Tracking and reporting for case management
The Case Manager home page is a great example of visual tracking and reporting in the case management application. Case management comes with 23 pre-configured reports and four out-of-the-box dashboards that use those reports. Additionally, custom lightning components, such as the assessment trend chart shown in Figure 4.10, are included.
For advanced reporting, case management connects with Tableau. With a Tableau subscription, you can download Tableau's Dashboard Starters for ready-made dashboards that you can use to the organization's Salesforce instance. For case management, there are five different starters:
- Intake
- Clients
- Service Delivery
- Assessments
- Staff Capacity
Each Tableau dashboard compiles several datasets and can be filtered by specific fields and/or dates:
Figure 4.11 – Example of the Clients dashboard from Tableau's Dashboard Starters
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