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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
      Back to home
      1. Knowledge Base
      2. 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
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      Casebook Knowledge Base
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      • Still Need Help?
      • Check out our Getting Started User Page
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