The Pathway Progress Report exports participant progress across one or more pathways into a worksheet-based Excel file. The report now reflects your organization’s Pathway Dates configuration, so teams can report on the milestone dates that matter to their workflow, review timing between those dates, and compare actual progress against configured timing goals.

⚙️ How It Works

Go to Reporting.
Open the Pathways tab.
In the Report dropdown, select Pathway Progress.
Use the available filters to narrow the report by date, pathway, pathway step, participant, group, supporter, or account when applicable.
Click Generate to create the Excel 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.

📅 How Pathway Date Configurations Affect the Report

Pathway Dates are configured from Account Settings by selecting Pathways under Module Properties. These settings determine which milestone date fields are tracked on pathway progress records and displayed in the Pathway Progress Report.

Configured date fields become report columns — The report includes each configured pathway date as its own column, such as Receive Date, Meeting Date, or any additional date fields your organization creates.
Configured date fields become report filters — Each configured date field appears as a date range filter, using the field’s label followed by Range.
Date order matters — Date fields appear in the report based on the configured order in Pathway Dates. Receive Date is always first and Meeting Date is always last.
Timing calculations are included — The export includes Days: columns that calculate the number of days between configured pathway dates.
Timing goals are included — The export includes Goal: columns based on the configured Days Between Goal and Total Days Goal values.

✅ Benefits

Track progress using your organization’s milestones — Report columns align with the date fields your team has configured for pathway progress.
Review timeline performance — Days-between columns help teams see how long participants are taking between pathway milestones.
Compare progress against goals — Goal columns make it easier to understand whether participants are moving through pathway milestones within the expected timeframe.
Filter by the dates that matter — Date range filters are generated from your configured pathway dates, not limited to only default dates.
Audit pathway activity — Review pathway progress by pathway, participant, group, supporter, account, date range, and pathway step.

🧰 Filters and Options

[Configured Date] Range — Filters progress records by each configured pathway date. For example, default filters include Receive Date Range and Meeting Date Range, and additional filters appear for any custom pathway date fields.
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 pathway 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 — Available when your reporting view supports multi-account filtering.

📊 Columns Included in the Export

The Pathway Progress Report includes one worksheet for each selected pathway. The exact date columns can vary based on your organization’s Pathway Dates configuration.

Base columns on each worksheet:

Account — Included for umbrella exports to identify the related sub-account.
User — The participant name tied to the pathway progress record.
[Configured Date Field] — One column for each configured pathway date. Default date fields include Receive Date and Meeting Date.
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.

Step-specific 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.

Timing columns:

Days: [Date Field] to [Date Field] — Calculates the number of days between configured pathway dates.
Goal: [Date Field] to [Date Field] — Shows the configured timing goal for that date pair.

Because date fields and pathway steps are configurable, exact column names may vary depending on your account settings and the pathways included in the export.

💡 Best Practices

Configure Pathway Dates before relying on the report for milestone tracking, so the export reflects the dates your team actually uses.
Use Days Between Goal to set expected timing between consecutive pathway dates.
Use Total Days Goal on Meeting Date when your team wants to track the total target timeline from Receive Date to Meeting Date.
Filter by a configured date range when reviewing a specific reporting period.
Filter by Pathways, 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.

❓ FAQs

Why do I see different date filters than before?
The report now uses your configured Pathway Dates. Each configured date field appears as a date range filter.

Why do my report columns vary by account or pathway?
Date columns come from configured Pathway Dates, and step columns come from the actual steps in each pathway.

What are the Days and Goal columns?
Days: columns calculate the number of days between configured dates. Goal: columns show the configured timing target for those same date pairs.

Where are pathway date fields configured?
Go to Account Settings, select Pathways under Module Properties, and manage the fields in Pathway Dates.

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