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Clarity Human Services: August 2026 Feature Updates

This article contains Clarity Human Services feature updates, Data Analysis updates, and Pentaho Report updates for August 2026.

Release Schedule:

  • All Training Sites: Monday, July 27, 2026
  • All Production Sites: Monday, August 10, 2026

Clarity Human Services Updates

Client Record Updates

New Clarity Interface Updates:

Pentaho Reporting Updates

Data Analysis Updates

New and Updated Help Center Resources

We update existing Help Center articles and create new ones based on the included feature updates.

Notes:

  • The updates described in this article will be deployed in the early morning hours on scheduled release days. During release, the Clarity Human Services application and Data Analysis Tool may experience performance delays. We recommend clearing your cache at your initial login if you are experiencing difficulty.
  • Data Analysis updates follow the same feature release schedule dates. There may be a slight delay when accessing Looker after the release while system updates are applied.
  • Please review the Looker Folder Updates section in this article for a special note on the August 2026 Looker release and possible delays on Sunday, August 9, and Monday, August 10.

Client Record Updates

Featured Update: Overnight Unit/Bed Drop-ins (Current & New Interface)

We’re pleased to announce Overnight Drop-in functionality for communities utilizing Inventory to quickly assign a client to a bed overnight.

Overnight Dropins Feature_Add a Dropin

Key highlights:

  • System Admins can enable and configure Overnight Drop-in settings at the Site, Building, or Unit level, including whether program enrollment is required and when occupancy automatically ends.
  • Nine new access rights give administrators granular control over who can create, edit, and delete drop-in and enrollment-based occupancy records.
  • Drop-ins can be added to any available, occupied, or pending bed from the Inventory Dashboard, with eligibility checking and optional enrollment steps built into the workflow.
  • Auto-exit logic, from the unit/bed and from the enrollment, handles program enrollment cleanup when a drop-in ends, with rules for multiple drop-ins and existing activities.
  • Sharing rules, privacy settings, and Public Alerts are all extended to cover occupancy records.
  • Occupancy records are also visible in the client History tab and Program Units/Beds tab, and behave correctly through client merge, program merge, and program move actions.

A new standalone article will contain all details and will be published by July 27, 2026. The functionality described in the article will be available on training sites on July 27, 2026, and on production sites on August 10, 2026.

See the Overnight Unit/Bed Drop-Ins: Reports section in this article for reporting impacts.

See the Overnight Unit/Bed Drop-Ins: New Fields section in this article for reporting impacts.

Required Action: Inventory settings, User access roles, and Sharing settings may need to be reviewed/updated if your community uses Inventory.

Update: Release of Information (ROI) Verification (Current Interface)

Release of Information (ROI) verification has been updated for the following workflows:

  • Service workflow for adding an Attendance Service
  • Service workflow for adding a Reservation
  • Referral + Reservation workflow for adding Reservations

When the Require Release of Information setting is enabled for the service item and the client does not have an active ROI, the text "Client missing release of information" now displays in place of the Save/Preview Reservation option.

ROI Verification Message for Services_Current Interface

Required Action: None.

Update: Clarity Human Services System Emails (Current & New Interface)

Clarity Human Services system emails have been updated. All automated system emails sent from Clarity now display the new Clarity interface branding, for password resets, new user verification, alert notifications, and more.

System Email Branding Update example

The company address, website, and any other relevant contact details in all system email footers have been updated to the current Bitfocus information.

A centralized link-generation component now evaluates the user's access, page readiness, and authorization to route each email link to the correct Clarity interface, with full audit log records of the routing decision.

This update applies to all emails used for automated system notifications (e.g., password resets, new user verification, alert notifications). A complete list of system notifications can be found in the System Notifications article.

Required Action: None.


Pentaho Reporting Updates

New: [STFF-107] Staff Details Report

The Staff Details report provides a comprehensive list of staff members with agency access, including key information such as username, access role, email, phone number, and status. The report allows you to review active, inactive, locked, and deleted staff records, making it useful for staff administration, audits, and access reviews.

The [STFF-107] Staff Details Report article contains all details and will be published by July 27, 2026. The functionality described in the article will be available on training sites on July 27, 2026, and on production sites on August 10, 2026.

Required Action: Once the article is live in your instance, review the report settings and update as appropriate. Refer to the System Advanced Options: Report Library article for assistance. 

Update: Overnight Unit/Bed Drop-ins: Reports

Overnight Drop-in functionality has been added in Clarity Human Services. More information about the functionality can be found in the Overnight Unit/Bed Drop-ins section of this article.

The following reports are being updated to align with the updated sharing logic and drop in records based on this feature:

Required Action: None.

