Generate a T5018 Summary Report

Steps to generate, search, print, and/or save the T5018 Summary Report.

Open the Print Forms T5018 screen.
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.
To use Aatrix Report Filing to create and file forms electronically, select Print/eFile with Aatrix.
To generate the report, select Run Report.
The report displays on the Report tab.
Use on the toolbar to navigate through the report.
To search the report, do the following:
1. Select to change the report layout.
2. In the search field, enter the text you want to find.
3. Select Find.
4. Select Next to find the next instance of the text in the report. Repeat as needed.
To print the report:
1. Select to set the page setup options, or select to preview the printed report.
2. Select to open the Print screen.
3. Select print options and select Print.
To save the report:
1. Select 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. Select Save.

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