Overview
Prepare a trust listing report which provides a list of all selected trusts on the CAS 360 database, using the built-in report filters.
The Report will summarise the following:
- Trust Name
- Trustee
- Trust Formed Date
- Trustee Appointed Date
- Trustee Ceased Date
- Trust Type
- Settlor/founder
- Vesting Date
Instructions
| From the Main Toolbar, navigate to Reports |  |
Select Trust Listing Report
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Report Date | Set a Date to be displayed on the report. |
| Labels | Set a Company Label as a filter when preparing the Report. |
Select one or multiple trusts, and click 