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, will also include a number of companies counter at the bottom of the report.
Instructions
| From the Main Toolbar, navigate to Reports |
Select Companies Listing.
Select one or multiple companies, and click
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. |
| Report Heading | Explanation |
|---|---|
| Show Company Name |
Selecting this section will show Company Name on the report |
| Show Company Number |
Selecting this section will show Company Number on the report |
| Show Previous Name |
Selecting this section will show Previous Name on the report |
| Show Chinese Name | Selecting this section will show Chinese Name on the report |
|
Show Jurisdiction |
Selecting this section will show Jurisdiction on the report |
|
Show Company Type |
Selecting this section will show Company Type on the report |
| Show Company Status |
Selecting this section will show Company Status on the report |
| Show Company Class | Selecting this section will show Company Class on the report |
| Show Company Sub Class | Selecting this section will show Company Sub Class on the report |
| Show Client Number | Selecting this section will show Client Number on the report |
| Show Company Reference Number | Selecting this section will show Company Reference Number on the report |
| Show Partner | Selecting this section will show Partner on the report |
| Show Current Client | Selecting this section will show Current Client on the report |
| Show Incorporation Date | Selecting this section will show Incorporation Date on the report |
| Show Financial Year End | Selecting this section will show Financial Year End on the report |
| Show AGM Date | Selecting this section will show AGM Date on the report |
| Show Review Return Date | Selecting this section will show Review Return Date on the report |
| Show Labels | Selecting this section will show Labels on the report |
| Show Agent Name | Selecting this section will show Agent Name on the report |
| Show Billing Contact | Selecting this section will show Billing Contact on the report |
Select one or multiple companies, and click