CCH Trust Accounts: Transaction Reporter Training

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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.

Overview

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

Pre-requisites

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