There are more than 130 standard reports available in Penelope. These can be used to report on your client demographics, funders, group classes, scheduling, staff productivity, program details, billing/accounts, documents, assessments and much more. Access to these reports is controlled by your Reports Security Class.
Depending on the report it will be accessible in one or more locations in Penelope. Reports are most commonly found in the “View All Reports” page in Penelope but they can also be found in the “My Reports” section of the Reports sidebar or directly on the record the report is connected to.
More information can be found in our Standard Reports Guide (pages 8 and 9).
How to Print a Report
To print a report follow the instructions listed below:
Click your agency’s logo located in the top left corner of the report.
A print dialogue box will appear on the screen.
Adjust settings as required.
If you do not see your agency’s logo you can print the report by pressing CTRL and P (Windows users) or CMD and P (Apple users). More information can be found in our Standard Reports Guide (page 9).
Saving a Report as a PDF
It is not possible to save a report in a different format to which it displays (HTML) in Penelope.
If you have a PDF print driver installed on your computer it is possible to save the generated report as a PDF. To do this follow the instruction above for printing a report and select PDF as your printer.