Overview
The Annual Review Listing report will display the annual review date and annual review status across your CAS 360 database.
This Report applies to companies under the Australian Jurisdiction
The report will summarise the following:
- Company
- Company Number
- Company Debt Balance
- Annual Review Date
- Annual Review Due Date
- Annual Review Status
- Annual Review Status Date
- Company Debt Balance
The report will also include a number of companies counter at the bottom of the report.
Instructions
| From the Main Toolbar, go to Reports |  |
| Select Annual Review Listing report |  |
CAS 360 will display the Report Settings screen.
The following filters can be set for the report from the right-hand side:
| Filter | Explanation |
|---|---|
| Report Order |
The order in which the companies will display in the report. |
| Annual Review Year |
Filter the list of companies based on the annual review year set in General Details. |
| Annual Review Month |
Filter the list of companies based on the annual review month set in General Details. |
| Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen |
| Report Date | Date to display on the report. |
| Company Status Option |
Filter the list of companies based on the company statuses of Operating, Deregistered, Pending Deregistration, Liquidation, Dormant. Click on a status to hide/display companies. |
| Annual Review Status Option |
Filter on the Status set on the annual review from the documents screen. Filters available:
|
Click 
The Annual Review Listing report can be exported as an XLS or PDF.