A Register which displays company directors (past or present) that are also shareholders (past or present).
|From the Main Toolbar, navigate to Reports|
Select Register of Director Shareholdings.
CAS 360 will display the Report Filters screen.
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.|
|Company Status Options||
Filter the list of companies based on the company statuses.
Click on a status to hide/display companies.
Select Company Info | Client Data.Current Client Only to only show companies marked as current. The Current Client setting is located under
|Labels||Set a Company Label as a filter when preparing the Report.|
Select to display each company on its own separate PDF.
Select to display register of all selected companies in a single PDF.
Select one or multiple companies, and click