Company Listing Report

Overview

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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

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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 Current Client Companies Only to only show companies marked as current. The Current Client setting is located under Company Info | Client Data.
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 .