A Report in clearPath is a saved definition that tells the system
what to produce, how often, and in what format. Once you set a
report up, clearPath runs it on a schedule (generally just after
midnight) so the latest version is always waiting for you. You can
also run a report by hand at any time to get a fresh copy
immediately.
Every report definition carries:
A name — how the report is shown everywhere in clearPath.
A report type — what the report is actually measuring (for
example, a compliance trend, an anatomy breakdown, or a facility
summary).
A format — PDF, CSV, XML, HTML, PNG, or
Excel.
A period — a dynamic time range such as LastMonth,
ThisQuarter, FiscalYear, or Last90Days.
A scope — the facility, patient care area, program, or unit
the report covers.
An owner — the clearPath user responsible for the definition.
Because the period is dynamic, a report defined once keeps producing
meaningful output month after month without anyone having to edit
it.
CloneSelectedReports — makes a copy of each ticked
report, ready to be renamed and tweaked.
Export — opens a menu with ExporttoHTML,
ExporttoCSV, and ExporttoExcel. The export contains
whatever rows are currently visible after searching and
filtering.
NewReport — opens the report editor with a blank form so you
can define a new report.
ReportName — the name of the definition. Click the heading
to sort.
Owner — the user who owns the report.
ReportType — the kind of report being produced.
ReportFormat — the output format.
Period — the time range the report covers.
Lang — the language the report is rendered in.
Age — how long ago the report was last refreshed.
Size — the size of the most recent generated file.
Tick the checkbox at the left of a row to select it; tick the
header checkbox to select every row on the page. Selecting rows
lights up the Actions and Export buttons.
Click the three-dot button at the end of a row to open the row
menu:
Refresh — re-runs just this report so the latest numbers are
ready.
ViewReport — opens the most recent copy of the report.
Edit — opens the report definition in the editor.
CloneReport — makes a copy of the definition you can
rename and tweak.
Delete — removes the report definition after a confirmation
prompt.
The rest of this chapter covers the pieces that make up a report
definition — the logo, the definition fields, dynamic report-name
tags, the anatomy of a report, legends, how to handle empty
periods, the report request policy, report styles, the Keyword
Manager, distribution lists, the archive, and report groups.
A report definition is the recipe clearPath follows to produce a
report. Every row on the Reports page is one definition, and the
editor for a definition is organised as a dialog with a strip of
tabs along the top. Each tab covers one aspect of the report.
The list itself is described on the Reports page
at the top of this chapter — including the stat chips, the search
and filter toolbar, every table column, and the page header
buttons.
Click the three-dot button at the end of a row to open the row menu:
Refresh — re-runs this report so the latest copy is ready.
ViewReport — opens the most recent generated copy in a new
tab.
Edit — opens the definition in the editor (see the tabs
below).
CloneReport — makes a copy of the definition so you can
rename it and tweak anything without losing the original.
Delete — removes the definition after a confirmation prompt.
If the report belongs to one or more distribution lists, the menu
also shows a MemberofNDistributionList(s) entry. Clicking
it jumps to the Distribution Lists page with a filter pre-applied
so you can see exactly which lists are involved.
When you click NewReport at the top of the page or Edit on
a row’s menu, clearPath opens the report editor. The editor is a
dialog with a strip of tabs along the top; the sections below
describe each tab.
The General tab collects the basics: the report’s name, a short
description, the owner (a clearPath user), and the
high-level settings that control which kind of report this is and
what language it comes out in.
The Scope tab decides which data the report covers. Pick the
facility, patient care area, program, and unit the report should
draw from. Leaving a level blank includes every child beneath it,
so an empty facility list means “every facility on the account”.
The HCP tab chooses which healthcare provider types the report
covers. You have two options:
Leave every checkbox unselected — clearPath treats this as
“include every active HCP type”.
Tick a subset of HCP types — only those types are included.
Tip
Leaving the HCP list empty is usually what you want. It means
the report keeps including every HCP type as new ones are added
to the system, with no manual editing.
Note
If the list has any HCP types ticked, adding a new HCP to the
system does not automatically add it to the report. You need to
edit each affected report and tick the new type by hand.
The Period tab sets the time range the report covers. clearPath
periods are dynamic — a report defined with LastMonth
keeps producing a fresh “last month” view automatically without
any edits.
The period drop-down includes choices such as Today,
Yesterday, ThisWeek, LastWeek, ThisMonth,
LastMonth, ThisQuarter, LastQuarter, FiscalYear,
LastFiscalYear, individual calendar months and fiscal
quarters, and rolling windows like Last30/60/90/120/180Days.
Pick Custom to set a specific From and To date for a
one-off report.
The Output tab decides what the finished report looks like. It
covers the output format (PDF, CSV, XML, HTML,
PNG, or Excel) and the styling options applied during
rendering.
clearPath report names can be fixed, dynamic or a combination of both. If you would prefer a report name that never changes
enter the name in the Report Name field. If you like to have the report name actively update based on the settings, then use the
following tags in the report name field.
Tag
Description
%DOW%
Returns the day of the week (1 through 52).
%WOM%
Returns the week of the month (1 through 5).
%MOY%
Returns the month of the Year (1 through 12).
%MMMM%
Returns the month (January, Feburary, March, etc).
%MMM%
Returns the month (Jan, Feb, Mar, etc).
%MM%
Returns the month (01 through 12).
%M%
Returns the month (1,2,3,4, etc).
%DDDD%
Returns the day (Monday, Tuesday etc).
%DDD%
Returns the day (Mon, Tue, Wed etc).
%DD%
Returns the day (01 through 07).
%D%
Returns the day (1,2,3, etc).
%YYYY%
Returns the year (2025, 2026, etc).
%YY%
Returns the year (25, 26 etc).
%REV%
Returns the Report Style example : Style-xx
%STYLE%
Returns the Report Style example : Style-xx
%PRD%
Returns the Report period in ddd mmm dd, yyyy format
%FABR[X]%
Returns facility Abbreviation.
%USR[X]%
Returns the username/owner of the report.
%FAC[X]%
Returns the facility name of the report.
%PAC[X]%
Returns the patient care area name of the report.
%ACT[X]%
Returns the account name of the report.
%GRP[X]%
Returns the group name of the report.
%PGM[X]%
Returns the program name of the report.
%ROL[X]%
Returns the role name of the report.
%TYPE%
Returns the report type or style.
%OUTPUT%
Returns the report output format (PDF,HTML,CSV,XML,Excel).
