How do I run a report in CCH Axcess?
- Select Applications in the Navigation Panel on the Dashboard
- Select Run a Report under the Reports heading.
- Reports Manager will open up to the Firm Library.
- Select the report that you want to run.
- Select the Report Options button on the "Home" tab of the Ribbon.
- If you wish to change the report options you can do so here.
- Select OK in the lower right corner. This will save the report options that you selected for this report.
- Select the Print Preview button on the Home tab of the Ribbon. This will generate the report.