Every report has options to allow the details to be viewed on screen, printed to PDF or downloaded as CSV.

Certain Trust Accounting reports also have an option to email the results.


Generate Report on Screen

Once a report and any options have been selected, click on the 'Generate Report on Screen' button to see the report on the screen.


Print as PDF

To save a copy of a report as a read-only PDF file, click on the 'Print as PDF' button.

The report will be saved to your PC as a PDF file.

If you prefer, use the drop down arrow on the Print as PDF button to reveal the Landscape option.


Download CSV

To save a copy of a report as a CSV file, click on the 'Download CSV' button.

The report will be saved to your PC as a CSV file.