Edit Executive Summary

Follow these steps to edit the executive summary of a report in PlexTrac.

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

Step 1: Navigate to the "Reports" view

Step 2: Click the "Executive Summary" button of the report to edit

Step 3: Click the "Edit Executive Summary" button

Step 4: Complete the form and click the "Save" button to save the Executive Summary