Topic results Report Generation

CCH CGT And Dividend Scheduling
Client Reports
The document outlines a variety of taxpayer-focused reports accessible via the Task Bar. These reports cover essential aspects of taxation, including UK Dividends, Foreign Income, Disposals, and more. Options are provided for report formatting, such as including page breaks for different income types, and additional features include information on Accrued Interest, Valuations, Closing Balances, Acquisitions, and non-dividend-paying Securities.
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CCH Personal Tax
Reporting
This document outlines the functionality and benefits of using the CCH Central Reporting for Payments on Account in personal tax management. It introduces the CCH Personal Tax – POA Report, which consolidates reporting for January and July payments into a single template that can be easily modified annually. Key advantages include reduced yearly report recreation, customizable search and sort options, and updated mail merge fields. Additionally, it provides guidance on letter templates, producing reports, editing templates, and batch data refresh procedures, emphasizing best practices for maintaining report integrity and access permissions.
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CCH KPI Monitoring
CCH KPI Monitoring: Generating and Delivering Reports, Forms and Documents
The document outlines the features and processes for generating and delivering reports, forms, and documents using KPI Monitoring. It details the capabilities of producing scheduled and triggered reports from Crystal Reports and SSRS without requiring installations on the monitoring server. Key points include the setup of report parameters, which types of data sources are compatible, guidelines for report generation and delivery, and methods for email and FTP distribution. It emphasizes the importance of designing triggers for data conditions and highlights the report creation process with examples, ensuring effective automation in business reporting.
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CCH 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.
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CCH Workflow
Client/Contact Workflow tab
The CCH Central Workflows Tab provides an overview of all active workflows for each client and contact. It displays details such as running workflows, current steps, statuses, due dates, and user assignments. Users can view workflow history through the "Show History" option, which includes details on multi-action steps. Overdue workflows are highlighted in red. This tab enables efficient tracking and management of ongoing work for clients and contacts, facilitating better organizational oversight.
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CCH Workflow
Homepage Reporting
This document outlines standard errors associated with CCH Workflow and recommends monitoring techniques for system administrators. Key components include the Workflow Service Trace for event tracking, the Workflow Monitor for real-time status updates, and sections for handling unhandled messages and errors. Additionally, it highlights the importance of addressing workflow termination issues and rectifying service broker errors when workflows fail to attach due to the service not running. This guidance aims to enhance workflow management and error resolution for users.
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CCH Workflow
Reporting
The document outlines functionalities related to exporting data and reporting within a workflow management system. Key features include the ability to export grid details to Excel with options for Due Dates or Employee names. It describes the Workflow Report Charts that visualize milestones in progress and allows interaction for further details. Additionally, it details fields available for CCH Reporting, emphasizing customizable reporting capabilities and permissions for accessing data. Finally, it highlights Smart Reports for monitoring workflow progress, offering specific layouts and fields relevant to tax return processes.
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CCH Central
Add to Favourites - Select Employee
CCH Reporting enables users to manage report favorites for other employees. Users can add reports to an employee's favorites by right-clicking the report and selecting "Add to Favourites - Select Employee," allowing multiple employees to be chosen. Conversely, users with the appropriate permissions can remove reports from favorites via the "Organise Favourites" option. The document outlines the steps for both adding and removing reports, emphasizing the required permissions for these actions. Illustrative images accompany the instructions for clarity.
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CCH Central
Smart Report Filters
This document provides a comprehensive guide on applying filters in report generation. It explains the use of predefined filters, including methods to add them and specific expressions like "Like," "Null," "In," and "Between" to refine data results. Additionally, the document details how to create filter prompts for user input and offers tips for managing report data. Instructions for deleting filters and maximizing filtering capabilities in reports are also included. Overall, it serves as a practical resource for efficiently managing report data through filtering techniques.
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CCH Accounts Production
Producing Management information - steps
The document outlines the capabilities and considerations of using CCH Accounts Production for generating management accounting information. It details features such as saving periodic trial balances, utilizing dimensions for departmental reporting, and creating budgets. Additionally, it highlights existing templates for Profit and Loss Accounts and the ability to customize these templates. However, a limitation mentioned is that users can only create a maximum of 20 reporting periods, which may restrict certain reporting needs. For further assistance, users are encouraged to consult with their account manager.
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CCH Trust Accounts
Accounts Formatting
The document describes the CCH Accounts Production Trust Accounts Formatter (CCH AP Formatter), which enhances account preparation by automating data extraction from the nominal ledger. It outlines licensing requirements, available account types (Trust, Probate, Charity, Limited Company, Pension), and client setup processes. The system features a fixed Statutory Database, supports relationships between clients, and utilizes "accounts pages" for layout consistency. Users can customize master pages while adhering to statutory guidelines. Additional features include suppressing zero rows, automatic page number calculations, and various output options.
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CCH Trust Accounts
Report Profiles
This document outlines the availability of report profiles for four specific reports: Nominal Ledger Print, Trial Balance, Investment Ledger Print, and Income/Acquisitions Schedule. It explains how users can save default report selections to streamline the reporting process. Users can set up these profiles through the System Management menu, where they can choose options to be saved for future use. When running a report, users can select a profile from a dropdown list, with the default selection applied if only one profile exists.