%RID%
Returns the report id of the report. Each report has a unique ID to identify it
Tip
Square brackets are optional parameters.
Where [X] is an integer value and limits the result to a maximum
of x characters. For example ‘%FAC[4]%’ would expand to ‘HOPE’ vs ‘%FAC%’ would expand to
‘Hope Memorial’
Note
It is perfectly acceptable to use a combination of tags and static text. For example
‘HH %FAC%’ would expand to ‘HH Hope Memorial’ for example.
The numbered callouts in the image above correspond to the following elements, which appear on most
clearPath reports.
#
Description
1
Your corporate logo, uploaded under account preferences.
2
The report title, which is normally the name of the report type (for example “Hand Hygiene Moment
Compliance”). In the example above this line is blank because the title was not set on the report
definition.
3
The scope of the report. This can be Corporate, Facility, Patient Care Area, Program, or Unit, and
reflects the filter selected when the report was run.
4
Your corporate name. This is blank in the example image.
5
The report content area. This is where the tables, graphs, or other report-specific output appear.
6
The report footer, which shows the Period, Filter, and Created date. The Period includes the start and
end dates covered by the report. The Filter indicates whether the report is for All data or is scoped
to a specific Facility, Patient Care Area, Program, or Unit, and whether the Patient Care Areas are
Reportable or Non-Reportable.
By default all reports with the exception of Certificate of Excellence and Poster Reports contain a legend.
The default is to show the legend, but it can be disabled in the report definition.
Hint
It is recommended to include the legend with the report. It may be obvious as to what data is included in the report
but it may lead to unnecessary question from stakeholders if they cannot easily determine the period or the scope of the report.
Any report can display the This Report Contains No Data message. This can occur if the date range or any of the other filters have been set to exclude any results, or no data has been collected for the period.
We will always consider customer submissions for new reports. To set expectations, new reports can take weeks of development and testing and maybe
further be delayed due to other feature requests and plans already in the development backlog (schedule). This realistically means report requests can
take be a minimum of six weeks or more to take a report from concept to deployment.
Before we accept a report submission, we need an an example of the report which can be either a:
sketched version of report
or an existing clearPath report marked up with the requested changes, or a report your organization uses internally.
The report should be in one of the following formats:
Requests from accounts must have an active subscription. If your account is inactive your request will be held until the subscription is
renewed and then placed in the development queue.
Only accounts with Enterprise or Ultimate editions of clearPath can submit request for new reports.
clearPath currently supports 51 unique report styles. Some reports include multiple versions, and
most reports support PDF, CSV, and/or Excel output formats. If you don’t see what you’re looking for, please
contact us at support@clearpathhealthsolutions.com and we will see if there is something close. If not, we will work with you to add
a custom report.
Each section below ends with an indicator bar that summarises the available output formats and the editions
in which the report is included.
The Indicator By HCP report shows hand hygiene compliance for a single indicator (moment), broken down by
health care provider type. It is typically used by infection prevention staff and unit managers who want a
quick, at-a-glance view of how each HCP type is performing against a single moment of care. This report is
ideal for highlighting the best and worst performing provider groups in a compact format.
Tip
If you need a report where all indicators are broken out in a single report, or you need a version where
the data can be exported to CSV or Excel, check out Indicators by HCP.
The Moment Compliance report is one of the original six Ontario Ministry of Health reports. It displays the
distribution of hand hygiene techniques (rub, wash, or both) across a Facility, Patient Care Area, Unit, or
Program, expressed as a percentage. This report does not show overall hand hygiene compliance; rather, it
shows how hand hygiene is being performed when it is performed. Infection prevention teams use it to validate
that alcohol-based hand rub is the predominant technique in clinical areas.
Note
This report was previously known as Type by Indicator.
The Indicators By HCP report shows compliance for every indicator (moment) broken out by health care provider
type in a single report. It is used by quality leads, educators, and unit managers who need to identify which
moments a specific HCP group struggles with so that targeted education can be provided. Two layout styles are
available so the report can be consumed both on screen and in downstream spreadsheets.
Style A presents the data in the standard side-by-side layout for on-screen review and PDF distribution.
21.10.3.2. Style B - Grouped by Facility and Unit
Style B allows you to group HCP types by Facility and Patient Care Area, which is useful for organisations
that want to compare the same HCP type across multiple units.
The Week In Review report provides a one-page recap of auditing activity over the previous week. It highlights
the number of observations collected, compliance at a glance, and notable events. It is typically circulated
to front-line managers and infection prevention leads as a quick status update without the overhead of a full
monthly report.
We recognise that paper audits can still be useful, so clearPath includes a printable audit form. The form is
generated with your unique set of health care providers and indexes them based on your instance of clearPath,
so the paper form matches what auditors see in the mobile app. It is commonly used in settings where a mobile
device is not practical or as a training aid for new auditors.
Note
Out of the box clearPath supports English, Spanish, and French. Other languages can be added on request.
The Observation Note Frequency report lets you determine how often each canned and custom comment is used by
auditors across your organisation. It is most useful when predefined comments have been configured, because
all custom comments entered by auditors are rolled up into a single line on the report. Quality and education
leads use this report to surface recurring issues and to decide which canned comments are worth keeping. To
manage custom comments, from the main menu go to Accounts | Notes.
The Technique Distribution report is one of the original six Ontario Ministry of Health reports. It shows the
breakdown of hand hygiene technique (rub, wash, or both) for a Facility, Patient Care Area, Unit, or Program,
expressed as a percentage. This report does not show hand hygiene compliance; it shows how hand hygiene is
being performed when it is performed. Infection prevention programs use it to monitor adoption of
alcohol-based hand rub versus soap and water.
Note
One change in this version of the report compared to the previous version is that we now show the missed
technique as well. This breaks compatibility with the original Ontario Ministry of Health report; however,
that report always raised questions because the numbers did not add up.
The Observation Summary By Indicator report summarises observations for each observer, broken down by
indicator (moment). It is used by audit program leads to review how individual observers are distributing
their observations across the different moments of care, which helps detect bias or gaps in coverage.
The Indicators by Patient Care Area report shows compliance for every indicator (moment) broken out by
Patient Care Area. Unit managers and quality teams use it to compare moment-level performance across units and
to identify where to focus improvement efforts. Two layout styles are available to accommodate both on-screen
review and legacy CSV exports.
Style A
Style B
Style B maintains the older file format where the facility and patient care area share a single line. This
style was retained for clients that have existing downstream pipelines which consume the CSV export.
Note
Both Style A and Style B support CSV, Excel, and PDF file formats.
