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