We highly recommend that to protect client privacy and maintain HIPAA compliance, every organization that works with sensitive client data has this option enabled. 


Report Only My Clients is a setting located under Agency Admin → General tab. 

When this setting is enabled, it restrict reporting for users to only display their assigned clients’ information. Clients not assigned to a user will not appear in that user’s reports. 


Be sure to click Save at the bottom of the screen after making changes to this section!