Overview
The Annual Review Listing report will display the annual review date and annual review status across your CAS 360 database.
The report will summarise the following:
- Company
- Company Number
- Company Debt Balance
- Annual Review Date
- Annual Review Due Date
- Annual Review Status
- Annual Review Status Date
- Company Debt Balance
- Company Labels
The Annual Review Listing report will also include a number of companies counter located at the bottom of the report.
Instructions
| From the Main Toolbar, go to Reports |  |
| Select Annual Review Listing report |  |
CAS 360 will display the Report Settings screen.
The following filters can be set for the report from the right-hand side:
| Filter | Explanation |
|---|---|
| Report Order |
The order in which the companies will display in the report. |
| Annual Review Year |
Filter the list of companies based on the annual review year set in General Details. |
| Annual Review Month |
Filter the list of companies based on the annual review 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 | Date to display on the report. |
| Company Status Option |
Filter the list of companies based on the company statuses of Operating, Deregistered, Pending Deregistration, Liquidation, Dormant. Click on a status to hide/display companies. |
| Annual Review Status Option |
Filter on the Status set on the annual review from the documents screen. Filters available:
|
| Label |
Set a Company Label as a filter when preparing the Company Listing Report |
Click 
The Annual Review Listing report can be exported as an XLS or PDF.