Report Functions

All Report Functions

After a Reasonable Compensation Report has been initiated there are quite a few functions available by clicking on the Click to Select dropdown.

RCReports Functions

The options available will vary depending on what stage the report is in and which type of report it is. Reports are generally in one of three Stages:

    1. Initiated but not yet complete
    2. Completed but not yet finalized
    3. And reports that have been finalized and locked

Reports are editable for up to 30 days after they are viewed and are displayed as a DRAFT. After 30 days the report will automatically lock and the draft watermark will disappear.

Your key to any report option is down below:

  • Send Interview Link will send an email invitation to your client to complete the online interview when it is convenient for them [Cost Approach only]
  • Edit Interview will open the interview on a new tab in your browser [Cost Approach]
  • Edit Report Inputs will open the input screen right in your dashboard [Market/Income Approach]
  • Delete Report is only available for reports not locked and cannot be undone
  • View Log will display an activity log for the report
  • Send Report Link will send a pdf copy of the report to your client, very similar to Send Interview Link
  • Advisor Worksheet is where you can manually make adjustments to the reasonable compensation figure and add additional information and notes to the report
  • View/Print Report will open a pdf copy of the report on your computer
  • Lock Report if you need to finalize and lock a report before the 30 day edit period is up. This will remove the DRAFT stamp; however this option is final and cannot be undone
  • Work Title & Notes will add a unique identifier and notes to a report

All Compensation Functions

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Report Functions

Advisor Worksheet

Report Functions

Working Title & Notes

Report Functions

Activity Log

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