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Custom Reports dialog (Data Mining)

Use this dialog to begin the process of adding or modifying custom reports in Data Mining. You can use these custom reports to arrange and present the data for all clients who pass the selected search.
To open this dialog, select the Design Custom Reports button in the Print Selection and Client Search dialog or choose Setup then Design Custom reports in the Data Mining window.

Fields & buttons

The Report Name list displays all existing custom reports.
Select this button to open the Add Custom Report dialog, where you can enter the description and select a template (if desired) for a new custom report.
To edit a report that you or someone else in your firm created, highlight the report in the list and select this button. Data Mining opens the Custom Report Layout dialog, where you can specify column headings and other formatting options.
Select this button to delete the highlighted report from the Report Name list.
Related topic:
 Data Mining overview

This article applies to:

  • Product: UltraTax CS
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