Report

Report#

The Report section provides tools for generating and downloading various reports related to your CIT Corporation investments.

Features#

The Report section allows you to:

  • Generate shareholder list reports

  • Filter reports by CIT Corporation or Sponsor Organization

  • Filter by address status and certificate status

  • Download reports in various formats

Location: Report Section#

You can find the Report section in the navigation menu:

../_images/community_report_submenu.jpg

Report Section, Navigation Menu#

Shareholder List Report#

The Shareholder List Report provides a comprehensive overview of all shareholders in the system.

../_images/community_report_shareholder_list.jpg

Shareholder List Report#

Filter Options#

Use the filters to narrow down your report results:

../_images/community_report_shareholder_filters.jpg

Report Filter Options#

Filter by CIT Corporation#

Select a specific CIT Corporation to filter the report:

../_images/community_report_cit_corp.jpg

Filter by CIT Corporation#

Filter by Sponsor Organization#

Select a Sponsor Organization to filter the report:

../_images/community_report_sponsor_org.jpg

Filter by Sponsor Organization#

Filter by Address Status#

Filter shareholders by their address verification status:

../_images/community_report_addr_status.jpg

Filter by Address Status#

Filter by Certificate Status#

Filter shareholders by their certificate status:

../_images/community_report_cert_status.jpg

Filter by Certificate Status#

Report Toggle Options#

Use the toggle options to customize which data is included in your reports:

../_images/community_report_toggles.jpg

Report Toggle Options#

Download Reports#

Use the download buttons to export your reports:

../_images/community_report_download_buttons.jpg

Report Download Buttons#

Available download formats include:

  • Excel spreadsheet

  • PDF document