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Additional Focus dialog (Data Mining)

Use the Additional Focus dialog to select certain focus items such as preparer/reviewer/staff, fiscal year end, and client events to limit the search to include only those clients who contain the selected items.
To open this dialog, select the Additional Focus button in the Print Selection and Client Search dialog.

Fields & buttons

To limit the search to include only those clients whose returns are assigned to a particular preparer, reviewer, or staff member, select the appropriate preparer, reviewer, or staff member name from this field. Data Mining defaults to searching for "All."
To limit the search to include only those clients of a particular fiscal year end, select the desired month. Data Mining defaults to searching for "All Months."
To limit the search to include only those clients for whom a particular event applies, select the Modify button to open the Modify Event Focus dialog. From here, you can modify the client status criteria used to focus a list of clients. You can choose to focus on one event or on multiple events at one time. If you choose to focus on multiple events, they will be saved in the
Recent filters
 drop-down list. Data Mining defaults to searching for "All clients regardless of status."
Related topic:
 Data Mining overview

This article applies to:

  • Product: UltraTax CS
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