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:

  1. Select Reports
  2. Select 'Create a new report'
  3. Click on Team MemberĀ 
  4. Scroll down and select the fields you want to include and then select 'Save data'
  5. Order the field by dragging and dropping them and 'Save order'
  6. Name your report, add a description and then finish creating by clicking 'Go to report'

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