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
  2. Select + Visulaization
  3. Select the data source that you use, Casebook Platform3-1
  4. Navigate down to the Views tab and select the people database, then click Select Data4
  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.
  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 FieldScreen Shot 2021-11-18 at 11.49.02 AM
  7. Navigate to the Settings tab and check Show Grand Totals7-1
  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

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