Please enable JavaScript to view this site.

thankQ Help

Navigation: BEQUESTS

Generate Reports via Report Button

Scroll Prev Top Next More

Reports can be created by selecting the Report button on the Legacy/Bequest Information form.

1.Click the Report button.

Bequests_img111

2.Click OK to select Microsoft Excel Standard.

3.Select the fields from the folders.

Bequests_img112

4.Click OK.

Bequests_img113

5.Click Yes to optionally save this report as a template if you want, otherwise select No.

Bequests_img114