Overview
The Annual Return Listing report will display the Annual Return Date and Annual Return Status across your CAS 360 database.
The report will summarise the following:
- Company
- Company Number
- Annual Return Month
- Annual Return Due
- Annual Return Status
- Annual Return Status Date
This report will also include a number of companies counter located at the bottom of the report.
Instructions
| From the Main Toolbar, navigate to Reports |
Select Annual Return Listing Report
CAS 360 will display the Report Filters screen.
Customise your report output using the following filters:
| Report Filters | Explanation |
|---|---|
| Report Order | The order in which the companies will display in the report. |
| Annual Return Year | Filter the list of companies based on the annual return year set in General Details. |
| Annual Return Month | Filter the list of companies based on the annual return month set in General Details. |
| Agent | 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 Option |
Filter the list of companies based on the company statuses. Click on a status to hide/display companies. Select |
| Annual Return Status Option |
Filter the list of companies based on Annual Return Status set on the annual return from the documents screen. Filters available:
|
| Label | Set a Company Label as a filter when preparing the Report. |
Current Client Only to only show companies marked as current. The Current Client setting is located under The Report Settings panel allows you to further customise the content and layout of the report. You can choose which fields are included or excluded when generating the report.
Selecting toggle to for the following Report Headings will result in this showing on the Company Listing Report
| Setting | Description |
|---|---|
| Show Company Name | Display the company name on the report. |
| Show Company Number | Display the company registration number. |
| Show Labels | Display any labels applied to the company. |
| Show Return Month | Include the annual return month. |
| Show Return Due | Include the annual return due date. |
| Show Return Status | Show the current annual return status. |
| Show Status Date | Show the date the return status was last updated. |
| Show Partner | Display the Partner assigned to the company. |
| Show Manager | Display the Manager assigned to the company. |
Export Options
The Company Debt Listing Report can be exported in the following formats:
- Excel (.xlsx)
Use the Export button to download your preferred version.
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