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Features ⭐
NEW: New Fields in the People Dataset. The following fields have been added to cb Reporting:
housing_status: Use this field to report on the status of the client's housing. This field is configurable within cb Admin.
at_location_since: Use this field to report on the start date of the client's housing.
at_location_until: Use this field to report on the end date of the client's housing.
NEW: New Fields in the Meetings Dataset. The following fields have been added to cb Reporting:
meeting_details: Use this field to report on the free-text Meeting Details field.
NEW: New Fields in the Providers Dataset. The following fields have been added to cb Reporting:
my_org: Use this field to report if this provider is your internal organization as indicated by the check-box.
contact_person_name: Use this field to report on the staff member who is listed as the provider contact person.
org_id: Use this field to report on the free-text Organizational ID field.
ein: Use this field to report on the EIN of the provider.
under_contract: Use this field to report on if the provider is under contract with your organization.
accredited: Use this field to report on n if the provider is accredited with your organization.
physical_description_location_notes: Use this field to report on the physical location notes or description field.
NEW: New Dataset Added: Communications. You now have the ability to report on Email Communication data using the new Communications dataset! For more information on our Datasets, check out our Knowledge Base article.
NEW: New Dataset Added: Case Assignees. You now have the ability to report on Case Assignee data using the new Case Assignee dataset! This dataset will be especially useful for understanding staff members' caseloads at your organization. For more information on our Datasets, check out our Knowledge Base article.
NEW: New Dataset Added: Case Involvement Recipients. You now have the ability to report on Case Involvement Recipients' data using the new Case Involvement Recipients dataset! This dataset will be especially useful for understanding clients' case involvement data. For more information on our Datasets, check out our Knowledge Base article.
NEW: Interactive Dashboard Filtering. You now have the ability to filter your reporting dashboards interactively! This feature filters all visualizations using the same data source by clicking on a chart or pivot table data point. Click on the video below to learn more.
NEW: New Calculated Field: DATEDIFF Function. You now have the ability to find the difference between two date fields in Casebook. To use this function, create a calculated field and enter the formula below:
DateDiff([start_datetime], [end_datetime], "d")
You will need to adjust the function to include the date fields you are looking to use. You can also adjust the third parameter, which corresponds to:
"d" difference in days
"h" difference in hours
"dh" difference in remaining hours
Announcements 📣
The Casebook Help Desk and Chat will be closed the following days to celebrate the holidays 🎄
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