Investor Summary

Features

The Section: Investor Summary section allows you to:

• View high-level investor metrics and statistics

• Filter by CIT Corporation

• Export summary data to Excel

Location: Investor Summary Section

You can find the Section: Investor Summary 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.

3. Action: Select Section: Investor Summary from the dropdown.

Investor Summary Overview

The Investor Summary homepage shows high-level metrics and tools to narrow results by organization.

Investor Summary, Main Page Overview

Filter by CIT Corporation

Filter the summary by to focus on a specific organization.

1. Action: Locate the filter control.

   

   Investor Summary, CIT Corporation Filter Location

2. Action: Search for a corporation by name or open the dropdown.

   

   Investor Summary, CIT Corporation Search Location

   

   Investor Summary, CIT Corporation Dropdown Expanded

3. The selected corporation context updates the available data and columns.

   

   Investor Summary, Columns Updated After Selection

Export to Excel

Export the current summary view to Excel for further analysis.

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

   

   Investor Summary, Export to Excel Button Location

Action Complete

Your browser downloads an Excel file containing the current summary results.

Investor Summary, Export to Excel Completed