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CCH Software User Documentation

Productivity Tips

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Tips for Searching, Reporting Window and the Reporting Wizard.

Searching

Searching within both of the following options is context sensitive:

  • Reporting window
  • New Report Wizard - Step 2 

Reporting Window

Where there are numerous categories setup, to locate the required category use the search option.  Entering the first few letters truncates the list, returning only matching values.

ReportingCatalogueWindow.png

In the following example, entering pay returns matching entries from both the Computation and Suppliers categories:

Pay_Search.png

Report Wizard -Step 2

Where there are numerous fields available, to locate the required field use the search option.  Entering the first few letters truncates the list, returning only matching values.

Wizard_Step2.png

In the following example, entering nam returns matching entries from all Products:

Wizard_Step2_Search.png

Note: The products displayed are contingent upon your licence.

 

 

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