Joining datasets can allow you to report on multiple areas of data in one single place.
Check out our interactive Dataset Joining Guide for assistance on which fields to use, then follow the steps below:
In the report builder, select add visualization
Select Casebook Platform as your data source to proceed
Select the Views tab to see the casebook datasets
Select the first dataset you want to build a report from
On the left-hand side of the page, select the green + icon
Select the second data set you want to include
Next, you need to join the two data sets on a common value - please use a unique identifier like the person_id or the case_id to avoid bringing in duplicates
Once you selected a common field to join the two datasets together you will see a list of fields available to choose from the second data set
Select as many of the fields you want to pull into the report. When you are done hit the checkmark icon to save
Now you will have two sources of data in the Fields menu on the left-hand side of the report builder
You can proceed with building your report
To see these steps in action, see the video below:
