How Reports & Analytics Works
The platform Reports hub: a directory of every module's own reporting, a tenant-wide scheduled-reports list, and a cross-module custom report builder.
What Reports does
Reporting in Plenix has two layers:
- Every module has its own Reports page — Accounting, Ticketing, Monitoring, HCM, CRM, ERP, RMM, Purchasing, Procurement, and Inventory each have canned reports and a report builder scoped to just that module's data.
- The Reports hub (this page) is the cross-module command centre: a directory to jump into any module's reporting, a tenant-wide view of every scheduled report, and an unscoped builder for questions that span multiple modules.
Directory
The Directory tab is a card for every module, each showing a live headline number (e.g. open tickets, active employees, devices online) and linking straight to that module's own Reports page. Use it to jump to the reporting that already exists for the area you're working in, rather than rebuilding a module-specific report from scratch here.
Scheduled Reports
The Scheduled Reports tab lists every recurring report delivery across the entire tenant, regardless of which module it was created in — report name, frequency, recipients, and format. This is the single place to audit "who is getting what, how often" without opening every module's Reports page individually. Click Manage on any row to change its recipients or frequency.
Custom Reports
The Custom Reports tab is the full, unscoped report builder — every data source in the platform is available here, useful for a report that genuinely spans modules (e.g. combining ticket volume with invoice revenue). For a report that only needs one module's data, use that module's own Reports page instead — its builder is scoped so you only see relevant entities.
The report builder
Click + New to start a report, then choose:
- Data source — the entity to draw from (e.g. Tickets, Invoices, Employees)
- Dimensions — how to group the data (by agent, by company, by month, by priority)
- Metrics — what to measure (count, sum, average)
- Filters — narrow to a date range, specific company, priority, status, etc.
Save the report, then use Export (Excel/CSV) or Schedule (recurring email to multiple recipients) from the report card.
Profitability module
The Profitability section (under Reports) shows job costing analysis — for each client and project, total revenue vs total cost (labour + parts), gross margin per technician-hour, and loss-making accounts or jobs. Data comes from Billing (revenue), Timesheets/Time Entries (labour cost), and Inventory (parts cost).
Insights & Benchmarks
The Insights module provides deeper analytics including industry benchmarking — how your key metrics compare to industry averages for similar businesses.
Where to go next
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