View and print trust account reports
Civic Platform provides multiple types of reports to help your agency keep track of trust accounts.
You can view the entire transaction history of a trust account, which can be helpful if a customer disputes transactions, you discover an accounting error, or you need to produce records for an audit.
To view the transaction history of a trust account
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From the Trust account page, find and open the trust account record.
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Select the Transactions tab.
If your agency allows individuals to overdraw their trust accounts, the Negative Balance report shows you all of the trust accounts that currently have a negative balance.
The Transaction report allows you to print one or more transaction records as needed. This is helpful if an individual either needs a receipt of the transaction, or has questions regarding past transactions.
To view trust account reports
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Open the Trust account page.
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Do one of the following
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Select Menu > Negative balance report to access the Negative balance report.
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Access transactions reports:
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Find and open the trust account.
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Select the Transactions tab.
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Select the check box next to the transactions you want to include.
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Select Print report.
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Select the Print button in your browser toolbar or select Print from the browser menu.