To list all the details of a trust as a Trust Summary Report.
The data included is:
- Trust details
- Trust Events
|From the Main Toolbar, navigate to Reports|
Select Trust Report.
CAS 360 will display the Report Filters screen.
|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.|
Select to display each company on its own separate PDF.
Select to display register of all selected companies in a single PDF.
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