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CCH Software User Documentation

Creating Reports

There are three options that can be used to create a report:

  • Create using Wizard
  • New grid
  • New pivot

These options can be found on the Task Bar in the Reporting window.

Create using Wizard

The Create using Wizard option can be used to guide you through report generation.

From the main toolbar select Reporting, click Create using Wizard from the task bar.

Reporting - reporting bar.PNG

The Report Wizard window appears.

Reporting - create new report.PNG

Step 1 - Report Details tab

Allows core information to be captured and used within the report.  Add the information into the Report Details screen.

Name

Entry of the report name is mandatory and is included on the printed report. 

Type

Two report types are available for selection;  Grid and Pivot Table

Grid

Allows you to create a simple report in a tabular format; the selected fields are shown in a grid.

Pivot Table

Allows you to quickly summarise the data and highlight desired information.  The pivot table consists of Rows, Columns and Data which was determined by you on step 2 in the wizard.

Description

Entry of the Description is not mandatory, this is a useful area to detail how and when the report is used within the practice.

Category

A user definable option for grouping of reports.  See Categories

   Click Next or the Fields tab to continue.

Grid

If Grid is selected from Step 1, then the Report Wizard window below appears in Step 2

Reporting - create new grid.PNG

Pivot

If Pivot is selected from Step 1, then the Report Wizard window below appears in Step 2 (the difference is the second column on the right side - Pivot area)

Reporting - create new grid.PNG

Step 2 - Fields tab

Provides a tree to select fields and a panel to set the properties.

Reporting - create new pivot.PNG

The Fields screen is made up of two elements:

1.    Select the fields to be included in the report; this can be done using either the search facility or by expanding the Product Nodes.  The products displayed are contingent upon your licence.

2.    This area is used to determine ordering and formatting.  When using the type Pivot Table, additional details need to be added to the Pivot Area column.

Field Name

This is the field selected

Pivot Area

Allows you to set the pivot areas for the report.  The display of the Pivot column is determined by the report type in step 1.

Visible

Determines whether the selected field is displayed within the final report. 

Note: If visible is not ticked, this allows the field to be used for filtering purposes but is not visible in the final report.

Filters

Allows you to set Prompt and Mandatory options on the fields.  Note: This is the same as the right click functionality.

Up/Down Arrows

Allows you to reposition the field order

Step 3 - Filter tab

Allows you to apply filters to the selected fields.

Reporting - filters.PNG

Click the Click here to filter records button to access and apply relevant filtering.  This has been adapted from and behaves in the same manner as CCH Central’s Advanced Search.

Parameters

The following is a list of available parameters.

Reporting - parameters.PNG

If the report is to be searchable from the Find Clients “Search from reports” option, the Name field (which can be hidden) must be included in the report.

Step 4 - Layout

Provides a snapshot of the data to be returned.

Step4NewWizard.png

The number of records returned in the snapshot is determined by a configuration key.  (See Configuration Keys)

Step 5 - Output

Provides viewing options.

Reporting - output.PNG

Open Report for Editing

Opens report in edit mode displaying only the snapshot information

Run Report

Opens report in edit mode returning all records

Print preview report

Opens report in preview and edit mode

Click Finish.

Create grid

Click Create grid from the Task bar.

Reporting - create new grid task bar.PNG

The Create grid option allows you to create a blank grid report.

To add fields within the report, expand the tree and select or drag fields into the grid.

Reporting - new grid task bar.PNG

Create pivot

Click Create pivot from the Task bar.

Reporting - create new pivot task bar.PNG

The New pivot option allows you to create a blank pivot report.

When selecting fields within the report, fields are displayed into the Row area.

To arrange the selected fields within the report, drag the header fields into the desired area.

In the example below, the Client Partner field is dragged from Row area into the Column area:

Reporting - create new report pivot.PNG

Unrelated Data warning message

When creating a new report, you may select field that are from different report categories and are not related to each other.  The following warning message is returned to advise you that the report contains unrelated data.

Reporting - unrelated data message.PNG

Missing information warning message

When creating a report, fields are generally selected from the Contact and Client areas, then any other plug in area. 

The following message is returned when a report is created where fields are missing from the Contact area – eg: Name.

Reporting - missing information message.PNG

 

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