To list all the details of a company as a Company Summary Report.
The data included is:
- Company details
- Public Officers
- Ultimate Holding Company
- Registrable Controllers
- Issued Capital
- Trusts details
- Super Fund details
- Other positions
- Business Names
- Business Activities
- Company Notes
|From the Main Toolbar, navigate to Reports|
Select Company Report
CAS 360 will display the Report Filters screen.
|Report Date||Set a Date to be displayed on the report.|
Company Status Option
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
|Positions and Holdings||
Select Current to display current shareholders and officeholders.
Select All to display all current and previous shareholders and officeholders.
|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.
Review the Report Settings tab to display additional information for the Company Report.
Select the toggle beside the optionsto display the information on the Company Report.
Click to save the selected settings as default.
Select one or multiple companies, and click
The company report can also be prepared from the Company screen
|From the Main Toolbar, go to Company|
Beside the company, click
Select Download Co. Report