startEditing Reports
How To

Editing Reports

CCH Central
Last update: Reading time 2 minutes
Report Catalogue
    On the toolbar click 'Reporting' and select the report for editing.

    1. On the toolbar click Reporting - about.PNG and select the report for editing.

    2. On the task bar click Edit. 

    Reporting - editing - click Edit.PNG

    Upon opening a grouped report for editing, the groups are contracted. (See Grouping).

    3. The edited report window is opened:

    Reporting - editing - edit screen.PNG

    Task Bar Actions

    Save

    Used to perform either a Save or Save As.

    Export to Excel

    Used to export the report into excel.

    Auto Refresh

    By default the Auto Refresh is active. (represented by)

    When adding additional fields to the report, the report automatically displays the values where the Auto Refresh option is enabled.

    Where the Auto Refresh option is not enabled (represented by) click Run after adding any additional fields.

    Find

    Enable to look for any information on the report.

    Run

    Run the report on screen.

    Preview

    Preview the report in a separate window.
    Parameters

    Enable to include closed clients when the box is checked.

    When the report has date parameters, the interval can be chosen.
    Data relationships When there are multiple possible relationships between the fields on the report, for examples fees by billing client or fees by billing WIP then a window appears for the user to choose one of the fields.
    Multiple providers When there are multiple providers, for example a client supplier type field then a window appears for the user to select one of the providers.
    Filters Enable to modify the filters setup when the report was created.

    Where items within a report have been amended, the Run option turns orange to advise you that this option is required to be performed to refresh the data.  (see Data Refresh).

    Unrelated Data warning messageEdit section

    When editing a report, you may select fields that are from different report categories and are not related to each other.  The following warning message is returned to advise you that the report contains unrelated data.

    UnrelatedDataMessage.png

    Find Option

    When in edit mode, you are able to use the Find option to search data within a grid report. 

    Reporting - editing - edit screen - find option.PNG

    Once selected, a search box is available within the grid.   

    FindSearch.png

    The contents are filtered to return all data containing the entered value.  see example below.

    FindAmex.png

    Click Close within search to remove the find option.

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