Steps
Open the estate file and go to Distributions from the left-hand menu.
Click Reports on the right-hand side.
Select Distributions Made to Date.
Review your selections in the pre-generation screen.
Click Generate.
Click Download in the center of the screen.
The report downloads to your computer and is typically accessible from the top-right corner of your browser.
What the report includes
The Distributions Made to Date report provides a clear, organized summary of all distributions recorded in the estate file. Use it for internal records, professional review, or sharing with relevant parties.
Conclusion
The report is ready to download. Contact [email protected] if you need additional help.
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