Note: Only Super Admins/Admins can do this.
Make custom reports out of the information you want to store on Charlie. This feature is great for having a list of second next of kins, dietary and allergy information or laptop serial numbers.
To create a report from custom cards:
- Select Reports
- Select 'Create a new report'
- Click on Team Member
- Scroll down and select the fields you want to include and then select 'Save data'
- Order the field by dragging and dropping them and 'Save order'
- Name your report, add a description and then finish creating by clicking 'Go to report'