This permission controls access to the reports contained in Reporting iQ (i.e. Ledger, Payments Report, Transaction Report).

Within the Reporting iQ box in the Permissions section in a user profile, you will find 3 different permissions that can be granted:

1. Clinical Reporting
2. View All Financial Reports
3. View My Financial Reports

- The Clinical Reporting permission grants access to the Client Engagement and Screener Reports, as well as the Quick Reports in the Dashboard.

NOTE: The permission must also be enabled to view the Quick Reports in the Dashboard.

- View All Financial Reports allows the user to access all financial data across the Ledger, Payment Report, Invoice Aging, etc., for all clients at the practice. Whether they are assigned to the user or not. 

- View My Financial Reports can only see information related to their assigned clients in the financial reports contained in Reporting iQ.

IMPORTANT: Enabling any of the Financial Reports permission will automatically activate the Lock/Unlock Billed Events permission in Calendar iQ, allowing users to manually lock or unlock appointments. If the no Financial Report permission is selected, the Lock/Unlock Billed Events permission will be permanently disabled and grayed out.