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

The Penelope 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

A Report Security Class is a security 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 (Note: The Kiosk feature is not available in v4.7.2.0 and later 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: Other than the “ALL Reports” option, the default Report Security Classes cannot be modified.

When you add a new user to Penelope, 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 is assigned to the worker to another default option 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 may 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 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, press CTRL/CMD + P on your keyboard

Report Information

Individual Reports

Account Aging List Report

Item	Description
Description	Lists individuals that have amounts owing, including the current balance and aging period (<30 days, 30-59 days, 60-89 days, and 90+ days) Clients are listed in this report if the Account Balance from their Individual Profile lists an amount greater than $0 Can include increasing level of client detail, including the type of financial document, the Service Unit/Cart item, Event, or Case information.
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	View All Reports > Account Balance Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Site Service Service Class
Report options	Level of Detail (Account Summary, Financial Document, Line/Description, Include Event, Include Event and Case Information) Report By (All, Site, Service, Service Class) Display (Total, Days Outstanding)
Example report	With "Include Event and Case Information" option

Account Statement As Of - Individual

Item	Description
Description	Displays a list of all financial transactions with amounts and the balance as of a specified date Each individual's record is reported on separately
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	View All Reports > Account Balance Reports Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Individual Individual Site Balance Above

Account Statement For - Individual

Item	Description
Description	Displays a list of all financial transactions with amounts and the balance for a specified date range Each individual's record is reported on separately
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	View All Reports > Account Balance Reports Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Transaction Date (date range) Individual Individual Site Balance Above

Detail Individual Profile Report / Profile Report

Item	Description
Description	Displays all profile information for individuals, including contact methods and demographics (policy information is excluded) Can optionally include Documents, Client Communications, and Workflows
Typical audience	Practitioner, Program Manager
Type of data	Client contact and demographic information
Location in Penelope	View All Reports > Individual Reports (pre-filtered for individuals within specified criteria) My Reports (pre-filtered for Case Worker) Individual Profile (pre-filtered for individual)
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Volunteer Clinical Worker
Criteria	Individual Added (date range) Case Case Worker Individual Service Site
Report options	Include Documents Include Communications Include Workflows

Individual Collateral Contact Info. Report

Item	Description
Description	Displays all Collateral Contact information for individuals, including name, contact methods, and address
Typical audience	Practitioner, Program Manager
Type of data	Client contact and demographic information
Location in Penelope	View All Reports > Individual Reports (pre-filtered for individuals within specified criteria) Individual Profile (pre-filtered for individual)
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Volunteer Clinical Worker
Criteria	Date added (date range) Individual Case Case Worker Service

Individual Contact List Report

Item	Description
Description	Displays one or more individuals that were added to Penelope within the selected timeframe with contact details, including telephone number and address
Typical audience	Practitioner, Program Manager
Type of data	Client contact and demographic information
Location in Penelope	View All Reports > Individual Reports My Reports Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Volunteer Clinical Worker
Criteria	Date added (date range) Individual Case Case Worker Service Site
Report options	Report On (All, Individuals Assigned)

Outstanding Detail Report - Individual

Item	Description
Description	Lists outstanding invoices, debits and receipts as of a selected date Includes transaction number, date, Service Unit name, quantity, amount, balance, and days outstanding Also includes subtotals for each transaction type and total outstanding balance
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date
Report options	Show Event Details Sort By (Days Outstanding, Balance, Presenting Client, Event Date, Event Site)

Unique Individual Demographic Report

Item	Description
Description	Displays a unique, unduplicated count of individuals part of at least one Service File by one or two demographic variables for a selected timeframe and, optionally, a selected service or service class Can include only presenting clients or all Case members
Typical audience	QA/Report writer, Program Manager
Type of data	General statistics (no PII)
Location in Penelope	View All Reports > Service Reports Services List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Period (start and end date) Service Class Service
Report options	Report On (row values) and Report By (column values) Default options include: New Clients, Gender, Age, City, Postal/Zip Code, Financial Concern, Safety Concern, and Site User-defined options include: Individual drop-downs 1-11 and Individual checkboxes 1-4 Note: The "New Clients" option displays statistics for both new and existing clients within the defined period Percentages (none, row, column, total) Members (all, presenting)

Case Service Reports

Case Account History Report

Item	Description
Description	Displays the account summary for the Case by transaction type and status (not invoiced, invoiced, payments, etc.) for funders and individuals All transactions with billing amounts by event date or by payor are also displayed Case status, opened date, household income and family size are included
Typical audience	Billing personnel
Type of data	Client and funder financial information
Location in Penelope	Case
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Service File(s)
Report options	Subtotal By (Payor, Event)

Case Billing Summary

Item	Description
Description	Interactive version of "Case Account History Report" Displays account summary for the Case broken out by transaction type and status (not invoiced, invoiced, payments, etc.) for funders and individuals All transactions with billing amounts by event date or by payor are also displayed Case status, opened date, household income and family size are included
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	Case
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker

Case Event Report

Item	Description
Description	Lists events for selected Service Files in a Case, including event date, time, duration in hours, status and individual fees Fee amounts displayed are the individual portion of any Service Units at the time of running the report, whether the amounts are invoiced are not
Typical audience	Practitioner
Type of data	Client service and scheduling information
Location in Penelope	Case
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Events (Only Booked, Excluded Cancelled and Re-scheduled, All) "Only Booked" displays events with a Booked status "Excluded Cancelled and Re-scheduled" displays Booked, Show, No Show and Late Canceled events (excluding Cancelled, Cancelled by Therapist and Re-scheduled) "All" will not filter events based on event status

Case Load Cart Service Unit Report

Item	Description
Description	Displays Service Units provided per worker within the selected timeframe with details on the presenting client name, Service File name, and service unit quantities provided by event status (Booked, Show, No Show and Cancelled events). only includes open Service Files
Typical audience	Practitioner, Program Manager
Type of data	Client service and scheduling information
Location in Penelope	View All Reports > Case Service Reports My Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (start and end date) Event Site Case Worker Subordinates Role (Primary, Other, All)

Case Profile Summary Report

Item	Description
Description	Displays Case and Service File information for selected services Similar to Complete Case Profile Summary Report but allows for inclusion of events within a specified timeframe for review and includes options for specific individual, Case and event components Demographic information and Case level documents are not included in this report but can be viewed with the Complete Case Profile Summary Report
Typical audience	Practitioner, Program Manager
Type of data	Client contact, service, scheduling and document details
Location in Penelope	Case Service File Service Event
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Event Date (start and end date) Include Only Open Services Service File(s)
Report options	Include: Intake Summary Contact Information Collateral Contact Event History Event Details Event Documents Referrals

Clinical Manager Report

Item	Description
Description	Lists each of a worker(s) Cases sorted by the Case Service then by Case name Client information such as the name of the primary member, the open date for the Service File, and the date of the last Event are included
Typical audience	Program Manager
Type of data	Worker's Case load and basic client information
Location in Penelope	View All Reports > Case Service Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Service File Open Date (date range) Case Worker Worker Site Service Class Service

Complete Case Profile Report

Item	Description
Description	displays all Case-related information with the option to include Individual Profile details, Documents, Service File notes, etc. To review events within a specific timeframe, please use the Case Profile Summary Report
Typical audience	Practitioner, Program Manager
Type of data	Client contact, demographic, and service information
Location in Penelope	View All Reports > Case Service Reports Case Service File Service Event
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Kiosk
Criteria	Case Added (date range) Case
Report options	Include: Individual Profile Individual Profile Documents Individuals Communications Individuals Workflows Documents Referrals Service File Notes Communications Workflows Sort By (Service File, Date)

Opened/Close Service File Report

Item	Description
Description	Displays list of Cases with Service Files that were either opened or closed within the date range Case Name, Case Service, start and end date, number of days in service, and primary worker are included
Typical audience	Program Manager
Type of data	Basic client service information
Location in Penelope	View All Reports > Case Service Reports Services List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Period (date range) Service Class Service Case Worker Primary Worker Site
Report options	Report On (Opened, Closed) Include Chart

