startFAQs - KPI Monitoring
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FAQs - KPI Monitoring

CCH KPI Monitoring
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FAQsGetting Started

    Information! Our most frequently asked questions about CCH KPI Monitoring. If you have any further questions or need any more information please contact your account manager. 

    I'm currently a CCH KPI Monitoring customer on version 9. Do I have to wait until my license is due for renewal before I can upgrade?

    No, if your annual support is up to date you can upgrade at any time. You will not be charged for the version 10 software. Your annual support payment will increase at your next renewal date to reflect the version 10 pricing.

    Additionally, unless you have the expertise in house to upgrade your software, there will be a ½ day charge for upgrade by our installation team. If you are on version 8 or earlier, the upgrade will require a full day.

    I have the CCH KPI Monitoring software, but my annual support payments have lapsed. Can I get the new version?

    Yes. Until the end of March 2021, we are offering an amnesty for all customers who are not currently making support payments. Your annual support payment will be due immediately.

    Additionally, unless you have the expertise in house to upgrade your software, there will be a ½ day charge for upgrade by our installation team. If you are on version 8 or earlier, the upgrade will require a full day.

    From the 1st April 2021, if your support payments are not up to date and you want to upgrade to version 10 then you will need to buy the software again and pay the annual support amount + the cost of installation as above.

    What are the differences between version 9 and version 10?

    The main difference is that version 10 allows you to create alerts on Cloud databases using REST APIs. For a full list of benefits & features please see the What is it? page

    Related documents

    KPI Monitoring: Terms and Conditions
    KPI Monitoring: Terms and Conditions
    CCH KPI Monitoring Upgrade v10.6.4
    This document is a guide for IT professionals on upgrading an existing installation of the KPI Monitoring software to the latest version (10.6.4). It outlines the necessary preparations, including checking the current version and backing up databases. The update process includes steps such as downloading the installer, running setup, and confirming the upgrade. It emphasizes the requirement for full administration rights and advises clearing the browser cache post-installation. Users must also obtain a password from support to access the installer. The guide ensures a systematic update and verification of the new version's installation.
    What is CCH KPI Monitoring?
    CCH KPI Monitoring is a Business Activity Monitoring software designed for accountants, automating redundant tasks and providing real-time business insights. It helps improve efficiency, minimize risks, and enhances decision-making by monitoring systems 24/7 and delivering customizable alerts for crucial business metrics. New features in version 10 include advanced alerting systems and reporting capabilities. The software allows firms to focus on growth by managing client-related information seamlessly. Additionally, case studies and an ROI calculator are available to demonstrate its effectiveness and potential benefits.
    CCH KPI Monitoring : Administration
    The KPI Monitoring Administration document details the functionalities of the KPI Monitoring Administration Module, which enables user access control, alert configurations, SQL Server reporting setup, integration with Exact Synergy, and holiday scheduling. It outlines the roles and user management system, including permissions for creating events and managing data access. The document also explains email, SMS, and report configurations, along with application settings for system diagnostics. Additionally, it covers linked servers for database connections, automated cleanup tasks, and provides guidelines for troubleshooting and technical support resources.
    CCH KPI Monitoring: Generating and Delivering Reports, Forms and Documents
    The document outlines the features and processes for generating and delivering reports, forms, and documents using KPI Monitoring. It details the capabilities of producing scheduled and triggered reports from Crystal Reports and SSRS without requiring installations on the monitoring server. Key points include the setup of report parameters, which types of data sources are compatible, guidelines for report generation and delivery, and methods for email and FTP distribution. It emphasizes the importance of designing triggers for data conditions and highlights the report creation process with examples, ensuring effective automation in business reporting.