Update: [GNRL-411(-AD)] Clarity CSV Export

The [GNRL-411(-AD)] Clarity CSV Export was updated to add ClientServiceEndDate and to relabel DateProvided as ClientServiceStartDate, ensuring alignment with the Clarity CSV schema and DIT functionality.

This update was released to training sites on 06/29/2026 and to all production sites on 07/01/2026.

Required Action: None.

Update: [HUDX-223-AD] System Performance Measures Report

For the [HUDX-223-AD] System Performance Measures Report, Measure 4 was updated in Pentaho and Looker to ensure that null income is handled appropriately for comparisons and that Annual Assessments fall within the anticipated +/- 30-day window to qualify for income comparisons.

This update was released to training sites on 07/13/2026 and to all production sites on 07/15/2026.

Required Action: None.

Update: [HUDX-227(-AD)] Annual Performance Report and [HUDX-228(-AD)] ESG CAPER

For [HUDX-227(-AD)] Annual Performance Report and [HUDX-228(-AD)] ESG CAPER, updates were made to ensure alignment with clarified guidance from HUD. Q22e. Length of Time Prior to Housing was updated to ensure that minor clients with the same Project Start Date as the Head of Household are counted as anticipated. This update also impacts table Q27l, which provides the Length of Time Prior to Housing table with Youth filtering applied.

This update was released to training sites on 07/13/2026 and to all production sites on 07/15/2026.

Required Action: None.

Update: [GNRL-212(-AD)] Profile Details Report, [GNRL-210(-AD)] Assessment Details Report, and [GNRL-220(-AD)] Program Details Report

The [GNRL-212(-AD)] Profile Details Report, [GNRL-210(-AD)] Assessment Details Report, and [GNRL-220(-AD)] Program Details Report were updated to standardize field type handling across all three reports. Field Type: Hierarchy Select - Continuum Project List now returns the program name instead of the ID, and Field Type: Location was updated to align with the Clarity Human Services interface.

This update was released to training sites on 07/13/2026 and to all production sites on 07/15/2026.

Required Action: None.

Update: [STFF-101] Staff Activity Report

The [STFF-101] Staff Activity Report was updated to ensure successful report delivery when the report output format is set to Excel, and there is more than one tab with the same Staff Name, by using Staff ID along with Staff Name to create unique tab titles.

This update was released to training sites on 07/13/2026 and to all production sites on 07/15/2026.

Required Action: None.

Update: Chronic Homelessness at PIT calculations

Chronic Homelessness at Point-in-Time Logic Discrepancies in the HMIS Reporting Glossary were identified, allowing clients entering a program on the first of the month to experience a double-counted month toward Chronic Homelessness status at a Point-in-Time for certain project types (Emergency Shelter – Entry Exit and Safe Haven). We have informed HUD of this ambiguity in the documentation, received guidance on anticipated calculations, and updated the Chronic Homelessness at PIT calculations to ensure accurate logic is applied.

This update was released to training sites on 07/13/2026 and to all production sites on 07/15/2026.

Required Action: None.


Data Analysis Updates

Update: Data Analysis Folder Structure

To enhance data security, customer folders will move to an updated folder structure. Customer folders will now be nested under a new folder called clarity_[CUSTOMER_NAME]. The customer-level folder is the same one retrieved today, with the same IDs and downstream locations.

Existing embedded content and scheduled deliveries will continue to work without any changes — no URL updates or re-embedding required.

All existing content will be migrated into the new structure while preserving original ownership and permissions. Embedded Looks and Dashboards continue to function without re-embedding, and scheduled Looks and Dashboards continue to run and deliver without interruption.

The Data Analysis folder migration will take place on Sunday, August 9, 2026, the day before the push to production date on August 10, 2026. The August 9th date is the typical day for a Looker update. Please note that this Looker update will be longer than usual.

The Looker migration will occur from 6 AM PT on Sunday, August 9, 2026, to 5 AM PT on Monday, August 10, 2026. Users who leverage embedded Looks may be affected until the Clarity deployment is complete on August 10, 2026.

Required Action: None.

Update: BHSA Chronically Homeless Fields

This release adds a parallel California BHSA chronic homelessness calculation alongside the existing HUD calculation across the chronic_homeless derived table views. Nothing HUD-related was changed logically; the HUD fields were only relabeled for clarity now that a second standard exists.

In Looker, users will see two side-by-side groups instead of one.

Before After
One field group: Chronically Homeless Two field groups: Chronically Homeless (HUD) and Chronically Homeless (BHSA)

Existing fields had their label changed to add "(HUD)." They contain the same underlying SQL/logic. This change is purely a relabel so users can tell the two standards apart in the field picker.

