Introduction to Reports

Create a complete overview of your business metrics with reports. Export directly or receive reports on your email at a scheduled time. Everything updates in real time.

Last updated: Feb. 10, 2022

Reports allow you to create a detailed overview of your business metrics. They are easy to set up, and you can visualize your data on different widgets, export your metrics as spreadsheets or presentations, and much more. Navigate to Visualization > Reports in Plecto to create and manage your reports.

Pie chart_Widget_Donut.png

An example of a pie chart displaying the number of deals by stage over the year-to-date (YTD) time period.

Permission and subscription requirements

Only Global Admins or employees with access to the Reports feature can create and manage reports in Plecto. Learn more in Introduction to Permissions. In addition, you need to be subscribed to Plecto’s Large or Enterprise plan to use reports. Go to our Pricing page to learn more.

Just like Plecto dashboards, our reports are built with widgets. Plecto offers 8 different report widgets so that you can extract very specific business metrics. Each of the widgets is highly customizable. Here's the list of report widgets we currently offer:

Widgets in reports use the same formulas as the widgets on dashboards. All your reports will be automatically updated whenever your data changes.

Example MRR Widget.png

An example of a column chart displaying Monthly Recurring Revenue (MRR) compared to the previous month.

Viewing access

When you create a report, you can choose to limit the viewing access. You can also change the viewing access of an existing report.

  1. Go to Visualization > Reports.
  2. Click + New report or open the report you want to limit and click "Edit report" in the top right.
  3. From there, you can enable viewing access to everyone, admins, or admins plus specific teams.
Report settings

An example of the viewing access set to “Available for everyone.”

Edit, duplicate, and more

Once created, you can edit, archive, duplicate, or delete your reports. Go to Visualization > Reports and click on the "Actions" button on the right.

  • Archive: Plecto will transfer your report to the archive. You can see the list of archived reports in the “Archived reports” tab under Visualization > Reports.
  • Duplicate: Plecto will instantly open a copy of your report in the same browser tab.
  • Delete: Plecto will ask you to confirm the deletion process, as this action cannot be undone.
Reports - Actions

An example of a list of reports and their settings in Plecto.

Export your reports

Export the reports as Excel or PowerPoint files or schedule a live export that will automatically generate spreadsheets and presentations to keep you updated about your most important business metrics. Learn more in Export a Report.

Was this article helpful?

Please leave a comment to help us improve.