Smart Reports can be found under each main area (i.e.; Assignments, Client, Contacts, Employee, Standing Data, Maintenance, Email Marketing, Job Management) and are combined with CCH Reporting reports. To differentiate the report type, the following icons are used.
Smart Reports cannot be created in CCH Reporting. However, you can perform the following actions on Smart Reports:
Click the Edit option from the Task Bar or Ribbon. The report opens in the Smart Report edit screen.
Click the Run option from the Task Bar or Ribbon to run the report.
Click the Delete option from the Task Bar or Ribbon to run the report.
Add to Favourites
To add a report to ‘My favourites’, right click on the report name and select Add to Favourites. The report is available within the Favourites > My favourites Category upon re-entry into the report catalogue window.
To add a report to ‘My favourites’ for other employees, right click on the report name and select Add to Favourites - Select Employee.
Smart Reports can be imported or exported by using the Import/Export option from the Task Bar or Ribbon.
Security Group Settings
Permissions on Smart Reports are inherited, however, the security settings cannot be edited from CCH Reporting.
There have been no changes to the existing Task Permissions used for Smart Reports.