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CCH Central: Smart Reports and Reporting Consultancy

CCH Central
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Smart ReportsReport GenerationConsultancyCourse Outlines

    Overview 

    This onsite or online consultancy over two sessions provides a general view of on how to use CCH Smart Reports and Reporting which allows you to edit and create cross suite reports where you can choose fields from different areas of the system, either from compliance or non-compliance modules. 

    It is designed to provide in depth knowledge on how to create and maintain different types of reports, how to apply permissions to restrict the edition and access to the reports. 
    After the consultancy is completed you will be able to create your own reports, mixing and matching data, comparing information year by year. 

    Course Duration: This course consists of two sessions. Each session will last up to 3 hours.

    Key objectives 

    • Delegates understand the difference between Smart Reports and Reporting
    • Delegates understand how to create, edit, save and apply security on reports
    • Delegates understand how to use the Reporting Wizard
    • Delegates can setup filters and add logo
    • Delegates can filters contacts and clients for mail merge purposes using reports

    Course contents

    Session One Session Two
    • Difference between Smart Reports and Reporting
    • Smart Reports screen, reports categories, search
    • Smart Reports: how to create, edit, delete and use filters
    • Smart Reports: how to add a logo and print options
    • Reporting screen, reports categories, search
    • Reporting: how to create a grid using the Wizard
    • Questions and answers
    • Reporting: how to create a pivot table using the Wizard
    • Reporting: how to use filters and setup columns
    • How to manage favourites
    • Security on Smart Reports and Reporting
    • How to use reports to filter contacts and clients
    • Questions and answers

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central.

    Who is this course designed for?

    CCH Superusers

    Database Administrator 

    CCH users who create / run reports

    Useful Resources

    • eLearning courses - online courses that provide you with an overview and insight into our software
    • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
    • Webinars - sessions for you to attend and learn from
    • Customer Onboarding Glossary - Our terminology explained for customers

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