Exporting Your Data Out of TrustBooks


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


  1. Select Build Trust Reports under the REPORTS drop-down.

  1. The Build Trust Reports page will open. The default report displays all data in the selected Trust Account.

  1. Select the Export button.

  1. The Downloads box will pop-up on your screen showing the report as a CSV file. Select Open File on the CSV to view it in excel.
Depending on your Internet browser settings the CSV may just download within the existing window versus opening in another window

This will open the exported data in a spreadsheet:

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.