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Trust Ledger Activity Summary Report


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 

Report Details

Bank Account: Choose a trust account

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 apply page break between items

To preview the report, click view.

When ready, click download.


Updated on October 3, 2018

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