CCH Companies and iTrust Dashboard Enhancements
Layout improvements to the Dashboard and Reports screens are coming in December.
The new look dashboard makes navigation quicker and easier with all your commonly used items right at your fingertips, plus you will also be able to add your own favourite reports to the dashboard.
New Dashboard Layout
Searching
Check the type of entity you want to search for using the green square selection box.
Recently Viewed
The recently viewed pane will display recently viewed items in the category selected beneath the search box.
Quick Links
These shortcuts are just the same as the existing dashboard but in a slightly different order.
Favorite Reports
Select Add Favourite and choose your most frequently used reports to create a shortcut. Further changes can be made under SETUP / Dashboard Favourite Reports. Favorites are per Firm so all users will see the same selection.
Reports screen
The reports screen follows the exact same format as dashboard. Use the checkbox to choose the entity type and see the relevant reports list.
