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Custom Report Layout dialog (Data Mining)

Use this dialog to select search criteria, client information, and client contact information as report column headings and to format and preview a custom report.
To open this dialog, select the Edit button in the Custom Reports dialog or select the Continue button in the Add Custom Report dialog.

Fields & buttons

To change the name of the custom report, highlight the text in this field and enter the new name for the report.

Presentation group box

Select the federal or state application that corresponds to the search criteria you want to add as column headings in this report, or select General to add client information or contact information as column headings in this report.
To add a calculated value from the federal or state return as a column heading in this report, select federal or a state from the
Product
 field, and then select this option.
To add data from a federal or state input screen as a column heading in the report, select federal or a state from the
Product
 field, and then select this option to enable the Select Field button, which you can use to select the desired input screen field.
Select this button to add input screen or statement dialog fields as a column heading in the report. Selecting this button opens the Input Screen Field Selection dialog, in which you can select the fields you want.
This pane lists the general information, calculated values, and/or input screen fields that you selected as column headings for the custom report.
Select this button to reposition the highlighted column, moving it one position to the left in this custom report.
Select this button to reposition the highlighted column, moving it one position to the right in this custom report.
Select the up and down arrows to change the length of the field for the highlighted column.
Highlight an item in this list and choose the Select button to add the item as a column heading in the report.
  • This pane lists calculated values if you selected a federal or state application from the
    Product
     field and selected the
    Calculated value
     option. (The calculated value criteria listed are determined by the database you selected in the Data Mining window and the application you selected from the
    Product
     field.)
  • This pane lists client and contact information if you selected General from the
    Product
     field. (Client and contact information transfers to the custom report from data you have entered in input screens and in the File then New Client or File then Client Properties dialog.)

Preview group box

Shows how the selected report will appear when printed. Any changes you make to the report layout are immediately reflected in this preview.
Shows the selected font size (8-12 points) for all of the columns in this custom report. To change the font size, enter a different number or select the arrows to increase or decrease the number.
Shows the current page orientation for the selected report. As you make changes to the report layout, the orientation automatically shifts from portrait to landscape to export, as necessary.
Select which columns are primary and secondary, and whether you want the information displayed in ascending or descending order. In addition, when you create a report that includes input screen fields, you can mark the
Subtotal
 checkbox to view the subtotal on the report.
Related topic:
 Data Mining overview

This article applies to:

  • Product: UltraTax CS
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