Overview
Prepare listing reports for all types of data maintained on the CAS 360 database using the built-in report filters.
Listings can be set based on:
- The company name
- Company number
- Incorporation Date
- Agent
- Labels
The company listing will include other company information such as Client Number, Company Reference Number, if the company is a Current Client and Partner
Instructions
From the Main Toolbar, navigate to Reports |
Select Companies Listing.
CAS 360 will display the Report Settings screen.
Report Filters | Explanation |
---|---|
Jurisdiction |
Filter the company list by jurisdiction. |
Report Order |
The order in which the companies will display in the report. Select Annual Review Date. |
Annual Review Month |
Filter the list of companies based on the annual review month set in General Details. Keep as All Year. |
Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen Select All Agents. |
Report Date | Set a Date to be displayed on the report. Keep as Today's Date. |
Company Status |
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. Select Company Info | Client Data. Current Client Companies Only to only show companies marked as current. The Current Client setting is located under |
Company Sub Class |
Filter the list of companies based on the company subclass. |
Company Type |
Filter the list of companies based on the company type of Small/Large Proprietary, Public Company, Registrable Body, Foreign. |
Label | Set a Company Label as a filter when preparing the Company Listing Report. |
Click
.