The Calendar report contains key contact information for the facility along with any key dates that have been
defined. It is often printed and posted in staff areas so that auditing milestones, hand hygiene week, and
other events are visible at a glance.
The Compliance Over Time Graph plots hand hygiene compliance across the report period so that trends can be
evaluated visually. Each data point represents a time slice (typically a month) and the shape of the line
makes it easy to see whether compliance is improving, flat, or regressing. Quality leaders typically pair this
graph with the Trend Line Graph when presenting to senior leadership.
The Compliance By Month by Indicators report breaks compliance down by calendar month and by indicator
(moment), so you can see which moments are driving overall performance in any given month. It is most often
used to support root-cause analysis when a dip in compliance is observed for a particular month.
The Summary of Audits report lists the audits completed by month and day, along with facility, unit, observer,
compliance, session state, and reportable unit status. It is typically used by audit program managers as an
operational log to confirm that auditing is happening as scheduled and that no sessions were left in an
incomplete state.
Legend:
A = Active Audit Session
R = Reportable Unit
Note
The observer column shows either the observer ID or the observer name, depending on report settings.
The Glove Compliance report shows compliance when glove usage is observed versus compliance when glove usage
is ignored. Infection prevention teams use it to confirm that glove use is not being substituted for hand
hygiene, particularly around moments 2 (Before Aseptic) and 3 (After Body Fluid).
Note
One would expect the totals for moments 2 and 3 (BEF-ASP and AFT-BFL) in the gloves column to closely
match the totals in the compliance column. Any large difference between those two columns indicates a lack
of glove compliance.
The Nails Compliance report shows hand hygiene compliance for observations where artificial or long nails were
observed, versus observations where they were not. It is used by infection prevention committees that enforce
a no-artificial-nails policy for clinical staff.
The Rings Compliance report shows hand hygiene compliance for observations where rings were observed, versus
observations where no rings were observed. It supports dress-code policies that restrict jewellery on hands in
clinical settings.
The Bracelet Compliance report shows hand hygiene compliance for observations where bracelets were observed,
versus observations where no bracelets were observed. Like the Rings and Nails reports, it supports
enforcement of hand and wrist dress-code policies.
The Audit Progress Summary is a convenient way to ensure that the number of observations collected is tracking
to the targets defined in each patient care area’s audit schedule. The report breaks activity down by month
and displays the number of observations collected for the patient care area in each month. Months in which no
observations were collected are shown with ----. Months where the number of observations falls below the
schedule plan target are shown in red; months where the total meets or exceeds the target are shown in green.
The total column on the far right shows the overall status of the patient care area.
Note
The Goal (M/A) column displays the (M)onthly and (A)nnual targets for the patient care area.
Warning
The monthly/annual targets column may appear to be slightly off depending on the patient care area
settings. For example, if the annual target for a patient care area is set to 400 observations, clearPath
calculates a monthly target of 33.3 (400 divided by 12), which is then rounded to 33.
The Quarterly Status report displays compliance broken down by hospital and quarter. Each moment is shown
along with the overall compliance. Quarters with no data are shown blank, and the current (incomplete)
quarter only displays data collected to date. The precision for each moment column and the overall column
follows the precision set on the report definition.
The Last Six Months report shows hand hygiene compliance for each of the six most recently completed months.
The report period is defined by the report itself, so the “from” and “to” dates on the report definition are
ignored. This report is commonly used on monthly quality scorecards.
The Last Six Quarters report shows hand hygiene compliance for each of the six most recently completed
quarters. Like the Last Six Months report, the period is defined by the report itself and the date fields on
the report definition are ignored. It is frequently used on board-level dashboards.
The Three Month Rolling report displays compliance for each of the three most recently completed months and is
intended for rolling quality reporting where quarterly granularity is too coarse. The report period is defined
by the report itself, so the “from” and “to” dates on the report definition are ignored.
The Year End Summary report provides a simplified, ready-to-publish annual summary and intentionally removes
most of the options found on other reports. Only units that are active, unlocked, and reportable are included
in the results. It is commonly used to prepare an organisation’s public annual report on hand hygiene
performance.
The Observations Completed graph shows the number of completed observations by month over the report period.
The goal trend line is calculated from the number of observations defined in your auditing schedule plan, and
the number of observations is calculated across the patient care areas included in the report. Audit program
leads use it to confirm that auditing volume is keeping pace with plan.
The Histogram of Total Observations is actually six different histogram reports. Data can be shown as:
Distribution of Percentage
Day of the Week
Day of the Year
Week of the Month
Week of the Year
Month of the Year
This family of histograms is useful when there is a concern about bias in auditing — for example, when an
auditor consistently audits on the same day of the week and therefore other days have an insignificant sample
size. The specific histogram produced is controlled under the Interval tab of the report definition. That tab
remains disabled until the report type (under the General tab) is set to Hand Hygiene Histogram of Total
Observations.
The Observations Per Day report displays the total number of observations collected for each day in the report
period. Each day is colour coded based on the ranges shown in the example below. Days on which no observations
were collected are shown with a white background, and weekend days default to a light-gray background. This
report helps audit program leads spot clustering and gaps in daily coverage at a glance.
The Compliant Days report shows the hand hygiene compliance percentage for each day of the report period. The
report analyses all audit sessions collected on a given day and calculates a composite percentage, which is
then colour coded based on the colour ranges configured for your account. Days with no observation data are
shown in white or light gray, and weekends are shaded with a light-gray background.
The Certificate of Excellence report is unique among clearPath reports: it is the only report that is
generated only when the facility, unit, or group achieves a hand hygiene compliance at or above the corporate
threshold. It is intended to be printed, signed, and presented to teams that meet the performance bar.
The Word Tree report identifies trends and keywords in the free-text comments collected by auditors during
hand hygiene audits. It analyses session comments, scratchpad notes, and observational comments. Each comment
is split into individual words, which are then checked against a do-not-include list and a minimum-length
requirement (the default is three characters) so that common words such as “a” or “the” are excluded. The
resulting report draws a rectangle for each remaining word; the size and colour of the rectangle represents
how often the word appears. Smaller, dimmer rectangles indicate lower frequency. The report is useful for
uncovering recurring themes (equipment, location, workflow) that may warrant follow-up.
The Compliance Ranked By PCA report displays compliance ranked by patient care area. The target for the
corporation is shown along with the average compliance across all units, which appears at the bottom of the
report. Colour coding follows your account’s colour range settings, and the red or green bar to the left of
each unit name indicates whether the unit meets the target (green) or falls short of it (red). Senior leaders
use this ranking to quickly identify the top and bottom performers in the organisation.
