Skip to main content
CCH Software User Documentation

Totals and Sorts

Once you have selected which fields to include in a report, you are able to further refine the report using totals, sorts and filters in the Change Reports window.


Totals can be added at either the group level or the report level; they are then displayed after each group of data and/or at the end of the entire report. For example, if you choose to group data by Partner, you can choose to insert a total (Sum, Count, Average, Minimum or Maximum) after each Partner’s data. Additionally, you can insert a total for all partners at the end of the report.


  • Was this article helpful?