Overview
To report on all the trusts that have been created in CAS360 use the Trust Listing Report.
The Report will summarise the following:
- Trust Name
- Trustee
- Trust Formed
- Trustee Appointed
- Trust Type
- Settlor/founder
- Vesting Date
Instructions
From the Main Toolbar, navigate to Reports | |
Select Trust Listing Report |
CAS 360 will display the Report Settings screen.
The Following Filters can be set for the report from the right-hand side:
Filter | Explanation |
---|---|
Report Date | Set a date to display on the report |
Select Trusts and Click
The Trust Listing Report can be exported as an XLS or PDF.