How can I generate a review date report for companies which have their annual review date occurring in a particular month?
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.
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.
|Report Date||Date to appear on the report.|
Users can lodge an Form RA61 - Request Review Date Report to confirm the annual review dates for their companies.