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Chart of Accounts Report

Modified on Fri, 2 Jan at 5:28 PM

The Chart of Accounts Report page allows Trust Accountant users to view and generate a copy of the Chart of Accounts in report form. 


To generate the Chart of Accounts Report, go to: 

  • Configuration > Chart of Accounts Report
  • Select Report Type as Listing or Mapped. Listing displays the report as a singular list of accounts while Mapped displays the report to group the same account names into categories 
  • Select the Format type to generate the report e.g. PDF, Excel Spreadsheet, Print to Screen
  • Select the Sort By option to Default, Account Code or Account Name
  • Click Generate Report


Mapped Report Type preview: 


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