Generating Reports
Report Options
The CCH Reporting module is accessed from the Reporting Toolbar option. The reports you can generate are grouped together for easy access into reporting groups to make it easy to find and report on the type of information you require. When the Reports page is displayed the Task Bar lists all the report groups available. The groupings are then further refined into sub areas. When you click a report group heading in the Task Bar the sub areas within it are displayed.
When you select a reporting sub area, any predefined reports within it are displayed in the main area of the Reports page. The purpose of these reports is to provide a template for common requirements to minimise the time and effort required to implement and use the application within an organisation. As you create your own reports these will be added to the list of the predefined reports shipped with the product.
These reports have been defined for the requirements of various roles within an organisation. For example, partner, secretary, or administrator. These roles are linked up to the default security roles defined within the Maintenance area. Therefore, an employee who is a member of the 'Administrator' security group will have access to all the administrative reports.
There are a number of filtering and sorting options available when running reports, so you can refine the information returned in the reports to meet your needs. The system’s flexibility also provides a number of options once a report has been generated. The report can be viewed in a Preview window, from where you can send it directly to a printer, export to a file or email it to other people.
The report groups are:
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Common Tasks
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Assignments
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Cashbook
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Client
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Contacts
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Debtors
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Employee
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Fees
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Job Management
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Maintenance
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Nominal Ledger
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Period End
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Schedule
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Standing Data
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Suppliers
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Time
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WIP
Reporting Fields
The following fields are available in the reporting module, within Practice Management:
| Area | Field | Description |
| Central > Assignment | Centre Code | Found under Assignment > Main Tab |
| Company Code | Found under Assignment > Main Tab | |
| Department Code | Found under Assignment > Main Tab | |
| Office Code | Found under Assignment > Main Tab | |
| Central > Employee > Leave | Leave End Date | Found under Employee > Salary/Cost Tab Leave section |
| Leave Start Date | Found under Employee > Salary/Cost Tab Leave section | |
| Practice Management | Last billed date | Returns the Date of the last bill for a specific client |
| Last billed amount | Returns the Amount of the last bill for a specific client | |
| PM > Assignment Details | Recovery Rate | Returns the value within the WIP tab of an Assignment. 1 = 100% |
| PM > Assignment Details > Fee Budgets | Amount | Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment |
| Autopost | Returns whether a repeat bill is marked for auto posting | |
| Billed | Returns the bills status; i.e.; billed, draft, skipped or blank | |
| Comment | Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment | |
| Date | Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment | |
| Repeat Bill Type | Returns the repeat bill type; i.e.; Est, Misc or none | |
| SIP9 Sub Category | Only valid in conjunction with the SIP9 configuration key – Returns the value entered within the Fee Budgets and Repeat Bills section within a client’s assignment | |
| PM > Debtor | Provision | Returns the value from the Debtors Ledger in conjunction with the ProvisionsOn configuration key |
| PM > Employee Details | Std Hrs PTD | Returns the employees std Hrs from the Parameters End Date |
| Std Hrs YTD | Returns the employees std Hrs from the Parameters End Date to the current Time Processing Start Date | |
| PM > Invoice Details | Dispute Type | Returns the Dispute type used within either P/L or S/L. Set from File > Maintenance > Client/Supplier > Dispute Types |
| PM > Period/Year | Accounting Period End Date | Returns the End date of the Accounting Period set within Time Processing |
| Accounting Period Start Date | Returns the Start date of the Accounting Period set within Time Processing | |
| Time Processing Period | Returns the Processing period used for Timesheets/Expenses/Disbursements | |
| PM > Provisions | Amount | Returns the amount entered in the Provisions Tab within an assignment |
| Date Created | Returns the date entered in the Provisions Tab within an assignment | |
| Ledger Type | Returns WIP or Debtor depending on what was entered | |
| Reason | Returns the Provision description entered | |
| Status | Returns the Provisions status – Depending on what is set under File > Maintenance > Miscellaneous > Miscellaneous > WIP Provision Approval | |
| PM > WIP | Code Type ID | The SQL id used for Code Types (can be used in reports to force the display order) |
| Cost | Cost determined from the Employees Salary/Cost Tab. Reporting Task Permission by default not applied. | |
| End Time | Used within Calendar and Daily Timesheets When selected, a Data Relationship pop-up is returned to determine WIP added by Employee; WIP Authorised by employee or WIP posted by employee | |
| Reference Date | Date entered within the actual Expense lines | |
| Reference No | Description entered within the Ref cell of an expense line | |
| Start Time | Used within Calendar and Daily Timesheets When selected, a Data Relationship pop-up is returned to determine WIP added by Employee; WIP Authorised by employee or WIP posted by employee | |
| Time Authorisation Status | Returns whether UnSeen or Authorised | |
| Time Entry Status | Returns whether Draft or Submitted | |
| Timesheet Start Date | Returns the timesheet start date | |
| WIP Currency Code | Displays the Clients’’ currency code. To be used with the Multicurrency ledger | |
| PM > WIP > Aged | Disbursements | Returns the value entered within a disb/expense sheet |
| Misc Charge | Returns the value from Misc/Est tab within an assignment |
All new fields have been created as task permission and by default have been set to allow, with the only exception being the Cost field.
For more information on Reporting please see the Reporting section.