Overview
To list all the details of a trust as a Trust Summary Report.
The data included is:
- Trust details
- Addresses
- Beneficiaries
- Unitholders
- Relationships
- Trust Events
Instructions
| From the Main Toolbar, navigate to Reports |
Select Trust Report.
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Report Date | Set a Date to be displayed on the report. |
| Positions and Holdings |
Select Current to display current shareholders and officeholders. Select All to display all current and previous shareholders and officeholders. |
| Label | Set a Company Label as a filter when preparing the Report. |
| Download Options |
Select Select |
Review the Report Settings tab to display additional information for the Trust Report.
Select the toggle beside the options 
to display the information on the Trust Report.
Click to save the selected settings as default.
Select one or multiple trusts, and click
Downloading the Trust Report from the Trusts screen
| From the Main Toolbar, go to Trust | |
| Select the Trust | |
| Go to Relationships or Beneficiaries/Unitholders |
|
| Select Options | |
| Choose the Trust Report |
This will download the Trust Report from the selected trust.