Running Custom Reports


This tutorial will walk you through performing custom reporting in TrustBooks.


1. Start on the Dashboard Page.

2. Click Reports and then BUILD TRUST REPOTS 

3. Choose the items you want to filter against.

Note: Use the Previous, Next, and Number buttons to navigate through your results.

3. Click the Update button.

note: You can print customer reports to a PDF or Export them to a CSV file by using the Print or Export buttons.