Report Functions
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Advisor Worksheet
- December 23, 2021
- Posted by: Paul Hamann
- Category:
The Advisor Worksheet is only available for Basic and Premium Subscribers.
The Advisors Worksheet is where you can manually make changes to the Reasonable Compensation figure and add additional information and notes to the report.
- Navigate to the report you wish to adjust the compensation figure for from the Clients Tab OR the Reports Tab and click on the Click to Select dropdown – Select Advisor Worksheet.
- The Advisor Worksheet will open in a new tab in your browser.
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Working Title & Notes
- December 23, 2021
- Posted by: Paul Hamann
- Category:
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 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.
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Activity Log
- February 9, 2020
- Posted by: RCR Admin Team
- Category:
RCReports creates an audit trail of all activity for each report. To view the Activity Log:
- Navigate to the report you wish to view from the Clients Tab OR the Reports Tab and click on the Click to Select dropdown – Select View Log.
- You can view dates and times for all activity for the report.
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Delete a Report
- February 9, 2020
- Posted by: RCR Admin Team
- Category:
You can only delete a report that has not been finalized and locked. Deleting a report is final and cannot be undone.
Navigate to the report you want to delete. Click on the Click to Select dropdown – Select Delete Report.
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View/Print a Completed Report
- February 9, 2020
- Posted by: RCR Admin Team
- Category:
Once you or your client has completed the interview, you are ready to view/print the results.
You can find completed reports in one of two places: The Clients Tab OR the Reports Tab
- From the Clients Tab, select the client you want to view/print a report for. Click on the Click to Select dropdown – Select View/Print Report. A PDF version of the report will open in a new browser tab. From here you can view the report, download a copy and print a copy.
- From the Reports Tab
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Remove Draft Stamp – Lock a Report
- February 9, 2020
- Posted by: RCR Admin Team
- Category:
Reports are editable for up to 30 days and will include a DRAFT watermark. If you want the draft stamp removed from the report before that edit window is over, you can finalize the report by manually locking it.
To remove the draft stamp, navigate to the report you wish to lock. Click on the Click to Select dropdown, select Lock Report
Keep in mind that this action is FINAL and cannot be undone.
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All Report Functions
- February 7, 2020
- Posted by: RCR Admin Team
- Category:
After a Reasonable Compensation Report has been initiated there are quite a few functions available by clicking on the Click to Select dropdown.
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:
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- Initiated but not yet complete
- Completed but not yet finalized
- 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
