Who can use this feature?
Users with permission to CollaborateMD Reports.
Report Settings enable you to configure global default report settings for a practice/customer or a specific user in your account. These settings allow you to really personalize and make the reports screen work for you and your workflow.
Select Reports > Settings.
Select your preference for Close open report tabs when switching customers?
If set to Yes, any open report will close when you switch to another customer account