Running Custom Reports
This tutorial will walk you through performing custom reporting in TrustBooks for the Trust Account and Operating Account.
- 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.
- Select UPDATE on the Trust Report or Apply on the Operating Report:
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.