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CCH Practice Management
Generating Reports
This document outlines the functionalities of the CCH Reporting module within Practice Management, detailing report generation processes and the structure of report groups and sub-areas. It emphasizes the importance of predefined reports tailored for specific organizational roles and the system's filtering and sorting capabilities. Additionally, it lists various reporting fields, their descriptions, and the accessible data for different practice management areas, such as assignments, employee details, invoice details, and provisions. The document also notes the configuration of permission settings for new reporting fields.
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CCH Audit Automation
Viewing a Report On Screen
This document outlines the management of reports generated through Audit Automation. It details how to view, navigate, resize, print, annotate, and save reports as PDF files. Users can direct reports to the screen or printer, navigate pages using buttons, and zoom in or out. Annotations can be added to lead schedules, including hyperlinks to other documents. The document also describes double-clicking annotations for cross-references and provides instructions for saving reports as PDFs or sending them via email, ensuring flexibility in report management and sharing.
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CCH Central
Using the Table of Contents
This document provides instructions on how to use the Table of Contents feature within a report preview window. Users are guided to click the Table of Contents button to view the contents alongside the report, offering a way to navigate directly to specific sections. It also explains how to close the contents view and the report preview window when finished. A note emphasizes that users can return to their previous window after closing the preview.
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CCH Trust Accounts
User-defined Reports
Transaction Reporter is an intuitive reporting tool designed for users to create custom reports by dragging fields from a picklist. It allows reporting on individual or multiple clients, sorting, filtering, and exporting data to MS Word or Excel. Key uses include generating client lists, analyzing stock performance, and reporting on trust accounts. An optional Excel module enhances functionality by enabling direct report generation into spreadsheets. It includes templates for single and cross-client reports, allowing users to easily format and visualize data. Overall, it simplifies ad hoc reporting without requiring technical expertise.
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CCH Central
Totals and Sorts
This document provides instructions on refining reports using the "Change Reports" window. It details how to add totals at group or report levels and explains the process for sorting data within reports. Users can insert various totals (Sum, Count, Average, Minimum, Maximum) for grouped data, while the sorting feature allows for organization either alphabetically or numerically. The document emphasizes the importance of confirming group selection for sorting, ensuring clarity in data presentation.
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CCH Central
The New Report and The Change Report Window
The document provides an overview of CCH Smart Reports, a tool designed for creating and editing ad hoc reports using predefined templates. Key features include options to run, save, and edit reports, as well as to export them to Excel. Users can customize reports by selecting fields, applying totals, sorting data, and setting filters. The Field Chooser window facilitates the assembly of reports by allowing users to drag fields into their reports. Overall, it emphasizes the user-friendly approach of creating structured and organized reports with various functionalities.
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CCH Trust Accounts
The Nominal Ledger report
This document outlines the steps to generate a Nominal Ledger report, including accessing it via the Client Menu and selecting report profiles. It details the options available on the Main Options tab for date selection, report format, and specific nominal code choices. It also describes settings on the Extra Columns tab for including running balances, sequence numbers, and contra accounts. Finally, it instructs users to click on “Report” to view or print the completed report.
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CCH Audit Automation
The Audit Summary
This document outlines the usage of the Audit Summary feature in CCH Audit Automation, which provides a comprehensive overview of the audit's progress. It details the stages of the audit process, from planning to partner sign-off, and describes how to view and print various reports related to audit progress, budget versus actual figures, excluded tests, planner changes, and allocated tests. The functionality to summarize outstanding items in audit areas is also emphasized, enabling users to track and manage their audit tasks effectively.
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CCH Practice Management
System reports list
This document details a maintenance menu feature allowing Practices to replace default System Reports with their custom Smart Reports within a Practice Management system. It describes how to link custom reports, reset links after updates from Wolters Kluwer, and manage report permissions. Users can navigate to the menu and utilize specific categories for re-linking. Additionally, it highlights the restriction of user access to the maintenance menu and outlines the process for deleting custom reports set as system reports.
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CCH Central
Selecting and Running a Report
This document describes features of a smart reporting system, including a search facility for locating, editing, running, and exporting reports. Users can mark frequently used reports as favorites for quick access. It outlines procedures for using the Report Fields window, running reports, finding specific words, utilizing the Table of Contents, and exporting reports in various formats like Excel, PDF, or HTML.
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CCH Central
Saving Reports
This document provides a guide for saving reports within a specific application. It explains how to save a report from edit mode, highlighting options such as "Save as new report" and "Overwrite existing report." Key points include the necessity of providing a report title, optional description, and configurable report categories and security group permissions. The document details permissions for viewing and editing reports and notes that certain options may be inactive based on users' permissions. Visual aids support the instructions throughout the guide.
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CCH Central
Saving a Report
This document provides instructions on how to save a report within the Change Report window. Users are advised to save reports regularly, with options to either save as a new report or overwrite an existing one. It outlines steps including using the Save icon, entering a title and description for the report, and clicking OK to finalize the save. Additionally, it highlights that the report title may differ from its name within the user's practice, impacting how it is displayed in the CCH Smart Reports listing.
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