Edit Report Narrative

Follow these steps to edit the report narrative section of a report in PlexTrac.

In addition to supporting custom report templates, PlexTrac allows Report Narratives to be edited on a report-by-report basis.

Step 1: Navigate to the desire Report under the Client you're working:

Step 2: Click on the Report narrative button for the Desired Report

Step 3: Click the "Report Narrative" button

Step 4: Add information or sections as needed for your Reporting / Jinja Template

For details on which Custom Narratives are needed for your reporting template, see your Jinja Template Readme.