Overview
Prepare a company listing report which provides a list of all selected companies on the CAS 360 database, using the built-in report filters.
Listings can be set based on:
- Company Name
- Company number
- Incorporation Date
- Agent
- Labels
The company listing will include other company information such as Client Number, Company Reference Number, Partner representatives and if the company is a Current Client.
Instructions
| From the Main Toolbar, navigate to Reports |  |
Select Companies Listing.
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Report Order |
The order in which the companies will display in the report. |
| Annual Return Month |
Filter the list of companies based on the annual return month set in General Details. Set the Start and End date to search specific Annual Return periods. |
| 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 |
|
Company Sub Class Options |
Filter the list of companies based on the company subclass. |
| Company Type Options |
Filter the list of companies based on the company type. |
| Label | Set a Company Label as a filter when preparing the Report. |
Select one or multiple companies, and click 