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The Bonterra Standard Reports guide provides an overview of the built-in reporting options available in Penelope. Some of the reports are only available when purchased with specific modules (ORS/SRS, DSS and NDIS) and may not be available in your database.
About report security settings
A Report Security Class is a security class setting used to give or restrict access to built-in reports in Penelope. Penelope includes several built-in Report Security Class options that you can assign to a worker. You can also request that your System Administrator create custom Report Security Classes based on your agency’s unique needs.
The default Report Security Classes include:
ALL Reports
Default Admin-Exec Reports
Default Intake-Mgmt Reports
Default Clinical Worker Reports
Default Kiosk User Reports (**The Kiosk feature is not available in v4.7.2.0 and higher of Penelope**)
Default System Administrator Reports
Default Volunteer-Student Reports
The specific reports included in each of these default options are designed to fulfill the most common reporting needs for that User Group type. Note that, other than the “ALL Reports” option, the default Report Security Classes cannot be modified.
When you add a new user to Bonterra, the Report Security Class assigned to that worker is automatically selected based on the User Group the worker is assigned to. For example, if you set up a worker as Intake-Mgmt, they automatically inherit the “Default Intake-Mgmt Reports” option. You can, however, adjust which Report Security Class assigned to the worker to one of the other default options or a custom option created by your System Administrator.
Configure a Report Security Class
To customize access to specific reports, you must modify an existing custom Report Security Class or create a new custom Report Security Class.
Prerequisite: You must be logged in to Penelope using a System Administrator account.
In the User Setup section, click Security.
Click Class Setup.
Complete one of the following actions:
To modify an existing custom Report Security Class, in the Report Security Class section, click the name of a class.
To create a new custom Report Security Class, in the Report Security Class section, click Add.
As applicable, select the reports you want the workers belonging to this class to have access to.
Click Save.
About accessing reports
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 Bonterra, but they can also be found in the “My Reports” section of the Reports sidebar or directly on the applicable record the report is concerned with.
Print a report
To print a report, complete one of the following options: • If your agency logo appears in the top left corner of the report, click the logo. • If your agency logo does not appear and instead you see a red X, click the X. • If you do not see your agency logo or the X, on your keyboard, press CTRL/CMD + P.
Individual reports
Account Aging List Report
Account Statement As Of - Individual
Account Statement For - Individual
Detail Individual Profile Report / Profile Report
Individual Collateral Contact Info. Report
Individual Contact List Report
Outstanding Detail Report - Individual
Unique Individual Demographic Report
Case Service reports
Case Account History Report
Case Billing Summary
Case Event Report
Case Load Cart Service Unit Report
Case Profile Summary Report
Clinical Manager Report
Complete Case Profile Report
Opened/Close Service File Report
Service File Roster As Of Date Report
Worker Service Participant Roster Report
Service Reports
Actual Report
Masters Service Event Status Report
Master Service Statistical Report
Service Billing Summary
Service File Account History Report
Service File Demographic Report
Service File Event Members Report
Service File Event Report
Service File Participant Stats Report
Service File Summary Report
Target Report
Service Event Reports
Event Amount Summary Report
Event Billing Summary
Event Details Report
Event Service Unit Detail Report
Event Status Report
Event Status Summary Report
My Event Notes Report
Service Unit Reports
Cart Service Unit Report
Cart Service Unit Report By Worker
Group Reports
Group Series List Report
Group Summary
Group Event Reports
Group Event Details Report
Group Event Summary
Document Reports
Document Breakdown Report
Document Change Over Time Statistical Report
Document Group Comparison Statistical Report
Document Individual Statistic Report
Document Score Setup Report
Outcomes Breakdown Report
Random Client List Generation Report
Survey Check Box Change Report
Survey Point Scale Report
ORS/SRS Reports
ORS Measures Client Lists with Flags Report
ORS Measures Rolling Average Report
ORS Measures Self Audit Report
Funder Reports
Account Aging List Report
Account Statement As Of
Account Statement For
EAP Utilization Report
Funder Collateral Contact List Report
Funder Contact List Report
Funder Demographics Report
Funder Event Summary Report
Funder Event Type Statistical Report
Funder Presenting Issues Report
Outstanding Detail Report
Outstanding Funder Report
Billing Reports
Account Summary Report
All Receipts/Credit Note List Report
Applied Receipts/Credit Detail
Batch List
Booked Appointments Of The Past Report
Cart Item Amounts Report
Claim
CMS 1500
CMS 1500 Preview/CMS LIST Report
Credit
Daily Bank Deposit Report
Debit
Debit Applied Detail Report
Debit Detail With Taxes Report
Debit Note List Report
EOB Detailed Report
Invoice
Invoice Preview
Invoice Applied Detail Report
Invoice Details Report
Invoiced Detail With Taxes Report
Invoiced Service Units List Report
No-Invoiced Service Units Report
Non-Posted Invoices Report
Receipt/Credit Applied Detail Report
Service Unit Adjustment Report
Tax Amounts Report
Policy Reports
Coverage Expiration List Report
Group Policy Roster Report
Group Policy Setup Report
Individual Policy Report
Policy Coverage Use Report
Public Policy Roster Report
Public Policy Setup Report
Unit Coverage Use Report
Worker Reports
Direct Hours Percentage Report
Human Resources Report
Presenting Issues Report
Worker List Report
Schedule Reports
Indirect Event Report
Individual Check-In Report
Example report
Intake Availability Times Report
Worker Availability Report
Worker Day Sheet Report
Anonymous Service Reports
Anonymous Service Category Report
Anonymous Service History Report
Informal Series Reports
Informal Event Attendance
Informal Series Participation Report
Pre-enrollment Reports
Pre-enrollment list Report
NDIS
NDIS Claim Preview Report
NDIA Claim Summary Report
NDIS Client Summary Report
NDIS Coverage Usage Report
DSS Reports
DSS Client Demographic Report
DSS Case Submission Report
DSS Client Submission Report
DSS Error Details Report
DSS Score Assessment Report
DSS Sessions Submission Report
Incomplete DSS Case Record Report
Incomplete DSS Individual Record Report
Incomplete DSS Session Record Report
Other Reports
Blue Book Entry Report