Running Custom Reports

Overview 

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

Steps:

  1. 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.

  1. Choose the items you want to filter against.
The Build Trust Reports Page is (Green)
The Build Trust Reports Page is (Blue)
  1. Select UPDATE on the Trust Report or Apply on the Operating Report: 
The Build Trust Reports Page is (Green)
The Build Trust Reports Page is (Blue)

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.