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Select and perform a search in Data Mining

Follow these steps to select and perform a search in Data Mining.
  1. In the
    Data Mining
     window, select the database to work in from the
    Client database
     dropdown, then select
    Continue (Step 2)
    .
  2. In the
    Print Selection and Client Search
     window, select reports or letters, mailing labels, or an export report in the Print selection section.
  3. In the Client search/focus section, select the search you want to perform from the
    Product
     and
    Search name
     dropdowns.
  4. To limit the search to particular types of clients, select
    Additional Focus
     to select items like preparer/reviewer/staff, fiscal year end, and client events, then select
    OK
    .
  5. Select
    Continue (Step 3)
    . Data Mining performs the search you selected.
    • If clients pass the search, the
      Print
       window opens. From this window, you can review the search results, print reports and letters, or send client letters via email to those who passed the search.
    • If no clients pass the search, the
      Search Results
       window opens. From this window you can determine which criteria or client failed.

This article applies to:

  • Product: UltraTax CS
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