Reports in Qapita

Modified on Fri, 20 Jun at 5:57 PM

Reports in Qapita

As an administrator, Qapita equips you with a powerful suite of reporting tools designed to give you deep insights into your organization’s equity structure. Whether it's Option Awards, Compliance, Share Awards, SARs, Cap Tables, or Stakeholder analytics, Qapita offers an array of standard reports to help you stay informed and in control.

Here’s a glance at the standard reports currently available:

Area	Report Name	Description
Stakeholders	Mobility	Tracks employee movement and internal transfers
Option Awards	Summary Report	Provides a grant-level status of all current options
Compliance	Form SH-6 – ESOP Register	Maintains records of ESOPs in compliance with Rule 12 of the Indian Companies (Share Capital and Debentures) Rules, 2014
Option Awards	Graded Vesting Report	Shows vesting patterns useful for financial reporting
Option Awards	Vest-wise Report	Displays vesting status across each vesting tranche
Option Awards	Equity Pool Available Balance	Summarizes available units at the equity pool level
Option Awards	Employee Summary Report	Offers a consolidated, employee-wise grant overview
Option Awards	Detailed Employee-wise Report	Lists individual grants grouped by grantee
Option Awards	Exercise Report	Details of all exercised and approved options
Other	Nominee Details	Captures nominee information for each stakeholder
Option Awards	Payment and Approval Report	Tracks exercise requests with tax, payment, and approval breakdowns
Option Awards	Awards Acceptance Status	Highlights the acceptance and approval status of granted awards
Option Awards	Option Award Cancellation Report	Lists all cancelled options along with reasons for cancellation
Option Awards	Lapse Report	Shows options that lapsed due to expiration of their exercise period
Share Awards	Share Award Vest-wise Report	Tracks the vesting status of share awards by tranche
Share Awards	Share Award Cancellation Report	Details all share cancellations and their reasons
SARs	SARs Vest-wise Report	Presents the vesting status of SARs across each tranche
Cap Table	Cap Table with ESOP Holdings	Displays the cap table with ESOPs included in ownership calculations
Cap Table	Transactions	Lists all transactions—share issues, transfers, buybacks, convertible notes, warrants—linked to the cap table
Other	Horizontal Vest-wise Report	Shows award vesting in a horizontal, matrix-style layout
Other	FMV Report	Offers historical Fair Market Value details

Tip: Need something more specific? Drop us a note at support@qapita.com and we’ll be happy to assist with custom reporting solutions.