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CCH Software User Documentation

Field Tree

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Field Tree

The field tree is a complete list of all available fields and is available within the following two areas:

  • New Report Wizard - Step 2 
  • Editing a Report

Report Wizard – Step 2

The tree is extensive and as such is initially shown in a collapsed state per product.

FieldTree.png

For non-selected fields, right click provides the following options:

FT_RightClickOptions.png

Collapse All

This collapses all expanded nodes to product level.

Expand All

This expands all products and nodes displaying all fields

Show Selected Fields

Where specific fields have been selected, this expands the products and nodes for those fields.

For selected fields, right click provides the following options:

FT_SelectedFieldsRightClickOptions.png

Collapse All

As detailed above

Expand All

As detailed above

Show Selected Fields

As detailed above

Show/Hide

A field may have been selected as it was required for filtering purposes.  This option allows you to hide the field from displaying within the report.  The field is italicised within the tree.  To display the field, click Show/Hide.

Mandatory

When the report is previewed an entry must be made for this field.  The field is displayed in red followed by a ?.

Prompt

When the report is previewed an entry is requested but not required for this field.  The field is displayed with a ?.

Editing a Report

By default when opening a report for editing, the field tree is expanded to display the fields used.

FT_EditReport.png

For non-selected fields, right-click provides the following options:

FT_RightClickOptions.png

Collapse All

This collapses all expanded nodes to product level.

Expand All

This expands all products and nodes displaying all fields

Show Selected Fields

Where specific fields have been selected, this expands the products and nodes for those fields.

For selected fields, right-click provides the following options:

FT_SelectedFieldsRightClickOptions.png

Collapse All

As detailed above

Expand All

As detailed above

Show Selected Fields

As detailed above

Show/Hide

A field may have been selected as it was required for filtering purposes.  This option allows you to hide the field from displaying within the report.  The field is italicised within the tree.  To display the field, click Show/Hide.

Mandatory

When the report is previewed an entry must be made for this field.  The field is displayed in red followed by a ?.

Prompt

When the report is previewed an entry is requested but not required for this field.  The field is displayed with a ?.

 

 

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