KPIs and Management Reports

Locking Reports

3min

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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.

This feature is only available to Practice Admins & Super Admins, so standard users cannot access it.

To lock your reports, go to your Practice Settings Wheel -> Practice and Statements -> Statements and Reporting -> Lock Reports.

Note

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

Video Overview









Updated 25 Mar 2024
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