Exporting Your Data Out of TrustBooks
Overview
This tutorial will walk you through exporting your data out of TrustBooks.
Steps:
- Select Build Trust Reports under the REPORTS drop-down.
- The Build Trust Reports page will open. The default report displays all data in the selected Trust Account.
- Select the Export button.
- 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.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/572fc96690336066ec9b7d71/images/64d62ecf7952e050fd7e3ed8/file-7IzZ4a6wnH.png)
This will open the exported data in a spreadsheet:
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/572fc96690336066ec9b7d71/images/64d62f3a9d8cf153a015def4/file-SkqR7P0uBY.png)