Running Custom Reports

Overview 

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

Steps

1. Start on the Dashboard Page.

2. Click the Build Custom Reports link under the Reports section.

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.