cb Reporting Best Practices and Tips

Get the most out of cb Reporting by following these best practices and tips.

Which dataset should I choose? 

When deciding which dataset to begin with when building a custom report, it is important to think about where your data lives within Casebook. To better understand which dataset you will need to use, ask yourself the following questions: 

  1. Where do I store or log this data in Casebook? 
    1. Person Profile
    2. Case Record
    3. Services
    4. Intake Report
    5. Provider Record
    6. Notes
  2. Which fields do I use to enter this data? 
  3. Do I need to see results in a certain date range? If so, you can utilize Data Filters with a Date Field. 

Tips and Tricks

  • When you join two or more datasets together, it's best to join on a field that contains an ID number. Because ID numbers in Casebook are used as a unique identifier, this will ensure that the datasets are joined correctly. Screen Shot 2022-02-16 at 11.45.14 AM
  • If you wish to pull a report based on an Intake Report that contains information on the Head of Household, you can indicate this by toggling Main Applicant as a proxy for Head of Household. When you create the report in cb Reporting, simply drag the Main Applicant field into the report builder.  Screen Shot 2022-02-16 at 11.49.19 AM