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
- Trust Formed
- Trustee Appointed
- Trust Type
- Vesting Date
|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:
|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.