Trust Events Register

The Register of Trust Events lists all the Events added for a Trust.

Instructions

From the Main Toolbar, go to Reports

Select Trust Events Register.

CAS 360 will display the Report Settings screen.

Selecting a trust

Select the trust(s) to appear in the register 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 Transaction View	Select to generate the report using the Transaction View, displaying all trust events in date order, essentially reflecting the trust events screen in CAS 360.
Show Detailed View	Select to generate the report using the Detailed View, grouping events by individual asset/liability.
Show Totals	Select to include the table of totals of events in the register.
Show Historical Data	Select to include previous relationships in the register
Download As Combined File	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 Trust Events Register is able to be exported as a PDF and Word file.