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CCH Reporting

Last modified 08:06, 24 Apr 2017
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CCH Reporting is a new product which supersedes Smart Reports and Tax Explorer, incorporating features from both and also offering the ability to pull data together from across the suite. Key benefits include:-

  • A single place to go to for all reporting needs.
  • Extraction of key profiling information from all Central products.
  • Mix and matching of data e.g. Client turnover from CCH Accounts Production vs fee income from CCH Practice Management.
  • This year vs last year comparisons of any Central data using the built in pivot table.  Year on year analysis of range values from CCH Accounts Production or work in progress by month are all possible via the intuitive Wizard report builder.

Search thousands of available fields instantly whether you are looking for dividend income from CCH Personal Tax or liability information from CCH Corporation Tax.

Drill through to underlying data to fully understand report results and where appropriate edit data identified as being missing e.g. clients with no email addresses.

This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.
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