Managing Report Access

Administrative users may give or remove access to categories of reports or to specific reports.

Option Location: Admin Config > Report Access Permissions 

And Staff -> Staff Info -> User Responsibilities tab > Report Permissions

About the Report Permissions Form

Administrative users may hide individual stock forms from being viewed in the clinic, provide users with differential access and revoke access to categories of reports or to specific reports.

Hiding Stock Forms

• Go to  Admin Config -> Set Global Stock Report Visibility.
• Uncheck any report that should not be visible to users.

Giving Users Access to Report Categories

• Go to Staff > Staff Info > User Responsibility Tab.
• Check the appropriate report categories:
  • Patient Reports
  • Admin Reports
  • Staff Reports
  • Maintenance Reports
• Save.

Giving Users Access to Specific Reports

• Go to Staff > Staff Info > User Responsibility Tab > Report Permissions Button.
• Or go to Admin Config > Report Access Permissions.
• Select the User Name from the dropdown menu,
• Select the Report Category.
• Check the appropriate reports.
• Save.

Cloning Report Access to Other Users

• Go to Staff > Staff Info > User Responsibility Tab > Report Permissions Button.
• Or go to Admin Config > Report Access Permissions.
• Select a User to clone,
• Click on the dropdown next to the Save button and select:
  • Clone to Staff to clone the permissions you just set to another selected staff member.
  • Clone to Me to clone the permissions you just set to your own profile.
  • Clone to All and select:
    • Supervisory to clone the permissions you just set to all Supervisory users.
    • Clinical to clone the permissions you just set to all Clinical users.
    • Supervisory & Clinical to clone the permissions you just set to all Supervisory & Clinical users.
    • Other to clone the permissions you just set to all Other users.

Entering Your Staff Info Records

Getting Started With Report Builder