Reporting: How to Run a PATH Report

Projects for Assistance in Transition from Homelessness (PATH) program fund recipients must submit annual data to the Substance Abuse and Mental Health Services Administration (SAMHSA) using the PATH Data Exchange (PDX) online system.

Set Enter Data As (EDA)

Enter Data As (EDA) the Project for which you want the client-level data. 

Find & Open the Report

1.      Click on Reports in the navigation pane on the left side of the screen.

2.      The Report Dashboard will appear. Click on PATH.

Create Report

The Report Options page will load. Set options as per below

1.      Provider Type - Select Provider;

2.      Provider* - The provider to which you set your EDA will auto-fill this;

NOTE:  The Provider in the Report Options should be the same as the EDA you selected. If not, go back and reset your EDA to the correct project;

3.      Ensure the ‘This provider ONLY’ option is selected;

4.      Program Date Range - Enter the start date and end date that you want for the report;

NOTE: You do not need to add a day to the end date;

5.      After making your selections, click Build Report.

View Report

Remain on this page; the page will refresh with the report results. Once the results load, you can:

1.      Print this page to a PDF for review: Do not click Download. Use your keyboard and press ‘Control’ and the letter P’ at the same time to open your computer’s ‘Print’ dialog.

2.      Click Download. This will generate and download a .zip file that contains your CSV-PATH report files needed for upload.

NOTE: You can also scroll down and review the results that load on the page.

NOTE:  SAMHSA also provides a manual about the PATH report.