Succession Directors Listing Report

  • Updated

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 

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