It is suggested that Appointments be used as it is the simplest method to gather information for a report, such as details about the customer and Real Estate. Reports produced through appointments will automatically include this information. To learn more about scheduling an appointment, please visit Inspector Dashboard: Creating and Managing Appointments.

In this article, we will cover adding, editing, and deleting customers and Real Estate Professionals to a report in the Desktop Report Writer. 

Add a Customer to a Report

For new customers:

1. In Desktop Report Writer, click the Customer section bar on the left of the screen.
   
2. Fill out as much information as possible on the screen.
   
   Avoid Problems with Customer Accounts
   HomeGauge usernames are created from email addresses. DO NOT use a username to represent more than one customer. Each customer needs their own username. Instead, click Add Customer in the upper-right if you have a husband and wife or multiple customers on one inspection.
3. Click Create Username. Leave the box blank and click OK.
   
4. If you have more than one customer, click Add Customer in the upper-right.
   

For existing (previous) customers:

1. In Desktop Report Writer, click the Customer section bar on the left of the screen.
2. On the right-hand pane, click the Contacts tab and then select the customer icon (the blue icon).
   
3. Find the customer in your contacts list and click once to select them.
4. Right-click and select Add as Customer in Current Report.
   

Delete Customer from Report

Once a customer is added to a report, the only way to remove them is to add a new customer. However, you do not need to fill out information for the new customer.

1. Click Add Customer
2. Click the customer tab you want to remove
3. Click Delete

Import Customer and REP from an Appointment

To import a customer into the Desktop Report Writer, you must first create an appointment. Downloading the appointment not only imports the customer but also generates a report based on the information filled out in the appointment.

1. Open your Desktop Report Writer.
2. Click HG Services > Download Online Appointments. 
   
3. Select which appointments you want to download by putting an X in the Download Now column.
   
4. Click Download.
5. Click Open. Find and open the downloaded report it will contain the Customer's information from the online appointment.

Import Customer and REP from ISN

1. Make sure you have set up your pathway to ISN. For instructions visit the article ISN Integration
2. In Desktop Report Writer, click HG Services > Download Online Appointments.
   
   
3. Select which appointments you want to download by putting an X in the Download Now column.
   
4. Click Download.
5. Click Open. Find and open the downloaded report it will contain the Customer's information from the online appointment.

Add a REP to a Report

1. First, add the REP into the software.
1. In Desktop Report Writer, click the Contacts section bar on the left of the screen.
2. On the right-hand pane, click the Contacts tab and then click the Add Contact button (looks like a person with a green plus).
   
3. Click REP, then OK.
   
4. Enter as much information as possible. If you add the email, click Create User Name, leave the box blank, and click OK.
   
   
5. Click OK when you are done adding the REP.
2. Next, include the REP in the Report.
   1. Click the Report Info section bar on the left of the screen
   2. In the REPs list in the Contacts panel, right-click the REP and choose Add as REP in Current Report.  
      

Delete a REP from a report

1. In the Report Info section, click the REP listed in the report
2. Click Remove

Edit an Existing Customer or REP

If the HomeGauge Username has not been created yet and the report has not been uploaded:

• For Customers:
  1. In Desktop Report Writer, click the Customer section bar on the left of the screen.
  2. Change the information as needed.
  3. Click Save or File Save Report.
• For REPs:
  1. In Desktop Report Writer, click the Contacts tab in the right-hand pane and select the icon for Customers (the blue icon) or REPs (the white and black icon).
  2. Find the contact in your contacts list and double-click once to open their info page.
  3. Edit the information. If you edit the email, click Create User Name, leave the box blank, and click OK.
  4. Click OK at the bottom to exit the window.
  5. Click Save or File Save Report.