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Can I filter client trust and matter balance reports by date to see available balance report at different times?
Can I filter client trust and matter balance reports by date to see available balance report at different times?

Mastering Balance Analysis: Filter client trust & matter reports by date for comprehensive available balance insights.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Yes, you have the ability to filter client trust balance reports by date, allowing you to view the available balance at different points in time. However, it's important to note that filtering by date is not applicable to matter balance summary reports. These reports provide the current balance for all dates and are customizable in terms of the date range.

Please be aware that the report and analytics functionality is designed to display transaction sums for the selected date range.

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