Starting 3/22, clicking on the Reporting from the Capitalization dropdown will take you to the new Equity Reporting page.
The new page contains all the equity reports you're familiar with along with significant improvements to help you access data more quickly and in the manner that you need. You'll notice:
- Custom reporting - set filter criteria and add, edit, and remove data columns. Save these custom reporting templates for future use.
- Preview of securities ledger-based reports
- Search to quickly see standard Carta-provided reports as well as your custom reports
You'll be able to switch back to the classic reporting experience via the blue banner at the top of the new Equity Reporting page until 4/5/21.
For questions or comments, please email out to firstname.lastname@example.org