Topic results Grouping

CCH Document Management
Sorting and Grouping Documents
The document provides a guide on managing the display and organization of documents in the Global Document Centre. It explains how to change the sort order of documents by clicking column headings for ascending or descending order. Additionally, it details how to customize the displayed columns using the "Field Chooser" feature and how to group data by dragging column headers to a designated area. Screenshots illustrate these features, enhancing user understanding and navigation within the document management system.
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CCH Practice Management
Viewing and Grouping WIP Items
The document outlines how to view and organize Work In Progress (WIP) items in the Bill Amounts window of a billing system. Users can drill down into detailed WIP information by double-clicking items and customize their view by grouping WIP items using available column headings. It emphasizes that there is no default grouping, requiring each user to set up their preferences. Additionally, users can add layers of grouping to refine item display, which facilitates better management of WIP according to assignments, employees, and other criteria.
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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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