Skip to main content
CCH Software User Documentation

Inserting Pre-Defined Filters

Insert filters

Ensure you are in the Change Report window.

  1. Click in the Filter column alongside a field.

  2. In the Search window, type a filter and click on the Search button.
    This displays any client whose code starts with the filter that you entered.

  3. Click on the row where code matches what you want the filter to be and click on OK.

  4. Click on the Save icon to save the predefined filter to your report.

 

  • Was this article helpful?