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 "Reports" view

Step 2: Click the "New Report" button

Step 3: Select the "Client" the new report will be created under

Step 4: Complete the form and click the "Save" button - The highlighted fields above require information at this time: "Report Name, Report Description / Details, Logistical Information / Scope"