The People Group Report lists all the details of a contact. The data listed includes:
- Person details
- Public company directorships
- Other Appointments/Positions
- Trusteeship, proprietorships
- Business Name Agent
- Officer Relationships
- Representative Of
|From the Main Toolbar, go to Reports
Select People Group Report.
CAS 360 will display the Report Settings screen.
Select the contact(s) to appear in the people group report by flagging the tick box
Use the search field to filter the list of people
Date on the people group report. The date will also determine the contact information to appear on the people group report.
|Positions and Holdings
|Select Current to only display current positions and holdings. All will display all current and historical positions and holding
|Show Company Numbers
|Select to display the company number beside each contact in the people group report
The People Group Report is able to be exported as a PDF and Word file.