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