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CCH Software User Documentation

The Report Design Process

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Covers the Report Design process

The Process

Whether you start your layout in the Change Report area or not you need to:

  • select a reporting sub area for the layout. This gives you access to data.

  • select a report template.

  • add data fields.

  • add totals and filters.

Once you start working in the Report Designer area, you must

  • define the report settings.

  • insert additional headers and footers as required.

  • select or insert objects into the headers, detail area and footers.

  • edit the properties of the objects.

  • apply borders if required.

  • apply styles to an object if required.

  • align objects for presentation.

 

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