Exporting Your Data Out of TrustBooks


This tutorial will walk you through exporting your data out of TrustBooks.


1. Start on the Dashboard Page.

2. Under the REPORTS section, click on Build Trust Reports.

The Reports page is displayed.

3. Take the default settings to show all data.

4. Click the Export button.

A CSV download window will appear.


Depending on your Internet browser settings the CSV may just download within the existing window versus opening in another window.

Geek Alert: A CSV is a comma separated values file, which allows data to be saved in a table structured format. This data can be opened in a spreadsheet program such as Excel or imported into database that supports CSV imports.