Available Firm Reports

The Firm reports that are available in Reports Manager are listed below. If applicable, the names of the corresponding reports in the pre-migration version of Practice Management or Practice Advantage are also listed.

Click a CCH Axcess report name in the table below for required permissions, complete specifications, and a sample for each report.

Notes:

Some of the Firm reports include detail from more than one Practice Management or Practice Advantage report.
For information about additional Practice reports, see Available Practice Reports.

CCH Axcess Firm Report	Practice Management Report	Practice Advantage Report	Description
Client List	Not Available	Not Available	Allows firms to view or print basic information about clients, such as addresses, phone numbers, email addresses, and statuses.
Client Notes	Not Available	Not Available	Includes the client notes and can be sorted by any of the columns on the report. You can choose to view the full note or set the report to show a summary note.
Client Profile	Client Listing	Client List	Shows client information from the client profile as well as assignment and billing detail. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount
Contact List	Not Available	Contact List	Displays detail about the contacts created for clients.
Notifications	Not Available	Not Available	Provides a list of notification details for the staff selected.
Staff List	Not Available	Employee List	Displays general, address, phone, staff assignment, bill rate, and administrative payroll attributes for each staff. Notes: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report: Transaction cost Transaction rate and amount You must be granted the following Staff Manager functional rights to view detail for each in this report: Employee number Pay type Hire date Hire salary Review date Current salary