Query
How can I generate a review date report for companies which have their annual review date occurring in a particular month?
Solution
The Companies Listing Report can be used to filter your company list to display Companies which annual review dates fall within a particular month.
| From the Main Toolbar, go to Reports |  |
Select Companies Listing.
CAS 360 will display the Report Settings screen.
| Field | Explanation |
|---|---|
| Report Order |
The order which the companies will appear in the report Select Annual Review Date |
| Annual Review Month | Filter the list of companies to companies with an annual review date entered in the General Details screen that falls within the selected month. |
| Agent |
Filter the list of companies to the Agent selected for the company in the General Details screen
|
| Report Date | Date to appear on the report. |
Click 
Users can lodge an Form RA61 - Request Review Date Report to confirm the annual review dates for their companies.