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carta-reporting-excel

Export Carta report data to branded Excel files with live aggregation formulas.

12|16|Updated Mar 26, 2026
Search Tags:#report generation#data export#financial reporting#cap table#excel export#carta#branded spreadsheets
One-click install
npx skills add https://github.com/carta/plugins --skill carta-reporting-excel
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-reporting-excel
Source: https://github.com/carta/plugins/tree/main/plugins/carta-cap-table/skills/carta-reporting-excel
Command: npx skills add https://github.com/carta/plugins --skill carta-reporting-excel

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, pillow, and includes scripts (resource) components.

What problem does it solve?

This skill eliminates the tedious manual work of formatting raw Carta report data into professional, branded Excel spreadsheets with correct number formats, live aggregation formulas, and official Carta branding, removing the need to manually adjust spreadsheets after data export.

Core Features & Use Cases

  • Branded Excel Generation: Creates Excel files with the Carta logo, custom styled headers, auto-filters, and standardized formatting for dates, currencies, percentages, and integers per Carta's brand guidelines.
  • Live Aggregation Formulas: Supports SUM, AVERAGE, MIN, MAX, and COUNTA formulas for total rows instead of hardcoded values, so stakeholders can adjust filters and ranges without breaking calculations.
  • Multi-Sheet Support: Exports multiple report tabs (e.g., Equity Grants, Vesting Schedule) in a single Excel file with configurable sorting, columns, and per-sheet settings.
  • Use Case: For example, a finance team can use this skill to export a securities ledger report for investor reviews, with all Carta branding and live totals pre-configured, saving hours of manual spreadsheet formatting work.

Quick Start

Use the carta-reporting-excel skill to export the current Carta cap table report to a branded Excel file with the columns and totals you specified.

Frequently Asked Questions about carta-reporting-excel

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I export a Carta cap table report to a branded Excel file?▼

To export a Carta cap table report to a branded Excel file, use this skill to apply Carta logos, custom styled headers, and standardized formatting for dates and currencies automatically. It generates presentation-ready spreadsheets with correct branding instantly.

Can I generate Excel reports with live aggregation formulas from Carta data?▼

Yes, you can generate Excel reports with live aggregation formulas from Carta data. The skill supports SUM, AVERAGE, MIN, MAX, and COUNTA formulas for total rows, allowing stakeholders to adjust filters without breaking calculations.

Does the Carta Excel export support multiple report tabs in a single file?▼

Yes, the Carta Excel export supports multiple report tabs in a single file. You can export multiple sheets like Equity Grants and Vesting Schedule together with configurable sorting, columns, and per-sheet settings.

What types of financial reporting workflows does this Carta Excel export support?▼

This Carta Excel export supports cap table, grant, SAFE, 409A valuation, and waterfall report workflows. It formats raw platform data into compliant spreadsheets for internal and external stakeholder sharing.

Do I need Carta MCP tools to format Carta reports in Excel?▼

Yes, you need Carta MCP tools to format Carta reports in Excel. The skill requires integration with Carta MCP tools, report processing scripts, and Excel export utilities to generate the branded spreadsheets.

What is the best way to automate financial reporting data export from Carta?▼

The best way to automate financial reporting data export from Carta is using this skill to eliminate manual spreadsheet adjustments. It automatically applies official Carta branding, auto-filters, and correct number formats to raw exported data.

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