The Layout

Last modified 08:06, 24 Apr 2017

The Report Area Layout

When you open the CCH Reporter page in CCH Practice Management, the Task Bar list all the available reporting areas which represent all the key reporting areas within a practice. You can click the arrows in each reporting area to display a list of sub areas in that category.

Report areas

When you create a report you must first select the reporting area and then the sub area. This determines the fields that you can include in the report. It follows that when you select a reporting area and a sub area, any saved reports based on that data are listed in the main CCH Reporter window.

NOTE

CCH Practice Management comes with a number of standard practice reports. These are located in the relevant reporting sub areas. 
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