Trust Balance by Matter Name Report

If you use matter names as a type of business (e.g. Purchase, Bankruptcy, etc.) that you do, this report provides trust balances grouped by matter name as of a particular date.

To access the report, go to Reports > Trust > Trust Balance by Matter Name

Report Filters

• Matter Owner: Choose all matter owners or a specific matter owner
• Sort By: You can sort by Client Name, Matter File Number, or Date Opened
• Dates: Choose a date, by clicking the drop-down arrow or choose Till Today, Till Last Month, Till Last Year.

Report Print Options

• Apply a page break between items: Click on the box to apply page breaks between items.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/PDF) and click Download.

Sample Report