Editing a Template

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    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.

    Edit a Template

    1. On the main toolbar click the Reports button, Reports Toolbar button .
      The Reports page opens and the reporting areas are listed in the Task Bar .

      Report Task Bar Options

    2. In the Task Bar select the Common Tasks option, then click Templates.
      The Templates display opens listing all the templates in your system.

    3. Click the template in the list that you want to edit, then click the Edit button.
      The Report Designer opens.

    4. Make any edits to the template as you would when editing a report, for example adding headers or footers, moving or aligning items, or adding borders or colour.

    5. When you have made your edits, close the Report Designer page. A message displays where you can click Yes to save your changes.
      The Save Template window appears.

    6. Select the radio button for the option you require from either Save as new template or Overwrite existing template.

    7. Enter a title is saving as a new template.

    8. Click OK.
      The template is listed in the Reports page.