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CCH Software User Documentation


Filters limit the data included in a report. For example, you could apply a filter to a report to include data for only two partners, or only billed amounts greater than £1000. You can apply filters to a report using either predefined filters or a filter prompt.

Predefined filters

To add predefined filters to a report, use the Filter and Or columns in the Change Report window.


You can add up to five predefined filters to a report.

When you want to insert predefined filters in a report, depending on the type of data in the selected field, you are offered:

A list

To select from the list, click the down arrow and select a value.

Ellipsis button 

The Ellipsis button appears for client, supplier, employee and assignment searches, allowing you to access the Search window. Click the Ellipsis button to open the Search window.

A blank field

Enter a few characters in the Search for field and click  the Search button. Select a value from the available options and click OK.

To apply a filter in a blank field, type the statement that will select the required data. For example, to select all billed amounts greater than £ 1000, type: >1000.

You can use the following filters:

Filter prompts

You can specify a Prompt in the report layout so that when you run a report, the Report Fields window prompts you to specify the data you want to include in the report prior to opening the Preview window.

To add a filter prompt in the Change Report window, select the Prompt check box alongside the field or fields that data is to be filtered by.

You can specify as many filter prompts as you want. All prompts are displayed in a single Report Fields window when the report is generated.

Report Fields window


You can choose to display all data by clicking OK on the Report Fields window and bypassing the filters.


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