Skip to main content
CCH Software User Documentation

Reporting window

Product Help Banner.png


Reporting window navigation.

From the toolbar select the icon Reporting - about.PNG.

Reporting - tab.PNG

Task Bar Actions

From the Reporting window, the following actions are able to be performed:

Close Closes the Reporting window
Preview Opens the selected report in a separated window in the Edit Mode

Create using Wizard

Used to create a new report via the wizard

Create grid

Used to create a new grid report

Create pivot

Used to create a new pivot report


Used to edit a previously saved report


Deletes the selected report

Import from Reporting Imports reports which were exported from Reporting
Import from Smart Reports Imports reports which were exported from Smart Reports
Export Exports reports

When opening the Reporting window, the numbers displayed after each Report Category denotes the number of saved reports.



  • Was this article helpful?