---
title: "How to Build a Custom Report: Race and Ethnicity"
description: From the Custom Reports tab in cb Reporting, follow the steps below to create a report to show data relating to the number of clients by race and ethnicity.  To see these steps in action, check out th
---

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# How to Build a Custom Report: Race and Ethnicity

From the Custom Reports tab in cb Reporting, follow the steps below to create a report to show data relating to the number of clients by race and ethnicity. 

1. Navigate to the **+ icon** in the bottom right-hand corner to create a new report. ![Screen Shot 2021-11-18 at 1.27.41 PM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202021-11-18%20at%201.27.41%20PM.png?width=655&name=Screen%20Shot%202021-11-18%20at%201.27.41%20PM.png)
2. Select **+ Visulaization**  
   ![2-1](https://gohub.casebook.net/hs-fs/hubfs/2-1.png?width=688&name=2-1.png)
3. Select the data source that you use, **Casebook Platform![3-1](https://gohub.casebook.net/hs-fs/hubfs/3-1.png?width=688&name=3-1.png)**
4. Navigate down to the **Views** tab and select the **people** database, then click **Select Data![4](https://gohub.casebook.net/hs-fs/hubfs/4.png?width=688&name=4.png)**
5. You are now brought to the report builder. To create the report, drag and drop "**race**" into the Rows Section, "**hispanic\_or\_latino**" into the Columns section, and "**person\_id**" into the Values section.  
   ![5](https://gohub.casebook.net/hs-fs/hubfs/5.png?width=422&name=5.png)
6. From the Field Settings, select the **Edit** **icon** to rename the *person\_id* field to *# of Clients Count.* Next, change the Aggregation to show **Count of Distinct Rows** to avoid   
   duplicates, then select **Update Field**![Screen Shot 2021-11-18 at 11.49.02 AM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202021-11-18%20at%2011.49.02%20AM.png?width=688&name=Screen%20Shot%202021-11-18%20at%2011.49.02%20AM.png)
7. Navigate to the **Settings** tab and check **Show Grand Totals![7-1](https://gohub.casebook.net/hs-fs/hubfs/7-1.png?width=420&name=7-1.png)**
8. You can now adjust any row or column heights/widths as necessary for visual purposes
9. When you are satisfied with the layout of your report, select the **✔️  icon** to save your new report. ![8](https://gohub.casebook.net/hs-fs/hubfs/8.png?width=688&name=8.png)

To see these steps in action, check out the video below: 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/6899772/id/178210049402" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="178210049402" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

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