Review Equity vesting and summary reports

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:

• Make sure you've set up Vesting schedule(s).
• Make sure you've set up Equity table(s).

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. 

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.

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.