Minor improvements to Cap table report with drafts for PIU and phantom/CBU
What's new
Cap table reports are more consistent when run with drafts of PIU or phantom/CBU securities.
Why is it important
Now drafted securities are consistently handled for fully diluted share counts:
CBUs from plan are included
Non‑plan CBUs are excluded
PIUs from plan are excluded
How does it work
From the Run Reports screen, select Cap Table and choose Include draft securities under Additional Options.