Topic results Smart Reports

CCH Practice Management
CCH Practice Management: Debtor Management and Smart Reports training (10091243)
This document outlines a 3-hour online training session focused on the setup and maintenance of CCH Practice Management within CCH Central. Participants will learn to manage databases, record cash receipts, run Smart Reports, and perform month-end routines. Pre-requisites include familiarity with CCH Central and previous billing setup. The course is intended for employees and system administrators responsible for managing CCH systems. Additional resources, including eLearning courses and webinars, are available to supplement the training.
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CCH Workflow
Convert Smart Report to PDF
The document details the "Convert Smart Report to PDF" workflow activity that transforms Smart Reports into PDF files for publication in Document Management. It outlines how to set step properties, run reports, and handle successful or failed conversions. The uploaded files follow a specific naming format and are categorized under a new document type, "Smart Reports." Additionally, it mentions available workflow templates for emailing statements and provides guidance on managing email templates. Practices are advised to use the "Save As" option for modifying workflow templates.
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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
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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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
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 Central
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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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 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 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 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
Templates
This document provides an overview of templates used in CCH Smart Reports, highlighting their role in defining report layouts, including headers, footers, margins, and page orientation. It explains the layout display in the Report Designer, detailing the header, footer, and detail areas. The Report Contents area offers a navigational map for editing components within a template. Users can add headers and footers and utilize the Toolbox and Properties area for customization, with a warning against overwriting default templates.
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CCH Central
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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CCH Central
Smart Report Incorporation
The document outlines the features and functionalities of Smart Reports within various main areas, differentiating them from CCH Reporting reports using specific icons. It details actions available for Smart Reports, including editing, running, deleting, adding to favorites, and importing/exporting. It also mentions that while security settings are inherited, they cannot be modified within CCH Reporting, and confirms that there are no changes to existing task permissions for Smart 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 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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CCH Central
Running a Report
This document provides a step-by-step guide on how to run a report using the CCH Smart Reports tool. It outlines the process from accessing the Reports page, selecting and running a saved report, to navigating the Report Preview window. It also includes tips for adjusting the page view, using zoom options, and utilizing navigation tools within the Preview window for efficient report browsing.
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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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CCH Central
Printing a Report
The document provides a guide on how to run and print Smart Reports from various windows in a software application. It outlines steps for searching and executing reports, exporting them to formats like Excel and PDF, and using functions such as printing, copying, and zooming. It notes that exported reports may not retain certain visual elements like logos or colors but can be displayed with appropriate formulas in Excel. Additionally, specific key commands for report execution and navigation are highlighted for user convenience.
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CCH Central
Opening the Change Report Window
This document provides a step-by-step guide on how to open the Change Report window within a reporting tool. It details a process that begins by accessing the Reports page via a toolbar button, navigating through reporting categories and subcategories, selecting a report, and then clicking the Edit button to bring up the Change Report window for editing. An illustrative image accompanies the instructions.
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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
Opening a Saved Report for Editing
This document provides a step-by-step guide on how to edit a saved report within the Change Report window. Users can select a report, make modifications by adding or removing fields, and adjust totals, sorts, and filters. It also details how to save the edited report, either as a new report or by overwriting an existing one, while setting permissions for security groups. Images are included for visual guidance throughout the process.
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