The Compliance Report allows you to generate a report which displays a snapshot of all the data you have added into the Compliance tab for the company.
|From the Main Toolbar, navigate to Reports|
CAS 360 will display the Report Filters screen.
Filter the list between Companies, Individuals, or Trusts.
|Report Date||Set a date to be displayed on the report.|
Filter the list of companies based on the company statuses.
Click on a status to hide/display companies.
Select Company Info | Client Data.Current Client Only to only show companies marked as current. The Current Client setting is located under
|Label||Set a Company Label as a filter when preparing the Report.|
Select to display each company on its own separate PDF.
Select to display register of all selected companies in a single PDF.
Select the toggle beside the optionsto display the information on the Compliance Report.
Click to save the selected settings as default.
Select one or multiple addresses, and click