Trust Disbursement Report Fields
Complete the following fields to generate the trust disbursement report.
Trust Disbursement Report Fields
| Field Name | Field Description |
|---|---|
| Locations | Click  to select the locations that contain the data for the activity.
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| Date Range | Enter dates in the Start Date and End Date fields to specify a date range for the activity. |
| Check Number Range | Type the starting and ending check numbers for which you want this report to run. |
| 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.
|
| Criminal Fee Codes | Type the criminal fee 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.
|
| Civil Fee Codes | Type the civil fee 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.
|
| Probate or Mental Health Fee Codes | Type the probate or mental health fee 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.
|
| Family Fee Codes | Type the family fee 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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| Check Types | Type the check 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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| Source | From the drop-down list, select the check source to be included in the report. |
| Break by Check Type | Select this check box to separate the report data by check type. |
| Subtotal by Fee Code | Select this check box to separate and subtotal the report by fee code. |
| Save as CSV | Select this check box to save the output as a comma-separated values (CSV) file. |