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Summary Report dialog (Source Data Entry)
Use this dialog to select the data location that contains the source document data that you want to include in the Summary Report, and to specify the desired options to report the appropriate information.
To open this dialog from within Source Data Entry, choose File then Print Reports, select the
Summary
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.
Printer button
Select this button to select the printer you want to use for printing the Summary report.
Preview button
Select this button to open an on-screen preview of the Summary report containing the information specified on this dialog.
Print button
Select this button to print the Summary report to the selected printer.
Export button
Select this button to export the Summary 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 Summary 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 Summary report. You can 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.
This article applies to:
- Product: UltraTax CS