The QIP Indicators Last 12 Months report is designed to support Quality Improvement Plan reporting. It shows
indicator performance for the trailing twelve months against the organisation’s targets. Two styles are
available so that you can choose between a dense tabular layout and a combined table-plus-graph layout.
Style A
Style A contains only the table of results and a full legend. This is the original style of the report.
Style B
Style B includes the table of results along with a graph and an abbreviated legend.
The colour coding of the data in the table and in the legend is fixed.
Color
Subscription
Metric equal to or outperforming target
Metric within xx % of target
Metric is underperforming target by more than xx %
Note
xx is the percentage specified in the target definition’s “within” parameter. The default “within”
setting is 25 %.
The QIP HCP Last 12 Months report focuses on health care provider performance over the trailing twelve
months. Like the QIP Indicators report, it is designed to support Quality Improvement Plan submissions and
uses the same three-colour scheme to flag metrics that meet, approach, or miss target.
The QIP HCP by Quarter report presents health care provider compliance broken down by quarter, which makes it
easy to spot seasonal patterns or the impact of education campaigns that were rolled out in a particular
quarter.
Note
This report automatically moves the chart to a second page when the number of selected health care
providers exceeds ten.
The Indicator Trend Last Five Years report plots compliance for each indicator (moment) over the last five
fiscal years. It is a long-range view useful for senior leadership and board reports, and is especially
helpful when evaluating the multi-year impact of a sustained improvement program.
The Indicator Trend Table and Graph report pairs a table of per-indicator compliance values with a companion
graph in a single output. It is designed for audiences that want both the underlying numbers and an at-a-glance
visual on the same page.
The Hand Hygiene Trend Line Graph is a two-series report that shows weekly hand hygiene compliance over the
report period along with a best-fit (trend) line for the same period. Each bar represents a single week; weeks
with no completed audits are shown as spaces. The legend reports the slope of the trend line, expressed as the
percent increase (positive) or decrease (negative) in compliance projected in thirty-week increments. In the
screenshot below, for example, if the trend were to continue, overall compliance for the year would decrease
by 1.3 %.
The clearPath Observation Notes report displays the comments entered by the auditor during an audit session,
organised by date and time. The report can include the main session comment, scratchpad notes, and health
care provider-specific notes. Quality leads use this report to review the qualitative context around
quantitative compliance numbers.
Tip
If the Observation Notes output format is set to PDF, long comments may not render correctly because the
row does not automatically resize. If you have many long comments, set the output format to Excel, rerun
the report, open the resulting xlsx file in Excel, and save as PDF. Excel will resize the rows
automatically.
Note
Previously known as the Comment Report.
Hint
If you are looking to see how frequently canned notes are used versus custom notes, check out the
Observation Note Frequency Report.
The Observer Summary report lists every auditor active during the report period along with the number of
sessions and observations they collected. Audit program leads use it to confirm that the workload is evenly
distributed across the auditor pool and to identify auditors who may need additional support or coaching.
The HCP Audit Distribution report highlights whether one or more health care provider types are being audited
too frequently or not frequently enough. If an HCP type is over- or under-represented, it can bias the overall
compliance results. clearPath compares the total number of observations collected for each HCP type against
the total FTE (Full Time Equivalent) employees in that role for the organisation. The variance column shows
the percentage and the number of observations that are (O) over-represented (positive) or (U)
under-represented (negative).
Ideally, the share of observations for each HCP type should track the share of FTEs in that role. For this
report to be accurate, the FTE field must be populated on the health care provider definition screen.
The Poster Reports are single-page, portrait-mode reports designed to be printed and posted in patient care
areas or other staff areas around your facility. A poster can display compliance data for the overall
corporation, a single facility, a patient care area, a unit group, or a program group, and can cover any time
period you choose. Four poster styles are available (Style A, B, C, and D); the style is chosen on the
Reports | Options screen via the Report Style drop-down.
The updated Style A poster includes compliance targets, colour coding, and improved formatting for indicators
so that organisations can focus on specific moments.
Style C is a further visual variation on the poster, intended to fit organisations with different branding
preferences.
21.10.40.4. Poster Report Style D - Week In Review
Style D is the most information-dense poster. It includes the number of observations, overall compliance,
quarterly compliance, the target for each moment, an abbreviated legend, the bottom ten performing health
care providers, and compliance by moment.
Note
The quarterly compliance column reflects the quarter in which the report period falls, not the current
quarter.
Due to space constraints, only the ten lowest-performing HCP types are shown.
The indicators shown only include those selected in the report definition.
The Indicator Table and Graph report combines a per-indicator data table with a companion graph on the same
page. It is used by audiences that want both the raw numbers and the visual comparison without having to
cross-reference two separate reports.
The Just Clean Your Hands export implements the original Just Clean Your Hands file format from the Ontario
Ministry of Health. It is intended for organisations that need to upload their audit data in the format the
ministry originally specified.
Note
For details on the Just Clean Your Hands file format click here.
The Generic Hand Hygiene Export supports CSV and Excel output. It contains more descriptive data fields than
the standard Just Clean Your Hands report. Date fields are split into separate month, day, and year columns;
time has its own column formatted as hh:mmAM/PM; and facility, patient care areas, and HCP types all
include both descriptive names and their associated ID values, which makes the export much easier to read and
to join with other data sets.
Field Names, Types and Descriptions
Col
Field
Type
Description
1
dbID
Number
Unique Database ID
2
DataID
Text
Any ID or identifier used as a key to match records with other data sets
3
Observer
Text
Name of the Observer
4
Observer ID
Number
Unique Database ID
5
HCP Number
Number
Not Used
6
Facility
Text
Name of Facility
7
FacilityID
Number
Unique Facility ID
8
PCA
Text
Patient Care Area / Unit Name
9
PCA ID
Number
Patient Care Area ID
10
Unit Type
Text
Unit Type - Acute Care, Long Term Care, etc.
