Note: A report must first be Finalized before an Advisor Worksheet can be generated. The Advisor Worksheet is only available for Professional and Platinum Subscribers.
Click Here to view a sample Advisor Worksheet.
Generate an Advisor Worksheet
Navigate to the Finalized report you wish to generate an Advisor Worksheet for from Clients.
Scroll to Sub Reports and select Generate Advisor Worksheet.
When finished, select Save Changes
The Advisor Worksheet Report can be viewed, printed, and/or saved as a PDF by selecting View Report PDF.
Tip: All field definitions can be viewed by hovering over the question mark icon.
For questions or concerns, contact RCReports at 720-279-8800 or support@rcreports.com