Generate a T5018 Summary Report

  1. Open the Print Forms T5018 screen.
  2. In the fields on the Options tab, enter data as needed to control the report.
    Tip: You can save the data entered and use it the next time you run the report using the Report Settings pane. See Save Report Options for details.
  3. To use Aatrix Report Filing to create and file forms electronically, click Print/eFile with Aatrix.
  4. Click Run Report.
    The report displays on the Report tab.
  5. Use on the toolbar to navigate through the report.
  6. To search the report, do the following:
    1. Click to change the report layout.
    2. In the unlabeled field to the left of Find, enter the text for which you want to search.
    3. Click Find.
    4. Click Next to find the next instance of the text in the report. Repeat as needed.
  7. To print the report:
    1. Click to set the page setup options, or click to view a preview of the printed report.
    2. Click to open the Print screen.
    3. Select print options and click Print.
  8. To save the report:
    1. Click and select the format for the saved report.
      Note: Depending on the report, you may be able to save the report as a Microsoft Excel (XLS) file, a Microsoft Word (DOC) file, or an Adobe Acrobat (PDF) file.
    2. Navigate to the folder where you want to save the report.
    3. Enter a file name for the saved report.
    4. Click Save.
      Note: If you selected to save the report as a Microsoft Excel (XLS) file and you have Microsoft Excel installed, the Excel file automatically opens.