The Pathway Details Report provides a structured export of your Pathways configuration so your team can review pathway setup, step structure, categories, and billing-related details in one spreadsheet. It is useful for auditing pathway definitions, checking naming consistency, and validating how steps are configured across your account.

⚙️ How it works

Go to Reporting.
Open the Pathways tab.
In the Report dropdown, select Pathways.
Choose any filters you want to apply, including Pathways, Pathway Steps, and, for non-umbrella accounts, Categories.
Select or adjust the columns you want included in the export.
Click Generate to create the report.

Each row in the export represents a single pathway step. If a pathway contains multiple steps, that pathway will appear in multiple rows.

✅ Benefits

Review pathway setup to see the full structure of your pathways in one place.
Audit naming consistency across pathways and steps.
Validate configuration details such as step order, descriptions, categories, and pricing fields.
Support cleanup work before making large updates to your pathway library.

⚙️ Customization and options

Pathways filters the export to specific pathways.
Pathway Steps filters the export to specific steps.
Categories filters results by category for non-umbrella accounts.
Column selector lets you choose which columns appear in the export.
If Pathway Authorizations are enabled for your account, additional billing-related columns are available.

📊 Columns included in the export

Pathway — the name of the pathway.
Categories — any categories assigned to the pathway.
Step — the name of the pathway step.
Position — the step order within the pathway.
Code — the code assigned to the pathway step.
Description — the description entered for the pathway step.
Price — the configured price for the step, when Pathway Authorizations are enabled.
Price By — how pricing is defined for the step, when Pathway Authorizations are enabled.
Account — included for umbrella accounts to identify the related sub-account.

💡 Best practices

Use this report when reviewing pathway setup before making large updates.
Filter by specific pathways or categories to keep exports focused.
Include Position when auditing multi-step pathways.
Include Price and Price By when reviewing billable pathway configurations.
Re-run the report after pathway changes to verify your updates.

❓ FAQs

Why do I see multiple rows for the same pathway?
Each row represents a single pathway step. Multi-step pathways will appear more than once.

Why don’t I see Price or Price By in my export?
Those columns are only available when Pathway Authorizations are enabled for your account.

Can I export only certain pathways or steps?
Yes. Use the Pathways and Pathway Steps filters before generating the report.

Why don’t I see the Categories filter?
The Categories filter is not shown for umbrella accounts.

Can I change which columns appear in the export?
Yes. Use the column selector before generating the report to choose the fields you want included.

Pathway Details Report