What's new?

We've released a significant update and redesign to Carta's Equity Reporting page to enhance report accessibility, and make the process of finding and running reports significantly easier.

Here are the highlights:

• Smart Search: Our new smart search feature utilizes a human-generated question bank and interpretive technology to deliver tailored report suggestions directly within the page, ranked by relevance.
• Featured Page: Responding to user feedback, we've introduced a new starting page highlighting reports pertinent to your tasks, company, and seasonal needs. This improvement aims to reduce the time spent navigating through extensive lists to locate essential reports.

The longer list of all reports is accessible by selecting the All Reports tab at the top of the reporting page.

How can I access it?

To access the new Equity Reporting page, click on Run reports under Essentials or navigate to Cap table and select Run reports.

Where can I learn more?

For more information on Carta's equity reports, please refer to our dedicated support article.