PeopleSoft
Custom
Report
Services
Custom PeopleSoft Reports
Meticulon can help your company develop custom reports to track many
beneficial measures for compliance with Sarbanes Oxley, or simply give you a
better understanding of how well your business is operating. Below are
examples of PeopleSoft Financials custom reports that your company may be
interested in. These reports can be scheduled to run monthly to a server
directory, then automatically distributed to individuals based on client needs.
Also, many of our reports can be run at varying levels of a project tree
depending on the recipients echelon in the company while matching the detail
of information provided to the individual receiving the report. We also will
develop optimized custom views to pull information that is beyond basic PS
Query or straight forward SQL statements. Please contact us using this link if
you desire to learn more about our custom report development services.
General Ledger (GL) Reports
Some of these reports require modifications to accounting policies and
procedures, or configuration changes, to function correctly but are well worth
the effort.
 | | Automated Cash Flow Report- (nVision) (SOX Compliant)
|
| | Automated PP&E Activity Rollforward report- (SQR)
|
| | Automated G&A trend summary report- (nVision)
|
| | One Page Executive Summary outlining treasury and tax measures, |
| | G&A expense, CAPEX and depreciation, and investor relations activities-
(nVision) (SOX Compliant)
|
| | G&A Monthly Summary report- (nVision)
|
| | G&A Monthly Mid-Level summary report- (nVision)
|
| | G&A Monthly Department Detail report- (nVision)
|
| | G&A 2-Month Trend report- (nVision) |
| | |
Project Costing (PC) Reports
| | Net Book Value (NBV) report combining CIP from PC and fixed cost and |
| | depreciation from AM- (SQR)
|
| | PC to GL Reconciliation report - keep your GL in sync with your |
| | subledgers- (Crystal) (SOX compliant)
|
| | Custom Type, Category, and Sub-category detailed costing reports- |
| | (Crystal)
|
| | YTD Expense vs. Annual Budget Summary report- (Crystal)
|
| | YTD Category Summary report- (Crystal)
|
| | YTD Line of Business Summary report- (Crystal)
|
| | Monthly CAPEX Trend Summary report- (Crystal)
|
| | LTD CAPEX report- (Crystal)
|
| | Cancellable and Non-Cancellable reports
|
| | Actual plus forecast summary report
|
| | CAPEX Budgeted- (nVision)
|
| | CAPEX Committed- (nVision)
|
| | CAPEX Discretionary- (nVision)
|
| | CAPEX Executive Level 1 & Level 2 reports- (nVision)
|
| | CAPEX Executive by Justification report- (nVision)
|
| | Custom print out of AFE (Authority for Expenditure)- (SQR)
|
| | Custom Budget (Plan) allocation reports- (Crystal) |
| | |
Asset Management (AM) Reports
| | AM to GL Reconciliation report - keep your GL in sync with your |
| | subledgers (Crystal) (SOX compliant)
|
| | Delta Depreciation report fluxing depreciation expense by quarter |
| | (Crystal)
|
Purchase Order (PO) Reports
| | Custom PO match exception report
|
| | PO Compliant/Noncompliant view/report - this report indicates PO |
| | where the PO date is after the invoice date, and vice versa for compliant
PO's
|
| | PO Summary view/report - this view has one row per PO, with PO |
| | amount, received amount, and voucher amount to isolate match
exceptions.
|
Meticulon Consulting
When Detail Matters
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