11
Month
Number
Month of the year the observation was recorded
12
Day
Number
Day of the month the observation was recorded
13
Year
Number
Year the observation was recorded
14
Time
Date/Time
Time of the observation formatted as hh:mm AM/PM
15
Comments
Text
Audit comment field
16
HCP Name
Text
Health Care Provider Name
17
HCP ID
Number
Health Care Provider Index
18
HCP #
Text
Typically A, B, C, etc., used to differentiate HCP types
19
Timer
Text
Duration of the hand hygiene wash or rub in seconds
20
BEFPAT
Number
Before Patient or Moment 1. 0=Not Observed 1=Observed
21
BEFASP
Number
Before Aseptic Procedure or Moment 2. 0=Not Observed 1=Observed
22
AFTBFL
Number
After Body Fluid or Moment 3. 0=Not Observed 1=Observed
23
AFTPAT
Number
After Patient Contact or Moment 4. 0=Not Observed 1=Observed
24
AFTTPS
Number
After Touching Patient Surroundings or Moment 5. 0=Not Observed 1=Observed
25
Rub
Number
0=Not Observed 1=Observed
26
Wash
Number
0=Not Observed 1=Observed
27
Missed
Number
0=Not Observed 1=Observed
28
Gloves
Number
HCP was wearing gloves. 0=Not Observed 1=Observed
29
Nails
Number
HCP was observed wearing nails. 0=Not Observed 1=Observed
30
Bracelets
Number
HCP was observed wearing bracelets. 0=Not Observed 1=Observed
31
Rings
Number
HCP was observed wearing rings. 0=Not Observed 1=Observed
The State of Maryland Export is a CSV / Excel export specifically designed for uploading compliance data into
the State of Maryland Health database. It only includes Before Entering and After Exiting (moments 1 and 4),
matching what the Maryland database expects.
Note
This report only supports BeforeEntering and AfterExiting (moments 1 and 4), and is specifically designed
for uploading compliance data into the State of Maryland Health database.
The Distribution Summary report provides a single consolidated view of every distribution list that has been
defined in the system. It is used by administrators to audit who is currently receiving which reports and to
confirm that distribution lists are still accurate.
The User Summary report lists every user in the system, including the user’s password complexity score and
account state. It is primarily used by system administrators for periodic account reviews and for audits
required by information security policies.
Tip
For more information on passwords, password scores, and password complexity click here.
The Patient Care Area Summary report lists every active, inactive, and locked unit along with the observation
targets configured for each unit. It is typically used by administrators to validate unit setup and to confirm
that audit schedule plans are configured correctly across all units.
Field Names, Types and Descriptions
Col
Field
Type
Description
1
ID
Number
Unique Database ID
2
Active
Text
Unit is Active or Inactive. Inactive units cannot be audited and will not be reported.
3
Locked
Text
Unit is Locked or Unlocked. A locked unit cannot be audited but will still be reported.
Locking a unit is typically done while construction is being performed on the unit.
4
Name
Text
Name used to identify the unit throughout clearPath
5
Abbrev
Text
Abbreviation of the unit name (maximum 5 characters)
6
Department
Text
Long name for the unit
7
Department ID
Text
Unique Department ID, used as a key to match data records in other software
8
Beds
Number
The number of beds in the unit
9
Unit Type
Text
Acute Care, Long Term Care, etc. designation for the unit
10
Show in Dashboard
Text
0 = Unit excluded from Dashboard, 1 = Unit included in Dashboard
11
Reportable
Text
Designates whether the unit is a reportable or non-reportable unit. This field is used to
exclude non-reportable units from public reporting.
12
Calc Method
Text
The method used to determine how observations are calculated.
13
Calc Period
Text
If the Calc Method is set to Period, this field defines the period: Weekly,
Monthly, Quarterly, or Annually.
14
Observations / Period
Number
The number of observations required per period when Calc Method is Fixed, or
the number of observations per bed when Calc Method is Beds.
The Facility and PCA Over Time report plots compliance for each facility and patient care area across the
report period, giving senior leaders a side-by-side view of how every unit is trending. It is typically used
for executive rounds and for enterprise-wide performance reviews where ranking units against each other is
important.
The HCP Over Time report plots compliance by health care provider type across the report period. It is used
to confirm that improvement initiatives aimed at a specific HCP group (for example, physicians) are actually
translating into measurable change over time.
The User Categories Over Time report plots compliance by user category across the report period. User
categories are organisation-specific groupings (such as floats, agency staff, or trainees) and this report
makes it easy to compare how each group is trending against the rest of the workforce.
The Attributes report summarises compliance broken down by the optional attributes captured during an audit
session (for example, shift, PPE, or any custom attribute configured for your organisation). It is useful when
you want to test a hypothesis such as “does compliance dip on night shift?” without building a custom report.
The Custom Audit Survey Results report returns the raw responses collected for a custom audit survey. Each
question and each response is listed so that the survey owner can review the underlying data before it is
aggregated. It is commonly used to validate that a newly deployed survey is behaving as expected.
The Custom Audit Survey Rating report aggregates custom survey responses into a weighted rating per question
and per respondent grouping. It is used by program leads who want a single summary score that can be tracked
over time alongside other compliance metrics.
The Custom Audit Survey report produces a printable version of a custom audit survey, including the question
text and any structured response options. It is typically used when a paper version of the survey is needed
for field data collection or for training new survey administrators.
The WHO Hand Hygiene Self-Assessment Framework (HHSAF) report produces a scored summary of the most recent
HHSAF submission for the selected scope. It surfaces the five-component subtotals (System Change, Training
& Education, Evaluation & Feedback, Reminders in the Workplace, Institutional Safety Climate), the total
score out of 500, and the resulting Hand Hygiene Level (Inadequate, Basic, Intermediate, or Advanced) per
WHO’s published banding. If no assessment has been submitted for the scope, the report falls back to
instructions for completing the audit, so distributing it monthly works as a built-in nudge for the
infection prevention team. The audit instrument is seeded into the custom-audit engine — open
Settings → Custom Audits → WHO Hand Hygiene Self-Assessment Framework to complete or update the
assessment.
The NHSN (National Healthcare Safety Network) Hand Hygiene Summary report is a hand-keying worksheet
that mirrors the layout of the CDC NHSN hand-hygiene web form. NHSN does not currently accept hand-hygiene
CSV imports — only CLABSI, ICU
denominator, SSI, and procedure data — so the report is designed to sit next to the IPC nurse while they
type values into NHSN. It aggregates clearPath observations into one row per (facility, unit, month),
showing opportunities, compliant actions, and the computed compliance percentage for the selected period.
