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Steps to build a custom report

1

On the Plerion dashboard, go to Settings > Custom reports

2

Click the Create custom report button

3

Select your widget types and data sources


4

Click the Save report to save your custom report

Your changes will not be saved until you click Save report.
5

Update your existing reports

Click the kebab menu (⋮) on a widget and select Edit to update it.

6

Schedule report delivery by email

Click the kebab menu (⋮) in the top-right corner of a custom report and select Edit schedules.
From there, you can configure delivery frequency and recipients.

Before scheduling email delivery, configure the Email integration.

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Using predefined templates

You can also start with predefined templates such as the Executive report.
Templates automatically populate your report with commonly used widgets, saving setup time.