--- title: Reporting | Knowledge Base description: Everything you need to know about Casebook's Reporting application. --- [Skip to content](https://gohub.casebook.net/knowledge/reporting#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. 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[Reporting](https://gohub.casebook.net/knowledge/reporting) # Reporting Everything you need to know about Casebook's Reporting application. - [Understanding the Work Management Dashboards](https://gohub.casebook.net/knowledge/understanding-the-work-management-dashboards) - [Security permissions in Reporting](https://gohub.casebook.net/knowledge/access-list-in-reporting) ## Overview - [Reporting Overview](https://gohub.casebook.net/knowledge/cb-reporting-overview) - [cb Reporting Best Practices and Tips](https://gohub.casebook.net/knowledge/cb-reporting-best-practices-and-tips) ## Datasets - [The Casebook Data Structure](https://gohub.casebook.net/knowledge/the-casebook-data-structure) - [Field Types in cb Reporting](https://gohub.casebook.net/knowledge/field-types-in-cb-reporting) - [What fields are not included in cb Reporting?](https://gohub.casebook.net/knowledge/what-fields-are-not-included-in-cb-reporting) - [Casebook Data Dictionary](https://gohub.casebook.net/knowledge/datasets-guide) ## Dashboards - [Dashboards](https://gohub.casebook.net/knowledge/dashboards) - [How to Export a Dashboard](https://gohub.casebook.net/knowledge/export-dashboards) ## Pre-built Reports - [Pre-built Reports](https://gohub.casebook.net/knowledge/pre-built-reports) - [Data Quality Pre-Built Report](https://gohub.casebook.net/knowledge/data-quality-pre-built-report) - [Understanding the Population Served Dashboards](https://gohub.casebook.net/knowledge/understanding-the-population-served-report) ## Custom Reports - [How to Create a Custom Report](https://gohub.casebook.net/knowledge/how-to-create-a-custom-report) - [How to Join Data Sets](https://gohub.casebook.net/knowledge/how-to-join-data-sets) - [How to Build a Custom Report: Joining Notes Datasets with Intake and Cases Datasets](https://gohub.casebook.net/knowledge/how-to-build-a-custom-report-service-notes-joined) - [How to Build a Custom Report: Forms](https://gohub.casebook.net/knowledge/reporting-on-form-data) - [How to Build a Custom Report: Data Grid Reporting](https://gohub.casebook.net/knowledge/data-grid-reporting) - [How to Build a Custom Report: Total Client Service Units by Service](https://gohub.casebook.net/knowledge/report-total-service-units-report) - [How to Build a Custom Report: Case Involvement Data](https://gohub.casebook.net/knowledge/case-involvement-data-report) - [How to Build a Custom Report: Basic Demographic Information](https://gohub.casebook.net/knowledge/basic-demographic-information-reporting) - [How to Build a Custom Report: Client Service Enrollments](https://gohub.casebook.net/knowledge/client-service-enrollments-report) - [How to Build a Custom Report: Employment Data](https://gohub.casebook.net/knowledge/employment-data-reporting) - [Point in Time Reporting: Which clients did I serve on this day?](https://gohub.casebook.net/knowledge/point-in-time-reporting-which-clients-did-i-serve-on-this-day) - [Fiscal Year Reporting: Services or Involvement Duration](https://gohub.casebook.net/knowledge/fiscal-year-reporting) - [Configuring Casebook & Reporting: Race and Ethnicity](https://gohub.casebook.net/knowledge/reporting-on-race-and-ethnicity) - [How to Build a Custom Report: Race and Ethnicity](https://gohub.casebook.net/knowledge/race-and-ethnicity-custom-report) - [Yes/No Fields Made Simple: Streamlining Boolean Values in Reporting](https://gohub.casebook.net/knowledge/yes/no-fields-made-simple-streamlining-boolean-values-in-reporting) See less ▼ ## Data Visualizations - [Data Visualizations](https://gohub.casebook.net/knowledge/data-visualizations) - [Visualization Types](https://gohub.casebook.net/knowledge/visualization-types) - [Reusing Visualizations](https://gohub.casebook.net/knowledge/reusing-visualizations) - [Sort by Field](https://gohub.casebook.net/knowledge/sort-by-field) - [Hierarchies](https://gohub.casebook.net/knowledge/hierarchies) - [Using Cartographic Maps](https://gohub.casebook.net/knowledge/using-cartographic-maps) See less ▼ ## Filters - [Dashboard Filters](https://gohub.casebook.net/knowledge/dashboard-filters) - [Dashboard Filter - Date Range](https://gohub.casebook.net/knowledge/date-range-dashboard-filter) - [Visualization Filters](https://gohub.casebook.net/knowledge/visualization-filters) - [Data Filters](https://gohub.casebook.net/knowledge/data-filters) ## Calculated Fields - [How to add a Calculated Field](https://gohub.casebook.net/knowledge/how-to-add-a-calculated-field) - [Helpful Calculated Fields in Casebook](https://gohub.casebook.net/knowledge/helpful-calculated-fields-in-casebook) - [Calculated