The Leapfrog Hand Hygiene Standard report produces a scored summary of the most recent Leapfrog 2026 Hand
Hygiene Standard submission for the selected scope. It evaluates the five domains (Monitoring, Feedback,
Training & Education, Infrastructure, Culture) on a per-domain pass/fail basis (every question in a domain
must be answered “Yes” for the domain to be Met) and then determines whether the facility satisfies
Path A (Monitoring + Feedback + at least two of Training, Infrastructure, Culture, with at least 200
hand hygiene opportunities per unit per month) or Path B (Monitoring + Feedback + all of Training,
Infrastructure, and Culture, with at least 100 opportunities per unit per month). The Monitoring and
Feedback domain elements are captured verbatim from Leapfrog’s 2026 Hand Hygiene Fact Sheet (carried
forward unchanged from the 2024 fact sheet); the Training, Infrastructure, and Culture sub-questions are
paraphrased from the publicly stated domain requirements and should be validated against Leapfrog’s
gated scoring-criteria PDFs before formal Survey submission. They can be edited via
Settings → Custom Audits → Leapfrog Hand Hygiene Standard (2026). Pathway thresholds for opportunities
per unit per month are assumed to have been independently verified.
The Hawthorne Effect report estimates true unobserved hand hygiene compliance from the observed
compliance captured by auditors. Direct observation is known to inflate measured compliance
because subjects modify behaviour when they know they are being watched. The report applies an
account-level Hawthorne factor (default 0.55) and floor (default 30 %) to the observed rate for
each facility and patient care area, displaying both the observed and Hawthorne-adjusted values
side by side along with a companion bar chart. Infection prevention leaders use the report to
present a more conservative view of compliance to senior leadership and to set realistic
improvement targets.
About the Hawthorne adjustment. Direct human observation of hand-hygiene events is known to
inflate measured compliance because subjects modify behavior when they know they are being
watched (the “Hawthorne effect”). The factor and floor applied above are configured at the
account level and are intended to estimate true unobserved compliance from observed rates.
Empirical basis:
Srigley JA, Furness CD, Baker GR, Gardam M. Quantification of the Hawthorne effect in hand
hygiene compliance monitoring. BMJ Quality & Safety, 2014. Compliance dropped to roughly one
third of observed levels when auditors were not present.
Eckmanns T, Bessert J, Behnke M, Gastmeier P, Ruden H. Compliance with antiseptic hand rub use
in intensive care units: the Hawthorne effect. Infection Control & Hospital Epidemiology, 2006.
Observed compliance ~55 %, unobserved ~29 %.
Kohli E, Ptak J, Smith R, et al. Variability in the Hawthorne effect with regard to hand
hygiene performance in high- and low-performing inpatient care units. ICHE, 2009.
The default factor of 0.55 and floor of 30 % derive from these studies; account administrators
can override both via Settings | Account | Hawthorne.
The CMS (Centers for Medicare & Medicaid Services) Care Compare-Styled Summary is a single-page
board / leadership view of overall hand hygiene compliance, rendered in the visual idiom of CMS Care
Compare — a headline percentage, a five-star rating
mapped from compliance, and plain-language framing of “How does this hospital compare?”. Hand hygiene is
not itself a CMS-reported measure (only downstream HAI rates such as CLABSI, CAUTI, CDI, MRSA, and SSI are
publicly reported via CMS, sourced from NHSN), so the report explicitly notes that the framing is for
internal leadership use rather than a regulatory submission.
The P-Chart is a Statistical Process Control (SPC) chart that plots the proportion of compliant hand
hygiene observations for each subgroup (typically a month) against a calculated centre line and upper
and lower control limits. Quality leads and infection prevention teams use it to tell ordinary
month-to-month variation apart from a real shift in performance, so improvement work can be focused on
genuine signals rather than statistical noise.
Each subgroup is plotted as a single point. The centre line shows the overall compliance rate across
the reporting window, and the upper and lower control limits widen or narrow with the number of
observations in each subgroup — small samples produce wider limits, large samples produce tighter
ones. Points that fall inside the control limits are flagged as In Control, while points that
fall outside are flagged as Out of Control and highlight subgroups that warrant a closer look.
Tip
The P-Chart works best with at least eight to twelve subgroups of data. Very small numbers of
observations in any subgroup will produce control limits so wide that almost every point appears
In Control — review the underlying observation volume before drawing conclusions.
Note
The P-Chart is a process-stability tool, not a target-versus-actual report. A point inside the
control limits does not mean compliance is acceptable — it only means performance is statistically
stable at the current level. Pair the P-Chart with a goal-based report such as
Compliance over Time when assessing whether targets are being met.
The Pareto Hand Hygiene report applies the classic 80/20 lens to non-compliance. Bars show the count of
non-compliant observations per category, sorted from largest to smallest, while a cumulative-percentage line
rides across the tops of the bars. A dashed reference line at 80 % marks where the running total reaches the
“vital few” threshold. Quality leads and infection prevention teams use the report to focus improvement work
on the small number of categories that drive the bulk of failures, rather than spreading effort thinly across
every category.
Three layout styles are available so the same chart can be pivoted around different x-axis dimensions
without creating separate report types.
Style A breaks non-compliance down by the WHO Five Moments for Hand Hygiene (Before Patient, After Patient,
Before Asepsis, After Body Fluid, After Touching Patient Surroundings). Use this style when you want to
identify which moments of care drive the bulk of missed hand hygiene opportunities. With only five categories
the chart reads at a glance and is the most common starting point.
Style B breaks non-compliance down by individual healthcare provider. Each bar represents one provider in
scope, sorted from worst to best, with providers who had no observations in the period omitted. Use this
style to highlight the small number of providers who account for most of the non-compliance — typically the
target audience for one-on-one coaching or refresher education.
Style C breaks non-compliance down by patient care area (unit). Bars are labelled with the facility and unit
name (for example General Hospital — ICU), sorted from worst to best. Use this style for organisations
operating across multiple units or facilities to identify which areas are pulling overall compliance down,
and to direct in-service training, audits, or supply checks at the units that will produce the biggest
improvement.
Tip
The 80 % threshold line is a reference, not a target. Where the cumulative line crosses the 80 % mark,
every category to the left is part of the “vital few” that drives the bulk of non-compliance. Focusing
improvement effort on those categories typically produces a larger gain than spreading effort across the
whole list.
Note
The report includes only categories that had at least one observation in the period; for Style B and
Style C, categories with zero non-compliant observations are also omitted so the chart is not padded with
empty bars. Apply Facility, Unit, or HCP filters to scope the report further.
The Keyword Manager controls which words are excluded from the
Word Cloud report. Short articles, prepositions, and common
filler words add noise to a word cloud without adding meaning, so
clearPath keeps a per-account exclusion list you can tune.
To open the Keyword Manager, go to Advanced |
Keyword Manager.
