Creating a Report
A report can be generated in multiple ways within PlexTrac, such as going to the Clients module, selecting a client, and clicking Create Report.
A report can also be created within the Reports module, which is described below.
Step 1: From the Reports home page, click Create Report.
Step 2: Select the client from the pulldown menu.
Step 3: The modal expands. Enter the desired data in the fields. When finished, click Submit.
- Report Name: This required field is the name that will appear throughout PlexTrac as the report title.
- Status: This is the report status. It will default to Draft, but click the pulldown menu to select options of Ready For Review, In Review, Approved, and Published.
- Report Template: Select a template from the pulldown menu.
- Findings Layout: Select a layout from the pulldown menu.
- Operators: Select from existing users either by scrolling through the list and selecting a value or typing in a name. This field can be blank or contain multiple users. Once added, an operator can be removed by clicking the "x" next to the name.
- Start Date: Select the start date for the report.
- End Date: Select an end date for the report.
- Reviewers: Select from existing users either by scrolling through the list and selecting a value or typing in a name. This field can be blank or contain multiple users. Once added, reviewers can be removed by click the trash can icon next to the name.
- Tags: Add any desired tags by scrolling through the list and selecting a value or typing in a name. This field can be blank or contain multiple tags. Once added, a tag can be removed by clicking the "x" next to the value.
- Include Raw Evidence in Export: This defaults to off, but click to toggle on to all raw evidence in report export.
- Custom Fields: Add any desired custom fields by clicking Add Custom Field.
After completing the form, a Report Readout appears with a summary of the report as is.
Report templates are managed by admins in the Admin Dashboard under "Customization" and can be leveraged to create reuse and reduce time when creating reports.
Step 1: From the Reports home page, click Create Report.
Step 2: Select the client the from the pulldown menu.
Step 3: Select the desired template in the pulldown menu of "Report Template".
Fields and values created in the template appear at the bottom of the modal under "Custom Fields," indicating insertion into the report.
Step 4: Repeat as necessary to add additional fields from other templates. Click Submit when finished.
Findings layouts are managed by admins in the Admin Dashboard under "Customization" and can be leveraged to create reuse and reduce time when managing findings and creating reports.
Step 1: From the Reports home page, click Create Report.
Step 2: Select the client from the pulldown menu.
Step 3: Select the desired findings layout in the pulldown menu of "Findings Layout".
The fields and values created in the findings layout template appear in the Custom Fields tab after a new finding is created.
Last modified 1mo ago