Note: Only Super Admins/Admins can do this.
Need to create and pull a report on team member's documents, or a next of kin list? You can easily build a custom report in Charlie with the fields you need!
These are two custom report types: Team Member information and Time Off trends.
How do I create a custom report?
Head to the reports section left hand side navigation
At the top of the page you should see the option to 'create a new report'
Choose the type of report you would like to create and select the fields
Sort the order of data
Give the report a name and decided whether to include archived employees in the report- make sure to save all changes
'Go to your report' to view the finished product, it can also be downloaded by clicking the 'export data' button
How do I edit a custom report?
Need to change the fields included in a custom report? Just follow these steps:
Head to the reports tab on the lefthand side
Scroll down and click on the report you are wanting to edit
Click 'edit' at the top of the report
Select the fields you want to include or exclude
Click 'save'
Make any changes to the 'name' or 'description' and click 'save'
Done!
How do I delete a custom report?
If you no longer need a report you created, you can quickly delete it by following these steps:
Head to the reports tab on the lefthand side
Scroll down and click on the report you are wanting to delete
Click 'edit' at the top of the report
Scroll past the custom fields and click the 'delete' button on the bottom left of the page
