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 Reports under the REPORTS drop-down.

Then Select Custom Report Builder from the displayed report options:

Note - Financial Statement Reports will only be available for Subscriptions with Operating Accounting

Choose the items you want to filter against. Select Show Advanced Filters to apply more detailed criteria to your filters:

Select APPLY to generate the report for your selected filters:

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.