Select and make a search in Data Mining

In the

Data Mining

window, select the Client database
, then Continue (Step 2)
.

Select reports and/or letters, mailing labels, or an export report from the Print selection group.

Choose your search from the Product
and Search name
dropdown lists in the Client search/focus group box.

Use Additional Focus
to limit the search by preparer/reviewer/staff
, fiscal year end
, and client events
, then select OK
.

Select Continue (Step 3)
.

If the database has changed since the last time you performed a search, Data Mining updates the database when you select Continue.

If clients pass the search, the

window opens, from where you can review the results, print reports and letters, or send client letters by email to those who passed the search.

If no clients pass the search, the

Search Results

window opens, from where you can determine which criteria or client failed.

This article applies to: