--- title: Navigating from Reports using URL Linking description: Learn how to open records directly from reports using URL linking. Click linked fields in supported reports to quickly navigate to cases, people, providers, and workflows without searching. --- [Skip to content](https://gohub.casebook.net/knowledge/navigating-from-reports-url-linking-in-prebuilt-reports#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. [Other](https://gohub.casebook.net/knowledge/reporting#other) # Navigating from Reports using URL Linking ### **Overview** URL linking allows you to open records directly from a report. Instead of copying an ID and searching manually, you can click a link in a report row to navigate straight to the related record, such as a case, person, intake, provider, or workflow. This helps you move from reviewing data to taking action without leaving your workflow. ### **Which Reports Include Links** | **Intakes Summary** | **Custom Reports** | | --- | --- | | **Data Quality Dashboard** | **Funding Sources Audit** | | **People Reports** | **Population Served on Cases** | | **Population Served with Service Enrollments** | **Population Served with Service Notes** | | **Providers Summary** | **Case Summary** | ⚠️  **Known Limitation: Service Notes Summary** The Service Notes Summary report does not currently include URL links. Because service notes can be associated with different types of records (cases, intakes, etc.), each with a different base URL, reliable linking cannot be guaranteed at this time. This is being evaluated for a future update. #### How to Add URL Links to a Report You can configure URL links in any report where you have edit access. ### Step 1: Open the Report in Edit Mode - Navigate to the report you want to update - Open the report - Click the **three-dot menu (ellipsis)** on the report visualization - Select **Edit** ### Step 2: Open the Links Settings - In the edit view, click the **Settings** tab - Scroll to the bottom of the panel - Locate the **Links** section - Click the **+ button** to add a new link ### Step 3: Configure the Link URL Each link is made up of: - A **base URL** (the record type page) - A **dynamic ID variable** (specific to each row) #### Common Casebook Base URLs Use these base URLs depending on the record type you want to link to: | **Record Type** | **Base URL** | | --- | --- | | Cases | `https://cbp.casebook.net/cases/` | | Intake Reports | `https://cbp.casebook.net/intake/` | | People | `https://cbp.casebook.net/people/` | | Providers | `https://cbp.casebook.net/providers/` | | Workflows | `https://cbp.casebook.net/workflows/` | **Example for linking to a Person record:** | **Base URL**: https://YOURTENANTNAME.casebook.net/people/ **Full URL with variable**: https://YOURTENANTNAME.casebook.net/people/\[person\_id\] | | --- | ### Step 4: Complete the Link Setup - Enter a **Link Name** (for example, “Open Person Record”) - Set **Target = New Tab** - Click **Save Link** Once saved, a **link icon** will appear on each row. Clicking it opens the corresponding record in a new tab. **To find the available ID variables for your report:** 1. Click into the URL field in the Edit Link dialogue. 2. Type \[ (an opening square bracket). A list of available field variables will appear. 3. Select the appropriate ID variable for the record type you are linking to (e.g., person\_id, case\_id, intake\_id). ⚠️  **Replace YOURTENANTNAME** Make sure to replace YOURTENANTNAME in the base URL with your organization’s actual Casebook tenant name. For example, if your Casebook URL is https://acme.casebook.net, your base URL for people would be https://acme.casebook.net/people/ ![Screenshot 2026-03-13 at 5.40.17 PM-1](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202026-03-13%20at%205.40.17%20PM-1.png?width=670&height=463&name=Screenshot%202026-03-13%20at%205.40.17%20PM-1.png) Each row in a linked Report includes a small link icon on the right side. Clicking it opens the corresponding record in a new browser tab, so you don't lose your place in the report. ![Screenshot 2026-03-13 at 6.36.59 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202026-03-13%20at%206.36.59%20PM.png?width=670&height=503&name=Screenshot%202026-03-13%20at%206.36.59%20PM.png) 💡 Tip: Links open in a new tab by default, so your report stays open and you can continue reviewing other rows after finishing with a record. ### **Frequently Asked Questions** **Q. Do I need to turn this on?** **A.** No. Some reports already have links configured. You can also add links to your own reports using the steps above. **Q. Will the link always take me to the right record?** **A.** Yes. Each link is built from the record ID in that specific row, so it will always open the correct record. 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