This guide walks you through accessing and generating reports in Pulley, including standard reports, custom reports, and basic report troubleshooting.
Permissions
Most reports require Admin access, including:
Generating most reports
Accessing GO-SAFI and Award Summary report suites
Creating custom reports
Downloading full cap table exports
Read/Write Access may have limited report access. Contact your company admin to update permissions if needed. For more information, see our roles guide →
Accessing reports
Navigate to Company in the main navigation
Click on Reports
You'll see a list of available standard reports and custom reports
Generating standard reports
Pulley offers a variety of pre-built reports covering cap table data, stakeholder information, vesting details, transactions, and more.
To generate a standard report:
Go to Company > Reports
Find the report you need from the list (see the Pulley Reports guide for a complete list)
Click Generate Report next to the report name
If prompted, select any parameters that are required (only applicable to certain reports)
After inputting any necessary parameters the report file is downloaded in the available format (Excel, CSV, or PDF depending on the report)
Historical Reporting
Most reports support historical date selection, allowing you to view data as it existed at a specific point in time:
Use the date selector when generating the report
Uncheck "All Time" to specify a date or date range
Reports will reflect data as of that date
Common use cases:
Year-end tax reporting
Board meeting snapshots
Audit preparation
Quarterly reporting
Generating custom reports
Custom Reports are available on Growth and Custom plans, and can be downloaded simiarly to the default Pulley Reports. This feature allows you to create highly customized reports with specific data fields, filters, and groupings.
👉 To learn more about how to create custom reports, see How to Create and View Custom Reports →
To generate a custom report:
Navigate to Company > Reports > Custom Reports tab
Find the custom report you wish to generate in the Custom Reports list
Click the Download Excel button to generate and download the custom report
Troubleshooting
Can't find a specific report?
Check the Pulley Reports reference to see all available reports
Consider creating a custom report if you need specific data fields
Contact Pulley Support if you need help identifying the right report
A report doesn't have the data you need?
Try creating a custom report with the specific fields you need
Download the report and filter/manipulate in Excel
Contact Pulley Support for assistance
Don't have access to Custom Reports?
Custom Reports require a Growth or Custom plan
Contact your account manager to upgrade your plan
Report shows unexpected data?
Verify the date range or "As of" date selected
Check any filters applied
Contact Pulley Support if data appears incorrect
Support
For questions about specific reports, custom report creation, or data discrepancies, contact Pulley Support.