Restricted Reports
Reports with Restrictions
Administrators
I noticed that some reports don't allow my staff to change the staff dropdown. Why is this?
Some reports in SETWorks have limits placed on who is allowed to run the report for all staff.
This is controlled via the following privilege:
Settings > Provider Build > Maintain Privileges > Reports:
Is able to select All Staff from the Staff filter on applicable reports.
Affected Reports
- All Ad hoc Reports
- Activity Records Paylocity Reconciliation
- Activity Records TCM Staff Hours Report
- CAP Bimonthly Timesheet Report
- CAP Bimonthly Timesheet Report (Any Date Range)
- Case Management Report
- Case Management Report Kansas
- Staff Timesheet Report
- Timesheet Report without Overlap inclusive of all records
- Timesheet Report without Overlap inclusive of all records (No Department Grouping)
- Staff Billable Timesheet Report
- Staff Billable Timesheet Report (including Consumer and Service)
- Staff Billable Timesheet Report (including Consumer and Service) formatted for Excel
- Staff Billable Timesheet Report (without overlap)
- Staff Timesheet With Consumer Services and Group Records Report
- Staff Mileage Report Export
- PM Logs Report
- Payroll Comprehensive Report (Custom for the ARC)
- Payroll Comprehensive Summary Report
- QuickBooks Invoice Report
- QuickBooks Timesheet Report (Column Headers, Group AR's, Non-Billables & Cost Center)
- QuickBooks Timesheet Report (with overtime line items)
- QuickBooks Timesheet Report
- Staff Timesheet Timeclock Export Report
- TCM Timesheet Summary
- TCM Staff Billable Timesheet Report
Related Articles
Monthly Support Webinar - April 2021 - Reports
Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...Reports
How do I access and use Reports within SETWorks? All Users, Administrators Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local ...Restricted Fields
What is a Restricted Field Used For? Administrators I have a form that requires information that only a few people in my organization have access to. How do I allow some users to add this information and prevent everyone else from changing it? ...Reports - Billing Reports Notes and Errors
The following Reports use activity record data to generate an exact count of units of service that were provided. This article lists configuration issues that cause a message to appear in the errors or notes field on the report. Are you using ...Electronic Billing (eBilling) Reports
These two reports compare activity records and payments received and reconcile: Health Care Payment Batch (Reconciliation) Report Health Care Payment Batch (Reconciliation) Report for Excel These reports compare claims that were sent and reconcile ...