Roster of standard reports¶

Adapted from the "Dashboard Report Roster" workbook, updated December 2025.

Every reporting module opens on a set of tabs, and each tab carries several reports. This page lists all of them as they ship — 146 reports across 46 tabs in the eight reporting modules. Use it to find which module and tab a number lives on before you go looking for the number itself.

The Designer module is the ninth module and does not appear here — it builds and modifies reports rather than shipping tabs of its own.

Two pages under Reference cover the rest of the reporting. The Catalog of custom report tabs lists the shareable tabs other customers have built, with the IDs to quote to the support desk. How Pulse Dashboard calculates its numbers explains what the columns mean once you have a report open.

How to read the tables¶

Report is the name as it appears on the tab.
Variation or note separates reports that share one name. The Customer Orders Dynamic View, for instance, appears four times on a single tab — as Monthly Booked, Monthly Invoiced, Weekly Booked and Weekly Invoiced. Where the roster carried a note about the report instead, that note is here.
Drill-down says what a double-click gets you. Detail rows means the report opens onto the transactions behind the summary; where the drill-down is a named report in its own right, the name is given.

Which modules you see depends on what your company is licensed for. Check Help → License Info in Pulse Dashboard if you are unsure.

Reports beyond this list

Pulse Dashboard also carries reports that are not part of a module's standard tabs — the fact-sheet material written up under Add-on reports & enhancements, and the 87 custom tabs in the catalog.

Executive module¶

Summary tab¶

Report	Variation or note	Drill-down
AP Aging	—	Detail rows
AR Aging	—	Detail rows
Current Balances	—	—
Customer Orders Summary	—	Detail rows
Open Purchase Orders	—	Detail rows
Customer Open Orders	—	Detail rows
Daily Booked (graph)	—	Detail rows
Monthly Booked (graph)	—	Detail rows
Daily Invoiced (graph)	—	Detail rows
Monthly Invoiced (graph)	—	Detail rows
Daily Margin (graph)	—	Detail rows
Monthly Margin (graph)	—	Detail rows
Customer Orders Chart (curr. month)	—	Detail rows
Customer Orders Chart (prev. month)	—	Detail rows

The four analysis tabs¶

Product category, customer, territory and salesperson analysis each carry most of the Summary set again, filtered at the tab level. Rather than repeat the same table four times, here is what each one changes.

Tab	Adds	Drops
Product category analysis	Customer Orders Chart, Inventory Turns - three months trailing, Monthly Shipping Graph, Production Schedule - by item number	AP Aging, AR Aging, Current Balances, Customer Orders Chart (curr. month), Customer Orders Chart (prev. month)
Customer analysis	Monthly Shipping Graph	AP Aging, Current Balances, Open Purchase Orders, Daily Booked (graph), Daily Invoiced (graph), Monthly Invoiced (graph), Daily Margin (graph), Customer Orders Chart (curr. month), Customer Orders Chart (prev. month)
Territory analysis	—	AP Aging, AR Aging, Current Balances
Salesperson analysis	AR Aging Detail	AP Aging, Current Balances

A/R Aging - detail tab¶

Report	Variation or note	Drill-down
AR Aging - summary	—	—
AR Aging - detail	—	—

A/P Aging - detail tab¶

Report	Variation or note	Drill-down
AP Aging - summary	—	—
AP Aging - detail	—	—

G/L Activity Analysis tab¶

Report	Variation or note	Drill-down
GL Control	—	Detail rows

Financial Control module¶

Summary tab¶

Report	Variation or note	Drill-down
Financial Control - expense accounts	—	Detail rows

Cashflow statement tab¶

Report	Variation or note	Drill-down
Cash Flow Forecast	—	Detail rows

Budget vs Actual tab¶

Report	Variation or note	Drill-down
Actual vs. Budget Comparison - PL Accounts	—	Detail rows

Balance sheet accounts tab¶

Report	Variation or note	Drill-down
Balance sheet accounts	—	Detail rows
GL Control	—	Detail rows

