Data Models

Services Model


The Services Model was developed to report on client services entered in Clarity. The model allows for data pulls at both the client and program level. Clients without services are excluded from the model’s client universe. All service delivery types including attendance-based, single events, and long-term services are included in this model. Analytics opportunities allow for the review of various Clarity service functionalities to capture data on but not limited to service expenses, service time tracking, and service taxonomies.  

An overview of the Services Model, view/field organization, and an assortment of sample Looks are included in the article below.  

Services are configured at the agency level, whereas Service Taxonomies are configured by System Administrators within System Variables.  For more information on Services configuration in Clarity, please review the following articles

Model Overview  

Views unique to this model that highlight service data are listed below. Note: Some views marked with an asterisk are also available in the Client Model.  

  • Service Account Option 
    • Service account fields capture vendor-specific elements.  
  • Service Attendance Dates 
    • Attendance fields capture data around dates, time of service, user creating, first/last date fields, and future shelter attendance date.  
  • Service Employment Options 
    • Service employment fields include employer’s name, employment placement, hourly wage, hours per week, and position. 
  • Service Expenses* 
    • Service expense fields cover ID, amount, service expense date and added date, amount, notes vendor, check number, and total amount measure.  
  • Service Funding* 
    • Funding data in this view captures ID, fund name, fund amount, fund active, eligibility(yes/no), and direct expense(yes/no).  
  • Service Items 
    • Fields in the view pull data about service items including categories, start/end availability, funding options, delivery type, case management configuration, and last service/system service.  
  • Service Time Tracking* 
    • Service fields capturing data related to service time tacking (total time in minutes, tracking hours and minutes) 
  • Services* 
    • Fields in this view pull data about the service(name, category, active, etc.), is latest fields, program connections, and service program usage, users associated with the service, service dates, and service-specific measures.  
  • Static Demographics 
    • Client demographics from the client profile screen (ethnicity, gender, race, veteran information, and zip code) 
  • Taxonomy 
    • Fields highlight service taxonomy category, code, and item.  

In addition, the Services model includes the following views which are also found in other models:  

  • Agencies 
  • Client Addresses 
  • Client Assessment Custom 
  • Client Assessments  
  • Client Contacts 
  • Client Custom 
  • Clients 
  • Enrolling Agency 
  • Enrollments 
  • Filters 
  • Programs 

Sample Looks 

Count of Services and Clients Served by Program

The following Look is configured to review how many bus pass services were added to the system during the last complete year by program. A null program is returned when there are services at the client level rather than the program level.  

Bus Pass Services in a year

Model: Services Model  


  • Services – Service Date Filter: is in the past 1 complete years 
  • Service Items – Service Item Name: is equal to Bus Pass 
  • Services – Name: is equal to Bus Pass  


  • Programs - Name 


  • Clients – Number of Clients  
  • Services – Count  

Service Taxonomy Overview – Programs and Service Count  

The following Look is configured to review how often a Service Taxonomy Item is being added and what programs are configured with the Service Taxonomy Item within a particular Service Taxonomy Category (CCP Housing).

Service Taxonomy Review

Model: Services Model


  • Taxonomy – Taxonomy Category: is equal to *applicable taxonomy category* (CCP Housing for the example in the sample Look)  


  • Taxonomy – Taxonomy Category 
  • Taxonomy – Taxonomy Code 
  • Taxonomy – Taxonomy Item 


  • Services – Count 
  • Programs – Count  
  • *Optional: List of Programs Name  
    • Select the ellipses to the right of the Programs – Name field 
    • Select Aggregate and then List of Unique Values 

Service Expenses - Cost of Service Items for a Progam

The following Look is configured to return the total amount that a program (RRH VA) spent on services during the last complete year broken down by service. For this Look, Service Category and Service Item are combined into one field with a custom dimension.  

Capture 2023-02-27 at 15.18.37

Model: Services Model  


  • Programs – Name: is equal to *applicable Program Name* (RRH VA for the example in the sample Look) 
  • Service Expenses – Service Expense Date: is in the past 1 complete years  

Custom Dimension 

  • Service–Service Item 
  • Expression: 
    • concat(${},"-",${}) 


  • Services Expenses – Total Amount