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Detail tab
Use this tab to view all of the custom status events (both user-defined and UltraTax CS application events) that have been logged for all of your clients. You can sort the information on the dialog, print a detailed report, export the data to a spreadsheet, or open a client by selecting the yellow folder to the left of the client ID.
To open this tab, choose Utilities then Client Status (or select the Client Status button on the toolbar) and select the Detail tab.
note
- This tab is available only if you have defined global status events on Setup, Office& Configuration, then Status tab.
- If you increase the size of the Client Status dialog, the grid on the Detail tab will expand to show more rows and columns.
Fields & buttons
Client status grid
The client status grid lists each clients' ID, name and entity type in the columns on the left. By default, the columns on the right contain
all
status events that you have defined on the Setup, Office& Configuration, then Status tab. To include only those status events that you specify, or to include global status events, select the Options button and mark the appropriate checkboxes on the Options dialog. You can also use the Options dialog to specify the level of detail displayed for each logged status event.note
Tips
- You can select any of the column headings in the status grid to sort the list according to the data in that column. To sort the information in the status grid, select a column name in theSortdrop-down list.
- An open folder button appears in the left column. You can select this button to open the highlighted client.
Sort by
Use this field to select the name of the column by which you want to sort the information in the status grid. If you used the Options dialog to include the date, time, or person who logged the event in the status grid, you can use the
Sort
field to sort the information according to those criteria.note
You can also select any of the column headings in the status grid to sort the list according to the data in that column. UltraTax CS sorts the grid by the column selected in the
Sort by
field first, followed by the two Then by
fields in sequential order.Then by
Use this field to choose an additional column by which you want to sort the information in the status grid. UltraTax CS sorts the grid by the column selected in the
Sort by
field first, followed by the two Then by
fields in sequential order.Options button
Select this button to open the Options dialog, which you can use to choose which events are included in the status grid and to specify the level of detail displayed for each logged status event.
Print button
Select this button to print the Client Status Detail report, which contains the current information displayed in the Detail tab's status grid. The report will print to your default printer.
Preview button
Select this button to view the Client Status Detail report on screen before printing a paper copy. Note that you can print the report directly from the preview screen.
Export button
Select this button to export the client status grid information to a file in DIF format, which can then be imported directly into many spreadsheet applications (such as Microsoft Excel) without further data conversion.