Creating a report in PlexTrac is straightforward, but it is important to note the ability to select the report and field templates.
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"