Company Report

Overview

To list all the details of a company as a Company Summary Report.

The data included is:

From the Main Toolbar, navigate to Reports

Select Company Report

CAS 360 will display the Report Filters screen.

Report Filters	Explanation
Agent	Filter the list of companies on the Agent selected for the company from the General Details 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 Current Client Only to only show companies marked as current. The Current Client setting is located under Company Info \| Client Data.
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.
Download Options	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 options to 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 be exported as a PDF or Word document.

The company report can also be prepared from the Company, Addresses, Officers and Shareholders screen

From the Main Toolbar, go to Company

Beside the company, click

Select Download Co. Report

From the Main Toolbar, go to Company.
Select the Company from the list.
Select Officers, Addresses or Shareholders

Beside the company, click

Select Download Co. Report