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.
Who can use this guide
Section titled “Who can use this guide”This guide applies to all roles with report access. The reports available to you can vary by role and subscription.
Prerequisites
Section titled “Prerequisites”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
Select a report
Section titled “Select a report”- Open Reports.
- 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 |
- Select the required date range or Quick Select option.
- Apply the filter.
- Confirm that the displayed scope and organisation currency match your question.
- If you will compare two views, use the same period, scope, currency, data-refresh state, and actual-versus-forecast basis in both.
- Export to CSV or PDF only when needed, then handle the file as financial and personnel information.
Expected result
Section titled “Expected result”You are viewing the report that most closely matches your question, with a documented period and scope.
Important notes
Section titled “Important notes”- 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.
Troubleshooting
Section titled “Troubleshooting”The expected report is not visible
Section titled “The expected report is not visible”Confirm your role and subscription entitlement with an administrator.
Two reports show different totals
Section titled “Two reports show different totals”Align their periods, scopes, currencies, filters, refresh states, and aggregation levels before investigating a product issue.
An export differs from the screen
Section titled “An export differs from the screen”Reapply the filter, confirm the selected period, and create a new export. Do not send an unredacted export in a support request.
Related articles
Section titled “Related articles”- Understanding dashboards and reports
- Understanding dashboard forecasts
- Reconciling dashboard, report, and imported totals
Last updated: August 2026