Pulley's reporting tools are built to give you accurate, audit-ready data without the manual spreadsheet work. Whether you're preparing for a financial audit, filing taxes, presenting to your board, or answering an employee's equity question, this guide will help you find the right report and generate it quickly.
For information regarding how to access and download Pulley Reports, see our how-to guide →
Permissions
Most reports require Admin access, including:
Pulley Reports and Custom Reports access
Cap table exports
Custom report creation
If you have Read/Write access and can't generate a report, contact your company admin to update your permissions.
Quick reference: Find the right report
I need to… | Report | Location in Pulley |
View complete cap table ownership | Cap Table Report | Cap Table, or Company > Reports |
See all grants issued | Granted Report | Company > Reports |
Track cancelled or forfeited shares | Cancelled Report | Company > Reports |
View RSA/RSU settlements | RSA/RSU Settlement Report | Company > Reports |
Track option exercises | Exercised Report | Company > Reports |
Analyze repurchases | Repurchased Report | Company > Reports |
View share pour overs between plans | Share Pour Over Report | Company > Reports |
Get an award summary by stakeholder | Award Summary Report | Company > Reports |
Calculate stock-based compensation | SBC Report | Company > Reports > SBC Report |
View vesting schedules | Vesting Details Report | Company > Reports |
Prepare for a financial audit | SBC Report + GO-SAFI Suite | Company > Reports |
Build a custom analysis | Custom Reports | Company > Reports > Custom Reports |
Complete reports reference
Below is a comprehensive list of all currently available reports that can be accessed and downloaded from within Pulley.
Cap table and ownership reports
Report | What it shows | When to use |
Cap Table Report | Complete ownership breakdown by stakeholder and security type | Board meetings, investor updates, ownership analysis |
Stakeholder Report | Individual stakeholder holdings and details | Stakeholder inquiries, ownership verification |
Implied Ownership Report | Stakeholder ownership including implied/potential ownership from convertible instruments | Fundraising analysis, dilution modeling, investor reporting |
Raw Cap Table Report | Full cap table detail including all underlying data fields | Deep-dive analysis, data validation, data migration |
Equity plan and transaction reports
This collection of reports provides full transparency into how your equity plan balances are calculated, tracing every transaction that affects your "Shares Available for Issuance" balance. This is especially useful for validating accuracy, resolving discrepancies, and preparing for audits.
Report | Format | What it shows | When to use |
Granted Report | Excel, CSV, PDF | All grants issued from the plan | Validate grants issued, audit support |
Cancelled Report | Excel, CSV, PDF | Shares returned to the plan (terminations, expirations, cancellations) | Track forfeitures, validate pool balance |
RSA/RSU Settlement Report | Excel, CSV, PDF | Share issuance upon RSA and RSU settlement | Reconcile issued and outstanding shares |
Exercised Report | Excel, CSV, PDF | All option exercises | Track exercises, tax reporting, pool balance |
Award Summary Report | Excel, CSV, PDF | Comprehensive award summary by stakeholder | Stakeholder reporting, audit preparation |
RSU Release Report | Excel | Settled RSUs with tax withholding details | RSU release reconciliation, tax withholding reporting |
Option Grant Report | Excel | Proposed stock option and stock grant details | Grant planning, approval workflows, pre-issuance review |
Stakeholder Transaction Report | Excel | Full transaction history for individual stakeholders | Stakeholder inquiries, transaction audit trail |
Termination Modelling Report | Excel | Modeled outcomes for stakeholder termination scenarios | HR planning, legal review, termination impact analysis |
Compliance and tax reports
Report | Format | What it shows | When to use |
Vesting Details Report | Excel | Vesting schedules and status for all grants | Forecast dilution, analyze vesting trends |
ISO/NSO Report | Excel | ISO and NSO grant details | Tax planning, compliance verification |
ISO Disqualifying Disposition Report | Excel | ISO qualification details for all ISO dispositions | Tax compliance, identify disqualified ISO exercises |
Wallet Audit Report | Excel | Audit log of wallet changes within a date range | Crypto/token compliance, wallet change tracking |
Token reports
The following reports are available for companies with token grants. They cover vesting and lockup/unlock schedules for token-based compensation.
Report | Format | What it shows | When to use |
Token Vest Summary | Excel | Individual and summarized vest events for token grants | Token grant vesting reporting, stakeholder communications |
Token Lockup Summary | Excel | Individual and summarized unlock events for token grants | Token unlock schedule reporting, compliance planning |
Custom reports
Plan requirement: Custom Reports are available on Growth and Custom plans only. Startup Plan customers have access to pre-populated reports only.
Report | Format | What it shows | When to use |
Custom Reports | Excel | Fully customizable reports with selected data fields, filters, and groupings | Specialized analysis, unique reporting needs |
For more information on creating custom reports, see How to create and view Custom Reports →
Common use cases
Audit preparation
Financial auditors typically need disclosures showing outstanding grants at the beginning and end of the year, along with grants issued, exercised, forfeited, and expired during the period. Use the Granted Securities, Cancelled, Exercised Options, and RSA/RSU Settlement reports to assist in meeting these needs.
The ISO Disqualifying Disposition Report can also support auditors reviewing ISO qualification status across all dispositions.
Tax compliance
ISO/NSO Report: Grant-level detail for ISO and NSO tax planning
Vesting Details Report: Supports RSU release tracking and withholding analysis
Board and investor reporting
Cap Table Report: Ownership summary for board meetings and investor updates
Award Summary Report: Equity distribution across stakeholders and departments
Waterfall analysis is available via the Cap Table Report
Pool balance validation
If you need to understand how "Shares Available for Issuance" is calculated or trace specific transactions affecting your plan balance, use the Granted Securities, Cancelled, Exercised Options, RSA/RSU Settlement, and Stakeholder Transaction reports to build a full transaction-level reconciliation.
Employee and stakeholder inquiries
Use the Stakeholder Report or Award Summary Report to quickly pull transaction history, ownership details, and vesting schedules for individual employees or investors.
Troubleshooting
Can't find a specific report? Check the Complete reports reference above. If no existing report covers your needs, try creating a Custom Report or contact Pulley Support.
The report doesn't include the data I need. Try building a Custom Report with the specific fields required. If those fields aren't available, download the existing report and filter further in Excel.
I don't have access to Custom Reports. Custom Reports require a Growth or Custom plan. Contact your account manager to discuss upgrading.