Overview
A Register which displays a list of recorded Director Certificates.
Instructions
| From the Main Toolbar, navigate to Reports |
Select Register of Director Certificates.
CAS 360 will display the Report Filters screen.
- Select Company or Companies to appear on the register by flagging the tick box
.
- Adjust the Report Filter options to determine what details are shown on the Register:
| Report Filters | Explanation |
|---|---|
| Report Order | The order in which the companies will display in the report. |
| 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. |
| Label | Set a Company Label as a filter when preparing the Report. |
| Download Options | Select the toggle  to display each company on its own separate PDF. |
Click Export As to generate the register as a PDF or Word document.