Making a report public is great for when you need to have a sample report put on your website or sent to a real estate agent. A public report can be viewed without the reliance of logging in with a user name and password.
Making a report public
- Log onto your Dashboard at www.homegauge.com and locate the report that you intend to make public.
- Right above the title of the report you will see a series of tabs for Overview, Manage, and Viewing. Click the Viewing tab.
- Click Make Public (viewable w/o password).
- Once on the Make Public screen, copy the URL shown. It will look like https://www.HomeGauge.com/report/ followed by a series of numbers. Click Yes to make this report public.
- The URL that was copied can be used as a link on your website or pasted into an email to a party requesting the sample report.
If You Lose The Link For The Report
You can always recover the public link to your report by finding the report on your Dashboard and clicking View Document. Copy the text shown and paste the link where it needs to be.
Verifying Public Documents
Public documents will be labeled to notify you of their status. You will see Public in parenthesis next to View Document when the report is public.
Making Documents Private
You can always make a document private at any time. Click the Viewing tab and select Make Private.
Please Note: We recommend only following these directions to create sample reports. To learn more about sample reports click here. It is inadvisable to make a practice of making your reports public in order to deliver them to clients or real estate agents.
- A public report cannot be tracked
- CRLs cannot be created from reports viewed from the public link
- Public reports can be viewed without having an agreement signed, introducing possible risk
- If you cancel your online services, the report will no longer be accessible to clients or agents
Comments
0 comments
Please sign in to leave a comment.