Overview
A Register which displays company directors (past or present) that are also shareholders (past or present).
Instructions
From the Main Toolbar, navigate to Reports |
Select Register of Director Shareholdings.
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 Options |
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. |
Labels | 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. |
Select one or multiple companies, and click