Running a Report

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Overview

You can save reports that you run frequently in a Favorites list. Once a report has been added as a favourite you can run it directly from the CCH Practice Management main menu by selecting Favourites > Reports, then simply select the report you want to run from the menu. The Report Fields window displays where required for you to select dates and filters.

Run a Report

Ensure you are in  the Reports page.

  1. From the reporting areas in the Task Bar, select the required area by clicking it.
    The sub areas in that area appear and when you select one of these any saved reports will show in the main page.

  2. From the list of saved reports, click the report you want to run to highlight it.

  3. Click Run.

  4. If the Report Fields window is displayed:

  • Specify an End Date.

  • Click the Filter column and on the Ellipsis button.

  • In the Search field, type any alphabetical character and click Search.

  • From the search listing, click a row to highlight it and then click OK.

    The client code populates the Report Fields window in the Filter column.

  • Click OK in the Report Fields window.

The Report Preview window displays the report. You can use the options on the toolbar to change the view of the report on–screen, and navigate through the pages.

Report preview

TIPs

By default, a single page displays in the preview window, although you can select to display up to six pages at a time by clicking the Multiple Page View button, and selecting two, four or six pages.  You can also zoom in or zoom out on the preview and manually select a zoom setting from the drop down box.

There are a number of tools within the Preview window to assist you to move effectively around a report. The Next Page, Previous Page, Forward and Backward buttons allow you to step backward and forward through the pages of a report. The Find tool allows you to search for a word/s in the report.
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