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Last modified 07:46, 24 Apr 2017
Table of contents
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Reporting is an invaluable tool when it comes to evaluating the performance of the practice. It allows you to generate a wide variety of reports according to what you need. You can choose from a large range of pre–defined reports (accessed from the tool bar) or you can customise your own reporting criteria using the CCH Reporter engine. The reporting capability allows you to:

  • export reports to Microsoft Word and Microsoft Excel

  • produce customised reports

  • create letters using the How to create a mail merge feature.

CCH Reporter has its own help file. To open the CCH Reporter help file, in the Contents pane within the help click the CCH Reporter book or launch CCH Reporter within Central and press [F1].

The CCH Reporter module is accessed from the Reports page, which is displayed when you click the Reports button, File:dirname/central/080_Reports/010_About+Reports/bttn_reports.gif on the main toolbar. The reports you can generate are grouped together for easy access into reporting groups to make it easy to find and report on the type of information you require. When the Reports page is displayed the Task Bar lists all the report groups available. The groupings are then further refined into sub areas. When you click a report group heading in the Task Bar the sub areas within it are displayed.

When you select a reporting sub area, any predefined reports within it are displayed in the main area of the Reports page. The purpose of these reports is to provide a template for common requirements to minimise the time and effort required to implement and use CCH Reporter within an organisation. As you create your own reports these will be added to the list of the predefined reports shipped with the product.

These reports have been defined for the requirements of various roles within an organisation. For example, partner, secretary, or administrator. These roles are linked up to the default security roles defined within the Maintenance area. Therefore, an employee who is a member of the 'Administrator' security group will have access to all the administrative reports.

There are a number of filtering and sorting options available when running reports, so you can refine the information returned in the reports to meet your needs. The system’s flexibility also provides a number of options once a report has been generated. The report can be viewed in a Preview window, from where you can send it directly to a printer, export to a file or email it to other people.

The report groups are:

Group

Report type

Assignments

Assignment List

Client

Client Contact Details

 

Client Details

 

Client List

Contact

Contact Details

 

Contact List

 

Contacts and Clients

Employee

Employee Details

Maintenance

Company

 

Department

 

Office

 

Association

 

Association Type

Standing Data

Document


 

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