How do I use the Admin Views Utility in CCH® ProSystem fx® Engagement or Workpaper Manager?

The Admin Views Utility allows Admin staff group users to view CCH® ProSystem fx® Engagement or Workpaper Manager office server data. The data is displayed in a grid and pre-defined views exist for staff, team, client, binder, central file room and office server information. The utility supports printing or exporting the data to CSV, PDF, HTML or XLSX file format. Also, the settings of the grid can be changed in regards to the columns and rows that display for a particular Admin View. Those changes can be saved to create a new custom view or overwrite an existing custom view.
  • The utility can only be initiated from the office server or any workstation with a remote desktop connection to the office server.
  • It cannot be initiated or launched from a local computer whether the Admin Workstation component is installed or not.
  • The utility does not allow for viewing data from the clients and binders in a user’s local file room.

To run the  Admin Views Utility, do the following:
  1. Select the Admin Views Utility from the Windows Start > Programs or All Apps > CCH ProSystem fx Engagement or Workpaper Manager menu. The Admin Views Utility Login dialog displays. 
    • (Or, you can double-click the AdminViews.exe file located in the ?:Pfx Engagement\Common\Utilities folder, where ? is the drive where the program was installed.)
  2. Enter your CCH ProSystem fx Engagement Admin or Workpaper Manager  login credentials and click OK. The Admin Views Utility window displays.
    • Note: Only users assigned to the Admin staff group will be able to log on the utility.
  3. Expand the Staff Views, Client Views, Binder Views or Firm Views item in the pane on the left to display the views available for each category. Please refer to our Support Article below for details about the information provided in each report.
  1. Select a particular view and click Run (or press the Enter key, or double-click the item).
    • Note: If changes have been made in the  Engagement or Workpaper Manager application after opening the utility, you must close and reopen the utility prior to clicking Run to be able to view the changed data in the grid.
  2. A Filter Conditions dialog displays for views where a large number of records will be retrieved from the database. Otherwise, skip to step 8. In the Filter Conditions dialog, enter one or more conditions to reduce the data to retrieve from the database.
    • Note: If the value for one or more filter conditions is not entered, it might take a considerable amount of time to retrieve the data depending on the number of records in the database.
  3. The grid in the pane on the right will refresh to display the data for the selected view.
    • You can optionally make changes to the grid and click Save View to create a custom view.
    • You can optionally click Export To in order to export the grid data to CSV, PDF, HTML or XLSX file format or to print the grid data. 
    • Optionally, you can use your mouse to move the position of the splitter bar between the pane on the left and the pane on the right to be able to see more or less of each pane.
  4. If there is an enabled Plus sign (+) in the left most column of any view, click the Plus sign (+) to drill down to more detailed data for the selected item in the grid.
  5. Click Close to close the Admin Views Utility.
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