PATH Annual Report

[HUDX-224] PATH Annual Report [FY 2026]

Report Purpose and Summary

This report provides details of all clients according to PATH Reporting Specifications. It provides information for PATH grantees. Anyone can run the report, but the returned information will be limited based on the access rights of the user.

Instructions:

Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.

Step 1: Click on your Home Navigation Pane and select the Reports icon.

Step 2: Once on the Report Library main page, scroll down to Available Reports.

Step 3: Search for the PATH Annual Report and click the Run button

Reporting Parameters:

Step 4: Enter the following parameters:

Switch Access Agency(-ies)	Choose which Agency(-ies) you want to report on (hold either control/command/shift button to select multiple)
Program CoC(s)	Choose which Continuum of Care to run the report (hold either control/command/shift button to select multiple)
Program Type(s)	Choose which program type(s) to include (hold either control/command/shift button to select multiple)
Program Status	Choose whether to include only Active, Inactive or all programs
Program(s)	Choose which programs to include (hold either control/command/shift button to select multiple)
Report Date Range	Choose the date range of enrollments to include
Report Output Format	Choose Web Page, PDF, Excel, or Zip with CSV*

*Drilldown Functionality is available when run in Web Page Format

Step 5: Click Submit

The file will be sent to the Report Queue. There are two locations to view your Report Queue. The first is in Report Library and the second is on the top right of your Clarity page.

Once the report is processed, you receive a notification that the report is ready.

To open the report, either select Open on the popup, click the Open button on the top right or within the Report Library.

Reading the PATH Report:

The PATH Report has the following sections. Each section includes multiple sub sections which are interactive and allow for further drill down by clicking on the count columns.

Q8-Q16 Persons served during this reporting period
Q17 Services Provided
- Clients will only populate one time per Service Category per Reporting Period
Q18 Referrals Provided
- Clients will only populate one time per Referral Category per Reporting Period
Q19-Q24 Outcomes
- Looks at: Income, Non-Cash Benefits, Health Insurance
Q25 Housing Outcomes
- Looks at all Housing Destination options
Q26 Demographics
- Looks at: Age, Race, Veteran Status, Co-occurring disorders, Connection with SOAR, Prior Living/Chronic questions, Survivor of Domestic Violence, and Sex.

The PATH report looks are different universes when determining which clients to include and in which sections. The following are terms used when reading the report and understanding the clients counts for different sections.

Active: Client has an active Enrollment AND any of the following is true during the reporting period: Current Living Situation; Date of Engagement; PATH Status Determination = Yes; and / or Services have been Provided.
New & Active: Same criteria as Active, but only those whose Project Start Date is during the reporting period.
Active & Enrolled: Same criteria as Active, but only those with a PATH Status Determination = Yes prior to end of reporting period.
Active & Newly Enrolled: Same criteria as Active, but only those with a PATH Status Determination = Yes within the reporting parameters / period.

Reporting Questions and Reporting Universe:

The following table outlines the reporting question and the universe in which clients are calculated.

Persons served during the reporting period:	Reporting Universe:
Q8. Number of persons contacted by PATH-funded staff this reporting period	Active
Q9. Number of new persons contacted this reporting period in a PATH Street Outreach project	New & Active
Q10. Number of new persons contacted this reporting period in a PATH Services Only project	New & Active
Q11. Total number of new persons contacted this reporting period (#9 + #10 = total new clients contacted)	New & Active
Q12a. Instances of contact this reporting period prior to date of enrollment	Active & Newly Enrolled
Q12b. Total instances of contact during the reporting period	Active & Newly Enrolled
Q13a. Number of new persons contacted this reporting period who could not be enrolled because of ineligibility for PATH	New & Active
Q13b. Number of new persons contacted this reporting period who could not be enrolled because provider was unable to locate the client	New & Active
Q14. Number of new persons contacted this reporting period who became enrolled in PATH	New & Active
Q15. Number with active, enrolled PATH status at any point during the reporting period	Active & Enrolled
Q16. Number of active, enrolled PATH clients receiving community mental health services through any funding source at any point during the reporting period	Active & Enrolled

For Q17 – Q26 all clients must be Active & Enrolled to pull into those sections of the report.

Tips for Verifying your Data is Accurate:

Confirm your Active clients in Q8 and remember not all of these clients are determined to be PATH Eligible.
Verify your PATH-Enrolled clients still active as of the report end date is accurate – this can be found at the bottom of Q25.
Verify you have Services and / or Referrals provided to all PATH-Enrolled clients – this can be found in Q17 and Q18.

How to Pull a CSV for Upload:

A CSV is a Comma Separated Values file that holds all of the data in your report in a specific way so that when uploading to PDX, your data is read correctly.
For Report Output Format select: Zip with CSV and click submit.
The report is going to run as normal. Once complete, click Open and the CSV will download into your computers download file folder.
DO NOT OPEN THE CSV FILES. Opening the files may cause them to corrupt and cause errors when uploading them into PDX.
Ensure that you copy and save the whole zip file to wherever you save your documents.

Please note that the Budget Questions, Q1 – Q7, are not entered into HMIS. They must be manually entered into PDX by the agency.

Please reach out to your System Administrators if you have any questions:

New Hampshire: nhhmis@icalliances.org or Vermont: vthmis@icalliances.org