Trust Summary by Reporting Group

The State Ward Trust Fund Accounts Trust Summary by Reporting Group report opens when the Print Trust Summary option is selected in the Actions drop down menu on the List Trust Fund Account window.

The Trust Summary by Reporting Group report displayed is based on the search criteria selected on the Search Trust Fund Account window.

The tree option on the far left of the window is available when there are multiple options ( by Reporting Group). To view one particular group select the box before the name and that portion of the report displays.

A preview of the report displays on-line. To print the report select the Print Report Print icon to open the Print dialog box where printer selections are completed.

The first section of the report displays Unspecified instead of a name. This is the default information if a reporting group has not been assigned to the Ward.  If all wards have been assigned to a Reporting Group the unspecified section will not appear.

To close the report select the small X box close in the upper right corner.

(04-2006)