Overview
A Register which displays company shareholders (past or present).
Instructions
| From the Main Toolbar, navigate to Reports |
Select Members Register.
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Jurisdiction |
Filter the company list by jurisdiction. |
| Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen Select All Agents. |
| Register Date | Set a Date to be displayed on the report. Keep as Today's Date. |
| Register Specific Options |
Select (Options include: Show Premiums Paid, Show Historical Data, Show in Date Order, Includes Notes and Only prepare top 20) |
| Number of decimal places for $ amounts |
Select how many decimal places are share or unit register will show for amounts paid |
| Register Name order |
Select the Members Register to be in First Name, Surname or Surname, First Name order. |
| Label |
Set a Company Label as a filter when preparing the Company Listing Report |
| Download Options | Select  to display each company on its own separate PDF |
Click
