When you click the Reports menu and then click ReportBooks, you will see a shortcut menu listing the eight pre-built templates that you can use immediately. You can copy and customize each pre-built template to use as a starting point for additional ReportBook templates.
Each of the eight ReportBooks include a cover page, confidentiality statement, table of contents, introduction, and report-specific title pages. Data in each ReportBook will change substantially over time as case data grows and changes. These reports are designed for case staff to use as picks and shovels during case analysis. They are intended to be refined and updated as the case evolves.

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If CaseMap cannot find data for a ReportBook, it will skip the report and display a message indicating which of the reports within the ReportBook is empty. This can occur when a case is in its initial stages or when you run a filter tied to a report and no data is located. If you are using the Table of Contents, the report is automatically adjusted so that it references only those reports generated with content.
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Reference the following table for a complete listing and description of the pre-built ReportBooks available.

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When you import the Intake Interview Form into a case, CaseMap automatically creates a ReportBook of the client information. A message box alerts you to review the report after the utility has completed the data import. We recommend that you save a copy of the report along with other casereports for reference purposes.
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The steps for printing a ReportBook are the same for each. Simply choose the ReportBook you want and then click the print option on the shortcut menu or using print options available within the Print Preview window.
1. | On the Reports menu, click ReportBooks. |
2. | On the shortcut menu, click the report you want and then click Preview. |
3. | In the Print Preview window, click the Prior Page or Next Page buttons to navigate the ReportBook. |
4. | Review the ReportBook reports to verify the content that prints in each. |
5. | Also review the ReportBook's Title Page, Confidentiality Statement, and Introduction to think of how you might customize the content for your organization. |
6. | To print the ReportBook, choose from the following methods: |
In the Print Preview window:
• | Click the Print button to print a hard copy report. |
• | Click the PDF button and then click Print to PDF or Print to PDF (Email). |
• | Click the HTML button to Print to Web Pages, Print to Web Pages (Zip), or Print to Web Pages (Zip and Email). |
On the ReportBooks shortcut menu:
• | Click on the report you want and then click one of the following: Print, Preview, Save as Adobe PDF, Email as Adobe PDF. |
For more information, see Changing report print options.
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