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Reporting

Use security groups to give staff access to reports

To print a report in Practice CS, you'll need to have security access to it. By default, Practice CS turns off access to reports for new security groups. If a report is missing from your list of reports, verify your firm’s security set up.
  1. Go to
    Setup
    , then
    Staff
    .
  2. Find the staff member, then select the
    Security
     tab.
  3. Make a note of the staff member's security groups.
  4. Select
    Setup
    , then
    Security Groups
    .
  5. Find the 1st security group you noted in step 3 and select
    Edit
    .
  6. On the
    Privilege Selection
     panel, select
    Practice CS
    ,
    Menu
    ,
    File Menu
    , then
    Print Reports
     to see the categories of reports.
  7. Select each category to expand it.
  8. Mark the checkbox for the report.
  9. If the staff member belongs to more than 1 security group, you'll need to repeat steps 5 to 8 for each group.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports