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Locking Reports

Prevent changes to your report configuration.

Updated over a week ago

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 โ€“ 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

  1. Click Practice Settings (โš™๏ธ icon)

  2. Click Practice & Statements

  3. Click Statements and Reporting

  4. 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

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