CARTA REPORT BUILDER

Pull the data you need, faster

If you need more insight into your equity data, Carta’s report builder allows customers to create personalized reports with flexible columns and filters.

WHY USE REPORT BUILDER?

Customize reports to fit your needs

Understand your equity

Easily locate a specific set of data to better understand your cap table.

Spend less time in spreadsheets

Set up the reports you need once and reduce time manipulating data in a spreadsheet.

Make better decisions

Get the insights you need to make more informed decisions about your company’s equity.

Report Builder 2

BUILD REPORTS

Custom reporting, whenever you need it

Create filters for your reports

Before exporting a report to excel, set the filters first and then view the report either in Carta or excel.

Stay organized

Organize reports in folders and search saved reports for easy access.

CUSTOMIZED DATA

Easy to understand reports

Choose only the columns you need

Some reports and datasets can become overwhelming very fast. To see only the data you need, select the columns first.
Report Builder 3

join carta

Get in touch to discuss plans and pricing