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.