startGenerating Reports
How To

Generating Reports

CCH Practice Management
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Report Generation

    Report Options

    The CCH Reporting module is accessed from the Reporting Toolbar option. The reports you can generate are grouped together for easy access into reporting groups to make it easy to find and report on the type of information you require. When the Reports page is displayed the Task Bar lists all the report groups available. The groupings are then further refined into sub areas. When you click a report group heading in the Task Bar the sub areas within it are displayed.

    When you select a reporting sub area, any predefined reports within it are displayed in the main area of the Reports page. The purpose of these reports is to provide a template for common requirements to minimise the time and effort required to implement and use the application within an organisation. As you create your own reports these will be added to the list of the predefined reports shipped with the product.

    These reports have been defined for the requirements of various roles within an organisation. For example, partner, secretary, or administrator. These roles are linked up to the default security roles defined within the Maintenance area. Therefore, an employee who is a member of the 'Administrator' security group will have access to all the administrative reports.

    There are a number of filtering and sorting options available when running reports, so you can refine the information returned in the reports to meet your needs. The system’s flexibility also provides a number of options once a report has been generated. The report can be viewed in a Preview window, from where you can send it directly to a printer, export to a file or email it to other people.

    The report groups are:

    • Common Tasks
    • Assignments
    • Cashbook
    • Client
    • Contacts
    • Debtors
    • Employee
    • Fees
    • Job Management
    • Maintenance
    • Nominal Ledger
    • Period End
    • Schedule
    • Standing Data
    • Suppliers
    • Time
    • WIP

    Reporting Fields

    The following fields are available in the reporting module, within Practice Management:

    Area Field Description
    Central > Assignment Centre Code Found under Assignment > Main Tab
    Company Code Found under Assignment > Main Tab
    Department Code Found under Assignment > Main Tab
    Office Code Found under Assignment > Main Tab
    Central > Employee > Leave Leave End Date Found under Employee > Salary/Cost Tab Leave section
    Leave Start Date Found under Employee > Salary/Cost Tab Leave section
    Practice Management Last billed date Returns the Date of the last bill for a specific client
    Last billed amount Returns the Amount of the last bill for a specific client
    PM > Assignment Details Recovery Rate Returns the value within the WIP tab of an Assignment. 1 = 100%
    PM > Assignment Details > Fee Budgets Amount Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment
    Autopost Returns whether a repeat bill is marked for auto posting
    Billed Returns the bills status; i.e.; billed, draft, skipped or blank
    Comment Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment
    Date Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment
    Repeat Bill Type Returns the repeat bill type; i.e.; Est, Misc or none
    SIP9 Sub Category Only valid in conjunction with the SIP9 configuration key – Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment
    PM > Debtor Provision Returns the value from the Debtors Ledger in conjunction with the ProvisionsOn configuration key
    PM > Employee Details Std Hrs PTD Returns the employees std Hrs from the Parameters End Date
    Std Hrs YTD Returns the employees std Hrs from the Parameters End Date to the current Time Processing Start Date
    PM > Invoice Details Dispute Type Returns the Dispute type used within either P/L or S/L. Set from File > Maintenance > Client/Supplier > Dispute Types
    PM > Period/Year Accounting Period End Date Returns the End date of the Accounting Period set within Time Processing
    Accounting Period Start Date Returns the Start date of the Accounting Period set within Time Processing
    Time Processing Period Returns the Processing period used for Timesheets/Expenses/Disbursements
    PM > Provisions Amount Returns the amount entered in the Provisions Tab within an assignment
    Date Created Returns the date entered in the Provisions Tab within an assignment
    Ledger Type Returns WIP or Debtor depending on what was entered
    Reason Returns the Provision description entered
    Status Returns the Provisions status – Depending on what is set under File > Maintenance > Miscellaneous > Miscellaneous > WIP Provision Approval
    PM > WIP Code Type ID The SQL id used for Code Types (can be used in reports to force the display order)
    Cost Cost determined from the Employees Salary/Cost Tab. Reporting Task Permission by default not applied.
    End Time Used within Calendar and Daily Timesheets When selected, a Data Relationship pop-up is returned to determine WIP added by Employee; WIP Authorised by employee or WIP posted by employee
    Reference Date Date entered within the actual Expense lines
    Reference No Description entered within the Ref cell of an expense line
    Start Time Used within Calendar and Daily Timesheets When selected, a Data Relationship pop-up is returned to determine WIP added by Employee; WIP Authorised by employee or WIP posted by employee
    Time Authorisation Status Returns whether UnSeen or Authorised
    Time Entry Status Returns whether Draft or Submitted
    Timesheet Start Date Returns the timesheet start date
    WIP Currency Code Displays the Clients’’ currency code. To be used with the Multicurrency ledger
    PM > WIP > Aged Disbursements Returns the value entered within a disb/expense sheet
    Misc Charge Returns the value from Misc/Est tab within an assignment

     Note: All new fields have been created as task permission and by default have been set to allow, with the only exception being the Cost field.

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