Create a Custom Report
Build a report from any data source using the drag-and-drop report builder.
Creating a Custom Report
- Go to Insights & Reports → Reports and click New Report.
- Choose a data source (Tickets, Invoices, Devices, Companies, Time Entries…).
- Add columns from the field list — drag to reorder.
- Set filters (date range, status, assignee…).
- Choose a sort column and direction.
- Select output: table, bar chart, line chart, or pie chart.
- Click Save.
Click Run to generate live results. Click Export to download as CSV or PDF.
Where to go next
- Next in this module → Schedule a Report
- Add Report Widgets to a Dashboard
- Reporting — Build a Custom Report
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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