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Getting Started With Casebook
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Configuration
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Reporting
Overview
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Dashboards
Pre-built Reports
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Data Visualizations
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Calculated Fields
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2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
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Program Specific
Audit Logs
SSO
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Knowledge Base
Reporting
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
Reporting
Everything you need to know about Casebook's Reporting application.
Overview
Reporting Overview
cb Reporting Best Practices and Tips
Datasets
The Casebook Data Structure
Field Types in cb Reporting
What fields are not included in cb Reporting?
Casebook Data Dictionary
Dashboards
Dashboards
How to Export a Dashboard
Pre-built Reports
Pre-built Reports
Data Quality Pre-Built Report
Custom Reports
How to Create a Custom Report
How to Join Data Sets
How to Build a Custom Report: Joining Notes Datasets with Intake and Cases Datasets
How to Build a Custom Report: Forms
How to Build a Custom Report: Data Grid Reporting
How to Build a Custom Report: Total Client Service Units by Service
How to Build a Custom Report: Case Involvement Data
How to Build a Custom Report: Basic Demographic Information
How to Build a Custom Report: Client Service Enrollments
How to Build a Custom Report: Employment Data
Point in Time Reporting: Which clients did I serve on this day?
Fiscal Year Reporting: Services or Involvement Duration
Configuring Casebook & Reporting: Race and Ethnicity
How to Build a Custom Report: Race and Ethnicity
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Data Visualizations
Data Visualizations
Visualization Types
Reusing Visualizations
Sort by Field
Hierarchies
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Filters
Dashboard Filters
Dashboard Filter - Date Range
Visualization Filters
Data Filters
Calculated Fields
How to add a Calculated Field
Helpful Calculated Fields in Casebook
Calculated Fields: Report In My Time Zone
Date Calculated Fields
String Calculated Fields
Math Calculated Fields
Logic Calculated Fields
Information Calculated Fields
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Other
Download Your Data From Casebook
How to Refresh Your Report
Conditional Formatting
How to Create a Pivot Table in Google Sheets
How to Create a Pivot Table in Excel
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