Carta Collective

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  • 1.  Public: Reporting

    Posted 11-17-2022 09:35
    Can you please let me know how I can go about pulling a report showing the GDFV of our RSUs that are in Carta? Something along the lines of shares, price, and GDFV is something I have been able to pull easily from other systems I've used.

    Carta Admin

  • 2.  RE: Public: Reporting

    Posted 11-17-2022 09:36
    This can be found in your expense reports by going to Compliance >> Financial Reporting. It looks like you haven't used this feature before, here is a support article that will walk you through getting started on setting up your expense reporting and generating reports. Please let me know if I can further assist with helping you setup your reporting feature or answer any questions about the generated reports.

    Carta Support