Overview
The Compliance Report allows you to generate a report which displays a snapshot of all the data you have added into the Compliance tab for the company.
Instructions
| From the Main Toolbar, go to Reports |  |
| Select Compliance Report |  |
CAS 360 will display the Report Filter Tab.
| Filter | Explanation |
|---|---|
| Entity Type |
Filter the list between Companies, Individuals, or Trusts. |
| Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen |
| Report Date | Set a date to be displayed on the report. |
| Company Status |
Filter the list of companies based on the company statuses of Operating, Deregistered, Pending Deregistration, Liquidation, Dormant. Click on a status to hide/display companies. |
| Label |
Set a Company Label as a filter when preparing the Compliance Report. |
|
Select |
to combine multiple selected Compliance Reports as a single pdf. If not selected, CAS 360 will generate an individual pdf for each selected Company.Review the Report Settings to customise the report.
Select the toggle beside the options 
to display the information on the Compliance report.
Click 
to save the selected settings as default.
When the Entity type is set to Individual, an option is available to show Individual Details on the report:
Click 
.
The Compliance Report can be exported as a PDF or Word document.