Generating the Distributions Made to Date Report
Estateably allows you to generate a clean, detailed report of all distributions recorded to date.
How to Generate the Report
While in the estate file, navigate to Reports on the right-hand side.
Select Distributions Made to Date.
A pre-generation screen will appear.
Note: All Estateably forms and reports include a pre-generation screen for review.
Review your selections and click Generate.
Click Download in the center of the screen.
The report will download to your computer and can typically be accessed from the top-right corner of your browser.
Resulting Report
The Distributions Made to Date report provides a clear, organized summary of all distributions recorded in the estate file, making it suitable for internal records, professional review, or sharing as needed.