--- title: cb Reporting Best Practices and Tips description: Get the most out of cb Reporting by following these best practices and tips. --- [Skip to content](https://gohub.casebook.net/knowledge/cb-reporting-best-practices-and-tips#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Reporting](https://gohub.casebook.net/knowledge/reporting) 3. [Overview](https://gohub.casebook.net/knowledge/reporting#overview) # 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](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-02-16%20at%2011.45.14%20AM.png?width=688&name=Screen%20Shot%202022-02-16%20at%2011.45.14%20AM.png) - 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. 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