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    Trust Ledger - Reports

    A variety of reports are available to download from the Reports tab. 

    Select a category in the left column, select the "I would like to..." Export results button to download a .pdf file of all account transactions.

     

    Example: Download distribution report

    You can download a .pdf report on recorded distributions in the ledgers Reports tab. To do this:

    1. Navigate to the report tab and apply the distributions filter in the left column.

    2. Select a category in the left column, select the "I would like to..." Export results and the record of distributions will be downloaded to your hard drive.

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