Smart Report Incorporation
Smart Reports can be found under each main area (i.e.; Assignments, Client, Contacts, Employee, Standing Data, Maintenance, Email Marketing, Job Management) and are combined with CCH Reporting reports. To differentiate the report type, the following icons are used.
Smart Reports cannot be created in CCH Reporting. However, you can perform the following actions on Smart Reports:
Edit
Click the Edit option from the Task Bar or Ribbon. The report opens in the Smart Report edit screen.
Run
Click the Run option from the Task Bar or Ribbon to run the report.
Delete
Click the Delete option from the Task Bar or Ribbon to run the report.
Add to Favourites
To add a report to ‘My favourites’, right click on the report name and select Add to Favourites. The report is available within the main menu Favourites and under My favourites category upon re-entry into the Reporting window.
To add a report to ‘My favourites’ for other employees, right click on the report name and select Add to Favourites - Select Employee.
Import/Export
Smart Reports can be imported or exported by using the Import/Export option from the Task Bar or Ribbon.
Security Group Settings
Permissions on Smart Reports are inherited, however, the security settings cannot be edited from CCH Reporting.
Task Permissions
There have been no changes to the existing Task Permissions used for Smart Reports.