Investments

Features

The Section: Investments section allows you to:

• View all investments in the Investments List table

• Filter investments by Status

• Filter investments by CIT Corporation

• View investor details by clicking investor names

• Export investments to Excel

Location: Investments Section

You can find the Section: Investments section underneath the Navigation Category: Investment category:

1. Locate the primary sidenav to the left of the page.

   Don’t see the sidenav?

   See How to Toggle Primary Sidebar for more information.

2. Action: Select the dropdown for the Navigation Category: Investment category.

   

   Investment Category, Primary Sidenav Location

3. Action: Select Section: Investments from the dropdown.

Investments List Table

The Section: Investments section opens to the Table: Investments List table:

Investments Section, Homepage, Investments List Table

Columns: Investments List Table

The Table: Investments List table contains the following columns:

• Column: Investor Name - Name of the investor.

• Column: CIT Corporation - Associated CIT Corporation.

• Column: Status - Current investment status.

• Column: Action - Available actions for the investment record.

Using Investments Filters

The filter section at the top of the table allows you to search and filter investments by various criteria.

Investments Table, Filter Section Location

Filter by Status

1. Action: Click on the dropdown.

   

   Investments, Status Dropdown Location

2. Action: Select a status from the expanded dropdown:

   

   Investments, Status Dropdown Expanded

Filter by CIT Corporation

1. Action: Select the dropdown.

   

   Investments, CIT Corporation Dropdown Location

2. Action: Select an organization from the expanded dropdown:

   

   Investments, CIT Corporation Dropdown Expanded

Apply Filters

After selecting your filter criteria, Action: click the search icon to apply filters.

Investments, Search Icon Location

Action Complete

Your filtered results will appear in the table.

Investments, Filter Results

Viewing Investor Details

Action: Click on an Column: Investor Name in the table to view their detailed profile.

Investments, Investor Name Click Location

Action Complete

This will navigate you to the investor’s detailed profile page.

Export to Excel

Export the Table: Investments List to an Excel file for offline analysis or reporting.

1. Action: Locate the Action: Export to Excel button near the table header.

   

   Investments, Export to Excel Button Location

2. Action: Click the Action: Export to Excel button.

Action Complete

Your browser downloads an Excel (.xlsx) file containing the investments currently shown in the table (including any filters applied).

Investments, Excel File Downloaded

File Naming

Exported files include contextual details like the year in the filename.

Investments, Export Filename Example