Reports in PerXL

Reports in PerXL

Reports in PerXL are similar to summary documents that serve as the foundation for organising your work by precisely identifying and analysing problems, occurrences, or discoveries that have actually occurred in the real world.

You may keep track of and take into account occurrences by looking at the financial allotments for different projects, resource time sheets, newly acquired skills by any resource, task reports, resource overviews, etc. Several of the aforementioned tabs can assist you in detecting and assessing a variety of problems, including the visualisation of information and task data in your workspace.

Prerequisites to view Reports in PerXL

  1. By default only the manager and the admin roles are allowed to view reports.
  2. You can select this workforce management setting for any other custom role.
  3. PerXL client programme (user agent) software must be installed on the user's computer.

Report Types

You can organise your work around explicitly recognising and analysing issues, events, or discoveries that have actually happened in the real world by using our reports attribute. Examples include things that have happened within an organisation, looking at how much money has been allocated to different initiatives, learning new skills in classes, task reports, etc.

The presentation of information and task data in your workspace is one issue that a number of the below mentioned tabs can help you identify and examine.


In order to assist you quickly access information regarding these report sub-sections, we have organised the content into a few headings.

  1. Resource overview
  2. Task and Team Log Reports
  3. PerXL resource insights
  4. Activity Tracking in PerXL
  5. Team Activity Timeline
  6. Timesheets
  7. Resources' Skills
  8. Budget