This course provides training in the creation of reports using CCH Transaction Reporter by the extraction of data from CCH Trust Accounts. This may include system administrators, champions and end-users. This online interactive course is designed to run for up to 3 hours online.
- Produce reports from the data held in CCH Trust Accounts
- Produce a client list including data held in the user defined database
- Format reports to change the appearance of fields within the report
- Provide an analysis of cross client investments
All users should have a good understanding of CCH Trust Accounts.
Note: This is an interactive course designed to run for up to 3 hours online.