The Pathway Progress Report provides a worksheet-based export of participant progress across one or more pathways. It helps teams review when progress was received, when meetings occurred, which supporters and counselors were involved, and how each participant moved through pathway steps over time.

⚙️ How it works

Go to Reporting.
Open the Pathways tab.
In the Report dropdown, select Pathway Progress.
Choose the filters you want to apply before generating the report.
Click Generate to create the export.

The report creates a separate worksheet for each pathway included in the export. Within each worksheet, each row represents one participant's pathway progress record for that pathway.

✅ Benefits

Track participant progress across pathway steps in a structured export.
Review timeline milestones such as received dates, meeting dates, and step start and end dates.
See support coverage by identifying the supporters and counselors connected to each progress record.
Audit pathway activity by pathway, participant, group, supporter, and date range.

⚙️ Filters and options

Received Date Range filters progress records by received date.
Meeting Date Range filters progress records by meeting date.
Step Start Date Range filters progress records by pathway step start date.
Pathways limits the export to specific pathways.
Pathway Steps limits the export to specific steps.
Supporters filters results by assigned supporter for non-umbrella accounts.
Users filters the export to specific participants for non-umbrella accounts.
Groups filters the export to specific groups for non-umbrella accounts.
Account selection is available when your reporting view supports multi-account filtering.

📊 Columns included in the export

The Pathway Progress Report includes a set of standard columns, followed by pathway step-specific columns for each step in the selected pathway.

Account — included for umbrella exports to identify the related sub-account.
User — the participant name tied to the pathway progress record.
Received Date — the date the pathway progress was received.
Meeting Date — the date associated with the progress meeting.
Supporter — the supporter or supporters associated with the participant’s step progress records.
Counselor — the counselor name or names associated with linked authorizations.
Case ID — included when Pathway Authorizations are enabled for the account.

For each pathway step in the worksheet, the export also includes these repeating columns:

[Step Name] Supporter — the supporter assigned to that specific pathway step.
[Step Name] Start — the start date for that specific pathway step.
[Step Name] End — the end date for that specific pathway step.

Because these columns are generated from the actual steps in each pathway, the exact step column names will vary depending on which pathways are included in the export.

💡 Best practices

Use date filters to narrow the report to a meaningful review period.
Filter by Pathways when you want cleaner worksheet output.
Filter by Users, Groups, or Supporters when reviewing a smaller cohort.
Expect worksheet columns to vary by pathway because step names determine the step-specific export columns.
If you generate the report without date filters, recent progress is prioritized by default.

❓ FAQs

Why does the export create multiple worksheets?
The report creates a separate worksheet for each pathway included in the export.

Why do the step columns look different across worksheets?
Step columns are generated from the actual steps in each pathway, so the column names change based on the selected pathway.

Why don’t I see Supporters, Users, or Groups filters?
Those filters are not shown for umbrella accounts.

Why do I see a Case ID column in some exports?
The Case ID column is included when Pathway Authorizations are enabled for your account.

What happens if I leave all date filters blank?
When no date filters are applied, the report defaults to recent pathway progress activity.

Pathway Progress Report