MinimumWordLength — the shortest word that will appear in
the cloud. Anything shorter is dropped. The default is three
characters.
ExcludedWords — a comma- or line-separated list of words
clearPath should always leave out, even if they are longer than
the minimum length. Type a word, then add more separated by
commas or newlines.
Wordsexcluded counter — shows how many words are currently
on the exclusion list as you edit.
Tag Preview — a live preview of the first handful of
excluded words, rendered as pills so you can spot stray entries
at a glance.
Changes are saved automatically and the Saved indicator
confirms the write. The next Word Cloud report generated for the
account uses the updated list.
Distribution Lists let you package one or more clearPath reports and
have them delivered to a group of people by email on a schedule of
your choice. You build the list once, pick who should receive it and
how often, and clearPath takes care of the rest.
Export — opens a menu with three choices, each applied to the
rows currently visible after searching and filtering:
ExporttoHTML — opens a printable version in a new tab.
ExporttoCSV — downloads a comma-separated file.
ExporttoExcel — downloads a spreadsheet file.
Export becomes available once at least one list is ticked.
Manage — opens a menu with three choices:
ManageGlobalListSettings — opens the Global Distribution
Settings dialog where you can set the time of day distribution
lists run and add BCC addresses. See the section below.
ManageRecipients — opens the Manage Recipients page, a
single place to see every email address that appears on any list
and remove a recipient from many lists at once.
TestSendSelectedDistributionLists — sends the ticked
lists immediately so you can verify how they arrive without
waiting for the next scheduled run.
NewList — opens a short dialog where you enter the name,
owner, account, and frequency for a new distribution list. Once you
save, you are taken to the Distribution List Editor to
finish setting up options, recipients, and reports.
Every list on the page is shown in a table that groups rows by
account.
Status — an Active or InActive badge. Click the badge
to toggle the status without opening the editor.
ListName — the name and optional description of the list.
SendOptions — four small icons that light up when the matching
option is on for that list:
Bundle Reports — merge every PDF into a single file.
Unsubscribe — include an unsubscribe link in the email.
Send Link — email a link instead of attaching files.
Compress Reports — pack the files into a single ZIP.
Owner — the clearPath user who owns the list.
LastExecuted — the date the list was last sent, colour-coded
so recent runs look fresh and older runs stand out. Lists that have
never run show Neverrun.
Members — the number of recipient email addresses.
Reports — the number of reports attached to the list.
Frequency — how often the list is scheduled to run.
Go/No-Go — a readiness badge. Go means the list has at
least one recipient, at least one report, and no stale reports.
No-Go shows a hint explaining what is missing, such as
Nomembersassigned, Noreportsassigned, or a count of
stale reports that need updating.
Tick the checkbox at the left of any row to select it; tick the
header checkbox to select every row on the page. Selecting one or
more rows reveals the bulk action bar at the top of the page, with a
DeleteSelected button and a button to clear the selection.
Every list is continually checked against a short set of requirements
so it can deliver without surprises:
State
What it means
Active (Go)
The list is enabled, has at least one recipient, at least one
report, and no stale reports. It will run on its schedule.
Inactive
The list is disabled and will not be scheduled. Toggle the
status pill on the row to re-enable it.
Configuration Issue (No-Go)
The list is missing a recipient, missing a report, or has
stale reports. It will stay on hold until the issue is fixed.
Note
If a list has a configuration issue, the owner receives an email
summary of what is wrong once every twenty-four hours until the
list is either fixed or disabled.
Tip
Most configuration issues clear up by refreshing the affected
reports, adding at least one recipient, and adding at least one
report to the list.
Body — up to 255 characters of text that appears in the
email above the reports.
IncludeSignature — append the owner’s clearPath signature
block to the message.
Below the message fields, the Mail tab lists every recipient on the
list. Type an email address into the box and click Add (or press
Enter) to add a recipient. Click the x next to a name to remove
them.
Use the Reports tab to pick which reports go out with the list. A
filter bar at the top narrows the tree down by file name, report
type, or output format (PDF, HTML, XML, CSV,
Excel). Three helper buttons let you jump to ShowSelected,
SelectAll, or UnselectAll.
Each row in the tree has a checkbox; tick the reports you want to
include. A status line at the bottom shows how many reports are
currently selected.
The ManageRecipients page (reached from the Manage menu on
the list page) shows a flat view of every email address that appears
on any distribution list for the account, with a column listing the
lists each recipient is currently on.
Use this page to:
Find every list a specific person is on.
Remove an address from several lists at once without opening each
list individually.
Export the full recipient directory to HTML, CSV, or Excel.
When the AllowRecipientstoUnsubscribe option is turned on for
a list, every email clearPath sends includes a click here to
unsubscribe link at the bottom.
Clicking the link opens a short page where the recipient confirms
their email address and presses Unsubscribe.
clearPath sends a confirmation email once the removal succeeds.
Note
This removes the recipient from a single list. Someone on several
lists must repeat the process for each one.
Warning
The unsubscribe link is valid for ten days after the email is
sent. After that, the recipient can wait for the next scheduled
email and use the fresh link, ask their clearPath administrator
for help, or contact support@clearpathhealthsolutions.com.
clearPath now refreshes reports starting at 3:00 AM GMT and sends
the distribution lists out at 6:00 AM GMT. The three hour gap gives
reports time to finish before the distribution schedule fires, and the prepared
reports are emailed during the 30 minute window from 6:00 AM GMT to
6:30 AM GMT.
Having the reports and distributions run based on the GMT time, avoid potential issues
with timezones, switching between daylight savings times and back and future changes
to local implementations of daylight saving time switching.
Note
The clearPath server now has its time set GMT not local time as in previous versions. To make sure dates and
times shown in the user interface are accurate for you, it is
important to set your time zone in the
Accounts | Options dialog. Without a
correct time zone, run times, last-executed timestamps, and
scheduled send times will appear offset from your local clock.
clearPath runs distribution lists at 6:00 AM GMT by default.
Reports start refreshing at 3:00 AM GMT, giving them three hours to
finish before the schedule fires. See Distribution Scheduling for
more on the timing and time zone behaviour.
To change the send time or add BCC addresses, go to
Reports | Distribute, click Manage, and choose
ManageGlobalListSettings. In the dialog:
Account — pick the account whose settings you are editing
(only shown if you have rights to more than one).
TimetoSendList — pick a time of day in fifteen-minute
increments.
BCC — type an address and press Add to BCC every list on
the account to that address. Remove an address by clicking the
x next to it.
