Stakeholder Audit

I have been asked to audit some of our stakeholders. I am new to Carta and need to know how best to run an audit. It should include reviewing their contact information, employment status (active, terminated), employment type (employee, consultant, investor, etc.), the number of options they have been issued, the shares available, the vesting percentage, and the vesting timeframe. Pretty much everything, and comparing it against our BOD resolutions. Is there training on this kind of thing? Reports I can run that will provide me with a full stakeholder view? etc…?