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Print reports and letters in Data Mining

Follow these steps to print custom reports or letters for all clients who passed the most recent search.
  1. If necessary, select and perform the search.
  2. Select
    Search Results
     to verify that the results are satisfactory. Select
    Done
     to return to the
    Print (Step 3)
     window.
  3. In the
    Print
     window, mark the checkboxes in the Print where section.
    • To print reports and letters on paper, mark the
      Printer
       checkbox.
    • To send client letters and reports to FileCabinet CS, mark the
      FileCabinet CS
       checkbox, select the letter or report you want to send, and select
      Print
       or
      To Cabinet
      . Note that the
      FileCabinet CS
       checkbox is available only if you are licensed for FileCabinet CS and have it installed. You can't print custom reports to FileCabinet CS.
    • To assemble eSignature documents (for certain letters), mark the
      Web / eSignature: Thomson Reuters data center
       checkbox under Electronic Delivery in the
      Print
       window then select
      Assemble / Print
      .
    • To send letters via email to clients who passed the most recent search and for whom you have entered an email address, mark the
      Email client letters as PDF attachments, if email address is available
       checkbox under Electronic Delivery and enter the subject line for the message in the
      Subject of email
       field.
  4. If there are clients whose data you want to exclude from the selected reports or for whom you do not want to print or email the selected letters, clear the checkboxes next to the appropriate clients' names.
  5. By default, the reports and letters that you selected prior to performing the search appear in the
    Reports/Letters
     tab. To change the items selected for printing, select
    Modify
    , the reports or letters, then
    Done
     to return to the
    Print
     window.
  6. Use the
    Sort
     field to choose the order in which you want each of the reports and letters to print.
  7. Select the number of copies you want to print from the
    Copies
     field.
  8. Select
    Print
     to print the reports or letters to paper, to print the reports or letters to FileCabinet CS (if licensed), or to email letters as PDF attachments to clients for whom you have entered email addresses. If you are assembling eSignature documents, select
    Assemble / Print
    . The eSignature documents will be available to transmit through CS Connect. Note that a client email address is required for the eSignature process.
To print an item you're previewing, you must print it before closing the
Print Preview
 window. If you select
Close
 without printing the item, you'll need to perform the search and select the report or letter again.

This article applies to:

  • Product: UltraTax CS
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