Running Custom Reports

Overview 

This tutorial will walk you through performing custom reporting in TrustBooks for the Trust Account and Operating Account.

Steps

1. Start on the Dashboard Page.

2. Click REPORTS and then BUILD TRUST REPORTS. 

OR, on the Dashboard Page select REPORTS and Build Operating Reports. 

3. Choose the items you want to filter against.

Trust Account: 

And select UPDATE: 

Operating Account: 

Select Build Custom Operating Reports

Select the items you want to filter. 

Step 3. Click the Update button. 

Note:  Your results of the filters will be displayed below. You can print customer reports to a PDF or Export them to a CSV file by using the Print or Export buttons.