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Choosing the right report

Perslace provides several standard reports for different questions. Start with the report whose scope matches the decision you need to make, then align its period, population, and currency before comparing it with another view.

This guide applies to all roles with report access. The reports available to you can vary by role and subscription.

Before you begin, identify:

  • The question you need to answer
  • The period and organisational scope
  • Whether you need a summary, a detailed review, or a protected export
  1. Open Reports.
  2. Match your question to a report in this table.
Your question Start with
How is a commission scheme performing? Scheme Wise
What is the organisation-wide summary? Organisation Summary
How is a group performing? Group Wise
What results are associated with an employee? Employee
What performance information is available for the selected scope? Performance
What dispute information is available? Dispute
Which deals or transactions support the result? Deals
What client-performance information is available? Client Performance
What payout information is available for the period? Payout
  1. Select the required date range or Quick Select option.
  2. Apply the filter.
  3. Confirm that the displayed scope and organisation currency match your question.
  4. If you will compare two views, use the same period, scope, currency, data-refresh state, and actual-versus-forecast basis in both.
  5. Export to CSV or PDF only when needed, then handle the file as financial and personnel information.

You are viewing the report that most closely matches your question, with a documented period and scope.

  • The reviewed application showed all report names listed above, but exact columns, formulas, and role visibility have not been fully validated.
  • Client Performance was observed in an administrative reporting area. Confirm access in your account.
  • Custom Report Builder was Enterprise-gated in the reviewed environment.
  • A report is evidence for review; it does not replace required payout approvals or financial controls.

Confirm your role and subscription entitlement with an administrator.

Align their periods, scopes, currencies, filters, refresh states, and aggregation levels before investigating a product issue.

Reapply the filter, confirm the selected period, and create a new export. Do not send an unredacted export in a support request.

Last updated: August 2026