How to Build a Custom Report: Basic Demographic Information

From the Custom Reports tab in cb Reporting, follow the steps below to create a report to show data relating to client demographic informaiton.

Navigate to the + icon in the bottom right-hand corner to create a new report.
Select + Visulaization
Select the data source that you use, Casebook Platform
Navigate down to the Views tab and select the people database, then click Select Data
You are now brought to the report builder. To create the report, drag and drop person_name, age, race, ethnicity, sex, martial_status, veteran_status, and citizenship_status (amongst others) into the Rows Section.
You can now adjust any row or column heights/widths as necessary for visual purposes
When you are satisfied with the layout of your report, select the ✔️ icon to save your new report.