CCH Axcess™ Workflow: Progress By Tasks Due Date Report and Cross Check Tasks

  • Article Type:
  • Documentation
  • Last Modified:
  • 11/05/2022

Objectives

Learn about the Progress by Tasks Due Date Report and Cross Checks Tasks. 

Environment

  • CCH Axcess Workflow
  • Analytics

Details

Progress by Task Due Dates report in the Power BI Analytics shows the tasks by month for different status groups. PROGRESS BY TASK DUE DATES REPORT – CROSS CHECK TASKS 

Procedure to Cross Check Tasks 
To be able to check if the tasks that are displayed in the analytics are the same as the tasks in your CCH Axcess Workflow account, you can follow the procedure given below.  

Step 1 
  • Access the Modified Standard > Progress by Due Dates report from the left pane of your home screen.
  • Make a note of the Task Count that is displayed in the top bar. 
Step 2 
  • Log in to CCH Axcess Workflow and click on the Advanced Search icon from the top bar as shown below. 
Step 3 
  • Perform an Advanced Search. The following criteria serve as an example. 
  1. Set the Year filter to the values 2019, 2020. 
  2. Select Tax from the Task Category drop-down. 
  3. Set the Period End dates to 03/31/2019 and 06/30/2020. 
NOTE: You can save the search with the specified criteria to quickly run subsequent search queries. 

Step 4 
  • Make a note of the number of tasks fetched in the Search Results. 

Step 5
  • Compare this count with the Task Count in the Power BI report. 
NOTE: A matching task count indicates that the data in the Progress by Due Dates Report is accurate and most recent.

Additional Information

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 Solution Id 000219625/CCH-Axcess-Workflow-Progress-By-Tasks-Due-Date-Report-and-Cross-Check-Tasks
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