Overview

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
Agent
Labels

The company listing will include other company information such as Client Number, Company Reference Number, if the company is a Current Client and Partner

Instructions

From the Main Toolbar, navigate to Reports

Select Companies Listing.

CAS 360 will display the Report Settings screen.

Report Filters	Explanation
Report Order	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.
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.
Company Status	Filter the list of companies based on the company statuses of Registered, Voluntary Administration, Liquidation, Receivership, Statutory Administration, Removed, Inactive or Closed. Click on a status to hide/display companies. Select Current Client Companies Only to only show companies marked as current. The Current Client setting is located under Company Info \| Client Data.
Company Sub Class	Filter the list of companies based on the company subclass.
Company Type	Filter the list of companies based on the company type of Limited/Unlimited Company, Co-operative Company, Overseas ASIC/Non-ASIC Company.
Label	Set a Company Label as a filter when preparing the Company Listing Report.

Click .