Locking Reports
If you would like to prevent changes from being made to your reports after you configure them, you can lock your reports. Once reporting is locked, no Management/Financial Reports are editable – they can only be published and shared.
To make further changes, disable the lock and then re-enable it when you have finished.
Enabling Report Lock
Click Practice Settings (⚙️ icon)
Click Practice Management
Click Statements and Reporting
Toggle ON Lock Reports
Things to Note
Report Lock can only be enabled / disabled by Admin users
While Report Lock is enabled, Templates can still be changed by Admin users