Summary Report

Modified on Fri, 20 Jun at 6:01 PM

Summary Report 


The Summary Report offers a grant-level snapshot of all active options within your organization. It helps track and analyze the status of option awards across individuals, plans, and grant stages in a single, consolidated view.

With this report, you can quickly view:

  • The option status of a single employee or a group of employees
  • Data filtered by one or multiple award plans
  • The grant status across stakeholders


How to Generate the Summary Report


Step 1: Navigate to the Reports Section

Click Reports in the left-hand menu. By default, Qapita displays a list of all standard reports available.




Step 2: Select the Summary Report

Scroll to find Summary Report and click Generate Report to begin.




Step 3: Pick the ‘As On’ Date

Use the calendar to select the report’s effective date.


Note: The report defaults to the current date unless changed.


Step 4: Select Stakeholders

Click Stakeholder to include one or more employees in your report view.


Step 5: Choose the Award Plan(s)

Click Award Plan to filter data using one or multiple plans relevant to your report.


Step 6: Filter by Grant Status

Click Grant Status to select the current condition of the grants (e.g., Vested, Unvested, Cancelled).


Step 7: Specify Awardee Status

Filter employees by their current status—Active, Inactive, or All—using the Awardee Status dropdown.




Step 8: Export the Report

Once your filters are applied, click Export to Excel to download the report for analysis, reporting, or sharing.







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