Steps
Go to the Distributions page within the file.
Click Reports in the top-right corner.
Select Distributions Made to-Date.
Review your selections carefully in the pre-generation screen.
Click Generate.
Click Download in the center of the screen.
The report downloads to your browser as a Word document (typically accessible from the top-right downloads menu).
Before generating the report
To ensure the report is accurate:
Review all distribution entries before generating.
Enter cash values without commas.
Use clear transaction names for easier reporting.
Exclude specific distributions from trustee compensation if applicable.
Conclusion
The Distributions Made To-Date report is ready to download. Contact [email protected] if you need additional help.
Related articles