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Add or change searches in Data Mining

Follow these steps to add a new search or change a search that you or someone in your firm created.
  1. Do one of the following to open the
    Add/Modify Searches
     window.
    • From the Data Mining window, select the database to work in from the
      Client database
       dropdown. Select
      Setup
      , then
      Add/Modify Searches
      .
    • From the
      Data Mining
       window, select the database to work in, then
      Continue (Step 2)
       to open the
      Print Selection and Client Search
       window. Select reports or letters, mailing labels, or an export report in the Print selection area, then
      Add/Modify Searches
       in the Client search/focus section.
  2. Do one of the following to open the
    Select Search Criteria
     window:
    • To add a new search:
       Select
      Add
      , or select a search and select
      Save As
      .
    • To modify a search you added previously:
       Select a search and select
      Edit
      .
  3. To enter or change the name of the search, enter a new name in the
    Search name
     field.
  4. Do one of the following to add search criteria to the Selected criteria pane at the bottom of the window.
  5. To change the relationships among the selected search criteria, select
    Edit Formula
     in the Selected Criteria section to open the
    Edit Formula
     window. Then select a search criterion and drag it to a new location in the AND column or OR column.
  6. When you're finished, select
    Done
     to return to the
    Select Search Criteria
     window.
  7. Select
    Done
     to close the
    Select Search Criteria
     window.
  8. Optional:
     To link the search automatically with a specific report or letter on the
    Print Selection and Client Search
     window, select a recommended report or letter from the dropdown of existing reports and letters on the
    Add/Modify Searches
     window.
  9. Select
    Done
     to close the
    Add/Modify Searches
     window.

This article applies to:

  • Product: UltraTax CS
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