Company Report

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Overview

To list all the details of a company as a Company Summary Report.

The data listed is:

  • Company details
  • Addresses
  • Public Officers
  • Ultimate Holding Company
  • Officers
  • Members - members of the selected company
  • Issued Capital
  • Trusts details
  • Super Fund details
  • Other positions
  • Business Names
  • Business Activities
  • Company Notes
  • Documents

Instructions 

From the Main Toolbar, go to Reports
Select Company Report


CAS 360 will display the Report Filter Tab.

Filter 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.
Company Status

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.

Positions and Holdings

Select Current to display current shareholders and officeholders

Select All to display all current and previous shareholders and officeholders

Review the Report Settings to customise the report.

Select the toggle beside the options  to display the information on the company report. Click to save the selected settings as default. 

Click .

The Company Report can be exported as a PDF or Word document.

The company report can also be prepared from the Company screen

From the Main Toolbar, go to Company

Beside the company, click 

Select Download Co. Report

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