Service File Roster As Of Date Report

Item	Description
Description	Displays members of each Case Service as of the date specified Includes primary method of communication and date of birth
Typical audience	Practitioner, Program Manager
Type of data	Basic client information
Location in Penelope	View All Reports > Case Service Reports My Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	As Of Date If this criterion is left blank, "As Of Today" is assumed Service Case Worker
Report options	Service File Status (Open, Closed, All)

Worker Service Participant Roster Report

Item	Description
Description	Lists all Service Files assigned to a worker including basic information about the participants in those Service Files Includes Service File ID, Service, Opened Date, Assigned Worker Role, Case Name, Case ID, Client, Client Date of Birth, Client Phone Number, Client Relationship
Typical audience	Practitioner, Program Manager
Type of data	Basic client information
Location in Penelope	View All Reports > Case Service Reports My Reports
Default Report Security Classes	All Reports Intake-Mgmt Clinical Worker
Criteria	Case Worker Worker Site Service Class Service Status (Active, Inactive, All)
Report options	Include Page Break

Service Reports

Actual Report

Item	Description
Description	Quantity of cart items for resolved events, number and duration of Service Events, duration of time-based cart items for resolved events, posted invoiced revenue, new clients in the period, and new clients to the organization Can select the calculation and interval the data is reported on as well as breakdown the data by one or more user-defined or built-in criteria Can be used with the Targets/Actuals module to compare targets against actual results or independently
Typical audience	Program Manager, QA/Report Writer
Type of data	Client, financial, or service statistical information
Location in Penelope	View All Reports > Service Reports
Default Report Security Classes	All Reports
Data	Target Year End Date (specific date)
Display Options	Period Interval Quarter Summary Actuals Prior Year Summary Display (Targets Only, Actuals Only) Comparison (To Targets, To Prior Year) Difference % Difference % of Comparison
Statistics Option	Row (Min, Max, Median, Mean, Variance, Std Deviation) Column (Min, Max, Median, Mean, Variance, Std Deviation) Percentage (None, By Row, By Breakdown Total, By Breakdown Period)
Sort	Sort By (Alphabetical Order, Actuals, Prior Year Actuals) Direction (Ascending, Descending)

Masters Service Event Status Report

Item	Description
Description	Displays total number of events and duration for selected or all services Broken out by event status (booked, shows, no show, cancelled, and cancelled by therapist)
Typical audience	Program Manager, QA/Report Writer
Type of data	General service statistical information
Location in Penelope	View All Reports > Service Reports Service List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event date (date range) Service Class Service Event site

Master Service Statistical Report

Item	Description
Description	Displays number of Service Files for a Case Service at the beginning, during, and at the end of the reporting period Includes number of unique members served, events and event hours Ensure that services are closed for prior periods before running report
Typical audience	Program Manager, QA/Report Writer
Type of data	General service statistical information
Location in Penelope	View All Reports > Service Reports Service List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Period (date range, required) Service Class Service Case Worker Event Site Presenting Participant Site

Service Billing Summary

Item	Description
Description	Interactive version of the Service File Account History Report Displays the account summary for the Service File broken out by transaction type and status (not invoiced, invoiced, payments, etc.) for funders/payors and individuals
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	Service File
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker

Service File Account History Report

Item	Description
Description	Displays the account summary for the Service File broken out by transaction type and status (not invoiced, invoiced, payments, etc.) for funders/payors and individuals Detailed list includes all transactions with billing amounts by event date or by payor Case details include Case status, opened date, household income and family size Service File details include status, start and end dates, and primary worker
Typical audience	Billing personnel
Type of data	Client financial information
Location in Penelope	Service File
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Report options	Subtotal By (Payor, Event)

Service File Demographic Report

Item	Description
Description	Displays the number of clients for Case Service(s) and tallies service members by a chosen demographic description (ex. male or female). Displays these counts as a percentage of the service and as a percentage of all services' members
Typical audience	Program Manager, QA/Report Writer
Type of data	General service statistical information
Location in Penelope	View All Reports > Service Reports Service List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Open During (date range) Service Class Service Client Site
Report options	Select By (Gender, City, Zip/Postal Code, Age, Client Site)

Service File Event Members Report

Item	Description
Description	Lists all events within the Service File including date, time, duration (in hours), attendance, and primary worker Additional details include primary worker, service participants, and start and end dates
Typical audience	Practitioner
Type of data	Basic client identifying and scheduling information
Location in Penelope	Service File
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker

Service File Event Report

Item	Description
Description	Lists all events within Service File including date, time, duration (in hours), attendance, and individual fees Fees displayed are the individual portion of any cart service unit at the time of running the report (whether the amounts are invoiced or not)
Typical audience	Practitioner, Billing personnel
Type of data	Basic client identifying, scheduling, and fee information
Location in Penelope	Service File
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Events (Only Booked, Excluded Cancelled and Re-scheduled, All) Note: "Only Booked" displays events with the status of Booked, Show, No Show, and Late Canceled events (excluding Cancelled, Cancelled by Therapist and Re-scheduled); "All" displays all events regardless of status

Service File Participant Stats Report

Item	Description
Description	Displays a list of services with the number of open Cases, total Case members and individuals on the pre-enrollment list for the service along with totals across all services
Typical audience	Program Manager, QA/Report Writer
Type of data	General service statistical information
Location in Penelope	View All Reports > Service Reports Service List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Service Class Service

Service File Summary Report

Item	Description
Description	Displays Service File information including event details for events within a specified timeframe and includes options for specific individual, Case and event components Particularly valuable for reviewing or printing Case/progress notes and event documents within a specific timeframe
Typical audience	Practitioner
Type of data	Detailed client contact, scheduling, and service information
Location in Penelope	Service File Service Event Services List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Event date (date range)
Report options	Include: Intake Summary Contact Information Collateral Contact Event History Event Details Event Documents Referrals

Target Report

Item	Description
Description	Allows you to select specific targets your agency has created and return the "actuals" against these targets using a multitude of parameters, criteria and display options.
Typical audience	Program Manager, QA/Report Writer
Type of data	Client, financial, or service statistical information
Location in Penelope	View All Reports > Service Reports
Default Report Security Classes	All Reports
Display options	Period Interval Quarter Summary Actuals Prior Year Summary Display (Actuals Only, Comparison to Prior Year) Difference % Difference % of Comparison

Service Event Reports

Event Amount Summary Report

Item	Description
Description	Lists events with event ID, Case name and ID, date, duration, amount invoiced and payor Also calculates total invoiced amounts with subtotals by payor (FFS, co-pay, funder) Detailed option also includes the service units, service names, event type and status, and event site
Typical audience	Program Manager, Billing personnel
Type of data	Client financial, service, and scheduling information
Location in Penelope	View All Reports > Service Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Service Class Service Funder Event Site Event Status Event Type Service Unit Service Unit Class
Report options	Sort By (Funder, Case File, Event Date) Include Details

Event Billing Summary

Item	Description
Description	Displays the billing summary for a specific event Includes invoiced fees, payments, credits, returns, recoveries, and balance Prior to attendance being recorded, cart item amounts display in the Booked row; after attendance is recorded, cart item amounts display in the Invoiced row
Typical audience	Practitioner, Billing personnel
Type of data	Client financial information
Location in Penelope	Service Event
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker

Event Details Report

Item	Description
Description	Displays detailed information for an event including Case ID, Case name, event title, date, time, duration, status, ID, site, event type, service, primary worker, attending members, non-attending members, resources, and service units Also includes event notes, messages, and workflows
Typical audience	Practitioner
Type of data	Detailed service information
Location in Penelope	Service Event
Security Class Settings	Event Security Settings

Event Service Unit Detail Report

Item	Description
Description	Displays events within a specific timeframe in chronological order with event ID, Case name, Case ID, event duration, date, status and site as well as the names, units, and amounts of any service units provided Detailed view includes the payor and invoiced versus non-invoiced amounts
Typical audience	Program Manager, Billing personnel
Type of data	Basic client scheduling and financial information
Location in Penelope	View All Reports > Service Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Event Site Event Status Case Worker Service Service Class List only events without unit
Report options	Display (Summary, Detail)

Event Status Report

Item	Description
Description	Lists events within a selected date range Includes event date, type, duration, and status
Typical audience	Practitioner, Program Manager
Type of data	Basic client detail and scheduling information
Location in Penelope	View All Reports > Service Event Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Service Worker Event Site Event Status Event Type Note: Workers are not associated with "Rescheduled", "Late Cancelled" and "Cancelled" appointments. If a worker is selected, those event statuses will not be included. To view "Rescheduled", "Late Cancelled" and "Cancelled" appointments, avoid selecting a worker.

