CCH Audit Automation
User Defined Graphs
This document outlines the process for defining and managing custom graphs using a system integrated with trial balance and equation data. Users can create up to 10 series per graph and view or print these graphs. Instructions cover adding, editing, and deleting graphs, as well as customizing their appearance through various settings. Features include a user-friendly definition dialog, options for plotting data, graph styles, and Y-axis manipulation. Additionally, it explains how to copy graphs to the clipboard, print them, and reset settings to defaults, enhancing analytical review tools in audit automation.
CCH Audit Automation
Graph of Trends
This document outlines the functionality of Audit Automation for generating trend graphs from trial balance accounts. Users can request historical data visualizations anytime, with the system recalculating trends based on recent data changes. Instructions are provided for selecting accounts, displaying actual results alongside trend lines, and utilizing a feature to restrict data years to improve projection accuracy. Users can view alternative trend line equations and modify settings to customize their analysis. Graphs and analytical tools are accessible through the Planning menu.