Trust Ledger - Reports

A variety of reports are available to download from the reports tab. You can do this in either of two ways:

1. Use the "I would like to..." button to download a .csv (excel) file of all account transactions.

or

2. Select a category in the left column, then scroll to the bottom of the page and download a report detailing the transactions recorded in the specific category.

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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. Scroll to the bottom of the distributions screen and select the link "Export report" and the record of distributions will be downloaded to your hard drive.

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