CCH Axcess Practice - Reports Consulting

The Practice Reports Consulting explores the CCH Axcess Reports in detail, including processing standard reports, adding reports from the Firm Library to the Shared Library and My Reports areas, and creating basic custom reports.

Type: Single client training
Advanced preparation: A short meeting with the consultant before the scheduled session to identify key reporting needs
Prerequisites required: Yes
Prerequisites: Completion of required CCH Axcess training
Field of study: Business Management & Organization
Program/course level: Intermediate

Objectives

• Navigate CCH Axcess Reports.
• Create custom folders, groups, and reports.
• Launch previously exported reports from the Reports pane on the Dashboard.