Event Status Summary Report

Item	Description
Description	Displays the total number of events broken out by attendance status (including percentage of events by status) for a selected timeframe The "Cancel" column includes events that are marked as "Cancel" and "Canceled by therapist"
Typical audience	Program Manager, QA/Report Writer
Type of data	Service statistical information, no client-identifying information
Location in Penelope	View All Reports > Service Event Reports My Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Service Class Service Case Worker Event Site
Report options	Subtotal by (Primary Worker, Service, Event Site) Detail On (Primary Worker, Service, Event Site)

My Event Notes Report

Item	Description
Description	Lists all events for all clients in the selected date range, including the Case name and ID, Service File and ID, event title, date, start time, duration, primary worker, and the individual attending clients as well as Case notes with user and time stamps. The "Include Details" option displays the event site, ID, service units and quantities, and the event type and status.
Typical audience	Practitioner
Type of data	Basic client information and detailed event information
Location in Penelope	My Reports
Default Report Security Classes	All Reports Intake-Mgmt
Criteria	Event Date (date range) Subordinate Workers Service Event Site Include Own Events
Report options	Include Event Documents Include Detail

Service Unit Reports

Cart Service Unit Report

Item	Description
Description	Outlines all cart service units for a given period of events summarized by a service, service class, event type, event status, event site, service unit type or service unit class The invoiced amount column represents the total amount invoiced (and posted) to the client for that service unit as of running the report Detail Option will list out event details for each cart service unit
Typical audience	Program Manager, QA/Report Writer
Type of data	Service statistical information, no client identifying information
Location in Penelope	View All Reports > Service Unit Reports My Reports Service List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Service Class Service Event Site Event Status Exclude Booked Events Service Unit Service Unit Class
Report options	Group and Total By Day Select By (Service, Service Class, Event Type, Event Status, Event Site, Service Unit Type, Service Unit Class, Presenting Participant) Display (Summary, Detail) Show Funding in Detail View Sort By (Service, Presenting Participant, Event Date)

Cart Service Unit Report By Worker

Item	Description
Description	Outlines all service units for a given period of events by the attending worker's role (primary, secondary and additional) in the event Invoiced amount column represents the total amount invoiced (and posted) for that service unit as of the time the report is run Detail Option will list out event details for each cart service unit Note: Since an event can have more than one worker, the cart service units will appear for each worker in that event. This only displays workers that attended the event
Typical audience	Program Manager, QA/Report Writer
Type of data	Service statistical information , no client identifying information
Location in Penelope	View All Reports > Service Reports My Reports Service List > Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Service Class Service Case Worker Event Site Event Status Exclude Booked Events Service Unit Service Unit Class
Report options	Select By (Primary Worker, Additional Worker, Worker Role) Display (Summary, Detail) Show Funding in Detail View Sort By (Service, Presenting Participant, Event Date)

Group Reports

Group Series List Report

Item	Description
Description	Lists the attending members of each Group as of the date specified Additional details include the client's main contact number and Case ID
Typical audience	Practitioner, Program Manager
Type of data	Participant list and basic client identifying and contact information
Location in Penelope	View All Reports > Case Service Reports Group
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	As of Date (specific date) Service Class Service Group Note: If the "As of Date" field is left blank, today's date is assumed.

Group Summary

Item	Description
Description	Displays an event summary, a Case financial summary, or a service unit summary for group members "Event Summary" lists events with duration, status, and fees displayed "Case Financial Summary" lists Cases with financial information "Service Unit Summary" lists serviec units assigned to the Group
Typical audience	Practitioner
Type of data	Client financial information and event scheduling information
Location in Penelope	Group page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Report options	Event Summary Case Financial Summary Service Unit Summary

Group Event Reports

Group Event Details Report

Item	Description
Description	Displays detailed information for a group event including group name and ID, event title, date, time, duration status, ID, site, event type, service, primary worker, attending members, non-attending members, resources, and service units Also includes event notes, messages, and workflows
Typical audience	Practitioner
Type of data	Detailed service information
Location in Penelope	Service Event
Security Class Settings	Event Security Settings

Group Event Summary

Item	Description
Description	Displays a Case financial summary or a service unit summary for attending group event members "Case Financial Summary" lists Cases with financial information "Service Unit Summary" lists the service units assigned to the Group
Typical audience	Practitioner
Type of data	Client financial information and event scheduling information
Location in Penelope	Group Event
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Report options	Case Financial Summary Item Summary

Document Reports

Document Breakdown Report

Item	Description
Description	Displays answers to reportable questions within a document Can optionally break down results by reportable build-in and user-defined questions Note: Reportable questions include lists (built-in and custom), yes/no, numbers, and dates.
Typical audience	Program Manager, QA/Report Writer
Type of data	Document statistics
Location in Penelope	View All Reports > Document Reports
Default Report Security Classes	All Reports
Criteria	Period (date range, required) Document Include Occurrences as Sub-Document Data Level Report By (Date Level, Completed for Individual) Breakdown Data Filters (display when you choose the "Report By" option of "Data Level"; specific data filters depend on the data level chosen)
Report options	Include Question Types Lists (Single Select) Lists (Multi. Select) Number Yes/No Date (days from doc. date) Worker Service (Single Select) Service (Multi. Select) Site Assessment questions only Percentages (None, Row, Column, Total) Show Answers with No Response

Document Change Over Time Statistical Report

Item	Description
Description	Shows changes in assessment scores over time for a group of clients that completed initial and subsequent assessments within the selected time frame Can be filtered by service, site and other data variables like client demographics Displays a within subjects T score that can be compared against a Student's T statistical table to determine whether or not there has been statistically significant change in the client group over the selected timeframe
Typical audience	Program Manager, QA/Report Writer
Type of data	Document statistics
Location in Penelope	View All Reports > Document Reports
Default Report Security Classes	All Reports
Criteria	Sample Document Date (date range) Document Service Individual Site Additional Data Filter
Report options	Report On Difference (Closing score from initial score, Nth score from initial score) Position (2nd through 10th)

Document Group Comparison Statistical Report

Item	Description
Description	Compares initial, final, or change from initial to closing scores for two groups of clients who have completed an Outcomes Assessment Client groups selected for comparison are defined using the breakdown list and filtered to specific services and sites if desired Displays a between subjects T score that can be compared against a Student's T statistical table to determine whether or not the scores for the two groups are statistically significantly different from each other
Typical audience	Program Manager, QA/Report Writer
Type of data	Document statistics
Location in Penelope	View All Reports > Document Reports
Default Report Security Classes	All Reports
Criteria	Sample Document Date (date range) Document Breakdown Group 1 Value Group 2 Value Service Individual Site
Report options	Report On State (Initial Scores, Closing Scores, Change from initial to closing)

Document Individual Statistic Report

Item	Description
Description	Displays an individual's score(s) from a staged document or assessment along with the mean and other descriptive statistics for a sample of client scores within a selected date range Comparisons for initial scores, closing scores and the difference between initial and closing scores can be made (both sub-scores and closing scores can be compared) Assessment scores (event or Service File level) and other scored documents (Service File level only) are included
Typical audience	Practitioner
Type of data	Document statistics
Location in Penelope	Service File
Default Report Security Classes	All Reports
Criteria	Sample Document Date (date range) Compare (initial scores, closing scores, closing minus initial) Document Participant

