Overview
The Register of Trust Events lists all the Events added for a Trust.
Instructions
From the Main Toolbar, navigate to Reports |
Select Register of Trust Events
CAS 360 will display the Report Filters screen.
Report Filters | Explanation |
---|---|
Report Date | Set a Date to be displayed on the report. |
Label | Set a Company Label as a filter when preparing the Report. |
Show Historical Data | Select to display all trust events when preparing the report (past and present). |
Download Options |
Select to display each company on its own separate PDF. Select to display register of all selected companies in a single PDF. |
Select one or multiple trusts, and click