The Document Completion Date Report is not generating or updating in CCH® ProSystem fx® Engagement or Workpaper Manager.

  • Check that the report is enabled in the Admin Module.  Note: The Engagement or Workpaper Manager Administrator Workstation cannot view scheduled tasks remotely.
    1. In the Admin module, go to Tools > Scheduled Tasks.
    2. Select Generate Document Completion Date Report and click Task Properties...
    3. On the Task tab, towards the bottom, select the option Enabled (scheduled task run at a specific time).
    4. Click OK. 
    5. Click Close. 
  • If you have made changes to the default report, you will need to run the report from Windows Task Scheduler before users will see the changes on their side. 
    • This is because the local file room users can only view the last report run from the task scheduler. 
  • If you are creating a scheduled task for the Document Completion Date Report (DCD) following How do I create a scheduled task for the Document Completion Date Report (DCD) and are not seeing it generate or update in the Admin Share location, it could be caused by one either a server migration that caused the Admin Share path location to change to an incorrect path, or the path was not set correctly while creating the scheduled task.
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