Document Score Setup Report

Item	Description
Description	lists all scores created for a document, as well as each Scored Question and the values associated with each
Typical audience	Program Manager, Document Builder
Type of data	Document template score information
Location in Penelope	Document List > Document > Reports
Default Report Security Classes	All Reports
Criteria	Score

Outcomes Breakdown Report

Item	Description
Description	Displays answers to reportable questions within an Outcome Assessment Can optionally break down results by reportable build-in and user-defined questions Note: Reportable questions include lists (built-in and custom), yes/no, numbers and dates
Typical audience	Program Manager, QA/Report Writer
Type of data	Document statistics
Location in Penelope	View All Reports > Document Reports
Default Report Security Classes	All Reports
Criteria	Period (date range) Document Include Occurrences as Sub-Document Data Level Report By (Data Level, Completed for Individual) Breakdown Data Filters (display when you choose the "Report By" option of "Data Level"; specific data filters depend on the data level chosen)
Report options	Include Question Types Lists (Single Select) Lists (Multi. Select) Number Yes/No Date (days from doc. date) Worker Service (Single Select) Service (Multi. Select) Site Assessment questions only Percentages (None, Row, Column, Total) Show Answers with No Response

Random Client List Generation Report

Item	Description
Description	Generates a random list of a specified number of clients who have a closed service or a service that was closed within a specified time frame Designed to be used to generate a random list of clients for follow-up purposes to monitor satisfaction and/or outcomes Includes both client names and main contact numbers
Typical audience	Program Manager
Type of data	Basic client identifying information
Location in Penelope	View All Reports > Survey Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Volunteer
Criteria	Case Date (date range) Number of Individuals

Survey Check Box Change Report

Item	Description
Description	Displays results of check box (including check all that apply) questions for a selected survey and question filled out within a selected timeframe (leave the date filters blank to report all time) For each check box response, the report calculates the percent of respondents that had checked the box on pre, mid and post surveys where applicable and the respondent count and percent change from pre-mid, mid-post, and pre-post
Typical audience	Program Manager, QA/Report Writer
Type of data	Document statistics
Location in Penelope	View All Reports > Survey Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Volunteer
Criteria	Survey Date (date range) Survey Survey Question

Survey Point Scale Report

Item	Description
Description	Displays results of Likert scale or other point scale questions in a selected survey filled out within a selected timeframe (leave the date filters blank to report all time) For each point scale question, the mean scores on pre, mid and post surveys are displayed where applicable along with the respondent count for each and the percent change from pre-mid, mid-post, and pre-post
Typical audience	Program Manager, QA/Report Writer
Type of data	Document statistics
Location in Penelope	View All Reports > Survey Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Volunteer
Criteria	Survey Date (date range) Survey

ORS/SRS Reports

ORS Measures Client Lists with Flags Report

Item	Description
Description	Displays a list of clients that have completed at least one initial and one progress ORS assessment with their initial ORS score, the last ORS score and the raw change between the initial and last scores Color-coded zones for the last score represent color-coded zones provided by the OpenFIT algorithms that indicate whether a client's service outcomes are on track (green), need monitoring (yellow) or need a follow-up (red)
Typical audience	Practitioner, Program Manager, QA/Report Writer
Type of data	Client identifying information and ORS document statistics
Location in Penelope	View All Reports > ORS/SRS Reports My Reports
Default Report Security Classes	N/A - must be manually enabled after ORS/SRS license key is installed
Criteria	Service File Open As of Date (specific date) Worker Include Subordinates Service Service Class

ORS Measures Rolling Average Report

Item	Description
Description	Displays statistics about the average changes in ORS scores within a selected timeframe Data for clients will be included if they have at least one event within the selected date range, an initial ORS score, and at least one Progress ORS score that falls either before or within the selected date range
Typical audience	Program Manager, QA/Report Writer
Type of data	ORS document statistics
Location in Penelope	View All Reports > ORS/SRS Reports
Default Report Security Classes	N/A - must be manually enabled after ORS/SRS license key is installed
Criteria	Event Date (date range) Worker Include Subordinates Service Service Class
Report options	Categorize by (open and closed Service File, Initial Score Distress Level) Group by (Case Service, Primary Worker of Service File, Main Presenting Issue) Subgroup by (Case Service, Primary Worker of Service File, Main Presenting Issue, None)

ORS Measures Self Audit Report

Item	Description
Description	Assists practitioners and their supervisors in ensuring that the ORS/SRS assessments are completed for each appointment Practitioners are considered "on-track" (coded as green) by completing initial ORS and SRS assessments at least 95% of the time within initial service appointments and if they complete Progress ORS and SRS assessments at least 90% of the time in subsequent appointments Number of assessments completed and the proportion of events with assessments are displayed along with the zone (color code) indicating whether the proportion is on track (green), needs monitoring (yellow) or needs follow-up (red) If a client attends appointments within a service in which the ORS or SRS should not be completed (ex. if the frequency of appointments is greater than the recommended frequency of assessment administration), then the proportion may be clinically appropriate but in a yellow or red zone in the report
Typical audience	Program Manager, QA/Report Writer
Type of data	ORS document statistics
Location in Penelope	View All Reports > ORS/SRS Reports My Reports
Default Report Security Classes	N/A - must be manually enabled after ORS/SRS license key is installed
Criteria	Event Date (date range) Worker Include Subordinates Service Service Class

Funder Reports

Account Aging List Report

Item	Description
Description	For a specified timeframe, lists funders that have amounts owing including the current balance and aging period (30-59 days, 60-89 days, 90+ days)
Typical audience	Billing personnel
Type of data	Funder financial information and (optionally) client service information
Location in Penelope	View All Reports > Funder Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Site Service Service Class Statement Cycle Funder Funder Type Funder Type 2 (user-defined dropdown)
Report options	Level of Detail (Account Summary, Financial Document, Line-Description, Include Event, Include Event and Case Information) Report By (All, Site, Service, Service Class) Display (Total, Days Outstanding) Note: The "Level of Detail" options are listed in order of least to most detail. Choosing an option from this list includes the detail specified in the previous option. For example, "Line/Description" also includes "Account Summary" and "Financial Document" details.

Account Statement As Of

Item	Description
Description	Displays a list of all transactions with amounts and the balance as of a specified date Can be run for a specific funder, funders billed on a specific statement cycle, funders of a specific type (including a user-defined category) or all funders Can also include transactions only funders with a balance above a specified amount Each funder's record is reported on separately; criteria are cumulative
Typical audience	Billing personnel
Type of data	Funder financial information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Statement Cycle Funder Funder Type Funder Type 2 (user-defined dropdown) Balance Above

Account Statement For

Item	Description
Description	Displays a list of all transactions with amounts and the balance as of a specified date Can be run for a specific funder, funders billed on a specific statement cycle, funders of a specific type (including a user-defined category) or all funders Can also include transactions only funders with a balance above a specified amount Each funder's record is reported on separately; criteria are cumulative
Typical audience	Billing personnel
Type of data	Funder financial information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Transaction Date (date range, required) Statement Cycle Funder Funder Type Funder Type 2 (user-defined dropdown) Balance Above

EAP Utilization Report

Item	Description
Description	Displays utilization information for EAP contracts for active, new, re-opened and closed Cases Also lists all services (including EAP Case Services) used by service category with total hours/units of service Note: Services are associated with a funder through billing.
Typical audience	Billing personnel
Type of data	Funder financial information
Location in Penelope	View All Reports > Funder Reports
Default Report Security Classes	All Reports
Criteria	Event Date (date range) Statement Cycle Funder
Report options	Include Line Details Display statistics as graphs Presenting Issue Problem Area Include Utilization Rate

