Report Functions

Working Title & Notes

Add a unique identifier and notes to a report. This is a popular feature when running multiple scenarios.

  • Navigate to the report you wish to add a title and notes to from the Clients Tab OR the Reports Tab and click on the Click to Select dropdown – Select Work Title & Notes.

Add a title to an RCReports

  • Add your working title and any additional notes. If updating your working title or notes you will need to Refresh Report List to see the changes.

Add Notes to a Compensation Report

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