2 years ago 2/21/2024

[**Equity Reporting Suite: Equity Plan Report**](https://releasenotes.carta.com/equity-reporting-suite-equity-plan-report-1cEvxC)

## What's New?

Carta has revamped the Equity Plan report – consolidating key information from different reports, and adding brand new, highly requested functionality. This update provides a comprehensive overview of your equity landscape via summary figures, the ability to tie the change in values over a period via baked-in formulas, and granular security-level details.

## What does the report contain?

Base version:

- **Available Report**: Obtain a holistic snapshot of your equity plan, including reserved, outstanding, and available shares, for centralized monitoring and management.
- **Equity Plan Granted**: Delve into security-level details to track issued, outstanding, vested and more, for optimized management of individual security allocations within your plan.
- **Canceled And Returned**: Stay informed about cancellation transactions, understanding the status of securities returning to the pool due to various events, ensuring accurate reconciliation and planning.
- **Pourovers**: Track share movement between equity plans transparently, for seamless reconciliation and efficient equity management.

Optional add-ons when exporting:

- **Transactions Ledger**: Monitor all share movements with a breakdown of transactions affecting equity pool values, for detailed reporting and analysis.
- **Rollforward**: Tie out the movement of equity issued under the plan, filtering by period, plan, and even stakeholder to gain insights into share movement over time with ease and clarity.
- **Stakeholder Sums**: Get a concise summary of outstanding securities for each participant, for efficient monitoring of individual stakeholder positions within your equity plan.

## How can I access it?

You can download the new Equity Plan report from your Carta company account by navigating to Essentials > Run reports > Equity plan, or by going to Cap Table > Run reports > Equity plan.

## Where can I learn more?

For more information on Carta's new Equity Plan Report, please refer to our dedicated [support article](https://support.carta.com/s/article/equity-plan-report). Additionally, you can find details on exporting reports in general on our [support site](https://support.carta.com/s/article/export-reports).

Will WD