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.
|From the Main Toolbar, go to Reports
|Select Compliance Report
CAS 360 will display the Report Filter Tab.
Filter the list between Companies, Individuals, or Trusts.
|Set a date to be displayed on the report.
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.
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:
The Compliance Report can be exported as a PDF or Word document.