Skip to main content
CCH Software User Documentation

The Report Design Process

Product Help Banner.png


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.


  • Was this article helpful?