One of the exciting new enhancements included with the release of Cowles version 18.0 is the ability to export asset inventory data to Microsoft Excel® in a customized format. This feature greatly enhances the ability to track and re-use inventory data entered into the system.

Access this new feature from the TrusTerminator/Generation/Asset Information menu. The window is organized using three tabs with numerous options for selecting the asset information to be exported as well as setting up the format of the resulting report.

Various selections are included on this tab allowing you to specify the data to be included on your worksheet.

• The worksheet may be based on either "Type of Asset" or "Titling." Both options will generate an "Asset Review" tab which provides a summary of all exported data.
• The system offers the ability to include alternate valuation information if desired.
• Specific asset categories such as Real Estate or Stocks may be included/excluded on the worksheet using options on this tab.
• You may limit the exported data using specific criteria, including Incomplete Assets, Designated/No Designated Beneficiaries, and Assets with Specific Titling.
• A worksheet with all third-party contact information may be included.

Selections made on the "Fields" tab will determine which fields for specific asset categories will be included on the exported worksheet. In addition, you may change the order in which the fields will be displayed.

The Format tab provides numerous options for customizing the format of the worksheet. Options are available to include various fields within the header, worksheet body, and the footer. Formatting for each field may be designated by selecting the appropriate font, font style, and font size. In addition, numerical formatting may be selected under the worksheet section.

Call us today at (800) 366-1730, or email us at west.appsupport@thomson.com if you have any questions.