carta-reporting-markdown

What problem does it solve?

This skill eliminates the manual effort of formatting, validating, and customizing Carta cap table reports for markdown output, ensuring consistent, branded results without repetitive formatting work.

Core Features & Use Cases

• Schema-Aware Column Validation: Automatically extracts report column schemas, validates user-provided column and filter names against actual report fields to avoid mismatches, and suggests closest matches for unclear terms.
• Flexible Report Customization: Supports filtering, multi-key sorting, mechanical formula columns (percent of total, running sum, ratio, delta), and aggregations (summary rows, group-by rollups) for cap table data like Securities Ledger and grant reports.
• Interactive Preview & Export: Shows a 5-row preview of processed reports with clear summary metrics, lets users adjust settings iteratively without restarting the workflow, and hands off to Excel export for final delivery. Use case: A finance team member can pull a Securities Ledger report, filter for grants with vested percentage over 50%, sort by grant date descending, add a running sum of issued shares, preview the formatted markdown, and export to Excel if needed.

Quick Start

Use the carta-reporting-markdown skill to generate a preview of your Carta Securities Ledger report filtered for vested grants over 50% sorted by newest grant date first.