Locking Reports
To prevent changes from being made to management reports after being configured, admins can choose to enable Report Lock.
Once reporting is locked, no Management/Financial Reports are editable – they can only be published and shared.
💡 To make further changes, disable the lock in Practice Settings and then re-enable the lock when all necessary updates have been made.
Enabling Report Lock
Click Practice Settings (⚙️ icon)
Click Practice Management
Click Statements and Reporting
Toggle ON Lock Reports
What does Report Lock look like?
The Reporting tab
While enabled, the Report Lock will suspend all options to change the pages on the Reporting tab. Management reporting will be locked as-is until it is disabled and there will be no way to add or remove pages or edit page configurations until then.
💡 While Report Lock is enabled, Templates can still be changed by admins.
The Metics tab
While Report Lock is enabled, visuals under Metrics will not be able to added, edited, or deleted.
💡 Metric variables are still able to be created.