Issuer Balance Report#
The Section: Issuer Balance Report provides a financial overview of investment offerings, showing share sales, investment totals, and gains for each offering year.
Features: Issuer Balance Report#
The Section: Issuer Balance Report allows you to:
View financial summaries by CIT Corporation and offering year
Track total shares sold and investment amounts
Monitor outstanding shares and gains
Location#
The Page: Issuer Balance page is located in the Report category in the Item: Primary Sidenavigation menu.
Report Overview#
The Section: Issuer Balance Report displays financial data organized by offering year.
Issuer Balance Report Overview#
Report Filters#
Configure the filtering criteria before viewing the report data.
CIT Corporation Selection#
Action: Select a CIT Corporation from the dropdown to filter the report data.
CIT Corporation Selection#
Cutoff Date Selection#
The cutoff date determines the point in time for calculating balance figures.
Action: Click the calendar icon to open the date picker.
Action: Select the desired year and month.
Cutoff Date Calendar Picker#
Note
The cutoff date affects all calculated values in the report. Balances are calculated as of the selected date.
Download Report#
Action: Click the button to download the report.
Download in PDF Button#
Tip
The PDF report includes all financial data for the selected CIT Corporation as of the specified cutoff date.