RCReports Help Center
Learn how to use RCReports to generate accurate and defensible reasonable compensation reports for your clients.
Edit & Manage Your Reports
A report can be deleted when it is in a "Pending" status. The deleted report will be credited back to your account. Deleting a report is final and cannot be undone.
Note: Only unused reports in the Pending status that have not calculated a reasonable compensation can be deleted. Reports in the Draft or Finalized status cannot be deleted.
Navigate to the report you want to delete by going to the Clients module.
Select Delete and confirm Yes to the prompt stating that the action cannot be undone.
For questions or concerns, contact RCReports at 720-279-8800 or support@rcreports.com
Related Articles
Email Report & Interview
You can email a Reasonable Compensation Report or Client Interview links directly to the client from the RCReports platform. Keep in mind that these reports and interviews can only be sent to the email address that is associated with the client’s account.
Activity Log
RCReports creates an audit trail of all the activity for each report. From the activity log you can view dates, times, and the associated user for every activity on a report.
Advisor Worksheet
The Advisor Worksheet allows you to make and justify changes to a Reasonable Compensation figure. Note that the Advisor Worksheet will not make changes to a Reasonable Compensation report you generate. It is meant to be used as a companion document with the original Reasonable Compensation report you generate.
