Company Selection
The Company Selection screen appears at the top of many of eForms reports dialogs and allows you to select the companies to be included in the report.
All companies in the current data file will be listed in the column on the left, while all selected companies will be listed in the selection list to the right.
Display and process in selection sequence - If this option is checked, companies will be displayed in the selection list and processed in the order in which they were selected; otherwise companies will be displayed and processed in alphabetical order.
More > / < Less - Click on More > to display the company selection dialog and click on < Less to hide the company selection dialog.
Select - You can select the companies to include by selecting from the items in the drop-down list. Companies to be included in the report will be shown in the selection list
- All Companies - Produce a report for all companies in the database
- Current Company - Produce a report for the current company only
- Most Recently Used - Produce a report for the same companies included in the most recent previous report
- Selected Companies - Produce a report for the selected companies
Filing status (eForms Enterprise) - Select companies to include in the report based on their Filing Status
Filter - Select companies to include in the report based on any combination of: Filing Status, Electronic Filing Status, Printing Status, Company Category or Active Slips
Clear all - Use Clear All to clear the current company selection
User Defined Groups
You can create a user-defined group of companies by selecting companies as noted above and clicking the Save As button to save the selection list. You will be asked to enter a name for the selection. The name you use will be added to the select companies drop down list.
Save As - Saves any subsequent changes made to the user defined group
Rename - Change the current group’s name
Delete - Deletes the current group
List - Creates a report listing the companies included in the curren group
Exception - Reports any companies that are not included in any group
User-defined groups defined here will be available from any report or form printing menu.