Getting Started
The Reports Manager window displays all existing reports for the selected report group on the navigation panel. The window provides you with the ability to perform various tasks for new and existing reports using standard grid and ribbon controls.
The main components of the window are the commands used to update the grid and navigation panel data, which are the Application menu, Quick Access Toolbar, and ribbon, the navigation panel, and the Reports Manager grid.
Reports Manager Commands
Most of the features used in Reports Manager are accessed from commands found on one of the following:
Navigation Panel
The navigation panel appears on the left of the Reports Manager window and consists of five sections. Private, shared, and system-defined groups are organized under folders in a tree format within each section.
Click one of the following navigation bars to display a section:
- My Reports. Your private groups
- Shared Library. Groups that are accessible to all staff who have assigned rights
- Firm Library. System-defined reports
- Schedule. Private and shared groups that are scheduled
- Recent History. Most recently generated reports
You can create groups and folders to display on the navigation panel sections. The folders, sub-folders, and groups will be nested under the parent folder in the tree. For more information, see Managing Report Groups.
Reports Manager Grid
The Reports Manager grid lists the report names and report types for the selected group on the navigation panel. Any sorting or grouping changes you make to the grid are retained the next time you open the grid.
To learn more about using the grid controls, see Managing the Reports Manager Grid.
Getting Support
You can directly link to supporting information for and assistance with CCH
- View trending articles. Click any of the links provided to read topical information about the products you use.
- Ask a question. Submit a question or comment by opening a Support case or chat. You can track your case using a link on the Support site or from a link in the email notification that Support sends. You receive another email notification when Support responds to your request.
See the following topics for more information about getting started with Report Specifications:
Managing the Reports Manager Grid