Regenerate a Financial Report

Regenerate a Financial Report

If you've reviewed a previously generated report and identified updates needed in the underlying data—such as missing employee terminations, forfeiture transactions, or changes to the Fair Value of awards—you can regenerate the report to reflect those changes. Regeneration captures all updates and replaces the previous expense reporting output.

Note: Reports can only be regenerated before they are locked. Once locked, the report becomes a fixed reference point and can serve as a base for future reporting periods.

To regenerate a financial report:

Step 1: Navigate to Equity Awards in the left-hand menu and select Financial Reports.

Step 2: In the list of previously generated reports, find the one you wish to update. Click the three-dot icon (⋮) next to it and select Regenerate Report.

Step 3: Carefully review any warnings in the confirmation message, then click Download Report to access the newly regenerated version.