Trust Listing Report

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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

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.

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