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CCH Software User Documentation

Smart Reports tab

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    Covers the layout of Reports tab

    The layout of the Reports tab

    When you open the Smart Reports, the Reports tab appears. The pane on the left shows the search box and the list of categories and subcategories where the reports are listed. You can click on the Smart reports - arrow to expand.PNG to expand the category.

    The task bar shows the tools available to create and maintain the smart reports. When you create a report you must first select the report category and then the subcategory. This determines the fields that you can include in the report.

    Smart reports - Smart Reports - reports bar.PNG

    Note: CCH Practice Management comes with a number of standard practice reports. These are located in the relevant reporting subcategories.


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