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 Generate Report on Screen to see the report on the screen.
Print as PDF
To save a copy of a report as a read-only PDF file, click Print as PDF
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.
To save a copy of a report as a CSV file, click Download CSV
The report will be saved to your PC as a CSV file.