How To
Reports
CCH iFirm Contact Management System
Reports
Reports
Reports can be accessed from the left panel.
There are standard template reports which can be generated here.
To add a report to your Favourites you can select on the star, this will then be added to the Favourites tab.
Click on one of the template reports to open and use the drop down fields to tailor the report output.
To generate the report click Generate CSV.
Once the Export File is ready, click on the .csv file to download it. The download pop-up will appear to open the file.
As you get licensed for more CCH iFirm products, more tabs in Reports area will appear with corresponding relevant report templates.
Note- Reports are still best run in CCH Central for now.
Related documents
Linking to CCH iFirm
Linking to CCH iFirm
Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
CCH iFirm Contact Managment - Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
Installation
Installation
Address Mapping in CCH iFirm
Address Mapping in CCH iFirm
Data Security - Contact Security
Data Security > Contact Security