The Pathway Staff Utilization Report shows how pathway step activity is distributed across team members based on assigned supporters. It helps teams understand staff workload, review participant coverage, and analyze utilization patterns across pathways, counties, or zip codes.

📄 What this report measures

This report measures supported pathway step progress activity at the team-member level. It looks at pathway step progress records that have an assigned supporter and counts how many matching records each team member is associated with.

It does not measure all pathway activity equally. It focuses on step progress records that match your filters and include a supporter assignment.

⚙️ How it works

Go to Reporting.
Open the Pathways tab.
In the Report dropdown, select Staff Utilization.
Choose the filters you want to apply, including received date, meeting date, step start date, pathways, supporters, users, groups, and optional grouping.
Click Generate to create the export.

The export includes a Summary worksheet and a Details worksheet. The summary can either show total counts by team member or break those counts out by county or zip code.

✅ Benefits

Understand staff workload across supported pathway activity.
Compare team member utilization by total count or by geography.
Review participant coverage details behind the summary counts.
Analyze service distribution by pathway and supporter assignment.

⚙️ Filters and options

Received Date Range filters pathway progress by received date.
Meeting Date Range filters pathway progress by meeting date.
Step Start Date Range filters pathway step progress by step start date.
Pathways limits the report to selected pathways.
Supporters filters the report to specific team members for non-umbrella accounts.
Users filters the report to specific participants for non-umbrella accounts.
Groups filters the report to specific groups for non-umbrella accounts.
Grouping changes the summary worksheet layout. Options are None, County, and Zipcode.
Account selection is available when your reporting view supports multi-account filtering.

📊 Worksheets and columns in the export

The Pathway Staff Utilization Report includes two worksheets: Summary and Details.

📄 Summary worksheet

The summary worksheet changes based on the Grouping value.

When grouping is None, the worksheet includes Team Member, Email, and Count.
When grouping is County or Zipcode, the worksheet includes Team Member, Email, and one column for each county or zip code found in the filtered results.

If participant profile data is missing, the summary may include an Unknown column for grouping values.

📄 Details worksheet

The details worksheet includes participant-level records behind the utilization counts. It includes these columns:

Participant Name
Case ID
County
Zip
Team Member Name
Pathway Name
Pathway Step Name
Pathway Progress Start Date
Pathway Step Progress Start Date

🔎 How to interpret the results

The summary worksheet shows how many qualifying supported step progress records are assigned to each team member.
A higher count means that team member is associated with more matching step progress records in the selected period.
When grouped by County or Zipcode, each value shows how many matching records that team member has for participants in that geographic group.
The details worksheet shows the underlying participant-step records that make up the summary totals.
Use the details worksheet to verify why a team member has a high or low count, and which participants, pathways, and steps are involved.
If a participant profile is missing county or zip data, their records may be grouped under Unknown.

💡 Best practices

Use the summary worksheet first to compare team member workload.
Use County or Zipcode grouping when you want to understand geographic distribution of staff utilization.
Use the details worksheet to validate unexpected counts or identify the participants driving utilization.
Filter by Supporters when reviewing a smaller subset of staff.
Remember that only step progress records with an assigned supporter are included.

❓ FAQs

What does the Count column represent?
It represents the number of matching pathway step progress records assigned to that team member.

Why do I see county or zip columns instead of one Count column?
That happens when you choose County or Zipcode in the Grouping field. The summary worksheet then breaks counts out by those geographic values.

Why is there an Unknown column in the summary worksheet?
Unknown appears when participant profile data is missing for the selected grouping value.

Why don’t I see every pathway progress record in this report?
The report only includes pathway step progress records that match your filters and have an assigned supporter.

What is the difference between Pathway Progress Start Date and Pathway Step Progress Start Date?
Pathway Progress Start Date comes from the broader pathway progress record. Pathway Step Progress Start Date is the start date for the specific step progress entry.

Pathway Staff Utilization Report