CAS 360 has built-in reports that export your company, contact, shareholder and document data. Use this article to find the report that holds the data you need, and whether it covers all your companies or one at a time.
Which report should I use?
| You need | Report | Covers | Export format |
|---|---|---|---|
| A list of companies with details such as company number, incorporation date, financial year end, AGM date, agent, labels, billing and signing contacts | Companies Listing Report | Selected companies | PDF, Excel (.xlsx) |
| Every position and holding for a contact (officer positions, shareholdings, registrable controllers, addresses and more) | People Group Report | Selected contacts | PDF, Excel (.xlsx) |
| All directors across your companies, with their date of birth and age | Succession Directors Listing Report | Selected companies | |
| Shareholders and share transactions, including number of shares, certificate numbers and amounts paid | Shareholder Report | One company at a time | Excel |
| A full summary of a company, including officers, members, issued capital and business activities | Company Report | Selected companies | PDF, Word |
| Individual contacts with their ID type, issue date and expiry date | Identity Expiry Report | Selected contacts | XLS, PDF |
| Customer Due Diligence (CDD) status, risk rating and review dates by company | Compliance Status Listing Report | Selected companies | PDF, Excel |
| Documents with their due dates, status and status dates | Document Status Listing | Selected companies | PDF, Excel (.xlsx) |
| Every document across all companies and trusts in your licence | Export Document List (.csv) | All documents, or the filtered list | CSV |
Where do I find these reports?
Most reports are on the Reports screen: from the Main Toolbar, go to Reports and select the report. Two are elsewhere:
- Shareholder Report: go to Company, select the company, select Shareholders, then select Options > Shareholder Report.
- Export Document List (.csv): go to Documents, select Options, then Export Document List (.csv) or Export Filtered Document List (.csv).
Each report's own article lists its filters and the fields you can turn on in Report Settings. Turn on only the fields you need before you export.
FAQs
- Use the People Group Report and export it as Excel (.xlsx). Select each contact you want to include; the report doesn't have a Select All option.
- Use the Succession Directors Listing Report. It lists every director with their company name, company number, date of birth and age.
- Use the Shareholder Report from the company's Shareholders screen. It shows the number of shares held and each share transaction for that company. Run it once for each company.
- Each company's SSIC is under Company Info > Business Activity. To see several companies together, run the Company Report for the companies you need with business activities turned on in Report Settings, and download it as a single file.
- Use Export Document List (.csv), or Export Filtered Document List (.csv) after filtering the Documents screen. The list includes each document's prepare date, status and status date.
- Contact BGL Support with the data you're looking for. They can check whether another report covers it, or request a custom report for you. What a custom report can include depends on the data, so BGL Support will confirm this with you before it's prepared.