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Print Reports dialog (Source Data Entry)

Use this dialog to choose to print either a Client Form List report or a Summary report from within Source Data Entry.
  • Client Form List Report:
     Lists UltraTax CS client ID (if present), recipient's name, payer name, document name, status, date entered, time spent on data entry, and the user who entered the source document data.
  • Summary Report:
     Lists the number of forms entered for each type of form in Source Data Entry.
After selecting either the
Client Form List
 option (and indicating the sort criteria) or the
Summary
 option, select Continue to open a dialog to select additional options for the selected report.
To open this dialog from within Source Data Entry, choose File then Print Reports.

Fields & buttons

Select this option to select the Client Form List report, which contains the following information for each source document entered in UltraTax CS Source Data Entry: UltraTax CS client ID (if present), client/recipient name, payer name, document name, status, date on which data was last entered, and the ID of the user who last saved data on the form. If you marked the
Track time spent on forms
 checkbox in the Setup, System Configuration, then Other Options tab in Source Data Entry, this report includes the time spent entering data on forms as well.
Use the Sort drop-down list to arrange the Client Form List report by various criteria. Select the desired criterion from the drop-down list to organize the report accordingly.
Select this option to select the Summary report, which lists the total number of each form entered in Source Data Entry for the data location selected in the Summary Report dialog.

This article applies to:

  • Product: UltraTax CS
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