Report Only My Clients



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 restricts 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!



Permissions: Report Management & Report Viewing



There are two Reports Role Permissions available to assign to each Genesis user. 

Under Agency Admin → Permissions, you will see Report Management and Report Viewing in the list of Role Settings check-boxes.


Report Management: Enables users assigned to this Role to create, edit, save, schedule, organize, delete, and run reports. Only give those who need to manage reports this Role Permission!


Report Viewing: Enables users assigned to this Role to only run reports. Users with this Role Permission cannot create, edit, save, schedule, organize, or delete reports.


If you wish users assigned to a Role not have any access to reports, de-select both Report Management and Report Viewing.


Remember to click Save settings at the bottom of the screen!