Prepare listing reports for all types of data maintained on the CAS 360 database using the built-in report filters.
Listings can be set based on:
- The company name
- Company number
- Incorporation Date
The company listing will include other company information such as Client Number, Company Reference Number, if the company is a Current Client and Partner
|From the Main Toolbar, navigate to Reports|
Select Companies Listing.
CAS 360 will display the Report Settings screen.
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.
|Report Date||Set a Date to be displayed on the report.|
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.
Select Company Info | Client Data.Current Client Companies Only to only show companies marked as current. The Current Client setting is located under
|Label||Set a Company Label as a filter when preparing the Company Listing Report.|