How to Build a Custom Report: Case Involvement Data

From the Custom Reports tab in cb Reporting, follow the steps below to create a report to show data relating to the number of clients by race and ethnicity. 

  1. Navigate to the + icon in the bottom right-hand corner to create a new report. Screen Shot 2021-11-18 at 1.27.41 PM
  2. Select Visualization
  3. Select the data source that you use, Casebook Platform3-1
  4. Navigate down to the Views tab and select the Case_Involvements database, then click Select DataScreen Shot 2022-05-20 at 9.26.34 AM
  5. You are now brought to the report builder. To create the report, drag and drop case_name, involvement_type, start_date_involvement, involvement_status, involvement_goal, involvement_outcome, and involvement_completion_date into the Rows Section. Screen Shot 2022-05-20 at 9.33.23 AM
  6. You can now adjust any row or column heights/widths as necessary for visual purposes
  7. When you are satisfied with the layout of your report, select the ✔️  icon to save your new report. Screen Shot 2022-05-20 at 9.34.21 AM