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. |
|
toggle |
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 
.
Downloading the Trust Report from the Trusts screen
| From the Main Toolbar, go to Trust | |
| Select the Trust | |
| Go to Relationships or Beneficiaries/Unitholders | |
| Select Options | |
| Choose the Trust Report |
This will download the Trust Report from the selected trust.