A central index of all available reports, data exports, and analytics. All reports pull live from the database — no manual refresh required. Use the equivalence map tab to see how each report corresponds to the Excel schedules it replaces.
116 Excel Schedules Equivalence Map
| Excel Category | Count | CompOS Report | Description |
|---|---|---|---|
| Carry Grant Tracking | 18 | Carry by Fund | One schedule per fund tracking grant allocations and vesting status |
| DAWPY Vintage Calculations | 24 | DAWPY Vintage Year Report | Vintage-year deployment, return multiple, and carry pool calculations |
| Vesting Schedules | 22 | Vesting Schedule Report | Upcoming vesting events and forfeiture history per employee |
| Forfeiture Calculations | 15 | Forfeitures (Carry Module) | Terminated employee unvested balances — now automated |
| Compensation History | 20 | Compensation Summary | Employee-level salary, bonus, and carry history |
| Distribution Reconciliation | 17 | Distributions (Carry Module) | Promote distribution status, blockers, waterfall stage |
| Total | 116 | All 116 schedules replaced | |