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Reporting+: PSL+ Reports

Reporting+ gives clients with the right permission direct access to essential PSL+ reports, complete with powerful cross-project reporting capabilities and options to filter, organize, and analyze data in ways that suit your specific needs.

Note: This option is only available to provisioned users

 

The following PSL+ reports are available in Reporting+:

Report Category Report Name Report Description
Admin PSL+ User Access List of PSL users, their roles, permissions, and all of the projects (databases) they can access
Purchase Order

Purchase Order List

 A list of all Purchase Orders per Project with original and remaining balances
Detailed Purchase Order A list of all committed costs to vendors, by project and studio division for a given time period. Includes line-item details for each commitment.
General Ledger Ledger Bible A list of all cost transactions by account number
Vendor Reports Vendor Spend Summary Shows the total sum of all payments to each vendor, by project and studio division for a given time period

Detailed Vendor Payment History

 A list of all payments made to all vendors, by project and studio division for a given time period. Includes all relevant transaction details for each payment.
Vendor Listing A list of all vendors and their location details, with the ability to filter by the date they were added

 

How to Run a PSL+ Report

  1. Log in to Reporting+
    1. If you’re an existing user: Click the Reports tab in the navigation bar
      Home and Reports tab.png
    2. If you’re a new user: You’ll land on the Reports tab in the navigation bar

  2. On this page, you can use the controls at the top of the page to find the desired reports to run:
    PSL reports control bar.png

    1. Switch between tile view and list view to display your reports in the way that works best for you; available if you have access to more than one category
    2. Start typing a report's name or description in the search bar to find it quickly
    3. Apply filters to refine your search by report category
    4. Expand or collapse all reports displayed in your view
  3. After selecting a report, specify the criteria to ensure it displays accurate data. The criteria options will vary depending on the report.
    PSL report criteria.png
    1. Studio Division: Select the correct studio to ensure that the correct projects populate in the next dropdown, giving you the most relevant and accurate information for your needs
    2. Project: Select the database that you’d like to report for
    3. Date range: Some reports will only offer a custom date range option, while the PSL+ User Report won’t ask for a date range at all. If the report requires a "Transaction Date," you'll have the following options:
      1. Run of Show: Automatically calculates to include every record for the selected projects, ensuring you have the complete set of data you need without having to manually adjust the dates. You can see the encompassed dates displayed on the report page.
      2. Year to Date: Covers dates from the start of the year up to the current date
      3. Custom: Allows you to specify a custom date range.
      4. Note: Data is reported from a day before
  4. Once you have selected your criteria, click Generate Report
  5. Review your generated report on the screen
    1. Note: Changes made here won’t be saved when downloading to CSV, so we recommend waiting to make any adjustments until after you’ve downloaded your CSV file.
  6. To download the full report, click the Download button

    Important: The app can display a maximum of 5,000 records on the screen. You’ll receive a notification, and only the first 5,000 records will be visible. To access the full dataset (up to 500,000), click the Download button on the next screen.
    If your data exceeds 500,000 records, we recommend breaking it into smaller segments. You can do this by selecting fewer projects or narrowing the date range and running two to three reports as needed. This approach allows you to retrieve all your data quickly and efficiently without missing any records.

To return to the list view of PSL+ reports, click the Reports tab in the top navigation menu instead of using your browser’s back arrow. This helps maintain a smoother experience without unnecessary loading.

💡Tip: Quickly access your most frequently used reports by clicking the star icon next to the report name to mark it as a favorite. Favorited reports will appear on the right side of the Reports page for easy access.

Favorite reports.png

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