cb Reporting

Reduce barriers to quality reporting practices, while maintaining the ability to customize to different needs easily.

Data That Matters | Meet Funder Needs | Customized Reporting
cb Reporting (PDF)
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Best For The World

Data That Matters

cb Reporting allows users to have access to their data so that they can have full visibility of the clients they serve and the work they do in Casebook.

We provide a robust number of curated datasets so that customers can mix and match data to build their own reports and streamline operations or respond to donors

Practice leaders can be sure they are directing their team’s limited resources to the critical situations, and identify practice issues most in need of attention.

Watch this video to see our reporting capabilities in action.

Casebook’s Pre-Built Reports

Pre-built reports serve as a library of foundational reports that can be configured so that clients can immediately access specific information.

Casebook Workflows to help your nonprofit organization stay aligned


Track time spent on workflows and workflow steps, rate of timely completion, identify how many are currently active/pending.
Casebook people reports.

People Reports

Track client demographics, pull information on all clients in the system.
Casebook application portal which gives you access to a digital foster care application

Data Quality Dashboard

A view of data that may need review, specifically focusing on service enrollments, intakes, and potential record duplications
Casebook Service Notes so case managers can keep track of nonprofit services.

Service Notes

Analyze service notes: over time, by provider, by service type, and by recipient
Casebook notes reports so that you can digitally keep track of notes.

Notes Reports

Analyze notes for all clients by note type, contact method, date, among other data.
Casebook summary to digitally track cases

Cases Summary

Track your cases and clients, understand case workloads by worker and programs.
Casebook providers summary

Providers Summary

Track your providers, their license statuses, and service capacity.
Casebook Intake summary to see how successful your intake process is.

Intakes Summary

Track your intakes by time, type, status, and more. Identify referral sources, check how many cases have been created per intake, and more.
Casebook data quality summary

Application Portal Summary

Track applications you receive from providers, including current status, demographics, and average time to complete steps.

Featured Reporting Webinar

Meet Funder Needs

Reporting requirements change when funders change. In this day and age you want to be able to easily adapt to these changes while also having the ability to maintain and measure historical data. This allows more in depth reporting analysis that help funders see specific changes over time. Your organization should be able to share detailed data with funders and governing bodies more frequently without having to chase team members for it.

cb Reporting gives you the ability to build and export reports that show receiving parties exactly what you want them to see. This tool is here to help you stop wasting time and take your data practices to the next level.

Per-User Pricing that’s Cost-Effective

Configurable Reporting

  • Pre-built reportsaccess common reports to identify patterns and trends in their programs. Each report has interactive filters which users can customize to query the data per their needs. 
  • Customize reportsMake a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.
  • Customize visualizations… Change how charts and reports are presented from many different visualization options, including maps!
  • Presentation readyExport to excel, ppt, other formats for external stakeholders
provider management solutions for all social services agencies and nonprofits

Scalable and Purpose-built for Human Services Agencies and Nonprofits of all Sizes

The Casebook solutions can help agencies and nonprofit organizations across human services. Casebook’s Platform and is configurable and scalable, ready to serve the smallest nonprofit or largest government agencies with speed, security, and reliability.

Supports Critical
Business Functions

  1. Task management and calendaring
  2. Licensing, inspections and home studies
  3. Works with our without an internet connection while in the field
  4. Configurable to meet your changing policies and best practices
  5. Real-time dashboard and reporting for quick access to data
  6. Data interoperability with nearly any other system via API

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