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 Custom Report Builder under the REPORTS drop-down.

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

3. 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.