Introducing Custom Reports: Powerful, flexible reporting tools

Managing equity data efficiently is crucial for CFOs, financial managers, HR leaders, and founders. As companies grow and equity structures become more complex, the need for flexible, detailed reporting becomes increasingly important whether for normal business operations or audit-readiness. That's where Pulley's new Custom Reports feature comes in, offering customizable, flexible reports that cater specifically to complex reporting requirements as your business grows.

The Challenge of Equity Data Management

Creating comprehensive equity reports is a time-consuming process, and can typically involve manual data compilation and complex spreadsheet formulas. This approach is not only prone to errors but also fails to provide the real-time insights necessary for making informed decisions about equity distribution, vesting schedules, and financial planning. Standard reporting suites often fall short in meeting the nuanced demands of different companies. Each business has its own set of intricacies in equity management, necessitating flexible reporting that can adapt to various structures, data points, and analytical requirements.

Introducing Pulley's Custom Reports Tool

Pulley's Custom Reports address these challenges by providing a powerful, user-friendly tool that puts the power of your equity data in to your hands. You can now create and configure reports that meet specific needs, while leveraging Pulley's robust equity management platform.

Key Features and Benefits

Our Custom Reports tool offers a range of features designed to streamline the reporting process:

1. Customizable templates for quick report creation

2. Flexible filtering and grouping options for detailed analysis

3. Real-time data updates as well as historicals

4. Excel export functionality for manual calculations

5. Ability to save and edit custom reports for future use

These features save time, improve data accuracy, and let you gain deeper insights into your company's equity distribution and trends.

Real-World Use Cases

Our reports serve all stages and support various business operators. CFOs can quickly generate reports for board meetings, showing equity distribution across departments. Financial managers can analyze vesting schedules to forecast future dilution. Founders can track the impact of equity compensation on different cost centers, helping to inform strategic decisions about talent acquisition and retention. 

Getting Started with Custom Reports

Access Custom Reports through the Reports section. From there, choose from pre-built templates or start from scratch. The intuitive interface guides users through the process of selecting data, applying filters, and grouping information as needed. Reports can be previewed, saved for future use, and exported to Excel.

Pulley's Custom Reports unlock the power of your own equity data. By providing flexible, powerful reporting tools, Pulley empowers businesses to make better data-driven decisions about their equity programs with confidence.

If you’re looking for an equity management solution that allows you to use your equity data to power flexible custom reports, reach out to schedule time with a Pulley equity expert. If you're a current customer who wants to learn more, reach out to your Customer Success Manager or Account Manager.

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