Cashout Reason Report

The Section: Cashout Reason Report provides insights into why investors choose to cash out their investments, helping organizations understand investor behavior and improve retention strategies.

Location

Report > Cashout Reason

Features: Cashout Reason Report

The Section: Cashout Reason Report allows you to:

• View aggregated cashout reasons by CIT Corporation

• Filter data by specific years

• Analyze the distribution of cashout reasons

• Download reports in Excel format

• View detailed reason breakdowns

Report Location

The Page: Cashout Reason page is located in the Report category in the Item: Primary Sidenavigation menu.

Don’t see the Primary Sidenavigation menu?

See How to Toggle the Primary Sidenavigation menu for more information.

Report Filters

Before viewing the report data, you must select filtering criteria.

CIT Corporation Selection

Action: Select a CIT Corporation from the Item: Choose CIT Corporation dropdown to view cashout reasons for that corporation.

CIT Corporation Dropdown Location

CIT Corporation Dropdown Expanded

Year Selection

Action: Select a year from the Item: Choose Year dropdown to filter the report to a specific time period.

Year Dropdown Location

Cashout Reason Report with CIT Corporation and Year Selected

Note

Both the CIT Corporation and Year selections are required before the report data will display.

Cashout Reason Data

Once filters are applied, the report displays cashout reason data in a summary format.