Companies Listing Report

  • Updated

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 mceclip0.png

Select Companies Listing.

Select one or multiple companies, and click Snap1.png

Report Filters Report Settings

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  Current Client Only to only show companies marked as current. The Current Client setting is located under Company Info | Client Data.

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.

 

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