Skip to main content
CCH Software User Documentation

CCH Trust Accounts: Transaction Reporter Training



This training is suitable as an introduction to Transaction Reporter and demonstrates its ability to mine data held in CCH Trust Accounts. Single session run for up to 3 hours online.


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.

Key Objectives

  • 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

Course Contents

  • Accessing Transaction Reporter
  • About Report Levels
  • The Report View Modes
  • Working in Preview Mode
  • Working in Design Mode
  • Working with Formulae
  • More Advanced Formulae
  • Working with Additional Fields
  • Working with User Defined Database Fields
  • The Report Design Area


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.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



  • Was this article helpful?