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Add or edit a search in Data Mining

You can't change predefined searches. However you can create new ones. Follow these steps to add or modify a search you've already created. The following steps assume you're already on the
Add/Modify Searches
 screen in Data Mining.
  1. Do one of the following to open the
    Add/Modify Searches
     window:
    • To add a new search:
       Select
      Add
      , or highlight an existing search and select
      Save As
      .
    • To modify a search you added previously:
       Highlight a search and select
      Edit
      .
  2. Enter or change the name of the search using the
    Search name
     field.
  3. In the Criteria selection area, select federal or the state application for the
    Product
    .
  4. Choose a search criteria type:
    1. Form
       to find clients for whom that form was or was not prepared.
    2. Calculated value
       or
      Input screen field
       to choose a specific amount or data entry field.
    3. State Attachment
       to find clients with that state attached or not attached.
    4. Return type
       to find clients with that type of return.
    5. Client status
       to find clients for whom that status has been logged or not logged.
  5. Choose criteria from the list. Either double-click or use the
    Select
     button to move it to the other pane.
  6. If you've selected 2 or more criteria, you'll have the option to
    Edit Formula
     in the
    Selected Criteria
     area on the window. Review Edit a search formula for detailed information.
  7. When you're finished, select
    Done
     to return to the
    Select Search Criteria
     window.
  8. Select
    Done
     to close the
    Select Search Criteria
     window.
  9. Select
    Done
     to close the
    Add/Modify Searches
     window.

This article applies to:

  • Product: UltraTax CS
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