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
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.
|From the Main Toolbar, navigate to Reports|
Select Companies Listing.
CAS 360 will display the Report Filters screen.
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.
|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
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