A Report Is Missing or Will Not Open

Problem

A report you used to run is not in the list, a saved link no longer works, or opening one returns a message instead of figures.

Background

The reports section was rebuilt in August 2026. A registry now decides which reports exist and who may see each one, and roughly 250 old pages were retired down to a registered set. A report can therefore be absent for four quite different reasons, and OfficePro tells you which - read the message rather than the fact that it failed, because the fix is different each time.

Resolution

"That report does not exist. It may have been renamed or retired."

The report is gone, and this is almost always an old bookmark or a link in a document. Most retired reports were duplicates of one that survived, so look for the current equivalent in the list on the left and bookmark that instead. Search the Find a report... box for a word from the old title - the replacement is often named slightly differently.

"Your account does not have access to this report."

The report exists and your user account is not permitted to open it. Most financial reports need financial access; the Data Error Review needs administrator access. An administrator can grant it from Edit User on the Admin page. Note that an access box left blank counts as not granted, so a newer account can reach the reports list and still see very little in it.

"This report belongs to a module this practice does not currently license."

The report is part of a module the practice does not subscribe to - the product and refill reports need ProductPro, the Billing Report needs BillPro. No permission change will open it; the practice would need to add the module. Contact NaturaeSoft if you think you already have it.

"This report is not included in your plan."

The report exists and is licensed but sits outside your current plan. Again, not a permission - contact NaturaeSoft to discuss the plan.

The report opens but is empty

Check the period before anything else. Most reports open on the current month, so early in the month they can be legitimately near-empty. Widen it to last month or this year and see whether the figures appear.

If a report has no period bar, it is a point-in-time report - Patients with a Balance Due, Subscription Health and the duplicate-finding reports describe how things stand now. Empty means there is genuinely nothing to show, which is usually good news.

A provider cannot see other providers

That is intended. A provider is restricted to their own figures; selecting a different provider requires financial or administrator access.

Two people see different report lists

Also intended. A group only appears when the account has access to something within it, so the list reflects permissions. Compare the two accounts under Edit User.

The numbers look wrong rather than missing

Follow the figure to its source rather than comparing totals between reports. Click through from the Practice Dashboard, step down through the Master Reports from Summary to Detailed, or open Sales Tax - Line Detail from the Sales Tax report to see every line behind the total. Two reports disagreeing usually means they are counting different things over different periods, and the drill-down is what shows you which.