Reports Role Permissions

Reports Role Permissions

Practices assign permissions to Reports Reporting Suite for each practice role. NextGen Office sets default reports role permissions, but each practice can customize them. These roles can then be assigned to Users in Administration: User Maintenance: Reporting Roles.
 

• From the NextGen Office® menu bar, click Admin and then click Reports Role Permissions.

• Select the checkboxes to indicate which practice roles can access which reports.
• Click Save.
• To return the role permissions to the NextGen Office defaults, click Set Defaults.
• To clear all of the role permissions, click Delete and then Confirm.

Other help pages you may be interested in:

• Report Types and Report Names - Part I
• Reports Reporting Suite
• Administration: User Maintenance

_{Last Update: 3/27/25}