This permission control access to the Ledger, Payment Reports, Invoice Aging, Client Engagement and Screener Reports.
Within the Reporting iQ box in the Permissions section in a user profile, you’ll find 3 different permissions that can be granted:
- The Clinical Reporting permission grants access to the Client Engagement and Screener Reports, as well as the Quick Reports in the Dashboard.
NOTE: The Quick Reports permission must also be enabled to view the Quick Reports in the Dashboard.
- Dynamic Reports grants access to the Advanced Reports section.
- Static Reports allows the user to access the Ledger, Payments Report, and Invoice Aging.