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Inventory as of today reporting

How to generate a report that shows all the inventory currently held by an Estate, Trust, or POA.

Alexander Wulkan avatar
Written by Alexander Wulkan
Updated over 2 weeks ago

The Inventory as of Today report lists all the assets within the case as of the current date.

To generate the report:

  1. Within your file, access the Inventory module from the left-hand side menu.

  2. Click "Reports" in the top-right corner.

  3. Select the "Inventory as of Today" option in the dropdown.

  4. If you wish, you can change the document name for download.

  5. Click "Generate" in the lower-right corner of the dialogue box. This will download the form to your device.

Please see an example Inventory as of Today download here:

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