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Trust Online Manual 2013
Chapter 3
Trust Online Reports
Reports
Trust Online provides users with pre-defined reports that may be viewed and/or
extracted into a PDF file or spreadsheet. To begin running one of the five reports
listed on this page, click on the Reports link located on the top menu bar.
Except for the Payment Extract and Claims Under Edit reports, firms can create
reports in one of the following formats: CSV, EXCEL or PDF. The Payment Extract
and Claims Under Edit can only be created as an Exported CSV file.
Deficiency Report
To create a Deficiency Report, click on the Deficiency Report link. Once this page is
displayed, you will have several options to choose from.
The selections shown in the image above may control
other selections from appearing. For example, when
“Detail” is selected for the Report Type, a new criterion
labeled “Deficiency Count” becomes visible. This new
criteria is a drop-down that allows the user to include a
specific number of deficiencies.
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