Funder Collateral Contact List Report

Item	Description
Description	Displays all Collateral Contact information for funders including name, contact methods, and address
Typical audience	Billing personnel
Type of data	Funder contact information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Date added (date range) Funder
Report options	Include Line Details Display statistics as graphs Presenting Issue Problem Area Include Utilization Rate

Funder Contact List Report

Item	Description
Description	Displays one or more funders that were added to Penelope within the selected timeframe with contact details including telephone number and address Can list all funders or funders of a specific type (including a user-defined category)
Typical audience	Billing personnel
Type of data	Funder contact information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Date added (date range) Funder

Funder Demographics Report

Item	Description
Description	Summarizes individual demographics by funder Al unique individuals who had an event in the specific date range that was covered by funding will be included Optional service and service class parameters can be used to further refine the results by only including members of that service of service class
Typical audience	Billing personnel, Program Manager
Type of data	Funder statistical information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Funder Service Class Service
Report options	Select by Include records with no data Include chart

Funder Event Summary Report

Item	Description
Description	Provides statistical information on events where a funder is connected to those events (through billing) Tallies events, their duration, and program members breaking out initial and return appointments (per service) where the funder is involved Provides statistical information on service units (by unit of measurement) and demographics (by gender and relationship) Optional detail sections displays various levels of complimentary information for appointments and service members
Typical audience	Billing personnel, Program Manager
Type of data	Funder statistical information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Funder Funder Type Funder Type 2 (user-defined dropdown)
Report options	Event Detail (None, Initial, All) Service Member Detail (none, Initial, All)

Funder Event Type Statistical Report

Item	Description
Description	Provides statistical information on events where a funder is connected to those events (through billing) Tallies events in a matrix on event type and event status Tallies events and service members breaking out any initial and return appointments (per program) where the funder is involved Optional detail sections displays various levels of additional information for initial appointments, all appointments or service members
Typical audience	Billing personnel, Program Manager
Type of data	Funder financial information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Funder Funder Type Funder Type 2 (user-defined dropdown)
Report options	Include (No Details, Initial Events, All Events, All Members)

Funder Presenting Issues Report

Item	Description
Description	Tallies the occurrences of each presenting issue by funder where they are connected to those events through billing Event date range limits records to only include clients that have an event during that period (includes any event status, including booked) Optional detail section lists out initial appointments (per program) where the funder is involved and the relating presenting issues
Typical audience	Billing personnel, Program Manager
Type of data	Funder financial information
Location in Penelope	View All Reports > Funder Reports Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Funder Funder Type Funder Type 2 (user-defined dropdown)
Report options	Display (Summary, Detail) Presenting Issue For (Case Intake, Service Members, Presenting Client) Report On (Specific Issues, Issue Group)

Outstanding Detail Report

Item	Description
Description	Lists outstanding invoices, debits and receipts as of a selected date sorted by one of several options: Transaction number and date Service unit name Quantity and amount as well as the balance and days O/S are displayed, with subtotals for each transaction type and a total outstanding balance
Typical audience	Billing personnel, Program Manager
Type of data	Funder financial information
Location in Penelope	Funder Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date)
Report options	Show Event Details Sort By (Days Outstanding, Balance, Presenting Client, Event Date, Event Site)

Outstanding Funder Report

Item	Description
Description	Displays outstanding items (i.e. those with a non-zero balance) on invoices created for funders Displays invoice no., invoice date, funder name, Service Unit, total, and balance Each line item description includes event type, event date, primary worker name, policy holder and number, presenting client name and date of birth Note: Presenting client = primary member of the Service File
Typical audience	Billing personnel, Program Manager
Type of data	Funder financial information
Location in Penelope	View All Reports > Funder Reports
Default Report Security Classes	All Reports
Criteria	Invoice Date (date range) Funder Service Event Site Policy Type
Report options	Exclude Partially Applied Line Items Sort By (Funder, Invoice Date, Presenting Client)

Billing Reports

Account Summary Report

Item	Description
Description	Displays a list of credit and debit items that make up the closing balance for all funders and all individuals for a billing period
Typical audience	Billing personnel
Type of data	Agency financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Transaction Date (date range)
Report options	Report On (All, By Site)

All Receipts/Credit Note List Report

Item	Description
Description	Displays all payment receipts and credit notes within a specified date range including receipt number, payor and cheque number (where applicable), payment type or credit reason, transaction date, the worker that created the transaction, the amount and any unapplied portions Can be filtered to a specific receipt type, credit reason or the worker that created the receipt or to those receipts with unapplied amounts Can also be filtered to receipts/credits from clients or funders and subtotaled by reason if desired
Typical audience	Billing personnel
Type of data	Client and funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Credit Date (date range) Receipt Type Receipt Created By Reason Only Unapplied Report on (All, Clients Funders)
Report options	Subtotal (No Subtotal, By Reason)

Applied Receipts/Credit Detail

Item	Description
Description	Displays applied and partially applied receipts and credits with details including receipt type, receipt site, payor, service unit description, receipt date, cheque no. (if applicable), unit quantity and applied and unapplied amounts Multiple filters are available and the report can be subtotaled by site
Typical audience	Billing personnel
Type of data	Client and funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Transaction Date (date range) Include (Client, Funder, Both) Receipt Type Reason Receipt Created By
Report options	Report On (All, By Site)

Batch List

Item	Description
Description	Lists each invoice included in a batch including the invoice number, payor, and invoice date Each invoice section lists the events that make up that invoice with detailed information including service, service unit, primary worker, policy, etc.
Typical audience	Billing personnel
Type of data	Client identifying, service, and financial information; funder financial information
Location in Penelope	Batch page
Security Class Setting	Billing Information Security Settings > Deny access to Batch Invoicing

Booked Appointments Of The Past Report

Item	Description
Description	Lists all appointments that were scheduled up to (and including) the "As Of Date" but are still marked as booked
Typical audience	Billing personnel
Type of data	Client service information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date)

Cart Item Amounts Report

Item	Description
Description	Counts and totals service units by attending worker; cart items are service units added to the cart as part of Service Events Displays Worker Name, Event ID, Event Date and Time, Worker Role in Event (ex. Primary or Other), Payor (will show as 'Client' or with actual Funder Name; zero-dollar items will show as 'No billing'), Event Site, Case ID, Service Unit Name, Quantity (of service units added to cart), Invoiced Amount and Fully Applied Date (ex. date payment was fully applied against invoice) Includes option to export as a CSV file; if checked, you will be able to save the report in CSV format to view in Excel, OpenOffice or similar applications
Typical audience	Billing personnel
Type of data	Event and financial information (no client detail displayed)
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports
Criteria	Event Date (date range) Service Class Service Event Site Event Status Statement Cycle Funder Service Unit Service Unit Class Attending Worker Fully Applied Date (date range) Only include Fully Applied
Report options	Export as CSV file

Claim

Item	Description
Description	Lists each claim included in a batch including the claim number, payor and date. Each claim section lists the events that make up that invoice with detailed information including service, service unit, policy number, etc. Note: While Case ID is included, client names do not display in this report
Typical audience	Billing personnel
Type of data	Client identifying, service, and financial information; funder financial information
Location in Penelope	Batch page
Security Class Setting	Billing Information Security Settings > Deny access to Batch invoicing

CMS 1500

Item	Description
Description	Displays the data to be printed on the CSM 1500 Health Insurance Claim form
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	Batch page
Security Class Setting	Billing Information Security Settings > Deny access to Batch Invoicing

CMS 1500 Preview/CMS LIST Report

Item	Description
Description	Displays a preview of the data to be printed on the CSM 1500 Health Insurance Claim form
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	Batch page
Security Class Setting	Billing Information Security Settings > Deny access to Batch Invoicing

Credit

Item	Description
Description	Prints a credit receipt
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	Credit page
Security Class Setting	Billing Information Security Settings > Allow access to Individual Account Information Funder Security Settings > Deny Access to Funder

