Apr 17, 2024 · Within the reporting page, click the three dots to the right of the report you would like to download and click Export. Some reports, such as ...
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Apr 17, 2024 · This content is now part of Carta's comprehensive guide to. Exporting Company Reports Click here to be redirected to the new page.
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Trending articles · How do I exercise my options on Carta? · Managing Company Users and Permissions · Updating Stakeholder Details: Name, Email, Address, etc.
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Apr 17, 2024 · Navigate to Cap Table then Run reports. Search for the report name or Filter by Transactions, click the three dots to the right and click Export ...
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Feb 27, 2024 · How do I send a message? ... Navigate to the Documents tab, then Communications and click +New Message. ... Select a template, or choose Generic to ...
Apr 2, 2024 · ... Carta · Support ... We've curated the most essential support articles to help ... How do I reverse an employee exercise? Exporting Company Reports
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Apr 12, 2024 · Navigate to Cap Table > Run reports and follow these steps to export the Exercised and settled report. Within the report, the Taxes adjusted ...
Oct 2, 2023 · Customer hereby engages Carta to provide transfer agent services relating to the recording of the issuance and transfer of all equity interests ...
Feb 27, 2024 · Accessing Carta's SOC Reports · Navigate to Carta's Conveyor Room and enter your work email address. · Include a brief message with any context ...
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