Locking reports

Prevent changes to report configuration

Updated over a week ago

If you want to prevent changes from being made to your reports after you configure them, you can lock your reports.

Once reporting is locked, no reports are editable – they can only be printed.

To make further changes, disable the lock and then re-enable it when you have finished.

Note: When reports are locked, templates can still be changed by Practice Admins and Super Admins.

Enabling report lock

  1. Click Practice Settings (⚙️ icon)

  2. Click Practice & Statements

  3. Click Statements and Reporting

  4. Toggle ON Lock Reports

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