Trust Ledger - Reports

Reports are available to download from the Reports tab inside a trust

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

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

Example: Download the 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, and select the "I would like to..." Export results and the record of distributions will be downloaded to your hard drive.