Reports & Dictionary Codes

Generate documents and run reports across your entire CAS 360 firm.

CAS 360 Dictionary

Email Templates
From the Main Toolbar, go to Settings Select Email Templates Email NotificationsEmail notificatio...
Document Templates
CAS 360 allows you to edit and customise existing documents through the Document Templates.NavigationFrom ...

Document Checkout
Overview Prepare Multiple Company changes in a single document with the checkout system! CAS 360 users wil...
Document Production
Details Once Company Changes have been made, CAS 360 users are able to proceed to the Document Producti...
Documents - Advanced Filters
Overview The Global Documents screen in CAS 360 is one of the most used screens, and we have now added ...
Export All Documents for a Company/Trust
Users can now export all company documents at the click of a button. So, now when a company wants their do...
Export Document List (.csv)
QueryHow do I export a list of all documents across all companies/trusts in my licence? Solution From th...
Export Documents for a Company/Trust
Users can now export all company documents at the click of a button. So, now when a company wants their do...

Identity Expiry Report
Details The Identity Expiry Report lists Individual contacts, their corresponding IDs and the ID expiry da...
Individual ID Verification Status Listing Report
Details The Individual ID Verification Status Listing lists all individuals recorded in your account relat...

Annual Return Listing Report
Overview The Annual Return Listing report will display the Annual Return Date and Annual Return Status a...
Annual Return Listing Report
Overview The Annual Return Listing report will display the Annual Return Date and Annual Return Status a...
Companies Listing Report
Overview Prepare a company listing report which provides a list of all selected companies on the CAS 360 d...
Company Report
Overview To list all the details of a company as a Company Summary Report. The data includes: Company d...
Document Status Listing
Overview The Document Status Listing lists all the documents saved in the Documents screen for the sel...
Shareholder Report
Overview Introducing the Shareholder Report - your comprehensive guide to all share transactions and share...

Register of Beneficiaries
Details The Register of Beneficiaries lists all the Beneficiaries recorded for the trust. Instructions ...
Register of Trust Relationships
Overview The Register of Trust Relationships lists all the relationships added for a Trust. Instructions ...
Register of Trust Events
Overview The Register of Trust Events lists all the Events added for a Trust. Instructions From the Mai...
Register of Substantial Shareholders
Overview A Register that displays the balance of shares held in each share type. Instructions From t...
Full Company Register Set
Details Prepare a Full Company Register Set Report which provides a report of all or selected registers th...
Register of Seal Entries Report
Overview A company seal, also known as a corporate seal or common seal, is a tool used by companies to aut...

Trust Listing Report
OverviewTo report on all the trusts that have been created in CAS360 use the Trust Listing Report.The Repo...
Trust Listing Report
Overview Prepare a trust listing report which provides a list of all selected trusts on the CAS 360 datab...
Trust Report
Overview To list all the details of a trust as a Trust Summary Report. The data included is: Trust deta...

Companies in Licence Report
The Companies in Licence Report in CAS 360 provides a clear, downloadable snapshot of all companies that c...
People Group Report
Details The People Group Report lists all the details of a contact. The data listed includes: Contact I...
Address Usage Report
Overview The Address Usage Report shows where an address is used in CAS 360. Instructions From the ...