Notebird

Need to export all updates for one individual? The Individual Care History Report can do just that!

Individual Care History Report

Quickly see a breakdown of updates made by individual team members.

'Updates per User' Report

Quickly run reports and export your data using Notebird Reports

Notebird Care Reports

See which people have and haven't had updates save to their profile. See the date of the most recent update for each person profile.

Profiles Last Updated // Report

Exporting all care history with the click of a button.

Exporting All Care Updates

Easily see when a profile was added to Notebird.

Profile Creation Date // Report

How to export all people data from Notebird

Exporting All People

Run a report seeing people stored within a single group.

Group(s) Report

People, Updates, Milestone & Task Reports let you see information in new ways

Reports

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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