Daily Bank Deposit Report

Item	Description
Description	Lists all payments included in a bank deposit for a given timeframe Can filter by bank account and site and optionally include payments and deposit subtotals
Typical audience	Billing personnel
Type of data	Client and funder financial information
Location in Penelope	View All Reports > Billing Reports Deposit page
Default Report Security Classes	All Reports
Criteria	Deposit Date (date range) Bank Account Deposit Site Note: When printed from the Deposit page, the Criteria are pre-filtered
Report options	Include Payments Include Deposit Subtotals Note: When printed from the Deposit page, the Report options are pre-filtered

Debit

Item	Description
Description	Prints a debit receipt
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	Debit page
Security Class Setting	Billing Information Security Settings > Allow access to Individual Account Information Funder Security Settings > Deny Access to Funder

Debit Applied Detail Report

Item	Description
Description	Lists payments applied to a debit charge, including the date and amount of payment
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	Debit page
Security Class Setting	Billing Information Security Settings > Allow access to Individual Account Information Funder Security Settings > Deny Access to Funder

Debit Detail With Taxes Report

Item	Description
Description	Lists debits along with taxable amounts for a specified date range, including the debit ID, payor, reason, and date
Typical audience	Billing personnel
Type of data	Client identifying and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports
Criteria	Date (date range) Include (Client, Funder, Both)
Report options	Sort By (Reason, Payor, Date) Display (Summary, Detail)

Debit Note List Report

Item	Description
Description	Lists Debit notes for a selected timeframe with options to filter by reason, payor or the worker the note was created by Can also display all debit notes, subtotaled by debit reason
Typical audience	Billing personnel
Type of data	Client identifying and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Transaction Date (date range) Include (Client, Funder, Both) Debit Note Reason Debit Note Created By
Report options	Subtotal (No Subtotal, By Reason)

EOB Detailed Report

Item	Description
Description	Displays all EOB entries, within the specified timeframe, including the specific details of each EOB
Typical audience	Billing personnel
Type of data	Client and funder identifying and financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports
Criteria	EOB Check Date (date range) Funder

Invoice

Item	Description
Description	Prints an invoice
Typical audience	Billing personnel
Type of data	Client identifying, service, and financial information; funder financial information
Location in Penelope	Invoice page Batch page
Security Class Setting	Billing Information Security Settings > Allow access to Individual Account Information Event Security Settings

Invoice Preview

Item	Description
Description	Prints a preview of an invoice; an Invoice Preview is considered an invoice part of an unposted batch and is denoted by a "Preview Only" watermark
Typical audience	Billing personnel
Type of data	Client identifying, service, and financial information; funder financial information
Location in Penelope	Invoice page Batch page
Security Class Setting	Billing Information Security Settings > Allow access to Individual Account Information Event Security Settings

Invoice Applied Detail Report

Item	Description
Description	Lists payments applied to an invoice, including the date and amount of payment
Typical audience	Billing personnel
Type of data	Client identifying, service, and financial information; funder financial information
Location in Penelope	Invoice page
Default Report Security Classes	All Reports

Invoice Details Report

Item	Description
Description	Displays invoices with the following: invoice date and number date and ID Service Unit name payor Case name and ID event date and ID amounts and balances for each service unit with totals per invoice
Typical audience	Billing personnel
Type of data	Client identifying and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Invoice Date (date range) Include (Client, Funder, Both) Event Site Service Unit Service Unit Class Service Class Service
Report options	Subtotal (By Date, By Payor, By Site)

Invoiced Detail With Taxes Report

Item	Description
Description	Lists taxed services by invoice with invoice number and date, sales tax, payor, service unit amount and tax amount ($) as well as unit quantity and total invoiced amount Detailed option includes the Case name and ID and the event date and ID
Typical audience	Billing personnel
Type of data	Client identifying and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Invoice Date (date range) Include (Client, Funder, Both)
Report options	Sort By (Service Unit, Payor, Date, Case Service, Site, Site then Case Service) Display (Summary, Detail)

Invoiced Service Units List Report

Item	Description
Description	Lists invoiced service units by invoice number with service unit details including name, code and quantity and other invoice details including payor, event date and ID and invoice date, amount and balance
Typical audience	Billing personnel
Type of data	Client identifying and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Invoice Date (date range) Include (Client, Funder, Both) Event Site Service Unit Service Unit Class

No-Invoiced Service Units Report

Item	Description
Description	Lists all non-invoiced service units up to (and including) the "As Of Date"
Typical audience	Billing personnel
Type of data	Client identifying, service, and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Event Site Exclude Booked Events Exclude Show Events

Non-Posted Invoices Report

Item	Description
Description	Lists invoices generated using the Batch Invoicing feature that have not been posted, including the Batch ID, name, invoice number and date, and Payor
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports

Receipt/Credit Applied Detail Report

Item	Description
Description	Lists payments and/or credits applied to an invoice, including the date and amount of payment
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports

Service Unit Adjustment Report

Item	Description
Description	Displays adjustments tracked either through the fee override (for FFS services) or through the event line item (for funder, co-pay or FFS amounts) Adjustment category, service unit name, Case name and ID, event date and ID, payor, invoice date and number, adjustment reason and event date are displayed as well as the adjustment amount
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Invoice Date (date range) Include (Client, Funder, Both) Adjustment Category Adjustment Reason Event Site Service Unit Service Unit Class
Report options	Subtotal on (Category, Reason, Site)

Tax Amounts Report

Item	Description
Description	Lists taxed services by invoice with invoice number and date, sales tax, payor, service unit amount and tax amount ($) Detailed option includes the Case name and ID and event date and ID
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Billing Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Invoice Date (date range) Include (Client, Funder, Both) Tax rate
Report options	Sort By (Service Unit, Payor, Date) Display (Summary, Detail)

Policy Reports

Coverage Expiration List Report

Item	Description
Description	Lists out all coverages which explicitly carry a limit for the selected criteria (ex. unit, amount, day) and have a remainder which falls within the selected maximum target range(s) (0-selected value) To find all expired coverages (all of which will carry at least one specific limit), select all three criteria with any value above zero Cannot list coverages which do not carry any explicit limit at all
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Funder page Public Policy page Group Policy page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Funder Funder Type Funder Type 2 Policy Class Policy Type Public Policy Maximum Units Remaining Maximum Amount Remaining Maximum Days Remaining

Group Policy Roster Report

Item	Description
Description	Lists policy members of group policies by funder, displaying total number of members per group policy and per funder Date filter will be applied on group policies
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Funder page Group Policy page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Added Date (date range) Funder Funder Type Funder Type 2 Group Policy Policy Type Policy Status (Active, Inactive, All) Member Status (Active, Inactive, All)

Group Policy Setup Report

Item	Description
Description	Displays the policy setup information according to the criteria selected including funder name, ID and status, policy type and all coverage information including service units covered with rates
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Funder page Group Policy page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Policy Added (date range) Funder Funder Type Funder Type 2 Group Policy Policy Type Status (Active, Inactive)

Individual Policy Report

Item	Description
Description	Displays an individual's policy setup including all services and coverage rates and terms for each policy When run from the View All Reports screen, the setup information for multiple individuals is displayed for policies added within a specified date range based on the selected criteria
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Added Date (date range) Funder Policy Class Policy Type Individual Policy Status (Active, Inactive)

Policy Coverage Use Report

Item	Description
Description	Displays an individual's policy information including any coverage limits, used coverage and remaining coverage as of today for policies added within a specified time period Detail option includes event dates and billing information for services used When running from View All Reports page, policy usage for multiple individuals can be displayed according to the criteria selected
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Added Date (date range) Funder Policy Class Policy Type Individual Policy Status (Active, Inactive)

Public Policy Roster Report

Item	Description
Description	Lists policy members of public policies by funder; displaying the total number of members per public policy and per funder Date filter will be applied on public policies
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Funder page Public Policy page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Added Date (date range) Effective As of Date (specific date) Include Coverages without Date Limit Funder Funder Type Funder Type 2 Public Policy Policy Type Policy Status (Active, Inactive, All) Member Status (Active, Inactive, All)

