There are a few different exporting options on the platform depending on the data you are looking to export.
If you're looking for all available reports and a description of what to expect from each, head to Tools --> Reporting and here you'll find:
A number of our basic reporting options;
At date overview;
Change tracker; and
ESS statement report (AU Pro Only)
Cap Table Summary
This is our most popular report and will detail all stakeholders on the Cap table. From the Reporting tab, download the below:
Or,
Head to Ownership and choose Cap table from the drop down menu
Click Download on the upper right corner of the screen
Cap Table (Shareholders Only)
From the Reporting tab, this is available as:
Or,
Head to Ownership and choose Cap table from the drop down menu
Navigate to Shareholders from the top menu
In the top right corner, click Actions
The dropdown menu will include two download options:
Download shareholders PDF - this will download a complete Register of Members as a PDF.
Download shareholders CSV - this will generate your Shareholder's details, Share Type, Total Shares, Total Amount, and Total Unpaid in CSV format.
Cap Table (Options Only)
From the Reporting tab, this is available under Equity offers, choose Option offers and specify if you would like to download all offers including those incomplete or in a draft status, or just those that are complete in Cake:
Or,
Head to Incentive plans, then select Options
In the top right corner, click More and select Download Option pools
Or, if you only want to include complete offers (ie. exclude any draft or incomplete offers),
Head to Ownership and select Cap table from the drop down menu
From the top menu, navigate to Option holders and click Download CSV in the top right corner.
Cap Table (Notes Only)
From the Reporting tab, this is available as:
Or,
Head to Ownership and select Cap table from the drop down menu
From the top menu, navigate to Noteholders and click More in the top right corner and select Download notes from the drop down menu.
All Stakeholder Contact Details
From the Reporting tab, this is available as:
Or,
Head to Company and choose Stakeholders from the drop down menu
Under the Contacts tab, click More in the top right corner
Select Download all stakeholders CSV
For advanced reporting options, check out: At date & Change tracker Reporting 👈