You have the possibility to export different reports from the dedicated "Reports" tab.
Here are the different reports available :
Equity awards report
It presents all the details of your employee equity awards at a given date (holders, shares granted, vesting, quantities acquired / in the process of being acquired, etc.).
Equity awards report - at a given période
Following the same logic as the previous report, this report presents the details of your employee shareholdings analysed over a given period. In particular, it presents the information necessary for the preparation of your IFRS 2 accounts.
IFRS 2 and US GAAP standards for share-based payments require accurate monitoring of your grant plans for each financial year to ensure proper spreading and adjustment of the corresponding expenses. With our new export, find all the vested, exercised and cancelled quantities at the beginning, during and at the end of the year. By simply associating the fair value of the allocations, you will be able to calculate the expenses for the year relating to your allocations in a few minutes.
List of company contacts
All the company's contact details.
Event-related transactions
Details of transactions related to a specific event.
Register of holders' accounts
The register with all titular accounts.
Holder's account statement
Details of a holder's account holdings at a given date.
Register of securities movements
Register of movements of the company's securities including all transactions in issued securities.
Pool history
Gives details of all transactions related to a Pool at a given date.
➡️ To export the reports go to the "reports" tab, depending on the report you want, click on the 3 dots at the end of the line and then on "export" :
💡 All reports can be exported by selecting the date on which the data should be stopped.