Learn how to view a summary of current Equity vesting reports and Equity Summary reports, and have a peek into the future of your equity grants

Before you begin

Review all your work with convenient summary reports:

How to review Equity vesting reports 

The Equity vesting report summarizes all vesting report data including changes over time. To review: 

  1. From the left menu, select Analytics > Reports.
  2. Click on New report and from the dropdown select Use a template > Employee data > Equity vesting report. 

Screen_Shot_2022-02-27_at_16.47.03.png

You'll be presented with a summary of each employee's equity, which includes all dates and details.

Note: These summary reports are viewable by employees, Admins, and stakeholders.

Screen_Shot_2022-02-27_at_16.47.58.png

How to review  Equity summary reports

The Equity summary report sums up the vesting status for the total number of equity units granted to an employee at a selected point in time. To review: 

  1. From the left menu, select Analytics > Reports.
  2. Click on New report and from the dropdown select Use a template > Employee data > Equity summary report. 

You'll be presented with a summary of each employee's equity, which includes all dates, vesting schedule(s), and details.