KCS - How to Generate a Trust Listing Report

Objective:

  • Run a Trust Listing Report
  • Run a report that shows:
    • a summary view of clients' Trust balances across accounts.

Environment:

  • Clio Web App

Additional Information:

For more information on the Trust Listing Report, click here

Procedure:

  1. Select Reports from the main navigation menu
  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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