Click Submit to save, or Cancel to close without saving.
clearPath keeps a rolling monthly archive of every report
produced on the system. Each archive is a single ZIP file, built
and kept up to date continuously so that at any moment during the
month the file on disk contains every report that has been
generated so far. On the first of the next month, clearPath
rolls the archive over — the previous month is sealed and a
fresh archive starts filling for the new one.
The archive is your long-term record. Whenever you need to prove
what a report looked like at a given point in time — for a
regulator, an audit, or an internal review — the archive is
where you go.
Export — opens a menu with three choices. Each export
produces a listing of the archive’s contents in the chosen
format, scoped to whatever search / filter you have active:
ExporttoHTML — opens a printable report in a new tab.
The search box in the toolbar matches on the archive’s file
name. Clear the box to go back to the full list. A refresh
button beside the search box reloads the list from the server —
useful when a report has just finished running and you want to
see it appear in the archive.
Filename — the archive’s file name, generally the form
Mmm_YYYY.zip (for example, Apr_2026.zip). Click the
heading to sort alphabetically.
LastModified — the most recent time the archive was
updated. Today’s archive updates as new reports generate;
previous months are effectively frozen.
Size — the on-disk size of the ZIP file.
Tick the checkbox on a row to select it, or tick the header
checkbox to select every row on the page. Selecting one or more
rows reveals the bulk-action bar with Download and
Delete Selected buttons so you can pull several months down
at once.
Click the three-dot button at the end of a row to open the row
menu:
Download — downloads the ZIP file to your device.
Delete — removes the archive after a confirmation prompt.
Warning
Deleting an archive is permanent. clearPath cannot
rebuild an archive from source after it has been removed —
the archive is the only record of what the reports looked
like on the day they were generated. Use Delete only
when you have an off-site copy you are comfortable with, or
when you have confirmed a month is no longer needed.
Once you have downloaded a ZIP, open it with any standard
archive tool (the built-in extractor on Windows, macOS, and
most mobile platforms handles it natively). Inside, the reports
are laid out in a predictable folder tree so you can navigate
straight to the scope you need without scanning every file:
archive/
corp/
hospital name/
pca name/ ← patient care area
program name/
unit name/
<report files>.pdf
<report files>.csv
<report files>.xls
Only reports where clearPath found both an existing report
definition and a generated file at the time of archive rollover
are included. Reports whose definitions have since been deleted
still appear in older archives — that is the point of keeping
them.
Tip
Because archives are built month by month, point-in-time
queries are simple: grab the ZIP for the relevant month and
everything that was on the server at that time is inside.
There is no need to recreate historical reports — they are
already preserved.
A Report Group is a saved collection of reports. Once you set one up,
you can pick it anywhere in clearPath that asks for a group — on a
distribution list, in a bulk operation, or when you simply want to
look at a related set of reports side by side. Groups can be built
manually, or they can fill themselves in based on a rule so you do
not have to re-assign reports each time a new one is added.
When you create a group you pick a Type. The type decides how
reports become members.
Type
How reports join the group
Manual
You add reports to the group by hand, one at a time, on the
report itself. Nothing is pulled in automatically.
Period
clearPath watches the time period set on each report and
automatically includes every report whose period matches the
one you picked (for example LastMonth or ThisQuarter).
User
Every report owned by the user you picked is included
automatically.
Tag
Every report that carries one of the tags you listed is
included automatically. You can list as many tags as you like.
Reportable
Includes reports based on whether they are marked
Reportable, UnReportable, or All.
Category
Includes every report that belongs to a given user category.
Format
Includes every report in a given output format, such as
PDF, CSV, Excel, HTML, XML, PNG, or
OpenDocument.
Export — opens a menu with three choices. The export respects
whatever you have typed in the search box, so the file contains
only the rows you can currently see:
ExporttoHTML — opens a printable version in a new tab.
ExporttoCSV — downloads a comma-separated file.
ExporttoExcel — downloads a spreadsheet file.
Group — opens the editor with a blank form so you can create a
new group.
The search box in the toolbar matches on the group name, the account
name, and the names of the individual reports inside each group. A
refresh button beside it reloads the page from the server.
The editor opens as a dialog. You can reach it by clicking Group
in the page header to create a new group, or by choosing Edit on
the three-dot menu of an existing row.
The toggle switch in the top right of the dialog marks the group as
Active or Inactive. An inactive group stays on the list but
is hidden from the pickers where you would normally choose a group.
Depending on the Type you pick, one additional field appears:
Type
Extra field
Manual
None. You add reports to the group one at a time on the
report itself.
Period
Period drop-down. Pick the period that reports must match
(examples: Today, ThisWeek, LastMonth,
ThisQuarter, FiscalYear, Last90Days, and
individual calendar months).
User
User drop-down listing the report owners on the selected
account.
Tag
Tags box. Type a tag name and press Enter to add it;
click the x on a tag to remove it. You can list any
number of tags.
Reportable
Reportable drop-down with the choices All,
Reportable, and UnReportable.
Category
Category drop-down listing the user categories set up on
the selected account.
Format
OutputType drop-down with None, PDF, CSV,
XML, HTML, PNG, Excel, and OpenDocument.
Report sharing allows your organization to access finished hand hygiene reports right from your own network. The share is
read-only and can only be modified by clearPath. No username or password is required to view finished reports. All published reports are
accessible to anyone with network access.
The reports are organized into directories on the share to make it easier to find the report. Reports are organized by Corporation,
Facility, Program Groups, Unit Groups, Patient Care Areas and Time Period.
To enable report sharing go to Reports | Options.
In the Report Share Section place a check box in Enable Report Sharing check box. The share is not password protected and is
accessible to anyone on the network. The share is set to read only and can only be modified by the clearPath report engine.
For each report you wish to published, go to the Share tab in the report definition, and place a check in the Share Report
checkbox. Press OK when done to save the settings. clearPath will configure the share automatically. It may take a minute or so
before the share is browse able in your file explorer. By default reports are not publicly shared so the share may be empty when
it is first viewed. Once the report definition is set to share, the report must be updated (executed) before it will appear in
the network share directory.
To access the share from your MAC open Finder and go to Go | Connect to Server. Enter the server address smb://127.0.0.1.
Replace 127.0.0.1 with your clearPath appliance IP address or DNS name.
To access the share from your Windows desktop, open up File Explorer and enter the following into the address bar \127.0.0.1share.
Replace 127.0.0.1 with your clearPath appliance IP or DNS name.
