Available Workstream Reports

A description of the Workstream reports that are available in Reports Manager and the names of the corresponding reports in the pre-migration version of Practice are listed below.

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

Notes:

A license for Workstream must be assigned in your staff profile for you to view and have access to Workstream reports.
For information about additional Practice reports, see Available Practice Reports.

CCH Axcess Workstream Report	Practice Management Report	Practice Advantage Report	Description
Project Budget To Actual	Client Budget to Actual	Project/Task Budget	Shows budget versus actual project and workstep hours and amounts. This report also shows the variance between actual and budget hours and amounts.
Project Estimates Worksheet	Project Estimates Worksheet	Task Scheduling	Provides details regarding project estimate dates and hours as well as budget and actual amounts to help you keep projects on track. Managers can use this report to review project planned versus actual dates and hours for clients. This report can also include estimates.
Project File Holder History	Not Available	Not Available	Provides a history of project file holders that can be reviewed by management.
Project Forms	Not Available	Not Available	Lists projects and their associated forms (or vice versa). This report includes the due date and an indicator for extension. This report can be project driven or form driven.
Project Status History	Project Status	Not Available	Provides the history of project status changes, which allows managers to review who changed the status of projects and when they made the changes.
Project Summary	Due Date List	Project List	Summarizes all projects. Managers can use this report to review project status and due dates along with the percent complete.
Staff Project Budget To Actual	Employee Budget to Actual	Project/Task Budget	Shows budgeted versus actual project hours and amounts for staff. Managers can use this report to review project budgets vs. actual and the difference (variance) by staff assigned.
Staff Workstep Assignments	Due Date List - Project Positions Employee Assigned Projects	Task Scheduling	Lists worksteps assigned to staff. Managers can use this report to review staff workload.
Staff Workstep Estimates Worksheet	Project Estimates Worksheet by Employee	Task Scheduling	Details staff project budget dates and hours. Managers can use this report to review project planned vs. actual for staff dates and hours.
WIP Project Corrections	Not Available	Not Available	Shows the WIP entries that have been reassigned or unassigned from a project. Managers can use this report to review changes in the project.