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.
You can choose to show the following details;
- Show Trust Details
- Show Meeting Address
- Show Other Details
- Show Tax Details
- Show Unitholders
- Show Beneficiaries
- Show Distributions
- Show Documents
- Show Events
- Show Trust Contacts
Once edited, 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.