> ## Documentation Index > Fetch the complete documentation index at: https://docs.plerion.com/llms.txt > Use this file to discover all available pages before exploring further. # How to create a custom report > Learn how to create, save, and schedule a custom report in Plerion using widgets, data sources, and filters. ## Steps to build a custom report Custom reports section in Plerion settings Adding a widget in the custom reports builder Adding a widget in the custom reports builder
Example of a generated report in Plerion custom reports Saving a custom report in Plerion Your changes will not be saved until you click `Save report`. 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 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](/guides/integrations/email). ## 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