Payment and Approval Report
The Payment and Approval Report provides a comprehensive breakdown of all exercise requests submitted by option grantees. It includes detailed insights into:
- Status of each request
- Breakup of taxes and exercise amount
- Associated payment details
Using this report, you can view:
- Payment and approval information by Exercise Request ID
- Data related to one or multiple employees
- Records across one or multiple award plans
- Requests filtered by one or multiple exercise statuses
How to Generate the Report
Step 1: Access the Reports Section
Click on Reports in the left-hand menu. This will display all standard reports available in Qapita by default.
Step 2: Select the Payment & Approval Report
Find the Payment & Approval Report in the list and click Generate Report.
Step 3: Set the Date Range
Use the date fields to modify the From Date and To Date.
- Default From Date: 01-01-2000
- Default To Date: Current date
Step 4: Filter by Exercise Request
Click Exercise Request to select one or more submitted requests you wish to include.
Step 5: Filter by Stakeholder
Click Stakeholder to choose one or more employees whose requests you’d like to view.
Step 6: Filter by Exercise Status
Click Exercise Status to refine the report by the status of the requests.
Step 7: Export the Report
Once all filters are applied, click Export to Excel to download the report in Excel format for offline viewing and analysis.
Refer to the image below to get a glimpse of what your final report will look like:
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