Attention: Athena is now Bonterra. Please bear with us as we update our screenshots to match our new name

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:
1. To modify an existing custom Report Security Class, in the Report Security Class section, click the name of a class.
2. 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.