Overview
Prepare listing reports for all directors of companies in your CAS 360 database.
The report consists of all company directors, with their:
- Company Name
- Company Number
- Number of Directors (for that company)
- Director Name
- Director’s Date of Birth
- Director Age (as at the report date)
Instructions
From the Main Toolbar, navigate to Reports |
Select Succession Directors Listing Report.
CAS 360 will display the Report Settings screen.
Report Filters | Explanation |
---|---|
Jurisdiction |
Filter the company list by jurisdiction. |
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. |
Label | Set a Company Label as a filter when preparing the Company Listing Report. |
Click .