If you would like to see a list of the reports and documents you have Uploaded to the Dashboard, follow the steps below to export your Uploaded Documents as an Excel file.
List All Uploaded Reports
To get a list of all uploaded reports:
- Log into your Dashboard.
- From your HomeGauge software, click HG Services > My HomeGauge Dashboard.
- Visit this link (click here), enter your username and password, then click Sign In.
- From the menu, click My Reports.
- Scroll to the bottom of the list and click Export Report List. This will download a .CSV file that can be opened in most spreadsheet programs.
The Export Report List will create a list of all the uploaded documents. You can sort the exported list in Excel by:
- Highlight the row you would like to sort
- Click Format as Table
- Check My Table Has Headers if you included the heading at the top of your row
This will create a drop-down option bar where you can sort your row based on options included in that row.