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Editing a Saved Report

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  • Within the Change Report window you are able to make some changes to a saved report and/or use an existing saved report to create a new report.
  • 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.
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