How do I Change the Address for a Report Folder on my Dashboard?

There are two ways to change the address that appears above the list of documents on your My Reports list if you've mistakenly created the report with the wrong address.

Method 1: Appointment-based Reports

If you use the Appointments feature of HomeGauge and originally created an Appointment for this report, you can edit the appointment itself to change the address by going to Appointments > Calendar or Appointments > Search and finding the appointment.

You can also quickly get to the Appointment using the Agreement Status link from your My Reports list.

Once on the Agreement Details page you can click Edit Appointment.

Method 2: Non-Appointment Reports

If the report was not created as an Appointment, you can follow the steps below to edit the report address:

1. From your My Reports list, find the report with the incorrect address and click the Request Payment link.
2. Enter an amount of 1.00 and click Create Invoice Only (your customer will not be sent anything)
3. On the next page, click Edit Appointment.
4. Change the address on the next screen, then scroll to the bottom and click Save Changes Only.
5. Go back to that report, and click the $1.00 Due link.
6. Click Edit/Delete under the invoice.
7. Click the red Delete Invoice button on the next page, then Yes to confirm.