> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equa.cc/llms.txt
> Use this file to discover all available pages before exploring further.
# Reports and Analytics
> How to run holder reports, pool summaries, and holdings reports in Equa
# Reports and Analytics
Equa provides three built-in report types that give you different views of your cap table data. Reports are read-only, support dynamic filtering and sorting, and include total rows for quick analysis.
## Prerequisites
* Active Equa account
* `viewCapTable` or `viewSelf` permission
## Available Reports
| Report | What It Shows |
| --------------- | ---------------------------------------------------------- |
| Holder Report | Per-member ownership summary across all security types |
| Pools Report | Option pool and convertible instrument utilization |
| Holdings Report | Individual certificate-level detail for every shareholding |
## Running the Holder Report
The Holder Report shows each member's total investment, outstanding shares, and ownership percentages.
### Step 1: Navigate to Reports
From your organization sidebar, click **Reports > Holder Report**.
### Step 2: Review the Data
The report displays:
| Column | Description |
| -------------- | ------------------------------------------------ |
| Holder | Member name with avatar (links to their profile) |
| Investment | Total investment amount in USD |
| Outstanding | Number of outstanding shares |
| Ownership % | Percentage of outstanding shares |
| Fully Diluted | Number of shares on a fully-diluted basis |
| FD Ownership % | Fully-diluted ownership percentage |
The footer row shows totals across all columns.
### Step 3: Sort and Filter
Click any column header to sort the report by that column. Members with no holdings are automatically excluded.
## Running the Pools Report
The Pools Report shows the status of all option pools and convertible instruments.
### Step 1: Navigate to Reports
From your organization sidebar, click **Reports > Pools Report**.
### Step 2: Review the Data
The report displays:
| Column | Description |
| ------------- | ----------------------------------------------------------------------- |
| Pool | Pool or instrument name (links to detail page) |
| Equity | Associated security type |
| Type | "Incentive" for option pools, "Convertible" for convertible instruments |
| Authorized | Total authorized shares or raise amount |
| Treasury | Unallocated / remaining capacity |
| Investment | Total investment amount |
| Fully Diluted | Fully-diluted share count |
| Ownership % | Fully-diluted ownership percentage |
### Step 3: Apply Filters
Use the filter dropdowns to narrow the report:
* **Equity** — Filter by security type
* **Type** — Show only "Incentive" or "Convertible" pools
## Running the Holdings Report
The Holdings Report provides certificate-level detail for every shareholding in your organization.
### Step 1: Navigate to Reports
From your organization sidebar, click **Reports > Holdings Report**.
### Step 2: Review the Data
Each row represents an individual shareholding with details including:
* Holder name
* Security type
* Share count
* Issue date
* Certificate serial number
* Investment amount
* Status (active, void, exercised)
### Step 3: Filter by Security Type
Use the security type filter to view holdings for a specific share class only.
## Common Tasks
### Exporting Report Data
Report data is displayed in sortable tables. To export:
1. Select all data in the report table
2. Copy and paste into a spreadsheet application
### Comparing Periods
To see how ownership has changed over time:
1. Run the Holder Report for the current state
2. Navigate to **Agreements** to view historical snapshots
3. Compare the current cap table with past operating agreement snapshots
### Checking Pool Utilization
The Pools Report's Treasury column quickly shows how much capacity remains in each pool. A pool with zero treasury is fully allocated and cannot accept new grants without increasing its size.
## Tips
Members with the "View Self" permission can only see their own rows in reports. Members with "View Cap Table" can see the full reports for all holders.
The Holder Report footer row is useful for quickly verifying that total ownership percentages and share counts are correct.
Use the Pools Report to stay on top of option pool utilization. Running out of pool capacity can delay hiring offers that include equity compensation.
## Design References
Design-system source for this guide: [Reports screenshot gallery](/architecture/design-system/screenshots/reports) and [EquaTable](/architecture/design-system/components/equa-table), [EquaCard](/architecture/design-system/components/equa-card), [EquaProgress](/architecture/design-system/components/equa-progress), [EquaButton](/architecture/design-system/components/equa-button).
## Troubleshooting
**Cause:** There may be no shareholdings, pools, or holdings in your organization yet, or you may not have permission to view them.
**Solution:** Make sure your cap table has data. Check that you have the `viewCapTable` permission. If you only have `viewSelf`, you will only see your own holdings.
**Cause:** The Holder Report shows both outstanding and fully-diluted percentages. These will differ if there are option pools or convertible instruments.
**Solution:** Check which column you are reading. "Ownership %" is based on outstanding shares; "FD Ownership %" includes all reserved shares from pools and convertibles.
**Cause:** Members with zero holdings and no voided records are automatically excluded.
**Solution:** This is expected behavior. The Holder Report only shows members who have current or historical shareholdings.
## Related
* [User Guides](/guides/index)
* [Managing Your Cap Table](/guides/managing-your-cap-table)
* [ESOP Administration](/guides/esop-administration)
* [Convertible Instruments](/guides/convertible-instruments)
* [Reports Specification](/specs/014-reports/spec)