Filter by a specific time frame by selecting a date range and clicking Update.

Search for a payee or case with the search bar.

Click the grey dropdown to the right of the payment to view Case Details.

Select the Payment Type dropdown to sort by Client Trust Payments or Costs.

Search for a check or card number in the search box.

Sort by a specific column by clicking on the column heading.

Export this report to Excel or CSV by clicking the Export icon on the right-hand side.

This is a permission-based report, if you do not have access please contact your firm administrator.