Contact Agreements Report

Contacts who have given K-1 Consent on behalf of an Investor can be identified using the Contact Agreements Report. This report will return a list of Investors’ Contacts and if each has given K-1 Consent. These results can be filtered by Investing Entity, Investor, or K-1 Consent Status. This report can be exported as a CSV file.

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Contact Agreements’.
3. Select the Investing Entity.
4. If desired, select an Investor.
5. If desired, select a Signed Status (Signed/Not Signed).
6. The results will load as the filters are selected.
7. The results can be exported as a CSV file by clicking ‘Export’.
8. To reset the report, click ‘Clear Filters’.