Running Custom Reports
Overview
This tutorial will walk you through performing custom reporting in TrustBooks for the Trust Account and Operating Account.
Steps:
- From the Navigation Pane, select Build Trust Reports under the REPORTS drop-down.
If you need an operating report, select Build Operating Reports then Custom Operating Reports instead.
- Choose the items you want to filter against.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/572fc96690336066ec9b7d71/images/63ff8e11b7da6b15a7ea21c5/file-SAgmujvps6.png)
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/572fc96690336066ec9b7d71/images/65c4ed8c5d8fe340f34816fa/file-Vgknh6ks3z.png)
- Select UPDATE on the Trust Report or Apply on the Operating Report:
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/572fc96690336066ec9b7d71/images/63ff8e9e3c396c395ec0f53e/file-2EAudl0gEr.png)
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/572fc96690336066ec9b7d71/images/65c4edc565730008596312e3/file-gfzDF3G3AQ.png)
The report results will be displayed beneath the filters. You can print customer reports to a PDF or Export them to a CSV file by using the Print or Export buttons.