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
|From the Main Toolbar, navigate to Reports|
Select Companies Listing.
CAS 360 will display the Report Settings screen.
Filter the company list by jurisdiction.
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.
Select All Agents.
|Report Date||Set a Date to be displayed on the report. Keep as Today's Date.|
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.
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.|