Details
Prepare a Full Company Register Set Report, which provides a report of all or selected registers that can be produced in CAS 360.
Instructions
| From the Main Toolbar, go to Reports |
Select Full Company Register Set.
CAS 360 will display the Full Company Register set 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. |
| Label | Set a Company Label as a filter when preparing the Report. |
Review the Select Registers tab to add or remove registers to display within the report.
Select the toggle beside the options to display the register within the Full Company Register Set Report.
Click Save Settings to save the selected settings as the default.
Export Options
The People Group Report can be exported in the following formats:
- Excel (.xlsx)