    • Form
       to find clients for whom that form was or was not prepared.
    • Calculated value
       or
      Input screen field
      .
    • State Attachment
       to find clients with that state attached or not attached. 
    • Return type
       to find clients with that type of return.
    • Client status
       to find clients for whom that status has been logged or not logged.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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