---
title: What reporting capabilities does the platform offer?
description: Learn about Grantd's report generation capabilities and customization options.
---

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2. [Reports & Customization](https://support.grantdequity.com/reports-customization?hsLang=en)

November 12, 2025

# What reporting capabilities does the platform offer?

## Learn about Grantd's report generation capabilities and customization options.

### Report Generation

Grantd allows users to generate reports based on custom templates created by the user.

### Key Features

#### Template-Based Reports

Create and save custom report templates that can be reused across multiple clients

#### Customizable Branding

Reports can automatically include your company branding and disclaimers

#### Client-Specific Data

Each report pulls from the specific client's:

- Holdings and grants
- Vesting schedules
- Tax information
- Financial goals
- Portfolio analysis

### Report Types

Reports can incorporate:

- Portfolio composition and concentration analysis
- Equity compensation breakdown
- Vesting schedules and timelines
- Tax implications
- Risk analytics
- Goal progress tracking

### Related Articles

- [How do I generate a report?](https://support.grantdequity.com/how-do-i-generate-a-report?hsLang=en)
- [Can I customize a report with my branding?](https://support.grantdequity.com/can-i-customize-a-report-with-my-branding?hsLang=en)

- [Getting started](https://support.grantdequity.com/getting-started?hsLang=en)
- [Client & Holdings Management](https://support.grantdequity.com/client-holdings-management?hsLang=en)
- [Platform Categories](https://support.grantdequity.com/platform-categories?hsLang=en#main-content)

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    - [International Support](https://support.grantdequity.com/platform-categories?hsLang=en#international-support)
    - [Platform Limitations](https://support.grantdequity.com/platform-categories?hsLang=en#platform-limitations)
- [Reports & Customization](https://support.grantdequity.com/reports-customization?hsLang=en)
- [Alerts & Monitoring](https://support.grantdequity.com/alerts-monitoring?hsLang=en)
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- [Understanding Portfolio Analysis](https://support.grantdequity.com/understanding-portfolio-analysis?hsLang=en#main-content)

    - [Market Assumptions & Analysis](https://support.grantdequity.com/understanding-portfolio-analysis?hsLang=en#market-assumptions-analysis)
    - [Tax Planning](https://support.grantdequity.com/understanding-portfolio-analysis?hsLang=en#tax-planning)
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