Use the software's Report Stats and Business Report when you want to quickly see or export a .csv list of the reports on your computer. Report files are saved locally on your computer so any reports not on your computer will not show up when running these software reports. For instructions on how to run business reports insight pulled from your Online Inspector Dashboard (click here).
Report Stats
The Report Statistics Window shows different statistics based on the reports stored on your computer.
- Open HomeGauge 5 software
- Click Office
- Click Report Stats
- Choose a Time Period
- Choose a Criteria
- Click Go
- To save the information as a .csv click Save CSV
- Then choose where to save the .csv report file
Business Report
The Business Report Window exports a .csv list of the reports stored on your computer. The following is an example list with one report. Included is the Report ID, Date, Customer Name, Inspection Address, Inspection City, Inpection State, Inspection Zip, Payment Status, Payment Method, Payment Note, Referral, and Fee.
- Open HomeGauge 5 software
- Click Office
- Click Business Report
- Select Start and End Date
- Then choose where to save the .csv report file
Comments
1 comment
I have been using your software for my husband and son since 2010.
It would be so wonderful if you could make this Business Report Stats and Report Software available in your "Dashboard" version, so that office secretaries could use it to do their monthly bookkeeping.
Jacque Fabian-Brown, (Mom for Christopher Brown, Wife of retired Craig Brown)
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