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cb Reporting
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Casebook Person Profiles
cb Intake
cb Engage
cb Track
cb Access
cb Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
cb Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
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Knowledge Base
cb Reporting
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Casebook Person Profiles
cb Intake
cb Engage
cb Track
cb Access
cb Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
cb Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
cb Reporting
Everything you need to know about Casebook's Reporting application.
Overview
cb Reporting Overview
cb Reporting Best Practices and Tips
Datasets
The Casebook Data Structure
Datasets Guide
What fields are not included in cb Reporting?
Field Types in cb Reporting
Dashboards
Dashboards
How to Export a Dashboard
Pre-built Reports
Pre-built Reports
Custom Reports
How to Create a Custom Report
How to Join Data Sets
How to Build a Custom Report: Forms
How to Build a Custom Report: Case Involvement Data
How to Build a Custom Report: Basic Demographic Information
How to Build a Custom Report: Client Service Enrollments
How to Build a Custom Report: Employment Data
Point in Time Reporting: Which clients did I serve on this day?
Fiscal Year Reporting: Services or Involvement Duration
Configuring Casebook & Reporting: Race and Ethnicity
How to Build a Custom Report: Race and Ethnicity
See more
Data Visualizations
Data Visualizations
Sort by Field
Hierarchies
Visualization Types
Reusing Visualizations
See more
Filters
Dashboard Filters
Data Filters
Dashboard Filter - Date Range
Visualization Filters
Calculated Fields
How to add a Calculated Field
String Calculated Fields
Math Calculated Fields
Logic Calculated Fields
Date Calculated Fields
Information Calculated Fields
See more
Other
Conditional Formatting
Download Your Data From Casebook
How to Create a Pivot Table in Google Sheets
How to Create a Pivot Table in Excel
