Step One: Adding Your First Client

Adding Your First Client is the first step to producing a report. We suggest starting with a test client such as Jane Doe. Investing a few minutes experimenting with Jane and familiarizing yourself with how RCReports works will pay big dividends when you begin using RCReports with your clients.

  • Begin by clicking on the Clients tab on the left hand side of your dashboard.

New Client RCReports

  • Next select New Client in the top right.

Add your first client RCReports

  • The four fields below are the only required fields; however, you can send emails to your client straight from your dashboard if you choose to include their email address. We suggest entering your email address so you can see what these emails look like.

RCReports required information

 

  • Once you select Add Client Profile, their client profile will open and you are ready to run your first report.

Start an RCReport

NEXT Go To Step Two: Choosing and initiating a report

Last Update: December 15, 2021  

February 7, 2020 1506 RCR Admin Team  Get Started
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