Knowledge Base Article
How to Create Program Reports
Program reports help you analyze performance, demonstrate impact, and make informed decisions. Argenta provides various built-in reports and allows custom report creation.
Accessing Program Reports
- Navigate to Reports > Program Reports
- Or access from within a program record
- Select report type from available options
- Set parameters and generate
Participant Reports
- Participant Roster: Complete list with contact info
- Enrollment Summary: Counts by status and date
- Demographics Report: Participant characteristics
- Attendance Report: Session participation tracking
- Completion Report: Who finished the program
Financial Reports
- Budget vs Actual: Planned vs spent comparison
- Income Summary: Revenue by source
- Expense Detail: Spending by category
- Cost Per Participant: Efficiency metrics
- Grant Spending: Restricted fund usage
Volunteer Reports
- Volunteer Roster: Who is serving the program
- Hours Report: Time contributed
- Schedule Report: Upcoming coverage
- Training Status: Requirement compliance
Outcome Reports
- Outcome Progress: Metrics vs targets
- Pre/Post Comparison: Assessment results
- Survey Results: Participant feedback analysis
- Impact Summary: Key achievements
Report Parameters
- Select date range for report
- Choose which programs to include
- Filter by participant/volunteer status
- Select specific data fields
- Choose grouping and sorting
Exporting Reports
- PDF: For printing and sharing
- Excel: For further analysis
- CSV: For data import elsewhere
- Schedule automated report delivery
Creating Custom Reports
- Use the report builder tool
- Select data source (programs, participants, etc.)
- Choose fields to include
- Set filters and groupings
- Save custom report for reuse
Report Scheduling
- Set up automatic report generation
- Choose frequency (daily, weekly, monthly)
- Configure email delivery recipients
- Reports sent automatically
Using Reports Effectively
- Review reports regularly (weekly/monthly)
- Share with program managers and leadership
- Use data to guide decisions
- Include in grant and board reports
- Track trends over time
Best Practices
- Run key reports on a regular schedule
- Compare data across time periods
- Investigate unexpected variances
- Document insights and actions taken
- Keep stakeholders informed with regular reporting
- Use visualizations for easier understanding
