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Trust Ledger Activity Summary Report

Introduction

This report shows the ledger card activity for a specified period of time in the summary form.

To Access Report

Go to Reports > Trust > Trust Ledger Activity Summary 

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Report Details

Matter Owner: Choose all matter owners or a specific matter owner

Sort By: You can sort by Client Name, Client ID, Matter Owner, Matter, Matter File Number, or Sub Account Number

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Report Print Options

Check box to separate by matter owner, and/or to apply page break between items.

To preview the report, click view.

When ready, click download.

 

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Updated on July 17, 2019

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