Report Functions

Run a CYA Report

Clone a Report

Clone a report from a previous year to match current year wage data.

Email Report & Interview Links

RCReports allows users to email a Reasonable Compensation Report or a Client Interview link directly to the client from the 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.

Delete a Report

When a report is unused, it can be deleted and will be credited back to your account. This can only be done with reports in the "Pending" status. 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.

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.

Working 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.