Report

The Section: Report section provides tools for generating and downloading various reports related to your community investments.

Features: Report

The Section: Report section allows you to:

• Generate shareholder list reports

• View issuer balance summaries

• Generate transaction list reports

• View demographic data reports

• Compare demographics across time periods

• View cashout reason statistics

• View assessment test results

Location

The Section: Report section is located in the Item: Primary Sidenavigation menu:

Report Section Navigation

Report Types

The following reports are available:

Shareholder List

Generate a comprehensive list of all shareholders with filtering by CIT Corporation, Sponsor Organization, address status, and certificate status.

Issuer Balance

View financial summaries by CIT Corporation and offering year, including share sales and investment totals.

Transaction List

View all investment transactions including new issuances and retirements. Filter by transaction type and date range.

Demographics

View demographic data collected from investors with Summary and Questions & Answers tabs.

Renew Demographics

View renewal demographic data collected from investors during the renewal process.

Compare Demographics

Compare demographic data across different time periods for trend analysis.

Cashout Reason

View statistics on reasons investors provide when cashing out investments.

Assessment Test

View investor assessment test results including completion dates and scores.