New BHSA fields, visible to all users (no access-grant restriction), appear right alongside them:

  • Chronically Homeless at Project Start – Individual (BHSA) — Yes/No/DK-PNTA/Missing dimension, parallel to the HUD one.
  • Chronically Homeless Project Start – Household (BHSA) — same, at the household level.
  • Chronically Homeless at PIT/Current Date – Household (BHSA) — parallel to the existing HUD point-in-time household field.

  • Count Chronically Homeless Households (BHSA) — a new measure, parallel to the existing HUD count measure.

How the BHSA definition actually differs from HUD

  • Length of time homeless: HUD requires either ≥365 days in the current episode, or ≥4 qualifying occurrences totaling >12 months over 3 years. BHSA drops the "4 occurrences" requirement — it only needs the 12-month total, regardless of how many episodes it took
  • Institutional stay condition (3.917): HUD only counts a stay in an institution if it was ≤90 days. BHSA removes that 90-day cap entirely — a longer institutional stay will not disqualify a client from meeting chronic homeless status when other criteria are met.

  • Both standards otherwise share the same household/PIT aggregation shape (data-quality-check fallback codes 8/9/99/"Missing"/"DK-PNTA" for incomplete data), so the two are comparable fields rather than one replacing the other.

Net effect for a Looker user: they can now report chronic homelessness under either standard from the same explore, filter/pivot by whichever definition their program needs, and the BHSA numbers will generally be equal to or higher than HUD's for the same household, since BHSA relaxes both the occurrence-count and institutional-stay restrictions.

New Fields

The following new fields were added to the Client and Data Quality models.

View Group Label Label Description Look ML Field Name
Entry Screen Chronically Homeless (BHSA) Chronically Homeless at Project Start - Individual (BHSA) "Using current CA BHSA logic, was client chronically homeless at project start." chronically_homeless_at_entry.is_chronic_homeless_BHSA
Entry Screen Chronically Homeless (BHSA) Chronically Homeless at PIT/Current Date - Household (BHSA)

"Using HUD Point-In-Time logic and the BHSA Chronically Homeless rules, Is the client's household chronically homeless as of the current date? Project types different than ES, SO, & Safe Haven show a null value. If no member of the household is chronically homeless and the individual's information to determine chronic homelessness is missing or unknown this field will return 'Missing' or 'DK/PNTA.' "

chronically_homeless_at_pit_household.chronically_homeless_at_pit_household_bhsa
Entry Screen Chronically Homeless (BHSA) Chronically Homeless Project Start - Household (BHSA) "Using current BHSA logic, is a Client's Household considered Chronically Homeless." chronically_homeless_households.is_chronic_homeless_household_bhsa

Updated Group Labels

The following updates were added to the Client and Data Quality models.

View Group Label Group Item Label LookML Field Name
Entry Screen

Previous Group Label: Chronically Homeless

New Group Label: Chronically Homeless (HUD)

Previous Group Item Label: Project Start - Individual

New Group Item Label: Project Start - Individual (HUD)

chronically_homeless_at_entry.is_chronic_homeless
Entry Screen

Previous Group Label: Chronically Homeless

New Group Label: Chronically Homeless (HUD)

Previous Group Item Label: PIT/Current Date - Household

New Group Item Label: PIT/Current Date - Household (HUD)

chronically_homeless_at_pit_household.chronically_homeless_at_pit_household
Entry Screen

Previous Group Label: Chronically Homeless

New Group Label: Chronically Homeless (HUD)

Previous Group Item Label: Project Start - Household

New Group Item Label: Project Start - Household (HUD)

chronically_homeless_households.is_chronic_homeless_household

Required Action: None. 

Update: Overnight Unit/Bed Drop-ins: New Fields

Overnight Drop-in functionality for the Inventory module has been added in Clarity Human Services. More information about the functionality can be found in the Overnight Unit/Bed Drop-ins section of this article. 

To assist in reporting on this new functionality, new fields have been added to the Project Descriptor and Inventory models. 

New Fields for Project Descriptor and Inventory Models

The following new fields have been added to the Project Descriptor and Inventory models.

View Label Description LookML Field Name Dimension Group Exposed

Inventory - Building Units

Overnight Drop-in End Time Date

"Date the overnight drop-in record ended."

units.drop_in_time_date

Time, Time of Day, Week, Month, Quarter, and Year

Inventory - Building Units

Allow Overnight Drop-ins

"Is the 'Allow Overnight Drop-in' toggle enabled for the unit?" units.enable_drop_in  

Inventory - Building Units

Require Program Enrollment for Drop-ins

"Is 'Require Program Enrollment for Drop-ins' toggled on?"

units.require_enrollment_for_drop_in  

Inventory - Buildings

Overnight Drop-in End Time Date

"Date the overnight drop-in record ended."

buildings.drop_in_time_date

Time, Time of Day, Week, Month, Quarter, and Year

Inventory - Buildings

Allow Overnight Drop-ins

"Is the 'Allow Overnight Drop-in' toggle enabled for the building?"

buildings.enable_drop_in

 

Inventory - Buildings

Require Program Enrollment for Drop-ins

"Is 'Require Program Enrollment for Drop-ins' toggled on?"

buildings.require_enrollment_for_drop_in

 

The following new fields have been added to the Project Descriptor model.

