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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