We've introduced new filters to our reports feature!

You can now save time and pull more granular reports by filtering by team, office or even point in time reporting directly in Charlie.


Point in time reporting

Need to see how much time off your team had taken by a specific date in the past?

You can now filter our Time Off Usage report with point in time reporting!

Note: You can only use the point in time filter in the time off usage report.

To filter the Time off usage report by a specific point in time:

  • Head to the Reports tab on the lefthand side of your dashboard

  • Click the 'time off' reports tab at the top

  • Click the 'time off usage report'

    • note- this is different from the 'time off requests' report

  • Input the point in time report date you want to view the report

  • Click 'apply filters' button to filter your report

  • Done!

    • Note: to undo the filters just click 'clear filters' at the top of the report to reset rows

      point in time reporting

You can also filter this report by specific teams or offices in combination with your point in time reporting.


Office or Team Filters

You can also filter any report that contains team member information by a team or office such as a report on the basic information tab or any custom team member report you've created in Charlie.

Note: You can only filter team member reports (reports where each row is a different team member).

To filter a report by a team or office:

  • Head to the Reports tab on the lefthand side of your dashboard

  • Click on the team member report you want to filter by team or office

  • Select the team or office you want to filter by from the drop down list

  • Click 'apply filters' to filter your report

  • Done!

    • Note: to undo the filters just click 'clear filters' at the top of the report to reset rows

    Screen Recording 2023-01-03 at 04.20.44 pm

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