Note: Only Super Admins/Admins can do this.

You can create and download custom reports on Charlie. These are built in two types: Team Member information and Time Off trends.

How do I create a custom report?

  1. Head to the reports section left hand side navigation 

  2. At the top of the page you should see the option to 'create a new report'

  3. Choose the type of report you would like to create and select the fields

  4. Sort the order of data

  5. Give the report a name and decided whether to include archived employees in the report- make sure to save all changes

  6. 'Go to your report' to view the finished product, it can also be downloaded

Screen Recording 2021-09-28 at 10.24.42 am
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