startFeatures and Benefits: Smart Reports
How To

Features and Benefits: Smart Reports

CCH Central
Last update: Reading time 2 minutes
Smart Reports

    Overview

    CCH Smart Reports allow you to very quickly generate standard reports for your practice. You need to select a report from the saved reports and run it. Prior to previewing the report you may be prompted to specify filters. For example, to specify Partner name so as to restrict the report to just one partner’s clients.

    Features and Benefits

    If the CCH Smart Reports do not suit your purpose, CCH Smart Reports tools allow you to Change a report. In addition to filters, CCH Smart Reports allow you to group data, sort data and total data. This would allow you to sum WIP by office or by Partner, for example, and to sort the data alphabetically or numerically.

    Having selected your data, CCH Smart Reports also allow you to export a report from the Preview window. This feature makes further manipulation of data (in Excel) or distribution of data (via PDF) very easy.

    In summary, the CCH Smart Reports allow you to:

    • Run standard reports for your practice.

    • Apply filters to a report so as to limit the data included in the report.

    • Group, sort and total data within reports.

    • Export report data to Excel or to a PDF or html file.

    • Perform ad hoc queries against your data.

    If your requirements are more complex, then you can use CCH Reporting which is a  you are able to design customised reports to suit your specific needs.

    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