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Steps to build a custom report

1

On the Plerion dashboard, go to Settings > Custom reports

Custom reports section in Plerion settings
2

Click the Create custom report button

Adding a widget in the custom reports builder
3

Select your widget types and data sources

Adding a widget in the custom reports builder

Example of a generated report in Plerion custom reports
4

Click the Save report to save your custom report

Saving a custom report in Plerion
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.
Editing a widget in custom reports using the kebab menu

Editing a widget in custom reports
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.
Editing report options in custom reports

Adding a schedule for custom reports
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.
Predefined Executive report template in Plerion