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.


Download CSV

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.