Topic results Applying Filters

CCH Central
Filtering contacts or clients using Advanced Search
This document outlines the steps for using the Advanced Search feature on the Find Contacts and Find Clients screen to filter specific contacts or clients for mail merges, emails, or CCH OneClick messages. It details the process of setting criteria, applying filters, and viewing results. Users can add multiple filtering criteria, run mail merges, and clear searches as needed. The document provides visual aids, enhancing understanding of the filtering functionality in the software.
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CCH Accounts Production
Trial Balance Screen - Filtering and Saving
The document discusses functionalities within a trial balance system, specifically the options to filter and save periodic trial balances. It outlines how to use the "Filter Trial Balance" to include specific transactions, allowing for tailored cost center or departmental reports. It also explains the procedure for saving filtered trial balances with user-defined references. Furthermore, it notes that filtered trial balances may not always balance due to dimension settings and provides instructions on clearing filters. Overall, it serves as a guide for efficiently managing trial balances.
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CCH Central
Tasks Homepages - Advance Filters
The document outlines the introduction of an Advanced Filter on the Tasks homepage, replacing right-mouse click options for improved task management. Users can access this filter by clicking the 'No Filter' hyperlink and must reapply custom settings after an upgrade. The default view displays all outstanding tasks, while specific criteria allow users to filter tasks based on completion, start, and end dates. Features like 'My started tasks' are removed, and 'My team tasks' will be added in a future release. Task assignment can be tracked through the Advanced Filter.
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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 Central
Filtering Jobs
This document outlines the process for filtering jobs on the Job Management homepage to display only specific information, such as jobs assigned to one employee. Instructions include right-clicking to access the filtering option, adding criteria, selecting operators, and adjusting fields. Additionally, it mentions an export feature that allows users to transfer job details to Excel, with a note that this option is disabled when using "Use icons" mode.
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CCH Corporation Tax
Adding Filters to Homepage Controls
This document outlines the process for adding additional filters to the Home Page controls to customize results based on user and client profiles within Central. Filters can be applied during or after Home Page customization, allowing users to view results with or without the filters. Users access filters by right-clicking on the Home Page banner, which offers options to filter by Category (user roles), Company, Department, or Office. This customization enhances the relevance of displayed results based on user responsibilities and affiliations.
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CCH Central
Applying Filters
The document provides guidance on using CCH Reporting's Advanced Search feature for filtering raw data to generate meaningful reports. It explains how to apply filters for specific contact records and presents available parameters for filtering. Additionally, it outlines the capability for complex grouped filtering, allowing users to create sophisticated queries based on multiple conditions. Visual aids and examples are included to assist users in effectively navigating the filtering process and managing query lines.
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