CCH ProSystem fx Practice Management - Reports

Course content focuses on using various reporting options to better analyze data stored in Practice Management. The content addresses the need for up to date information concerning WIP, Billing and A/R using Dashboards and customized on–screen lists. This course also covers standard, preinstalled reports and use of the embedded Report Writer to create custom reports.

Type: Single Client Training, Multi-Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

• Use standard, preinstalled reports in the Reports and Custom Library modules
• Save preferred settings for preinstalled reports
• Use the Dashboard to view firm or client staff assignment totals for WIP, billings in progress, and A/R
• View Client Specific WIP, Billing and A/R information on the Dashboard
• Locate and review project information on the Dashboard
• Change column settings to create a customized on screen list
• Create and run a custom report using the embedded Report Writer
• Locate and understand the Sample Reports Guide