Trust Account Owners Report Fields
Complete the following fields to generate the trust account owners report.
Trust Account Owners 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 balances 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.
|
| 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.
|
| Account Types | Type the 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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| Investment Types | Type the investment 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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| Renewal Types | Type the renewal 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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| Banks | Type the bank 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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| Sort Order | Select how you want the items to be listed on the report. |
| Report Options | From the first drop-down list, select whether you want the report data to include data for All Trust Owners or Minors Only.
From the second drop-down list, select whether to include all trust accounts, invested accounts, or uninvested accounts.
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| Save as CSV | Select this check box to save the output as a comma-separated values (CSV) file. |
| Group by Location | Select this check box to group data in the report by location. |