Trust Client Balance Report

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

To access the report, go to Reports > Trust > Trust Client Balance

Report Filters

• Client: Check the box to choose all clients. To choose a specific client, uncheck the 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, and Matter File No.
• Dates: Choose a date, by clicking the drop-down arrow or choose Till Today, Till Last Month, Till Last Year.

View/Download

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

Sample Report