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Select Forms for Report dialog (Source Data Entry)
Show all expandable content
Use this dialog to select the clients or specific source documents you want to include in the Client Form List report.
To open this dialog from within Source Data Entry, choose File then Print Reports, select the
Client Form List
option, then select Continue.Fields & buttons
Data location
Use this drop-down list to select the location where the desired source data files are stored. These data locations are defined on the Setup, System Configuration, then Data Locations tab.
Clients available to print pane
This pane lists all clients with source document forms that meet the criteria designated in the Focus group box. Select the clients or forms you want to include in the report, then select the Select button to move them over to the Clients to print pane on the right. If you marked the
Select Individual Forms
checkbox, this list contains all source document forms that are available to include in the Client Form List report.note
Tips
- To select one or more clients or forms in this list, select the appropriate clients or forms and choose the Select button.
- To sort the list of available clients or forms by recipient TIN, name, or other criteria, select the appropriate column heading in the title bar of the list pane to sort by the information in that column.
- The sort category specified on the Print Reports dialog does not sort the forms in this list pane, but sorts the forms listed in the report.
Clients to print pane
This pane lists the clients you have selected to print in the report. If you marked the
Select Individual Forms
checkbox, this pane lists all source document forms that are selected for inclusion in the Client Form List report.note
Tips
- To remove one or more clients or forms from this list, select the appropriate items and choose the Remove button. The clients return to the clients available to print pane on the left.
- To sort the list of available clients or forms by recipient TIN, name, or other criteria, select the appropriate column heading in title bar of the list pane to sort by the information in that column.
Select Individual Forms
Mark this checkbox to view specific source document forms instead of clients in the list panes on this dialog. When marked, the Clients available to print and Clients to print panes will become Forms available to print and Forms to print panes.
Preview button
Select this button to open an on-screen preview of the Client Forms List report containing the information specified on this dialog.
Printer button
Select this button to select the printer you want to use for printing the Client Forms List report.
Print button
Select this button to print the Client Forms List report to the selected printer.
Export button
Select this button to export the Client Forms List report to a separate file. Doing so opens the Save As dialog, which you can use to specify the location where you want to store the report in .DIF format. (Note that .DIF format is compatible with Microsoft Excel.)
To Cabinet button
Select this button to store a copy of the Client Forms List report in FileCabinet CS.
note
This button is available only if you are licensed for FileCabinet CS.
Focus group box
Use the fields in the Focus group box to customize the Client Forms List report. You can restrict the list to include only exported or postponed documents, only information entered within a certain date range, only documents entered manually or only entered via FileCabinet CS or Workpapers CS Source Document Processing, and/or specify a specific user who entered the source document data.
Alternate line shading
Source Data Entry prints the reports with alternate lines shaded for ease of use. Clear this checkbox to print reports without any line shading.
This article applies to:
- Product: UltraTax CS