Reporting — Build a Custom Report
Use the report builder to create, save, schedule, and export reports.
Build a report
- Go to Reports and start a new report.
- Choose the data source and the columns you want.
- Add filters and grouping to focus the result.
- Preview, then Save the report so you can reuse it.
Schedule it
Set a schedule (e.g. weekly on Monday) and Plenix will generate the report and deliver it automatically.
Export
Export any report to CSV for sharing or further analysis.
Tips
- Save the reports your team runs often so nobody rebuilds them each week.
- Combine filters and grouping to answer a specific question rather than dumping everything.
Where to go next
- Understand the whole module → Create a Custom Report
- Next in this module → Schedule a Report
- Add Report Widgets to a Dashboard
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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