Registry and Trust Accounts with Balances Report Fields
Complete the following fields to generate the registry and trust accounts with balances report.
Registry and Trust Accounts with Balances Report Fields
| Field Name | Field Description |
|---|---|
| Locations | Click  to select the locations that contain the data for the activity.
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| As of Date | Enter the date when all registry and trust accounts including invested funds should be included in the report. |
| Case Categories | Type the case category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click  or press F4 to search for and select multiple codes.
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| Financial Categories | Type the financial category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Registry Account Types | Type the registry account type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Case Status | Type the case status codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
Use the second field to indicate whether you want to run the report based on the current account status or a date range.
Enter dates in the Start Date and End Date fields to specify a date range for the activity.
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| Sort Order | Select how you want the items to be listed on the report. |
| Report Options | Select Include Subtotals to include subtotals in the report. |