Fields: Report In My Time Zone](https://gohub.casebook.net/knowledge/report-in-my-time-zone) - [Date Calculated Fields](https://gohub.casebook.net/knowledge/date-calculated-fields) - [String Calculated Fields](https://gohub.casebook.net/knowledge/string-calculated-fields) - [Math Calculated Fields](https://gohub.casebook.net/knowledge/math-calculated-fields) - [Logic Calculated Fields](https://gohub.casebook.net/knowledge/logic-calculated-fields) - [Information Calculated Fields](https://gohub.casebook.net/knowledge/information-calculated-fields) See less ▼ ## Other - [Navigating from Reports using URL Linking](https://gohub.casebook.net/knowledge/navigating-from-reports-url-linking-in-prebuilt-reports) - [Download Your Data From Casebook](https://gohub.casebook.net/knowledge/download-your-data-from-casebook) - [How to Refresh Your Report](https://gohub.casebook.net/knowledge/how-to-refresh-your-report) - [Conditional Formatting](https://gohub.casebook.net/knowledge/conditional-formatting) - [How to Create a Pivot Table in Google Sheets](https://gohub.casebook.net/knowledge/how-to-create-a-pivot-table-in-google-sheets) - [How to Create a Pivot Table in Excel](https://gohub.casebook.net/knowledge/how-to-create-a-pivot-table-in-excel) See less ▼ - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - [Admin](https://gohub.casebook.net/knowledge/admin#main-content) - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security) - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions) - [User Management](https://gohub.casebook.net/knowledge/admin#user-management) - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications) - [Data](https://gohub.casebook.net/knowledge/admin#data) - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration) - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields) - [Forms](https://gohub.casebook.net/knowledge/admin#forms) - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption) - [People](https://gohub.casebook.net/knowledge/people) - [Intake](https://gohub.casebook.net/knowledge/intake) - [Engage](https://gohub.casebook.net/knowledge/engage#main-content) - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages) - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration) - [Notes](https://gohub.casebook.net/knowledge/engage#notes) - [Track](https://gohub.casebook.net/knowledge/track) - [Access](https://gohub.casebook.net/knowledge/access) - [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks) - [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content) - [Overview](https://gohub.casebook.net/knowledge/reporting#overview) - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets) - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards) - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports) - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations) - [Filters](https://gohub.casebook.net/knowledge/reporting#filters) - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields) - [Other](https://gohub.casebook.net/knowledge/reporting#other) - [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs) - [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content) - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api) - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks) - [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content) - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting) - [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content) - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck) - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management) - [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content) - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026) - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025) - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024) - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023) - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022) - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021) - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020) - [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content) - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global) - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar) - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services) - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms) - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes) - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin) - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track) - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting) - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access) - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific) [![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/) © 2025 Casebook. 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