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willmercer
Level 1
June 23, 2021
Question

Filtering client list for specific data

  • June 23, 2021
  • 1 reply
  • 9 views

I am looking to filter my client list for specific data, namely the amount of child/dependent credit (not the dependent care credit).  Can this be done?  We have looked everywhere we know to look and cannot locate that data field as an available filter.

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1 reply

P
pat11
Level 5
June 24, 2021

You can run a report. In Individual, Print, Database Reports, Custom, Credits, Child/Dep Care?

Same for client list dispaly in Individual, right click column header and Adjust/Display Columns, under Credits, Child/Dep Care

 

    George4Tacks
    George4Tacks
    Level 15
    June 24, 2021
    https://proconnect.intuit.com/community/customize-reports/help/creating-custom-database-reports/00/5512
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