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Reports Module: Explore

Learn how to build ad hoc reports, choose a data model, and save your work as a Look.

Table of Contents

Video Resources

Click play for a brief overview:

Overview

Use the Explore workspace to build ad hoc reports with your community's data in Clarity Human Services. This article explains how to access Explore, choose a data model, and save the report you build as a Look.

Access and Location

To access Explore, you need the Manage Agency - Data Analysis access right in your access role. See Rights Glossary for Access Roles for details on all Data Analysis rights.

Select Reports in the primary navigation menu, then select Explore. Explore appears between Report Library and Data Analysis.

Reports Module with Explore selected

Choosing a Data Model

When you select Explore, you'll see a list of the data models available to your community:

            The models shown are based on what your community and agency can access or have configured. For help choosing a model, refer to Looker Data Models - Overview.

            Explore data model pickert list

            Select a model name to open Looker's Explore interface for that model. It opens directly within the Explore workspace; there's no separate Looker URL or full-page redirect.

            Client Model open in the Explore workspace

            Building a Look

            Within the embedded Explore view, search for and select the fields you want in your Look, add filters, and use measures. 

            Builing look in Client Model in Explore

            Click Run after building your Look.

            Saving a Look

            Once you run a query, a Save action becomes available if your access role includes Data Analysis Save.

            To save a Look, click the purple Save button at the bottom of the Explore screen.

            The Save option for a report run in embedded Looker

            A dialog box appears so you can save the Look.
            • Select an existing Look from the dropdown to overwrite, or save a new Look.
            • Enter a Name.
            • Select Save.

            Save Look dialog box for embedded Looker

            Once saved, a confirmation appears, and the Look appears on your community's Data Analysis tab.

            If you leave the Name field empty and select Save, a field-level error appears and the Look isn't saved.

            Notes:

            • Always save with the purple Save button. Don’t use the Gear icon or any other save option.
            • A Look saved another way does not appear in Clarity Human Services. Embedded Looker licenses can’t see, move, or recover it, so it appears to have disappeared even though it exists in Looker.

            • The Save action is hidden for users without Data Analysis Save rights.

            Additional Resources

             

            Updated: 11/03/2026