--- title: Understanding the Population Served Dashboards description: The Population Served reports are pre-built, easy-to-use reports that help you understand how your organization is delivering services across different demographic groups. It combines key data from Pe --- [Skip to content](https://gohub.casebook.net/knowledge/understanding-the-population-served-report#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. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Reporting](https://gohub.casebook.net/knowledge/reporting) 3. [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) # Understanding the Population Served Dashboards The **Population Served reports** are pre-built, easy-to-use reports that help you understand how your organization is delivering services across different demographic groups. It combines key data from **People, Cases, Service Enrollments, and Service Notes** in Casebook, giving you a complete picture of who you’re serving, what services are being delivered, and where your efforts are focused. Whether you’re reporting to funders, preparing for audits, or tracking program reach, these dashboards save you time while delivering powerful insights. --- ### **What Are the Population Served Dashboards?** The **Population Served feature includes three dashboards**, each offering a unique lens on your work: - **Population Served with Service Enrollments** Focuses on services delivered during the reporting period based on **active and completed enrollments**.![Screenshot 2025-07-22 at 12.53.15 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202025-07-22%20at%2012.53.15%20PM.png?width=688&height=432&name=Screenshot%202025-07-22%20at%2012.53.15%20PM.png) - - Displays the **total number of cases and services**, as well as **participants by service type** and **participants by county**. - Gives a high-level overview of **service volume and geographic distribution**. - **Population Served with Service Notes** Captures services rendered during the reporting period based on **Service Notes** and the **service start date** documented in the notes. ![Screenshot 2025-07-22 at 12.52.05 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202025-07-22%20at%2012.52.05%20PM.png?width=688&height=431&name=Screenshot%202025-07-22%20at%2012.52.05%20PM.png) - - Shows the **total number of cases, services, and participants**, broken down by service type and county. - Provides insights into ongoing interactions and service delivery activity. - **Population Served on Cases** Offers a high-level view of case activity during the reporting period.**![Screenshot 2025-06-30 at 1.47.28 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202025-06-30%20at%201.47.28%20PM.png?width=688&height=328&name=Screenshot%202025-06-30%20at%201.47.28%20PM.png)** - - Includes **total case counts**, as well as **cases and participants by case type** and **cases and participants by county**. - Helps identify where cases and participant involvement are concentrated. Each dashboard also includes a **Case Distribution section**, showing counts and breakdowns by service or case type, provider, and county. #### **What You Can Do with These Dashboards** - **View service usage by population**—quickly see who is receiving which services, segmented by demographics such as **age, gender, and location**. - **Access a comprehensive view of your work**, pulling data across individuals, groups, and programs—without needing to build a custom report from scratch. - **Use it for reporting and analysis**, including grant applications, board presentations, and internal program evaluations. --- ### ⚙️ How It Works This report pulls information directly from Casebook’s connected units of work: - **People** (for demographics) - **Cases** (to link individual involvement) - **Service Enrollments** (to show which services were delivered) - **Service Notes** (for context and activity tracking) All of this is pre-built into one report, giving you a read-only dashboard that you can view as-is, or make a copy of if you'd like to customize it further. ### ⚠️ **Important Notes** - The date filter applies to the service **START** date. - Service enrollments remain **active** until a **Planned or Actual End date** is recorded. - For **Service Notes and Service Enrollments dashboards**, you’ll need to **set up your Service Types in advance** so the reports can categorize service delivery correctly. ### 🔧 How to Set Up Service Types: 1. Navigate to **Admin**. 2. Select **Provider \> Fields \> Type**. 3. From there, you can **customize your service types** based on your organization’s needs. Setting this up ensures services are categorized correctly and populate in the report as expected. ### Accessing the Population Served Dashboards To open the Population Served report: 1. Go to the **Reporting** . 2. Look for the report titled **“Population Served.”** 3. Click to open and view the data. 4. Use the built-in filters (e.g., case status, service type, enrollment status) to analyze your service delivery by population segment. 5. (Optional) Click **“Save a Copy”** if you'd like to customize or apply additional filters. ### Need help? 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