Register of Trust Events

  • Updated

Overview

The Register of Trust Events lists all the Events added for a Trust.

Instructions

From the Main Toolbar, navigate to Reports mceclip0.png

Select Register of Trust Events

CAS 360 will display the Report Filters screen.

Report Filters Explanation
Report Date Set a Date to be displayed on the report.
Label Set a Company Label as a filter when preparing the Report.
Show Historical Data Select mceclip3.png to display all trust events when preparing the report (past and present).
Download Options

Select mceclip1.png to display each company on its own separate PDF.

Select mceclip4.png to display register of all selected companies in a single PDF.

Select one or multiple trusts and click Snap1.png

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