Create Report

Follow these steps to create a new report in PlexTrac.

Creating a report in PlexTrac is straightforward, but it is important to note the ability to select the report and field templates. Learn how to create custom report templates here. Learn how to create custom findings templates here.

Step 1: Navigate to the Client you want to build the report under:

Step 2: Select the desired Client or create one

Step 3: Select New Report or Import Report

Step 4: Complete the form and click the "Save" button

Please note that you can add tags, Report Custom Fields, Start and End Dates, Report and Fields Templates on this screen which can be reach through the "Edit Report Details" button present after creation:

If using a Report Template, Fields Template, or Report Custom Fields for your Jinja Template please see your Jinja Readme provided with your Template for details.