Cashout Reason Report#
The Section: Cashout Reason Report displays statistics on reasons investors provide when cashing out their investments.
Features: Cashout Reason Report#
The Section: Cashout Reason Report allows you to:
View cashout reason statistics
Location#
The Page: Cashout Reason Report page is located in the Report category in the Item: Primary Sidenavigation menu.
Cashout Reason Report Navigation#
Report Filters#
CIT Corporation Filter#
Action: Select a CIT Corporation from the dropdown:
CIT Corporation Dropdown#
Year Filter#
Action: Select a year from the dropdown. You can also select “All Years” to view data across all years:
Year Dropdown#
Cashout Reason Table#
The report displays a table with the following columns:
Cashout Reason Table Columns#
Table Columns
Cashout Reason - The reason provided by the investor
Count - Number of cashouts for this reason
Percentage - Percentage of total cashouts
Download Report#
Action: Click the button to download the report:
Download in Excel Button#
Tip
Use this report to understand why investors are cashing out and identify trends that may require attention.