How to Get the Most From Your Data with Clariti Enterprise

Data can be a big advantage — but it’s not always easy to get

It’s no secret that data is essential for making informed decisions, tracking performance, and planning ahead. But without the right reporting tools, getting a clear view of what’s happening day-to-day can be a taxing process. Often, it involves manually digging through folders or sending a request to IT, only to become yet another thing on their lengthy to-do list. Either way, it takes up staff time.

In Orange County, California, for example, there used to be a full-time employee dedicated to creating reports before Clariti Enterprise was implemented. And their experience highlights a common challenge seen across many jurisdictions: legacy systems can make it difficult to access and act on data quickly.

How powerful reporting can help

When you can’t see what’s happening across your departments, it’s hard to make the right call. You might miss a predictable spike in applications and fall behind, or face council without the numbers to justify your team’s performance. Real-time reporting gives you the visibility to fix any potential problems before they pop up.

With in-depth insights, you can:

• Prevent backlogs before they start
• Respond faster to shifting demand
• Make the case for more budget or staff
• Share performance with leadership in a few clicks
• Spot issues early and improve turnaround times

And when reports are easy to build and share, your team can spend less time fiddling with spreadsheets and more time on higher-impact work.

If your team manages a high volume of applications across multiple departments, you’ll need more than basic reporting, and that’s where Clariti Enterprise comes in.

What you get with Clariti Enterprise’s reporting

The real value of data comes from what you do with it. With Clariti Enterprise, you can easily analyze trends, visualize performance, and share insights across your team.

“We can’t talk about our reports and dashboards enough — we love them. Our dashboards track everything for us, including our staff workload, incoming applications, all of our KPIs and metrics, and our housing numbers."

- Judy Kim, Permitting Manager, Orange County, CA

Here’s what you’ll find in Enterprise’s reporting toolkit:

Reports that flex to your needs

Want a high-level overview of department operations or to drill down into the nitty-gritty details? It only takes a couple of clicks.

• Custom Filters: Tailor reports by adding filters (e.g., date ranges, departments) and grouping data to uncover trends.

• Drill-Down Capability: Click on summary figures to explore underlying data, providing deeper insights into specific cases or issues.

• Automated Scheduling: Set up scheduled reports that will automatically be delivered to stakeholders so they stay informed.

For a CBO: See the big picture

With Enterprise, you can track average review times, identify delays by permit type, compare performance quarter over quarter, and more. These insights mean you won’t have to rely only on gut feel; you’ll have the visibility to back up your decisions. 

Example: You’re reviewing quarterly permit valuation trends and spot a 20% dip in total construction value compared to last quarter. You click into the dashboard, filter by permit type, and see the drop is mostly due to fewer large-scale commercial projects. You flag it early to finance and city leadership so they’re not surprised when fee revenue comes in short.

Advanced analytics to drive decisions

Beyond reporting, Enterprise offers advanced analytics capabilities to help you understand the 'why' behind your data.

• Trend Analysis: Identify patterns over time, such as seasonal fluctuations in permit applications or inspection pass/fail rates.

• Predictive Insights: Use historical data to forecast future workloads and help with resource planning and budgeting.
• Performance Metrics: Monitor key performance indicators (KPIs) like total permits issued, average review times, or inspections completed per day, to assess efficiency and identify areas for improvement.
• Data Integration: Combine data from various consoles (e.g., permits, inspections, code enforcement) for comprehensive analysis.

Picture this…

For a Planning Director: Track review timelines to stay ahead

You’re a Planning Director and you’ve set your reports to show updates on average review times by permit type. On Monday, you notice Accessory Dwelling Unit (ADU) reviews are averaging 15 days — well above your 10-day target. 

You click into the report, filter by reviewer, and see only one staff member is handling more than 60% of the ADU workload. In seconds, you know it’s not a system-wide delay, it’s a resourcing issue and you can readjust with a second reviewer. By Thursday afternoon, turnaround times are already dropping.

Dashboards built for every role

No matter what hat you wear, you can tailor your dashboard to zero in on the data that’s most important to your role. Every time you log in, key metrics are right there — and up to date.

Example of a Clariti Enterprise permitting dashboard 

• Real-Time Updates: Dashboards reflect live data, so you can monitor current workloads, active permits, and performance metrics.
• Customizable Widgets: Add or remove widgets to focus on key indicators like pending applications, inspection schedules, or code enforcement actions.
• Role-Based Access: For clarity and security, you can configure dashboards so users only see the data related to their role.
• Interactive Elements: Engage with your dashboard reports to filter data, view trends over time, or access detailed records.

Spotlight your team’s success

Let’s say you’re an Inspections Manager and you’ve set your dashboard to show the average number of inspections per day. Over the last couple of months, it’s consistently been up by 2. You open the report and change it to show the trend over the last year. 

Now you can see the increase lines up with a staffing change when one of your officers retired and a new member joined the team. Clicking into her completion rates and project history, you see she’s not only efficient, but thorough. 

At your next department-wide meeting, you spotlight her contribution and show how field performance has improved, helping move projects forward and getting Certificates of Occupancies issued faster.

Put your data to work

With powerful reporting, you don’t just ‘keep up,’ you stay ahead. No more knocking on IT’s door every time you need to pull a simple stat on permit volume or staff workload. Because it’s faster when you see what’s most relevant or pressing, right away, on your dashboard when you log in. Decisions feel easy because you can see exactly what’s going on and what needs to happen. 

Book a demo to see how you can turn your complex data into actionable insights with Enterprise.