Monthly/Quarterly Reports

Features

The Section: Monthly/Quarterly Reports section allows you to:

• View periodic investment reports and analytics

• Filter by CIT Corporation

• Export reports to Excel

Location: Monthly/Quarterly Section

You can find the Section: Monthly/Quarterly Reports 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: Monthly/Quarterly from the dropdown.

Filter by CIT Corporation

Use the filter to scope the Monthly/Quarterly view to a specific organization.

1. Action: Locate the dropdown near the top of the page.

   

   Monthly/Quarterly, CIT Corporation Dropdown Location

2. Action: Open the dropdown to select a corporation.

   

   Monthly/Quarterly, CIT Corporation Dropdown Expanded

Columns Overview

The page updates to reflect the selected corporation with relevant columns and data.

Monthly/Quarterly, Columns Location

Export to Excel

Export the current Monthly/Quarterly data to an Excel file.

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

   

   Monthly/Quarterly, Export to Excel Button Location

Action Complete

Your browser downloads an Excel file containing the current report data.