View Label Description LookML Field Name Dimension Group Exposed

Agency Sites

Overnight Drop-in End Time Date

"Date the overnight drop-in record ended."

agency_sites.drop_in_time_date

Time, Time of Day, Week, Month, Quarter, and Year

Agency Sites

Allow Overnight Drop-ins

"Is the 'Allow Overnight Drop-in' toggle enabled for the site?"

agency_sites.enable_drop_in

 

Agency Sites

Require Program Enrollment for Drop-ins

"Is 'Require Program Enrollment for Drop-ins' toggled on?"

agency_sites.require_enrollment_for_drop_in

 

Program Sites

Overnight Drop-in End Time Date

"Date the overnight drop-in record ended."

sites.drop_in_time_date

Time, Time of Day, Week, Month, Quarter, and Year

Program Sites

Allow Overnight Drop-ins

"Is the 'Allow Overnight Drop-in' toggle enabled for the site?"

sites.enable_drop_in

 

Program Sites

Require Program Enrollment for Drop-ins

"Is 'Require Program Enrollment for Drop-ins' toggled on?"

sites.require_enrollment_for_drop_in

 

The following new fields have been added to the Inventory model.

View Label Description LookML Field Name Dimension Group Exposed
Bed Occupancy Private "Is the occupancy record private ?" bed_occupancy.private  
Bed Occupancy Type "Type of Occupancy Record - Occupancy or Drop-In."  bed_occupancy.type  
Sites Overnight Drop-in End Time Date "Date the overnight drop-in record ended." inventory.drop_in_time_date Time, Time of Day, Week, Month, Quarter, and Year
Sites Allow Overnight Drop-ins "Is the 'Allow Overnight Drop-in' toggle enabled for the site?" inventory.enable_drop_in  
Sites Require Program Enrollment for Drop-ins "Is 'Require Program Enrollment for Drop-ins' toggled on?" inventory.require_enrollment_for_drop_in  
Unit Occupancy Private "Is the occupancy record private ?" unit_occupancy.private  
Unit Occupancy Type "Type of Occupancy Record - Occupancy or Drop-In ." unit_occupancy.type  

Required Action: None.

Update: Geolocations Table: UserCreated/UserUpdated Fields

The Clarity database now stores the user who created or updated a geolocation on the
geolocations table, so that information is available for use in data analysis reporting. The following new fields were added to the Outreach Model.

View

Group Label

Group Item Label

LookML Field Name

Geolocations

User Creating

"Name of the user that created the geolocation."

geolocations_permissions.user_created_text

Geolocations

User Updating

"Name of the user that last updated the geolocation."

geolocations_permissions.user_updated_text

Required Action: None.

Update: SPM Measure 4

In the group of dimensions and measures in the HMIS Performance model related to System Performance Measure 4: Employment and Income Growth for Homeless Persons in CoC Program-funded Projects, clients with no valid annual assessment in the prior year's date range are no longer considered in the universe of stayers. This change was made following guidance from HUD.

Required Action: None.


We Welcome Your Ideas

We encourage you to suggest improvements and new features for our products. You can create feature suggestions or vote, watch, and comment on existing suggestions at ideas.bitfocus.com. Refer to our Feature Suggestions article for additional details.

New and Updated Help Center Resources

We will either update or create the following articles in response to this Clarity Human Services update by EOD, Monday, August 10, 2026.

Notes:

  • Feature updates will be available in all training sites on Monday, July 27, 2026, and in all production sites on Monday, August 10, 2026.
  • Links will be added below when articles are published with feature updates information. However, the information detailed on updated or new content may not be "live" in Clarity. If an article is updated or created prior to Clarity "go live" dates noted above, a note will be added to the top of the article.
Updated Articles New Articles
INVENTORY: Sites [STFF-107] Staff Details Report
INVENTORY: Buildings  
INVENTORY: Units  
INVENTORY: Beds  
Rights Glossary for Access Roles  
The Units/Bed Tab (New Clarity Interface)  
INVENTORY Dashboard  
Introduction to Sharing Client Data  
Release of Information Overview (ROI)  
System Notifications  

 

Published: July 20, 2026