Ad Hoc Report Generation
ActiveTier 2Last reviewed: Jan 28, 2026 · Owner: Finance Ops Engine
SOP Document
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Purpose
- Fulfill one-off data requests from leadership
Inputs & Systems
- NetSuite
- Data Warehouse
- Google Sheets
Escalation & Audit
- Escalate exceptions, material variances, or confidence below 85% for human review.
- Log every action with timestamp, system touched, and SOP rule applied.
Extracted Rules
Ad Hoc ReportingGenerate requested data extracts with audit trail.Review if < 85%
Ad Hoc Reporting
Generate requested data extracts with audit trail.
Conditions
- Ad hoc reporting request received
Actions
- Pull data across systems
- Deliver report with audit log
Escalation
Escalate unclear requests for clarification.
Systems
NS
DW
GS
Recent Audit Trail
NS
Ad Hoc Report Generation executed
Auto-resolved
98%
Jan 28, 2026 · 10:12am
DW
Ad Hoc Report Generation exception flagged
Routed for review
81%
Jan 27, 2026 · 4:36pm
NS
Ad Hoc Report Generation audit export generated
Audit log stored
—
Jan 26, 2026 · 9:02am
Version History
v1.2Jan 28, 2026
Reviewed escalation thresholds and audit checkpoints.
v1.1Jan 12, 2026
Expanded system mappings and exception handling.
v1.0Dec 18, 2025
Initial SOP release from core library.
Escalation Chain
Step 1
AP Manager
Trigger: Exception > $5K or missing PO
SLA: 4 hrs
Step 2
Finance Ops Lead
Trigger: No response within SLA
SLA: 12 hrs
Step 3
Controller
Trigger: Escalation threshold reached
SLA: 24 hrs