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PLReports and Export
Build, schedule, and white-label reports for clients and stakeholders.
PDF Report Creation, Branded Client Reports in Under a Minute
Generate branded PDF reports from any dashboard in under 60 seconds. Pick a template, choose the date range, and Workexe assembles cover, executive summary, KPI snapshot and chart pages automatically.
Automated Reporting Setup, Weekly and Monthly Scheduled Delivery
Schedule weekly, monthly or quarterly reports once and let Workexe deliver them straight to client inboxes with the latest data, no manual export needed.
White Label Report Settings, Brand Every Client Deliverable as Your Own
Replace Workexe branding with your agency logo, colors, fonts and even a custom report domain. Clients see only your brand, with zero references to the underlying tool.
Export Options, Excel, CSV and Shareable Data Links
Export any table, chart or full dataset to Excel (.xlsx) or CSV with one click. Generate shareable read-only links for stakeholders who don't have a Workexe account.
Custom Report Templates, Build Layouts That Match Your Workflow
Build reusable report templates with drag-and-drop blocks. Choose KPIs, chart types, sections and branding once, then apply to any project or schedule.