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How To

Reporting

CCH Workflow
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Report Generation

    Export to Excel

    The export to MS Excel functionality from the Workflow Homepage grid, provides you with the ability to export to MS Excel the details from the grid when either 'Use Icons' right-click option is selected or not.

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    When Excel option is clicked, you are prompted to select whether you want to export the details from the grid showing the Due Dates or Employee names. 

    export to excel2.png

    In the example below, the details from the grid has been exported to Excel with the Due Dates option set.

    export to e2.png

    Note: No changes have been made to the existing Export to Excel right click option.

    Workflow Report Charts

    The Workflow Report Charts is available within the Workflow Homepage controls, allowing you to view a statistical graphic divided into sectors that illustrates the milestones that are in progress for a specific workflow.

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    If an area is selected, the Records for Milestone dialog will pop up displaying the clients that have the milestones in progress. 

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    You can customise the chart by using the right click options of the Workflow Report Charts control:

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    CCH Reporting

    The following fields are available for use within CCH Reporting.  You are able to create reports that use data from all fields in Central and the plug in modules that the practice is licensed for.  See CCH Reporting for further information on how to create reports.

    Group Description

    Sub Category

    Role
    Reporting ClientId The clients id used within the database
    Comment Displays the comments entered on steps
    Completion Date The date the workflow was completed
    Due Date The date the workflow is due
    Is Milestone Displays if the step was set as a milestone
    Step Name Displays the step name
    Step Status Displays step status, In Progress, Not Started, Completed
    Step Type Displays  the step type; i.e Central Task
    Workflow Name Displays the workflow used
    Workflow Status Displays workflow status, Active, Cancelled, Completed and Terminated
    Workflow Subject Displays subject, i.e Client/Contact, Document Management, Accounts Production etc

    Each field is covered by an individual task permission.  See Workflow Task Permissions for further information on how to provide access to these fields.

    CCH Reporter (Smart Reports)

    It is possible to create reports within Smart Reports to provide information on how the workflows are progressing.  Two Reporting areas have been created within Workflow:

    • Tax Return Next and Last Steps
    • Tax Return Steps

    Within Tax Return Next and Last Steps two layouts have been automatically created:

    • Last Step Completed
    • Next Step Due

    The following fields are available within both layouts.

    Smart Report Standard Fields - Client Code, Client Company, Client Dept, Client Name, Client Office, Client Partner, Completed Date, Emp Centre, Emp Company, Emp Dept, Emp Name, Emp Office, Task, Workflow Status, Workflow Step, Workflow Template, Year.

    In addition to the above Standard Fields, all Extra Fields, Addresses and Team Responsibilities are available for use within the report.

    Useful Information!  If Tax Return Next and Last Steps or Tax Return Steps  are not displayed under Workflow for selected employees, ensure that their security group has the permission to view the two layouts. 

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.