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Trust Balance by Matter Name Report

If you use matter names as a type of business (e.g. Purchase, Bankruptcy etc.) that you do, this report provides trust balances grouped by matter name as of a particular date.

To access the report, go to Reports > Trust > Trust Balance by Matter Name

Report Filters

  • Matter Owner: Choose all matter owners or a specific matter owner
  • Sort By: You can sort by Client Name, Matter File Number, or Date Opened
  • Dates: Choose a date, by clicking the drop-down arrow or choose Till Today, Till Last Month, Till Last Year.

Report Print Options

  • Apply page break between items: Click on the box to apply page breaks between items.


Click View to preview the report or to download, select the preferred format (Excel/Pdf) and click Download.

Learn more about generating reports.

Sample Report


Updated on November 16, 2021

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