Printing Custom Reports

Overview

This tutorial will walk you through printing custom reports in TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click on REPORTS and then Build Trust Reports. 

 3. Choose the items you want to filter against.

4. Click the Update button.

5. Click the Print button.

A PDF window will appear.

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

5. Print your PDF to your printer.

Note: The step to print a PDF from your PDF reader software will differ based on the software being used.