Skip to main content
Skip table of contents

Summary report

Corporate Compliance and Corporate Admin will be retired on 31 March 2024.
You won't be able to use either software after 31 March 2024. Learn what this means for you

The Summary Report is used for tracking the annual review dates for the corporations in your practice. The following information is displayed for each corporation:

To display the Summary Report
  1. Select ReportsCorporations > Summary Report from the main menu. The Corporation summary report selection screen opens.
  2. Select one of the following search options:
    • All: Displays all corporations in the system.

    • Company name, company code, ACN: Displays selected companies. Enter the details exactly as they appear in the system, or enter the initial characters followed by a wildcard (*). For example, enter A* to view all companies starting with A.

    • Review date: Displays all companies with review dates within the date range entered.

  3. Select an option to sort the companies (by corporation name, code, ACN, review date).
  4. Click OK. The report displays on the Print preview screen (see Previewing forms and documents).
To print preview the Summary Report
  1. Select ReportsCorporations > Summary Report from the main menu. The Corporation summary report selection screen opens.
  2. Select one of the following search options:
    • All: Displays all corporations in the system.

    • Company name, company code, ACN: Displays select companies. Enter the details exactly as they appear in the system, or enter the initial characters followed by a wildcard (*). For example, enter A* to view all companies starting with A.

    • Review date: Displays all companies with review dates within the date range entered.

  3. Select a sort by option to sort the companies (by corporation name, code, ACN, review date).
  4. Click OK. The report displays on the Print preview screen.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.