How to See Reports, Text and add Quick Launch Homescreen Buttons. Always Start at ACCOUNT to update or change a record or template. On ACCOUNT menu section you can view REPORTS. Once you have created your Preset templates, Business information and Survey links you are ready to TEXT. Click on TEXT from the Menu at the top. Enter a Cell Phone number to text to. Choose a Preset Template. Enter a NOTE we email to you. Click Submit. Add quick launch button to Home Screen of phone. On Android, click the line of dots in upper right hand corner. On Android choose "Add to homescreen." Add Quick Launch button on iPhone homescreen. Click Arrow coming out of box at bottom of screen. Choose Add to Home Screen option.