Caredove

Rachel Shelswell

Jeff Doleweerd

Jules Roebbelen

Manage your network and view data reports

Reporting

Learn how to use the various reports and what each of them capture.

Understand Predefined Reports

Beginners

Learn what each column's data means so you can better analyze your organization's information.

Understand the Referral Raw Data Report

If you use Outcome Options, you may notice when you pull a Raw Referral Report that all options are grouped. We help you divide them out.

Separate Outcome Options into their own Columns

Organization Administrator: Learn how to download useful statistics for your organization.

Download Raw Data Reports

Working with raw referral data can feel overwhelming, learn how to make your data much easier to manage, visualize, and action.

Strengthening data analysis within spreadsheets

PHI reporting gives CBO Advanced organizations deeper insight into client data — with the privacy safeguards to match.

Requesting and Enabling PHI Reporting

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Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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