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How to Generate a Trust Listing Report

Objective:

  • Run a Trust Listing Report
  • How to run a report to show the amount in Trust for each Client
  • Which report do I use to see total amount held in Trust on my account?
  • Run a report that shows a summary view of clients' Trust balances across accounts

Environment:

  • Clio Manage

Additional Information:

For more information on the Trust Listing Report, click here

Procedure:

  1. Select the Reports tab 
  2. Select Trust Listing from the list of available reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output format
  5. Click Generate report

 

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