Creating a Template

Last updated:

Topics in this Section

Topics
  • CCH Reporter relies on templates as the basis for any report layout. A template contains a definition of headers, footers and margins into which you can add data. It also has a defined page orientation (portrait or landscape) and can contain other standard elements such as graphic items, watermarks, title fields, page numbering and so on.
  • CCH Reporter allows you to edit any saved templates, however CCH recommend that you retain the default templates supplied with the CCH Practice Management software. If you are using the default templates to design customised templates it is recommended that you save them as new templates rather than overwrite the existing ones.
  • CCH Reporter allows you to edit any saved templates, however CCH recommend that you retain the default templates supplied with the CCH Practice Management software. If you are using the default templates to design customised templates it is recommended that you save them as new templates rather than overwrite the existing ones.