Topic results Report Design

CCH Central
The Report Fields Window
The document provides instructions for using the Report Fields window to set filters when generating reports. Users can select values from dropdown lists or type them directly. Once filters are set, clicking "OK" runs the report and opens a preview, or reports can be exported to Excel. It emphasizes making valid selections from dropdowns to ensure accuracy but also notes that users can bypass filters by clicking "OK" to display all data.
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CCH Central
Using the Report Designer Window
This document provides an overview of using the Report Designer window within the Change Report area. It highlights that users can add fields and totals in a different manner once inside the Report Designer. The document includes links to various sections, covering the report design process, report settings, creating styles, and adjusting report settings, each aimed at guiding users in effectively designing reports.
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CCH Central
The Report Toolbox
This document outlines the functionalities of various design tools available in the Report Toolbox for creating reports. Users can select and drag items to the report designer area for inclusion. Key tools mentioned include Label, TextBox, CheckBox, RichTextBox, and Shape, each serving specific purposes such as adding text, checkboxes, graphics, or shapes. The document also details utilities like PageBreak, Barcode, Subreport, ChartControl, and formatting options to enhance report structure and presentation, emphasizing user interactivity in report design.
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CCH Central
The Report Designer Window
The document describes the structure of a report design interface, highlighting its three main sections: headers, detail area, and footers. The detail area displays data retrieved for the report, while headers include report and group titles. Footers provide sub totals and totals. Each section features a title bar and associated properties for customization. Visual elements, such as an image of the report designer tab, support the explanation of how to manage and adjust report content effectively.
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CCH Central
The Report Design Process
This document outlines the Report Design process, detailing essential steps for creating a report layout. Key points include selecting a reporting sub-area and template, adding data fields, totals, and filters. In the Report Designer area, users must define report settings, insert headers and footers, select objects, edit properties, and apply styles and borders to enhance presentation. It serves as a guideline to ensure systematic development of reports.
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CCH Central
The Property Window
The document outlines how properties define objects within a report layout, detailing their size, behavior, and stored data. It explains that properties can be accessed via the Properties area in the Report Designer, which allows for sorting by category or alphabetically. Additionally, a text area provides explanations for highlighted properties. It emphasizes that property categories differ based on the object type, influencing aspects like appearance and calculations (e.g., footers versus data fields).
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CCH Central
Report Settings
The document outlines the steps for accessing and configuring report settings in a report designer tool. It details the Page Setup options for adjusting margins, including the ability to set mirror margins for double-sided reports. Printer Settings allow for orientation changes and paper size adjustments. Styles can be defined for consistent formatting across reports, particularly for headings. Global Settings enable the display of a grid for alignment and the choice of measurement units (inches or centimeters). Overall, the document provides guidance for optimizing report layout and design.
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Twinfield
Report Design
Twinfield offers over 50 standard reports for its users, with options to create custom reports based on existing ones. Each report consists of three sections: Grouping, Details, and Totals. Level 1 users can modify report configurations, delete or adjust groupings, and set user permissions. The reporting interface allows criteria such as company, reporting structure, and general ledger code to be defined. Standard reports cannot be deleted, while user-designed reports can be. Users can choose different report views and customize PDF formatting options.
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Twinfield
Reconciliation Report
This document outlines the synchronization process between CCH Practice Management and Twinfield, emphasizing potential discrepancies in debtors' figures. It identifies specific causes for these differences, such as direct cash transactions and adjustments not recorded across systems. To reconcile these balances, a step-by-step guide is provided for creating a custom reconciliation report in Twinfield. This includes designing the report, adjusting its parameters, and managing access rights for other users. The goal is to enable efficient checking against CCH Practice Management data to ensure accuracy.
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CCH Central
Opening a Report in the Report Designer Window
The document provides step-by-step instructions for opening a report in the Report Designer window using the Smart Reports feature. It details the process of navigating through the Reports page, selecting a report, and entering the Change Report window before finally accessing the Report Designer. The instructions are supplemented with images for clarity.
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CCH Central
Designing a Report
CCH Smart Reports offers users the ability to generate standard reports or customize them using the Change Report page and the Report Designer window. The Change Report page provides default settings for quick assembly, while the Report Designer allows comprehensive customization, including editing field properties, inserting graphics, and performing calculations. Key features include design tips, access to various design tools, property definitions, and field selection. This flexible reporting functionality supports diverse user needs for effective report creation.
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CCH Central
Design Tips
This document provides essential design tips for creating a new report. Key considerations include selecting and grouping data, determining the layout (portrait or landscape), and defining headers, footers, and page breaks. It emphasizes the importance of establishing a cohesive look and feel. The document also highlights the CCH Smart Reports tool, which allows users to assemble report fields quickly and edit templates efficiently within the design interface.
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CCH Central
Creating a Style
The document provides a step-by-step guide for creating a new style in the Report Designer. It outlines the process from selecting the Page Setup option to defining the style name, choosing a base style, editing options, and ultimately saving the new style. An illustrative image accompanies the instructions for better clarity.
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CCH Central
Adjusting the Report Settings
This document provides step-by-step instructions for adjusting report settings using the Report Designer tab. Key points include selecting Page Setup to access Report Settings, checking Printer Settings, setting Ruler Units in Global Settings, and adding a Gutter for binding purposes. After making changes, users should click OK to apply the layout modifications and save the design by closing the Report Designer tab. A confirmation window will prompt users to confirm the save.
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