Public Policy Setup Report

Item	Description
Description	Displays the policy setup information according to the criteria selected including funder name, ID, policy status and category and all coverage information including service units covered with rates
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Funder page Public Policy page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Policy Added (date range) Funder Funder Type Funder Type 2 Public Policy Policy Category Status (Active, Inactive)

Unit Coverage Use Report

Item	Description
Description	Displays an individual's policy information including any coverage unit limits, used coverage and remaining coverage as of today for policies added within a specified time period Detail option includes event dates and unit quantity information for services used When running from View All Reports page, policy unit usage for multiple individuals can be displayed according to the criteria selected
Typical audience	Billing personnel
Type of data	Client identifying, service and financial information; funder financial information
Location in Penelope	View All Reports > Policy Reports Individual Profile
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker
Criteria	Added Date (date range) Funder Policy Class Policy Type Individual Policy Status (Active, Inactive)
Report options	Display (Summary, Detail)

Worker Reports

Direct Hours Percentage Report

Item	Description
Description	Displays data for hours logged and services provided by each worker for the specified time period: Events: count of all Indirect and Service/Group Events during the period Open Services: count of existing Service Files at the beginning of period New Services: count of new Service Files opened during the period Service Files Served: sum of Open Services and New Services totals Direct Hours: total hours logged in Service and Group Events where event attendance = "Show" during period Indirect Hours: total hours logged in Indirect Events during the period Total Hours: sum of Direct Hours and Indirect Hours totals % Direct: percentage representation of Direct Hours from Total Hours
Typical audience	Program Manager
Type of data	Worker scheduling statistics
Location in Penelope	View All Reports > Worker Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Period (date range) Service Service Class Case Worker Worker Site Worker Status (Active Inactive, All) Clinician (All, Accepting New Clients, Not Accepting New Clients) Assigned Service(s)

Human Resources Report

Item	Description
Description	Lists the number of hours spent in Service Events (excluding Group Events), Informal Series Events, Indirect Events for each worker irrespective of event status
Typical audience	Program Manager
Type of data	Worker scheduling statistics
Location in Penelope	View All Reports > Worker Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Worker Status (Active, Inactive, All) User Level Worker Site

Presenting Issues Report

Item	Description
Description	Displays the number of instances of Service File-level Presenting Issues by worker and their percent representation for that worker All three presenting issue fields at the Service File level are pooled so the percentage represents instances of the issue and not clients
Typical audience	Program Manager
Type of data	Worker statistical information
Location in Penelope	View All Reports > Worker Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Volunteer System Administrator
Criteria	Period (date range) Service Class Service Case Worker

Worker List Report

Item	Description
Description	Lists workers by name with details depending on the option selected: Contact: Title, user group (ex. Intake-Mgmt, Admin-Exec, etc.) worker site, telephone numbers and email addresses Addresses: Title, telephone number, and address information Language: User group and languages 1-3 Login ID: Status, user group, Login ID, date last changed Services and qualifications: Title, user group, accepting new clients (y/n), qualifications, list of assigned services
Typical audience	Program Manager, System Administrator
Type of data	Worker identifying information
Location in Penelope	View All Reports > Worker Reports
Default Report Security Classes	All Reports System Administration
Criteria	Date Added (date range) Worker Status (Active, Inactive, All) User Level Worker Site
Report options	Report On (Contact, Address, Language, Login ID, Services and Qualifications)

Schedule Reports

Indirect Event Report

Item	Description
Description	Displays a list of all indirect events during the selected time frame, including total of attendees and hours by indirect event type
Typical audience	Program Manager
Type of data	Worker identifying information
Location in Penelope	View All Reports > Schedule Reports My Reports
Default Report Security Classes	All Reports
Criteria	Event Date (date range) Worker Individual Specific Resource Event Site Event Type Attending Only
Report options	Display Attending List

Individual Check-In Report

Item	Description
Description	Can be used as a schedule for staff that cannot access the system Displays a list of events with details including: event category (Case, informal, indirect) event type Case event type and ID Case name and ID event date, start time, and duration event status and service name client and worker participants
Typical audience	Program Manager
Type of data	Worker and client identifying information
Location in Penelope	View All Reports > Schedule Reports My Reports
Default Report Security Classes	All Reports Intake-Mgmt Clinical Worker
Criteria	Event Date (date range) Case Worker Event Site Worker Category Event Category
Report options	Include Primary Contact

Intake Availability Times Report

Item	Description
Description	Lists information on intake availability dates and times with strokes indicating filled times; "Types" are user-defined when setting up an Intake Availability Time
Typical audience	Program Manager
Type of data	Worker identifying information
Location in Penelope	View All Reports > Schedule Reports My Reports
Default Report Security Classes	All Reports Intake-Mgmt Clinical Worker

Worker Availability Report

Item	Description
Description	Lists worker availability times including the date, type of availability, site, from/to times, free from/to times, and total free hours as of the time the report is run
Typical audience	Program Manager
Type of data	Worker identifying information
Location in Penelope	View All Reports > Schedule Reports My Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Schedule Date (date range, required) Worker Worker Site Availability Site Availability Type Worker Category Worker
Report options	Report On (Worker, Date)

Worker Day Sheet Report

Item	Description
Description	Lists all scheduled events for a specific date and worker, displaying broad range of event information as well as coverage usages and limits for billing purposes If no specific date is selected, the report will assume today's date
Typical audience	Program Manager
Type of data	Worker, client, event location and funder identifying information
Location in Penelope	View All Reports > Schedule Reports My Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Event Date (date range) Worker Worker Site
Report options	Include Coverage Information Include Safety Concern Display

Anonymous Service Reports

Anonymous Service Category Report

Item	Description
Description	Tallies the quantities of anonymous service category types (minutes, attendees, etc.) within the selected timeframe Detailed report includes anonymous service details such as date logged, logged by, worker providing the service, and referred to field if applicable
Typical audience	Program Manager
Type of data	Anonymous service data
Location in Penelope	View All Reports > Schedule Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Added Date (date range) Anonymous Service Worker
Report options	Include Details Sort By (Anonymous Service, Worker, User-defined list)

Anonymous Service History Report

Item	Description
Description	Lists all anonymous service details with options to filter to services logged within a specific timeframe or services of a specific type
Typical audience	Program Manager
Type of data	Anonymous service data
Location in Penelope	View All Reports > Schedule Reports
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	Added Date (date range) Anonymous Service

Informal Series Reports

Informal Event Attendance

Item	Description
Description	Displays attendance at Informal Event
Typical audience	Practitioner, Program Manager
Type of data	Client identifying information
Location in Penelope	Informal Event page
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Volunteer

Informal Series Participation Report

Item	Description
Description	Provides information on informal service series, events and attending members, workers, and booked resources Note: Only series with events will be displayed.
Typical audience	Practitioner, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > Informal Reports Individual Profile Informal Series Informal Event
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt Clinical Worker Volunteer
Criteria	Series running as of (specific date) Event Date (date range) Informal Service Informal Series Worker Status (Open, Closed)
Report options	Include Notes

Pre-enrollment Reports

Pre-enrollment list Report

Item	Description
Description	Displays all pre-enrollment entries as of a certain date or added within a date range with the following details: date added days on the list client name service if assigned reason and cancellation reason if applicable priority
Typical audience	Practitioner, Program Manager, Administrator
Type of data	Client identifying and service information
Location in Penelope	View All Reports > Pre-Enrollment Reports Informal Service Case Service
Default Report Security Classes	All Reports Admin-Exec Intake-Mgmt
Criteria	As of Date (specific date) Service Group Informal Series Pre-Enrollment Reason Case Worker
Report options	Report On (List as of a certain date, entries added during the period) Sort By (Date, Reason Cancelation Reason, Service) Include Comments

NDIS

NDIS Claim Preview Report

Item	Description
Description	Provides a summary of information for selected NDIS claim lines to preview for accuracy prior to generating a claim
Typical audience	Practitioner, Program Manager
Type of data	Client identifying and service information
Location in Penelope	NDIS Submission List > Ready tab > Preview button
Default Report Security Classes	All Reports

