Table of Contents
Overview
Clarity Human Services includes dashboard functionality. This functionality allows system administrators to set up one or more Data Analysis reports as dashboards that will be displayed to users from the system-level Dashboard tab or the referrals-level Dashboard tab.
Dashboard Access
Dashboards are available to all instances with Data Analysis enabled. You must have Data Analysis enabled in your access role at a minimum to access dashboards. See Rights Glossary for Access Roles for information about Data Analysis access rights.
Note: For accurate systemwide results, the user running the report must have an access role that includes the Systemwide Data Analysis access right.
Dashboards for Staff Members
Staff Member accounts can be configured to display a specific dashboard report upon login. For more information on setting this up, see Staff Member Account Settings.
Dashboards for Referrals
Dashboard reports can be configured to appear in the Referrals Dashboard tab. This is set up in Referral Settings: Dashboards.
Updated: 09/08/2026