A Register that displays the balance of shares held in each share type.
|From the Main Toolbar, navigate to Reports|
Select Register of Substantial Shareholders
CAS 360 will display the Report Filters screen.
Filter the list of companies by the Jurisdiction selected when the company is added.
Order the generated report by Company Name, Company Number, or Incorporation date.
|Report Date||Set a Date to be displayed on the report.|
|Labels||Set a Company Label as a filter when preparing the Report.|
Select to display the register of all selected companies in a single PDF
Select to display each company on its own separate PDF