Topic results Report Catalogue

CCH Central
Grouping
The document outlines the functionality of grouping reports in CCH Reporting. Users can create report groups by dragging column headers, with options to expand or collapse groups, sort them, or change group settings via right-clicking. Various features include the ability to hide or show group panels, customize layouts, and apply filters. The document emphasizes that any selected option affects all groups until changed, ensuring consistent reporting organization. Illustrative images supplement the instructions on using these features effectively.
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CCH Central
Editing Reports
This document outlines the steps for editing reports within a reporting tool. It details the process of selecting a report, accessing the edit window, and using various task bar functions such as saving, exporting to Excel, and running reports. Additionally, it explains how to manage filters, find specific data, and handle warnings for unrelated data when fields from different categories are selected. Visual aids support the instructions, and the document emphasizes the importance of refreshing data after edits.
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CCH Central
Data Refresh
This document outlines the conditions under which a report should be re-run, specifically when auto-refresh is disabled or changes are made to parameters, data relations, multiple providers, or filter settings. It highlights that affected sections will appear in orange, indicating the need for a refresh. Additionally, it provides an instruction to click a designated icon to refresh the report.
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CCH Central
Creating Reports
This document outlines three options for creating reports: "Create using Wizard," "New grid," and "New pivot," accessible from the Task Bar in the Reporting window. The report generation process via the Wizard includes multiple steps, such as entering report details, selecting fields, filtering data, and customizing layout and output. Additionally, it describes the creation of grid and pivot reports, including how to arrange fields. The document also addresses potential warning messages for unrelated data or missing information during report creation.
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CCH Central
Categories
This document explains the categorization system for organizing saved reports within a reporting tool. It outlines the two levels of categories: top-level and second-level (sub-grouping). Instructions are provided for adding both types of categories through the maintenance menu. Additionally, it describes how to use these categories when generating reports via the Report Wizard. The use of second-level categories is optional and enhances the customization of report classification. Visual aids are included to illustrate the reporting interface and category maintenance process.
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