Reporting Modules

Pulse Dashboard is organized into department-specific reporting modules, each delivering pre-developed, ready-to-use reports for a particular audience. Every module shares the same foundations: one-click drill-down to underlying details, the one-click report writer for adding and removing columns, sorting and filtering on any column, and export to Excel, PDF, printer or email.

Module	Made for	Signature capability
Executive	Top management	Bookings, shipments and margin vs. last year and budget, with A/R–A/P aging
Financial Control	Accounting	Smart Cash Flow forecast with "what-if" analysis
Customer Service & Shipping	Customer service	The shipping-shortages screen — an "MRP system" just for customer orders
Sales & Marketing	Sales management	Sales by any metric vs. budgets, with 600+ calculated columns
Inventory	Inventory control	Nightly inventory turns, aging, exceptions and the Item Detail View
Purchasing	Buyers	Vendor on-time and inspection performance, reorder advice
Production	Production control	Shortages, 12-week schedule and aging for POP and Shop Floor
Material Requirements (MRP)	Planners	Time-phased planning with no set-up — 25-week demand vs. replenishment
Designer	Report builders	Linked reports, embedded Crystal Reports and free-form SQL

Which reports each module opens on, tab by tab, is listed in the roster of standard reports — 146 reports across 46 tabs, each with its drill-down.

Beyond the nine modules

Pulse Dashboard also carries reports, enhancements and utilities that are not modules in their own right. They are described in the fact sheets we hand out, written up under Add-on reports & enhancements:

Inventory Optimization	Eleven reports and utilities bundled at one price
Inventory ABC Class Generator	Item ABC classes from twelve months of dollar usage
Recalculating replenishment levels	Reorder levels, order-up-to levels, safety stock and lead times
Purchase Order Generator	Macola® purchase orders created from your buying rules
Single & multi-level bills of material	Single-level, where-used and indented multi-level BOM reporting
Shop floor labor reports	Hours and dollar variances, employee efficiency, labor variance
Serial / Lot Traceability & Recall Tracking	One-screen lot and serial research — see also the how-to guide
SMART Cash Flow Forecast	Cash-flow forecasting with what-if analysis, part of Financial Control
A/R Collection Notes	Collection notes and follow-up dates on the A/R Detail Aging report
Quality Packing	Real-time monitoring of fill lines
Advanced Graphing	Graphs built from reports you already have
Demand Planner	Real-time view of whether on-hand can cover customer orders

Module fact sheets and brochures are linked at the bottom of each module page. How each number on these screens is calculated is documented in How Pulse Dashboard calculates its numbers, and 87 more report tabs are listed in the catalog of custom report tabs.

For licensing questions, contact sales at (513) 723-8091.