Web Report Writer: Publish a Report

The below instructions will walk you through the process of publishing a completed report from the Web Writer, and getting it to the customers and real estate professionals that need it.

• Publishing a report on a smartphone
• Publishing a report on a tablet
• Publishing a report from a desktop
• Adding customers and REPs to the report

Publishing a Report

Mobile View

1. When you reach a point of completion with the report and are ready to deliver it to your clients, click the Publish button to send the report to the Dashboard.
   
2. A confirmation box will appear asking if you want to publish the report. Click Publish if you are sure.
3. You will be prompted to wait while the report gets published. When it is complete and you are shown the confirmation, click OK.
4. Click the Back to Inspections button to return to the home screen of the Web Writer.
   
5. Click the menu bar button to access the menu and then click Inspector Dashboard to return to the HomeGauge Dashboard.
   

Tablet View

1. When you reach a point of completion with the report and are ready to deliver it to your clients, click the Publish button to send the report to the Dashboard.
   
2. A confirmation box will appear asking if you want to publish the report. Click Publish if you are sure.
3. You will be prompted to wait while the report gets published. When it is complete and you are shown the confirmation, click OK.
4. Click the Back to Inspections button to return to the home screen of the Web Writer.
   
5. Click the menu bar button and then click Inspector Dashboard to return to the HomeGauge Dashboard.
   

Desktop View

1. When you reach a point of completion with the report and are ready to deliver it to your clients, click the Publish button, found on the side menu, to send the report to the Dashboard.
   
2. A confirmation box will appear asking if you want to publish the report. Click Publish if you are sure.
3. You will be prompted to wait while the report gets published. When it is complete and you are shown the confirmation, click OK.
4. Click the Back to Inspections button to return to the home screen of the Web Writer.
   
5. From the side menu bar bar, click Inspector Dashboard to return to the HomeGauge Dashboard.
   

Adding Customers and REPs

1. Locate the report that was most recently published. It should be at the top of the list.
2. Beneath the box containing the address and info of the inspection will list all the documents associated with the inspection. Find the +User, -User, and Edit buttons below the document title of your report. Click +User.
   
3. You will be brought to a page that will show 2 steps to adding individuals to a report. Under Step 1, click on the link for type of person you want to add, customer or real estate professional.
   
4. On the next screen fill out the individual's information. The only required information is first name, last name, and email address.
5. Once all the necessary information has been entered, scroll to the bottom of the page and click Submit.
6. You will be brought to the previous screen. Under Step 2 a username will be populated in the associated field. Click Add Username to add this username to your report.
   
7. You will be brought back to the report list of your Dashboard. The inspection report will now have a customer attached to it.
   
8. Send email notifications like normal. For directions on how to send notifications, click here.