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

Before you begin

Way to go, you have set up vesting schedules and equity tables! Now it’s time to review all your great work with a convenient summary reports. Before you start:

How to review Equity vesting reports 

The Equity vesting report sums up 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 will 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 will be presented with a summary of each employee's equity, which includes all dates, vesting schedule(s), and details.

 

Congratulations, you now know how to review Vesting schedule reports and Equity summary reports!

If you’re unsure about anything please submit a ticket and our Customer Experience team will be happy to assist.