Custom Reports
Client-specific reports for accounting and ops
A dedicated set of reports tailored to specific workflows — open PO commitments, procurement summaries, project cost tracking, PM completion, maintenance KPIs, inventory snapshots, and received-not-invoiced accruals.
How it works
Beyond the standard operational reports, PulsePlant ships a set of custom reports built for real month-end and management review workflows. The Open PO Commitments pivot table is the digital version of the accounting close spreadsheet. The Monthly Procurement Summary is the executive KPI review. Project Cost Tracking shows budget vs. actual across every active project. PM Completion and Maintenance KPI are the monthly supervisor reviews. Inventory In Stock is the month-end valuation snapshot with historical reconstruction. Received Not Invoiced is the GR/NI accrual report.
Each report is tuned for a specific role — accounting, procurement, finance manager, maintenance manager — with the exact metrics and layout that role actually uses. Every report supports filtering, CSV export, and a personal hide feature so users can trim their own list to what's relevant.
What you get
Open PO Commitments pivot
Digital replacement for the monthly close spreadsheet — GL x department pivot of open amounts.
Procurement executive summary
Monthly KPIs, spend by category, top 50 open line items, 6-month trend chart.
Project cost tracking
Budget vs. actual per project, with color-coded over-budget flagging.
PM completion report
Scheduled, completed, and overdue PM counts by template with compliance percentages.
Maintenance KPI
WO backlog, period activity, cost breakdown, labor by trade, PM compliance — one dashboard.
Inventory In Stock snapshot
Month-end valuation with historical reconstruction for any past date.
Received Not Invoiced (GR/NI)
Month-end accrual report with aging analysis and supplier breakdown.
Personal hide feature
Trim your report list to what's relevant to your role without affecting other users.
Common ways it's used
See Custom Reports in action
Book a walkthrough with the team. We'll show you how it fits the rest of your workflow.