Details
The People Group Report lists all the details of a contact. The data listed includes:
- Person details
- Public company directorships
- Officeholdings
- Other Appointments/Positions
- Shareholdings
- Unitholdings,
- Chargeholdings
- Debentureholdings
- Trusteeship, proprietorships
- Business Name Agent
- Officer Relationships
- Representative Of
Instructions
| From the Main Toolbar, navigate to Reports |
Select People Group Report.
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Report Date | Set a Date to be displayed on the report. |
| Show Company Numbers | Select  to display the UEN beside each contact in the people group report |
| Positions and Holdings | Select Current to only display current positions and holdings. All will display all current and historical positions and holding |
Select one or multiple contacts, and click