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	Workflows

Reporting URL links are currently available in custom reports only as part of this initial rollout. Support for prebuilt reports is planned and will be included in an upcoming release.

⚠️ 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:

Click into the URL field in the Edit Link dialogue.
Type [ (an opening square bracket). A list of available field variables will appear.
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/

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.

💡 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. If a link appears broken or navigates to an unexpected page, please contact your Casebook support team.

Q. What if a record ID is missing from a row?

A. If a row does not have a valid record ID, the link icon may still appear, but the URL will not resolve correctly. This typically indicates a data quality issue with the underlying record. The Data Quality Dashboard can help identify and address records with missing or incomplete information.