RCReports Help Center
Learn how to use RCReports to generate accurate and defensible reasonable compensation reports for your clients.
Edit & Manage Your Reports
Edit & Manage Your Reports
Everything you need to edit, send, and manage reports you've generated. This includes report cloning, extending interviews, and emailing reports to your clients.
Articles
Clone a Report
You can easily streamline your processes and Clone a client's report from a previous year for the current year.
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.
Extend an Interview
This guide will explain how to extend the 30-day time limit for your client to finish their Reasonable Compensation Interview.
Delete a Report
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.
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.
Report Title & Notes
You can add a title and notes to each report that will act as the report’s unique identifier. This is a popular feature when running multiple scenarios.