Available Firm Reports

Expand the Firm Library on the navigation panel to view the categories of Firm reports. The Firm reports that are available in Reports Manager are listed below.

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

CCH ProSystem fx Firm Report	Description
Client List	Allows firms to view or print basic information about clients, such as addresses, phone numbers, email addresses, and statuses.
Client Notes	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	Shows client information from the client profile as well as assignment and billing detail.
Contact List	Displays detail about the contacts created for clients.
Notifications	Provides a list of notification details for the staff selected.
Staff List	Displays general, address, phone, staff assignment, bill rate, and administrative payroll attributes for each staff. Notes: 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