The People Group Report lists all the details of a contact. The data listed includes:

• Contact Identifiers
• Contact Address
• Public Officers (Companies) 
• Officer Positions 
• Shareholdings/Members
• Guarantors 
• Registrable Controllers
• Data Protection Officer
• Beneficiaries
• Unitholdings
• Trustees
• Appointors
• Settlors 
• Accountants 
• Auditors 
• Lawyer
• Investment Adviser
• Bank 
• Liquidator
• Alternate Appointors 
• Independent Trustees 
• Public Officer (Trusts)
• Trust Details 
• Other Positions 
• Other Dictatorships 
• Business Names
• Chargee
• Previous Chargee
• Charges Person Delivering Satisfaction Release 
• Representative Of 
• Representatives 
• Director Intrests 
• People with Significant Control 

Instructions

From the Main Toolbar, go to Reports

Select People Group Report.

CAS 360 will display the Report Settings screen.

Select the contact(s) to appear in the people group report by flagging the tick box

Use the search field to filter the list of people

Report Filters

Customise your report output using the following filters:

Field	Explanation
Report Date	Date on the people group report. The date will also determine the contact information to appear on 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
Show Company Numbers	Select to display the company ACN beside each company name in the people group report

 

Report Settings

The Report Settings panel allows you to further customise the content and layout of the report. You can choose which fields are included or excluded when generating the report.

Selecting the toggle    for the following Report Headings will result in this showing on the Report

Setting
Show Contact Identifiers
Show Contact Address
Show Public Officer (Companies)
Show Officer Positions
Show Shareholdings/Members
Show Guarantors
Show Registrable Controllers
Show Data Protection Officer
Show Beneficiaries
Show Unitholdings
Show Trustees
Show Appointors
Show Settlors
Show Accountants
Show Auditors
Show Lawyer
Show Investment Adviser
Show Bank
Show Custodian
Show Liquidator
Show Alternate Appointors
Show Independent Trustees
Show Public Officer (Trusts)
Show Trust Details
Show Other Positions
Show Other Directorships
Show Business Names
Show Chargee
Show Previous Chargee
Show Charges Person Delivering Satisfaction Release
Show Representative Of
Show Representatives
Show Director Interests
Show People With Significant Control
Show Company Contact Positions
Show Trust Contact Positions

Export Options

The People Group Report can be exported in the following formats:

• PDF
• Excel (.xlsx)