Understanding The Reporting iQ Permission

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:

  1. Clinical Reporting
  2. Dynamic Reports
  3. Static 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 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. 

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