How to run a report showing the trust balances for all matters; Open, Closed or Completed.
1. Click on billing in the left-hand navigational panel.
If you don't see 'Billing' listed on your navigational panel, please contact your account administrator.
![](https://media.screensteps.com/image_assets/assets/007/373/094/original/f54072b2-d72f-467d-8577-0686a42b4025.png)
2. Click on the green dollar amount held in trust.
![](https://media.screensteps.com/image_assets/assets/007/373/096/original/2367e2c3-e9ac-490c-b555-bedc31b41379.png)
3. Click 'Edit Filters'
![](https://media.screensteps.com/image_assets/assets/007/373/098/original/d0715a69-4de6-43a6-99e6-a7f416c0ddfc.png)
4. Select your filters and click 'Apply Filters'
![](https://media.screensteps.com/image_assets/assets/007/373/100/original/a2f813d1-e390-47e4-8df4-bac598c30038.png)
5. View the report details.
![](https://media.screensteps.com/image_assets/assets/007/373/102/original/a8858f00-0cd3-46fd-a3f3-c755d31fd55e.png)