Articles on: Reports

How to export trust transactions for particular clients?

Login -> Dashboard -> Reports -> Clients -> “Export Transaction”

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Clients” and click on “Export Transaction”.
An Excel or PDF file will be downloaded into your downloads folder.

Updated on: 27/03/2023

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