Shareholder List Report

Shareholder List Report#

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

Features: Shareholder List Report#

The Shareholder List Report allows you to:

Report Overview#

The Shareholder List Report displays shareholder data based on your filter selections.

../../_images/community_report_shareholder_list.jpg

Shareholder List Report Overview#

Filter Options#

Use the filters to narrow down your report results:

../../_images/community_report_shareholder_filters.jpg

Shareholder List 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 Status#

Address Status#

Filter shareholders by their address verification status:

../../_images/community_report_addr_status.jpg

Filter by Address Status#

Certificate Status#

Filter shareholders by their certificate status:

../../_images/community_report_cert_status.jpg

Filter by Certificate Status#

Report Options#

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

../../_images/community_report_toggles.jpg

Report Toggle Options#

Toggle Options

  • Show Current Shares - Toggle to show current share counts in the report

Download Report#

Use the download buttons to export your report:

../../_images/community_report_download_buttons.jpg

Report Download Buttons#

Download Formats

  • Download - Standard download

  • PDF - Download as PDF document

  • Excel - Download as Excel spreadsheet

Tip

Use the Excel format for data analysis and the PDF format for sharing or printing.