The Trust Client Balance Report shows a concise trust balance statement for ALL matters of a client as of a particular date.



To Access Report:


Go to Reports > Trust > Trust Client Balance 


Report Details:


Client: Check the box to choose all clients. To choose a specific client, uncheck box and type in the client's name. You can choose to view active clients only by checking the box. To choose inactive clients, uncheck the box.


Sort By: You can sort by Date Opened, Matter Owner, Matter Name, Matter File No.


Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year



To preview the report, click view.


When ready, click download.