Download Your Data From Casebook

Learn how to efficiently download your data from Casebook through the Reporting feature. This straightforward guide will walk you through the essential steps, ensuring a quick and hassle-free process

How to Download Your Data: 

  1. Navigate to cb Reporting. Screen Shot 2022-01-25 at 10-32-11 AM-png
  2. There are several pre-built report types that will provide you with the data that you are looking for. If you need a specific report, you can create a custom report. For more information regarding creating custom reports, check out this article. Select the report that you wish to download data from. Screenshot 2024-01-25 at 2.09.30 PM
  3. You can download the entire dashboard by selecting the three ellipses icon in the upper right-hand corner, and then selecting Export. Choose the export option (Image, PowerPoint, PDF, or Excel) that works best for you.Screen Shot 2022-01-25 at 10-39-30 AM-png

When you download a report as an image/PDF, just a heads up that it'll grab what you see on the screen, not the entire report. Keep that in mind for a seamless download experience! 😊📊


4. Repeat the above steps to download multiple sets of data from Casebook.