Customer Service & Shipping module¶

Summary tab¶

Report	Variation or note	Drill-down
Items Causing Shortages	—	Detail rows
Shipping Graph	Daily On-time Shipping Graph	—
Shipping Graph	Monthly On-time Shipping Graph	—
On-Time Shipping	—	Detail rows

Monthly/Weekly Summary tab¶

Report	Variation or note	Drill-down
Customer Orders Dynamic View	Monthly Booked	Detail rows
Customer Orders Dynamic View	Monthly Invoiced	Detail rows
Customer Orders Dynamic View	Weekly Booked	Detail rows
Customer Orders Dynamic View	Weekly Invoiced	Detail rows

Top Customers or Items tab¶

Report	Variation or note	Drill-down
Top Invoiced	Top Invoiced Customers	Detail rows
Top Credit Memos	Top Invoiced Items	Detail rows
Top Credit Memos	Top Credit Memos Customers	Detail rows
Top Credit Memos	Top Credit Memos Items	Detail rows
Customer List	—	—

Customer Orders Dynamic View tab¶

Report	Variation or note	Drill-down
Customer Orders Dynamic View	—	Detail rows

Sales & Marketing module¶

Summary tab¶

Report	Variation or note	Drill-down
Sales Analysis	Budget Analysis	Detail rows
Sales Analysis	Ordered Analysis	Detail rows
Sales Analysis	Invoiced Analysis	Detail rows
Sales Analysis	Credit Memo Analysis	Detail rows

Customer territory analysis tab¶

Report	Variation or note	Drill-down
Customer Open Orders	Customer Open Orders	Detail rows
Sales Analysis	Sales by Customer	Detail rows
Sales Analysis	Customer list - by month	Detail rows

Customer sales analysis tab¶

Report	Variation or note	Drill-down
Sales by Customer Number	—	Detail rows
Monthly Invoiced	Amount invoiced by configurable date range, graphical format	Detail rows
AR Aging	AR Aging buckets	Detail rows

Sales analysis by month tab¶

Report	Variation or note	Drill-down
Sales Analysis by Month	Sales by customer analysis	Detail rows

Salesperson Sales tab¶

Report	Variation or note	Drill-down
Sales by Customer Number	—	Detail rows

Sales by item by month tab¶

Report	Variation or note	Drill-down
Sales Analysis by Month	—	Detail rows

Purchasing module¶

Summary tab¶

Report	Variation or note	Drill-down
Purchase items with no cost	Summary report with a count	Detail rows
Purchase items with no buyer/planner code	Summary report with a count	Detail rows
Purchase items with no primary vendor	Summary report with a count	Detail rows
Purchase items with no PO lead time	Summary report with a count	Detail rows
POs fully received, but not closed	—	Detail rows
Open POs lines with no unit price	—	Detail rows
POs not printed	—	Detail rows
Top Vendors	—	Detail rows
Vendor List	—	Detail rows

Open Purchase Orders tab¶

Report	Variation or note	Drill-down
Open Purchase Orders	—	Detail rows
Purchase Orders Scheduled to be Received	—	—
Purchase Order Receipts	—	Detail rows

Supplier Scoreboard tab¶

Report	Variation or note	Drill-down
Vendor Performance (vendor performance screen)	—	Detail rows
Vendor purchases YTD (top vendors screen)	—	Detail rows

Buying history by vendor tab¶

Report	Variation or note	Drill-down
Buying History by vendor	—	Detail rows

Buying history by item number tab¶

Report	Variation or note	Drill-down
Buying History by item	—	Detail rows

Buying history for top vendors tab¶

Report	Variation or note	Drill-down
YTD Purchase for top vendors	—	Purchase Order Receipts (Vend# and Vend Name)

Inventory module¶

Summary tab¶

Report	Variation or note	Drill-down
Stock Status	—	Detail rows
Inventory Usage Aging	—	Detail rows
Inventory Turns Graph	—	—
Inventory Exceptions Summary	Display a count for each of the inventory exceptions with drilldown into exception detail	12 reports, listed below
Inventory Turns Details Chart	Inventory turns by item, location, product category	—

