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.