Details
The Register or Trust Relationships lists all the relationships added for a Trust.
Instructions
| From the Main Toolbar, go to Reports |  |
Select Register or Trust Relationships.
CAS 360 will display the Report Settings screen.
Selecting a trust
Select the trust(s) to appear in the registerr by flagging the tick box 
Use the search field to filter the list of trusts.
| Field | Explanation |
|---|---|
| Report Date |
The date on the report. The date will also determine the relationship information to appear on the report. |
| Labels | Set a Label as a filter for the trust list. |
|
Show Historical Data
|
Select  to include previous relationships in the register |
Select  to combine multiple selected trusts registers as a single pdf. If not selected, CAS 360 will generate an individual pdf for each selected trust. |
Click 
The Register of Trust Relationships is able to be exported as a PDF and Word file.
The register can also be prepared from the Trust Screen.
See How to add multiple relationships to a Trust