Useful Information! You can save reports that you run frequently in the Favorites menu, making it quicker to run them on future occasions.

Organising Favourites

  1. Once a report has been added as a favourite you can access it directly from the main menu Favourites.
  2. To add a report to your Favourites, highlight a report in the Reports window, then right click on the report and click Add to Favourites.
    Smart reports - Smart Reports - add favourites.PNG
  3. Click on the main menu Favourites where all the reports added as a favourite are listed.
  4. Click on the Organise Favourites button to change the order that the favourites reports are listed, delete a report, run a report, create a new folder or bring favourites reports to it or even browse to a favourite list from other user, Smart reports - Smart Reports - select employee.PNG.

Smart reports - Smart Reports - view and organising favourites.PNG

Related documents

CCH Central Suite Update Guide (Latest Offline Version)
The document outlines the process for using the Central Suite Installer Offline (CSI Offline) for customers with specific IT requirements that prevent internet updates. It provides detailed instructions for installing updates to the Central Suite, including necessary prerequisites, folder structure, and the installation steps. Key points include ensuring Microsoft SQL Server is supported, confirming .NET Framework requirements, and the importance of backups before starting the update. The document also highlights the need for administrator rights, handling database upgrades, and checking for office plugin updates, particularly for users of CCH Document Management.
CCH Central Suite 2026.3 Update Guide
This guide explains how to update an existing install of the CCH Central Suite to the latest version 2026.3 (including Service Packs and Hotfixes) using the Central Suite Installer (CSI).
CCH Central 2026.3 Release Notes
CCH Central 2026.3 Release Notes
Central Suite Installer (CSI) instructions
The document announces the update of the Central Suite Installer (CSI) for the CCH Central Suite, now compatible with the latest releases and service packs and hotfixes of various CCH applications. Key points include prerequisites for installation, compatibility information, and the necessity for proper backup before proceeding with the update. It highlights specific requirements for Microsoft components, and it warns users of CCH Accounts Production regarding regional settings for date format. Support options are mentioned for users seeking assistance during the update process. Release notes are accessible for detailed information on the updates.
CCH Central 2026.210 Service Pack
CCH Central 2026.210 Service Pack