Overview
The Trust Report lists all the details of a Trust as a Trust Summary Report.
Instructions
From the Main Toolbar, go to Reports | ![]() |
Select Trust Report | ![]() |
CAS 360 will display the Report Filter Tab.
Filter | Explanation |
---|---|
Jurisdiction |
Filter the company list by jurisdiction. |
Report Date | Set a Date to be displayed on the report. |
Positions and Holdings |
Select Current to display current shareholders and officeholders. Select All to display all current and previous Unitholders and other positions. |
Label |
Set a Company Label as a filter when preparing the Trust Listing Report. |
|
Review the Report Settings to customise the report.
Select the toggle beside the options
to display the information on the trust report.Click
to save the selected settings as default.Click
.