NDIS Claim Summary Report

Item	Description
Description	Provides a summary of information for NDIS claim lines as they have been generated in an NDIS file
Typical audience	Practitioner, Program Manager
Type of data	Client identifying and service information
Location in Penelope	NDIS File page
Default Report Security Classes	All Reports

NDIS Client Summary Report

Item	Description
Description	Lists NDIS Service Units used for an individual within a specified time frame, whether they are self-managed--that is, billed to other individuals/third party (still FFS), or to NDIS funder(s)--that is, covered under NDIS Policies.
Typical audience	Practitioner, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > NDIS Reports
Default Report Security Classes	All Reports
Criteria	Event Date (date range) Service Event Site NDIS Service Unit Payor (NDIS Coverage, Self-Managed, All) File Creation Date (date range) Case Worker Individual
Report options	Sort/Sub Total By (Presenting Client, Presenting Client and Service File) Export as CSV file

NDIS Coverage Usage Report

Item	Description
Description	Displays for each individual their support category/stated coverages and the current utilization and remaining 'room' left on the coverage Able to be run for a single individual, type of support category, particular funder, or a price level
Typical audience	Practitioner, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > NDIS Reports
Default Report Security Classes	All Reports
Criteria	Coverage Date (date range) Funder Support Category Price Level Include Inactive Coverage Individual Individual Site Include Site Tree Policy Status (Active, Inactive, All)

DSS Reports

DSS Client Demographic Report

Item	Description
Description	Displays a count of all individuals with at least one DSS-based Event where the attendance has been recorded as show within the defined time period; count can be broken down by DSS demographics
Typical audience	QA/Report writer, Program Manager
Type of data	General statistics (no client-identifying information)
Location in Penelope	View All Reports > DSS Reports
Criteria	Event Date Range Service Individual Site
Report options	Report On (row values) Individual Site Gender Suburb Country of Birth Origin Language (DSS) Report By (column values) Individual Site, Gender, Origin Percentages: none, row, column, total

DSS Case Submission Report

Item	Description
Description	Displays list of all individuals with DSS Cases that have a successful add submission to DSS for a specified timeframe; total count of Cases is also displayed Details include Service File ID, DSS Case ID, Outlet, Activity, Primary Worker, Date added to DEX, and date updated with DEX
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports
Criteria	Service File Start Date Range DSS Submission Date Range Service Worker Site
Report options	Group By (None, Outlet, Outlet and Activity)

DSS Client Submission Report

Item	Description
Description	Displays list of all individuals with DSS information that have a successful add submission to DSS for a specified timeframe; total count of individuals is also displayed Details include individual name, Case, DSS Client ID, Site, Date added to DEX, and date updated with DEX
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports
Criteria	Submission Date Range Individual Site
Report options	Group By (None, Site)

DSS Error Details Report

Item	Description
Description	Displays list of DSS error details for submissions; if run from the "My Reports" section, the report displays DSS error details only for submissions for records assigned to the worker running the report
Typical audience	Practitioner, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports My Reports
Criteria	Error Date (date range) Submission Type Service Primary Worker/Client Site Primary Worker Client
Report options	View By (Site, Worker, Submission Type) Include Page Break (at the end of each grouping)

DSS Score Assessment Report

Item	Description
Description	Displays list of completed DSS Score Assessments in Events by Service File and Individual For each Event listed, the Phase, Score Type, Score, and Score Value are displayed
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports My Reports
Criteria	Event/Session Date Range Service Primary Worker Individual Service File ID Event ID Group ID Session ID

DSS Sessions Submission Report

Item	Description
Description	Displays list of all events added to DEX within a specified timeframe Details include Event ID, Event Date, Outlet, Service Type, total fees, duration, number of unregistered clients, number of clients, and number of supports
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports
Criteria	Event Date Range DSS Submission Date Range Event Site Service
Report options	Group By (None, Outlet, Outlet and Service Type)

Incomplete DSS Case Record Report

Item	Description
Description	For DSS Case Services, report displays a list of Service Files with missing mandatory information for DSS for any member in the DSS tab of the Service File A Service File is included in this report if it is missing one or more of the following criteria: Outlet, Member Primary Reason for Assistance, and/or Member Participant Type
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports
Criteria	As of Date Service Include Closed Service Files Worker Site

Incomplete DSS Individual Record Report

Item	Description
Description	Displays list of individuals with missing mandatory information for DSS in their Individual Profile An individual is included in this report if they are missing one or more of the following criteria: Address (Suburb, State or Postcode), Country of Birth, Origin, and/or Language
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports
Criteria	As of Date Individual Site

Incomplete DSS Session Record Report

Item	Description
Description	For DSS Case Services, this report displays a list of Events with missing mandatory information for DSS in the DSS tab of the Event An Event is included in this report if it is missing one or more of the following criteria: Outlet, Service Type, and/or Event Status Note: this report excludes events marked not for submission
Typical audience	Practitioner, QA/Report writer, Program Manager
Type of data	Client identifying and service information
Location in Penelope	View All Reports > DSS Reports
Criteria	As of Date Service Event Site Event Status
Report options	Group By (None, Site)

Other Reports

Blue Book Entry Report

Item	Description
Description	Displays a profile summary for a Blue Book entry including contact information, affiliates, referral information, serviced area, other attributes, available services, and documents
Typical audience	Practitioner, Program Manager
Type of data	Blue Book entry contact and service information
Location in Penelope	Blue Book entry page
Security Class Setting	Hide Blue Book Search
Report options	Include Affiliates Include Referral Information Include Available Services Include Documents

My Client Workflow Report

Item	Description
Description	A list of all client workflows that a worker is a follower on
Typical audience	Practitioner
Type of data	Client identifying information
Location in Penelope	My Reports
Default Report Security Classes	All Reports
Criteria	Task Due Date (date range) Case Service Individual Site Include Site Tree Communication Level Workflow Status

Referral History Report

Item	Description
Description	Displays the total number of outbound and inbound referrals within a selected time frame. When detail is selected, the specifics for each referral are displayed
Typical audience	Program Manager, QA/Report Writer
Type of data	Client identifying information
Location in Penelope	View All Reports > Referral Reports Blue Book entry page
Default Report Security Classes	All Reports
Criteria	Referral Date (date range) Referral Direction Referral Type Blue Book Referral Service Referral Reason Referral Entry Drop-Down (user-defined drop-down) Referral Outcome Exit Referral Only Referral Entity Service Informal Service
Report Options	Report On (Referral Type, Blue Book, Referral Service, Referral Reason, Referral Entry Drop-Down, Referral Outcome, Referral Entity, Service, Informal Service) Display (Summary, Detail, Detail with Member List)

Resource Utilization Report

Item	Description
Description	Lists the usage occurrences of resources in the system
Typical audience	Administrator, Program Manager
Type of data	Scheduling information
Location in Penelope	Reference page
Default Report Security Classes	All Reports
Criteria	Event Date (date range, required) Resource Type Specific Resource

Organization Data Profile Export

Item	Description
Description	Exports configuration information for user-defined fields in a CSV file Includes Individual, Case, Service File, Service Event, Funder, Worker, Site, Blue Book, Service Unit, Document, and more Drop-down values for user-defined drop-down fields are also displayed
Typical audience	Penelope Super User, Program Manager
Type of data	Penelope configuration information
Location in Penelope	Setup sidebar
Default Report Security Classes	All Reports

Security Class Report

Item	Description
Description	Displays active security class settings by security class with options to include members and report on user security classes or report security classes
Typical audience	System Administrator, Penelope Super User
Type of data	Penelope configuration and worker information
Location in Penelope	System Administration > Security Setup page
Default Report Security Classes	All Reports
Criteria	Security/Report Security Class
Report options	Include Members Security Class (User, Report)

General Security Settings

User Groups

End User Security Configuration Guide

Navigating Penelope

DSS Reports Guide