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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 the report, go to Reports > Trust > Trust Ledger Activity Summary 

Report Filters

  • 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

  • Separate by Matter Owner: Check this box to sort by matter owner.
  • Apply page break between items: Check this box to apply a page break.


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 19, 2021

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