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CCH Central
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ConsultancyCourse Outlines

    This service is for the delivery of static data from your CCH Central database in an Excel file format representing the core (standing) and practice management data at a given point in time, which will be the date of your service delivery.  The session is delivered online in your live environment and requires attendance from a business represenative for a brief discussion on the specifics of your reports and exported results, but they do not need to attend throughout the duration of the service.

    Overview

    The service is designed to provide exported reports of your CCH Central data from your live system. Your consultant will communicate in advance of the session to confirm particulars of data which is specific to your practice (see * items below in the Exported Data reports list).  We will arrange to test the remote access in advance of the live session and confirm the location on your server/network where you would like your static data to be stored in an MS Excel format. 

    Exported Data reports 

    The focus of this session is on exporting standing (core) practice data and will generate individual MS Excel files to cover:

    CCH Central
    • Company
    • Office
    • Department
    • Employees
    • Employee security groups
    • Clients open and closed
    • Client - DOB POB DOI
    • Contacts
    • Assignments types
    • Task codes
    • Extra fields*
    • Extra Addresses
    • Extra phone and email
    • Associations*
    • Team responsibilities - client level
    • Team responsibilities - assignment level
    • Address history
    • Notes
    CCH Practice Management
    • Debt – Open items only
    • WIP - Open items only and at transactional level

    Note: Customers who have a requirement to export their CCH Document Management system should contact their account manager for further details.

    Pre-requisites

    To prepare for this service and allow for a smooth extraction of data from your live system, the consultant will require the following ahead of the session :

    • Access to your CCH Central system - either direct onto a workstation or to your server (where CCH Central is installed)
    • 'Export to Excel' enabled in configuration : Reporting_UseSmartReportsExportToExcel value =1
    • A login for CCH Central which includes all task permissions for reports enabled.

    Service contents

    Session details
    • Ensure pre-requisites for service are met
    • Allow remote connection by consultant to live practice environment on day of service
    • Confirm network location for data export
    • Once data export is complete - confirm Excel files are accessible to practice

    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