In this article you can find a summary of the equity awards reports available on Carta.
Vesting Overview
The Option Vesting Overview is a spreadsheet export of all future vesting by period and grant, as well as a summation per grant to date of options already vested, exercised and lapsed. You can select a cut-off date, as well as the period intervals for the vesting overviews (monthly, quarterly or yearly).
Grant Overview
This is a report summarising your grants, their status and key vesting and exercise figures. You can select both a start and end date for the report, include draft grants and documents that have been attached to grants. You can also exclude the grants that are no longer active.
Transaction History
This is a complete export of all transactions of the given security type you are reviewing.