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 will find 4 different permissions that can be granted:

1. Clinical Reporting
2. Dynamic Reports
3. Financial Reports
4. Full Access to Caseload Tracking

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- 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. 

- Financial Reports allows the user to access the Ledger, Payments Report, and Invoice Aging. 

Important: Enabling the Financial Report in Reporting iQ will automatically activate the Lock/Unlock Billed Events permission in Calendar iQ, allowing users to manually lock or unlock appointments. If the Financial Report permission is disabled, the Lock/Unlock Billed Events permission will be permanently disabled and grayed out.

- Full Access to Caseload Tracking: grants users complete access to caseload reports from all providers.