The People Group Report lists all the details of a contact. The data listed includes:
- Person details
- Public company directorships
- Other Appointments/Positions
- Trusteeship, proprietorships
- Business Name Agent
- Officer Relationships
|From the Main Toolbar, navigate to Reports|
Select People Group Report.
CAS 360 will display the Report Filters screen.
|Report Date||Set a Date to be displayed on the report.|
|Show Company Numbers||Selectto display the UEN beside each contact in the people group report|
|Positions and Holdings||Select Current to only display current positions and holdings. All will display all current and historical positions and holding|
Select one or multiple contacts, and click