Access to reports
ezyVet has a set of report permissions. A practice manager uses report permissions to control which staff have access to which reports. For example, a practice manager can configure the report permissions to prevent access to some reports for a specified staff member.
Report permissions have almost the same function as user account permissions. To give access to a report, select the applicable permission. To stop the access, clear the permission.
If a staff member does not have the applicable report permission for a report, the Reporting primary tab does not show the report.
Available report permissions
The table that follows gives the name of each report permission that a practice manager can set for a user account.
Note: The name of a report permission is usually the same as the name of the applicable report. For example, to give access to the Aged Receivables report, select the Aged Receivables permission.
| Aged Receivables | Agenda | Appointment Status |
| Appointment Type | Approve Invoices | Backorder |
| Boarding | Cancelled Appointments | Charge Late Fees/Interest |
| Clinical Note Approval | Consult Metrics | Contacts |
| Controlled Drug | Creditors | Credit Rating |
| Customer Invoice Statistics | Customer Revenue Spend | Customer Revenue Spend Trend |
| Direct Debit | Disabled Records | Email Export |
| End of Day Totals | End Of Day Wizard | Estimate Status |
| Expired Inventory | Expiring Inventory | Financial Summary |
| Inactive Bundle Products | Inventory Movement | Inventory Ordering |
| Inventory Take | Inventory Transfer | Inventory Value |
| Invoice/Credit Summary | Invoice Lines | Invoice Revenue By Group |
| KPI Export | Mass Payment | Merge Log |
| Merge Unapproved Invoices | Overdue Balance Letter | Payment Allocations To Divisions |
| Payment Revenue By Group | Payment Summary | Performance Summary |
| Print Combined Invoice | Print Invoices | Product Pricing |
| Product Revenue Spend | Product Revenue Spend Trend | Products |
| Products Billed | Products Billed To Customers | Purchase Order Info |
| Purchases | Receipts | Received Invoices |
| Receive Invoice Items | Receive Invoices | Record Filter Counts |
| Referral Statistics | Referrer Revenue | Send Invoices |
| SMS Broadcast | SMS Volumes | SOC Overdue with Upcoming Appointments |
| Staff Sales | Standard Payment | Statements |
| Stop Credit Summary | Taxable Sales | TimeClock |
| Unapplied Payments and Credits | Unbilled Consult Appointments | User Target Summary |
| Vaccinations | Wellness Outstanding Payments | Wellness Plan Use |