Printing Custom Reports

Overview

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

Steps:

  1. Select Custom Report Builder under the REPORTS drop-down.

  1. Select the Account(s) you want to filter against input your filter criteria. For more detail filters select Show Advanced Filters:
Advanced Filters Hidden
Advanced Filters Shown

  1. Once you have your filters selected, select the Apply button and the report will generate below the filters.

  1. Click the Print button to print the report.
Reports can also be exported to a spreadsheet by selecting EXPORT
  1. The Downloads box will pop-up on your screen showing the report as a pdf. Click Open File on the pdf to view it.

The pdf of the Custom Report will open in a new window:

Depending on your Internet browser settings the PDF may just download within the existing window versus opening in another window
  1. Print your PDF to your printer. This step to print could vary depending on the printing software being used.