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?

  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 by clicking the 'export data' button

Screen Recording 2021-09-28 at 10.24.42 am

How do I edit a custom report?

Need to change the fields included in a custom report? Just follow these steps:

  1. Head to the reports tab on the lefthand side

  2. Scroll down and click on the report you are wanting to edit

  3. Click 'edit' at the top of the report

  4. Select the fields you want to include or exclude

  5. Click 'save'

  6. Make any changes to the 'name' or 'description' and click 'save'

  7. Done!

Screen Recording 2022-05-24 at 11.52.46 am

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:

  1. Head to the reports tab on the lefthand side

  2. Scroll down and click on the report you are wanting to delete

  3. Click 'edit' at the top of the report

  4. Scroll past the custom fields and click the 'delete' button on the bottom left of the page

    Screen Recording 2022-05-24 at 11.43.52 am

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