Create Report

Follow these steps to create a new report in PlexTrac.

Creating a report in PlexTrac is straightforward. However, it is important to note the ability to configure reusable report and field templates.

Learn how to create reusable report templates: here.

Learn how to create reusable findings templates: here.

Step 1: Navigate to the "Reports" view

Step 2: Click the "New Report" button

Step 3: Complete the form and click the "Save" button