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
- Trust Formed Date
- Trustee Appointed Date
- Trustee Ceased Date
- Trust Type
- Vesting Date
|From the Main Toolbar, navigate to Reports|
Select Trust Listing Report
CAS 360 will display the Report Filters screen.
|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