Inventory Exceptions Summary counts each of these, and each count drills down to its own detail rows:

Items with no cost
Items with no material cost type
Items with no product category
Purchase items with no primary vendor
Items with negative on-hand quantities
Items not counted in the last physical inventory
Overstock items (greater than 3 months supply)
Understock items (less than 1 months supply)
Activity date greater than Last Count date
Negative Net on-hand quantities (O/H +O/O - Alloc)
Binned items w/ O/H qty not equal item/location O/H qty
Lot items w/ O/H qty not equal item/location O/H qty

Item Details View tab¶

Report	Variation or note	Drill-down
Item Details View	—	—

Inventory Transactions tab¶

Report	Variation or note	Drill-down
Inventory Transactions	—	Detail rows

Inventory Status tab¶

Report	Variation or note	Drill-down
Inventory Status	—	—

Serial/Lot/Bin Status tab¶

Report	Variation or note	Drill-down
Inventory Serial/Lot/Bin Status	—	—

Reorder Advice Report tab¶

Report	Variation or note	Drill-down
Reorder Advice Report	—	—

Physical Inventory tab¶

Report	Variation or note	Drill-down
Physical Inventory Count Analysis	—	—
Physical Inventory Count	—	—
Physical Inventory Prior Year Variance	—	—

Advanced Screen Designer - Inventory Turns tab¶

Report	Variation or note	Drill-down
On-hand Inventory by Product Category	Product category summary with drilldown to next pane	Inventory Turns - three months trailing (Cat - Prod Cat Cd = FAB)

Transactions resulting in negative on-hand quantities tab¶

Report	Variation or note	Drill-down
Inventory Transactions - variation	—	Detail rows

Production module¶

POP Summary tab¶

Report	Variation or note	Drill-down
Components Causing Shortages	—	—
Production Orders Aging	—	Detail rows
Orders not released	—	—
Component Shortages	—	—
Completed, but not closed	—	—
Production Orders to be Completed	—	—
Production Schedule	—	—
Reported Production	—	—

Shop Floor Summary tab¶

Report	Variation or note	Drill-down
Components Causing Shortages	—	—
Shop Floor Schedule (Open Orders)	—	—
Shop Floor Orders - All	—	—

Shop Floor Order Details tab¶

Report	Variation or note	Drill-down
Shop Floor All Order Details View	Multi-pane report (header, summary, details)	—

Multi-Level Shop Floor tab¶

Report	Variation or note	Drill-down
Multi-Level Shop Floor	—	—

Material Requirements (MRP) module¶

MRP Detail Report tab¶

Report	Variation or note	Drill-down
MRP Detail Report	—	—

MRP Item Detail View tab¶

Report	Variation or note	Drill-down
Item Details View	Multi-pane report (summary, MRP summary, MRP Details, Bill of Material)	—

MRP Orders Causing Shortage tab¶

Report	Variation or note	Drill-down
Production Components Causing Shortages by Item Number	—	—
Production Components Causing Shortages by Production Order Number	Variation is driven by original order grouping	—
Production Components Causing Shortages by Customer	Variation is driven by customer and order grouping	—

Shortages by production order showing all components tab¶

Report	Variation or note	Drill-down
Shortages by production order showing all components	Advanced report designer, multi-pane — POP order with drilldown to component POs scheduled to be received	—

Component shortages linked to open POs tab¶

Report	Variation or note	Drill-down
Shortages by production order number	Advanced report designer, multi-pane — POP order with drilldown to component POs scheduled to be received	—

Support & contact¶

Our team is glad to help with anything from a quick question to a full implementation.

PULSE software support — (513) 723-8095 · [email protected]
Sales & product questions — (513) 723-8091 · [email protected]
Consulting & Macola services — (513) 723-8094 · [email protected]