Ledgy

Create custom grid views to organise your cap table, equity plans, and stakeholder data with filters, grouping, and column configuration.

How do I create and customise grid views?

Learn how to export equity data from grids in Excel, CSV, or PDF format, including options for grouped, expanded, and summary views.

How do I export data from grids?

Track all changes to transactions, stakeholders, and company data with Ledgy's Audit Logs report for compliance and accountability.

How do I view and use the Audit Logs report?

Customise Ledgy reports by modifying pre-built templates or building from scratch, adding custom fields as needed, then save your views for easy access and download.

Reporting: Create Custom Reports

Explore our library of common operational reports and create your own

Operational Reports

Track where stakeholders work during vesting periods and generate reports showing tax obligations across multiple countries for each grant.

How do I track work locations and generate global mobility reports?

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