Topic results Report Layout

CCH Central
Hiding details
This document provides instructions on how to hide detailed figures in a report by collapsing them into summary values. It explains that users should access the Change Report window, expand the Behavior section, and select the visibility option to True or False. The summary values correspond to group totals in the original report, highlighting the necessity of having grouping established; otherwise, only the grand total will be shown.
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Updating the Report Header
This document provides step-by-step instructions for updating a report header in the Report Designer view, including removing a logo and adding a new image. Users are advised to use the Properties area to select an image file and create a picture box. It emphasizes that the size of the picture box determines the image size, requiring external editing for resizing. Additionally, it highlights the importance of careful alignment for a professional appearance in reports.
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Smart Reports tab
This document provides an overview of the layout and functionality of the Reports tab in Smart Reports. It describes elements such as the left pane featuring a search box and category listings, as well as the task bar for tools to create and maintain reports. Users must select a report category and subcategory to determine the report fields. It also mentions that CCH Practice Management includes standard practice reports in the appropriate subcategories.
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Inserting Headers and Footers
This document outlines instructions for inserting and editing headers and footers in report layouts using the Smart Reports tool. It details the steps involved, starting from accessing the Reports page and navigating through report categories to editing a selected report in the Report Designer. Users learn how to open a contextual menu to insert appropriate header or footer options. Key functionalities include customizing the header area and applying styles to both headers and footers based on the user's current work area.
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Editing the Properties of an Item
This document provides a step-by-step guide for editing the properties of an item in the Report Designer. It outlines the process of opening the designer, selecting an item, and accessing its properties. Users are instructed to locate the desired property, choose values from available lists, use an ellipsis button for additional data, or manually input new values. A note highlights that the properties vary based on the selected item type, emphasizing the importance of attention to detail.
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Defining the Content of a Report Layout
The document outlines the structure of a report layout, which consists of three main areas: headers, detail areas, and footers. Headers contain titles and column headings, while detail areas display the data. Footers are used for subtotals and totals, and they pair with corresponding headers. Users can add and adjust fields, edit properties, and apply styles using the Report Designer. The document also provides links to additional resources for inserting headers and footers, adding items, and other formatting techniques applicable to report creation.
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Aligning items in a report
The document provides guidance on using alignment tools in CCH Smart reports to enhance report readability and presentation. It details the options available in the Report Designer window, including vertical and horizontal alignment, size adjustments, and spacing between items. The alignment process involves selecting multiple items and using the alignment toolbar effectively. Key tips include right-aligning text boxes for financial data and utilizing keyboard shortcuts for multi-selection. The document emphasizes the importance of correct item placement in headers, details, and footers for optimal report design.
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Adding Items to a Layout
This document provides a step-by-step guide on how to add an item to a report layout using the Report Designer page. The process involves opening the Report Designer, selecting the desired item from the Report Toolbox, and then clicking and dragging to place the item within the layout. The instructions include visuals for clarity.
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