How to export the Equity Plan Report | support.carta.com

Exporting the Equity Plan Report

The Equity Plan report is essential for company administrators managing equity compensation programs, providing detailed information on grants, vesting schedules, transactions under the plan and participant data.

Click on a topic below to learn more.

• How do I export the Equity Plan report?
• What do the different tabs in the report contain?
• How do I use the Rollforward tab?