How To
The New Report and The Change Report Window
CCH Central
CCH Smart Reports allow you to quickly assemble or edit a report - this is very useful for creating ad hoc reports. A report is always based on a template, so when you change a report you are doing so in a predefined template. A template contains a definition of headers, footers and margins into which you can add the data.
Options
The tools and buttons that are displayed in the New Report and in the Change Report window are used as follows.
|
Icon/Button |
Purpose |
| REPORT TASKS | |
 Run (F5) |
Runs the report. |
 Save |
Saves the new or edited report. |
 Edit in designer |
Opens the Report Designer window. |
| REPORT OPTIONS | |
 Summary only |
Click this box to run the summary of the report only. |
 Export to Excel |
Opens the report in Excel where cells will have formulas when applicable. The file will not contain any format from the Edit in designer. |
| FIELDS | |
 Standard |
Lists the Central standard fields available for the category and subcategory where the report is located. |
 Addresses |
Lists the types of address fields vailable for the category and subcategory where the report is located. |
 Teams |
Lists the team fields available for the category and subcategory where the report is located. |
As you assemble a report , click and drag fields into your report from the Field Chooser window.
The field area is composed of columns and rows, and the listing below explains the purpose of each.
| Name | Purpose |
| Field | The name of the field. |
| Totals | The way in which data is to be totalled. You are able to choose to include the sum, count, average, minimum and/or maximum for a group and/or the report as a whole. |
| Sort | Data can be sorted by any field within a report. Alphabetic fields are sorted A to Z, numeric fields are sorted in ascending order. |
| Prompt | You can design the report such that when a user runs the report they are prompted to specify which data values to include in the report. |
| Filter | A report can have filters included in the design so as to limit the report’s contents to particular data values. Up to five data values can be specified using the Or columns. |
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