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

Last Update: December 23, 2021

December 23, 2021 840 Paul Hamann Report Functions

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