To Generate the Report:
Click Reports in the top-right corner of the Distributions page.
Select Distributions Made to-Date.
A pre-generation screen will appear.
Review your selections carefully.
Click Generate.
Click Download in the center of the screen.
The report will download to your browser (typically accessible from the top-right downloads menu) as a Word document.
Important Notes
Always review distribution entries before generating reports.
Be sure to enter cash values without commas.
Use clear transaction names for easier reporting.
You may exclude specific distributions from trustee compensation if applicable.