Step One: Adding Your First Client | RCReports Learning Center

Step One: Adding Your First Client

Adding Your First Client is the first step to producing a report. We suggest starting with a test client such as Jane Doe. Investing a few minutes experimenting with Jane and familiarizing yourself with how RCReports works will pay big dividends when you begin using RCReports with your clients.

  • Begin by clicking on the clients tab on the left hand side of your dashboard.

 

  • Next select “Add New Client” in the top right.

 

 

  • The four fields below are the only required fields; however, you can send emails to your client straight from your dashboard if you choose to include their email address. We suggest entering your email address so you can see what these emails look like.

 

  • Once you select “Create Client”, their client profile will open and you are ready to run your first report.

 

 

Go To Step Two: Selecting a Report