Employee wise Summary Report

Modified on Fri, 20 Jun at 5:40 PM

Employee wise Summary Report

The Employee wise summary report provides a detailed status of all Option Awards granted according to each employee (grantee). 

Using this report, you can view:

  • Status of option awards by employee
  • One or multiple employees
  • Status of grants

To generate the Employee wise summary Report:

1. Click Reports in the left menu. By default, all standard reports available in Qapita are displayed. 

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2. Click Generate Report against Employee wise Summary Report.

The Employee Summary Report allows you to filter data by Award Plan, Grant Status, Awardee Status, and specific Stakeholder(s) using dropdown menus.

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3. Click  to change the As on date of the Report. By default, the report is generated for the current date.

4. Click Stakeholder to select one or more employees.

5. Click Award Plan to select one or more plans.

6. Click Grant Status to view grants by their status.

7. Click on Awardee Status to select between Active and Inactive employees.

8. Click Export to excel.

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