What's Included
The Custom Inventory Report lets you choose exactly what to include:
Flexible Columns: Select which data columns appear
Customizable Grouping: Split by room, label, or both
Filter Control: Apply specific filters for targeted reports
Format Choice: Generate as PDF or spreadsheet
Item Photos: Optional image inclusion
Available as: PDF or Spreadsheet (XLSX). PDFs provide professional appearance with photos, while spreadsheets offer sortable, filterable data you can manipulate.
When to Use This Report
Best for:
Creating tailored reports for specific stakeholders
Building reports with unique column combinations
Situations where preset reports don't match your exact needs
Sharing reports that require specific data fields
Removing sensitive information (like pricing or age)
Not ideal for:
Quick standard reports (use Salvageable or Non-Salvageable)
Fixed format requirements (use XACT Contents Spreadsheet)
Visual-focused presentations (use Photo Report)
How to Generate
Open your job in the web app
Click the Reports tab (top right)
Click Generate Report
Expand Additional Reports
Select Custom Inventory Report
Choose PDF or Spreadsheet format
Customize your options (see below)
Click Generate
Note: Most reports download immediately. Large jobs (1000+ items) are emailed to you when ready.
Customization Options
Include Organization Logo
Default: Enabled (PDF only)
Adds your organization's logo to the report header.
Show Summary
Default: Enabled (PDF only)
Includes a summary section with total counts and statistics.
Split by Room
Default: Disabled
Organizes the report into separate sections for each room.
Split by Label/Tag
Default: Disabled
Creates separate sections for each box or bag label.
Item Filters
Default: All items included
Use filters to include only specific items in the report. Leave filters empty to include all items.
Available filters:
Storage Categories: Filter by where items are stored (In Storage, Left on Site, Third Party, Non-Salvage, etc.)
Cleaning Categories: Filter by cleaning requirements (As Is, Needs Cleaning, Biohazard, etc.)
Rooms: Filter by specific rooms. Select "No Room" to include unassigned items
Labels: Filter by label type (Box, Tag, Other, or No Label)
When you select multiple options in a filter, the report includes items matching any of those selections.
Column Selection
Choose exactly which columns to include:
Available columns:
Item Number
Image
Name/Description
Quantity
Brand
Model
Size
Age
Condition
Storage Category
Cleaning Category
Room
Label
Product
Replacement Price
ACV
Replacement Image
Comments
Use "Select All" or "Select None" buttons, then toggle individual columns.
Viewing Report History
All generated reports are stored in the Reports tab where you can:
Download reports again anytime
See generation status
View who requested each report
Tips
For Large Jobs
Split by room to create manageable sections
Use filters to generate multiple targeted reports
Consider spreadsheet format for smaller file sizes
Troubleshooting
Report shows unexpected items
Check applied filters
Verify salvage category filters aren't too restrictive
Try generating without filters to see all items
Missing columns I need
Ensure the column is available in the custom report
Some columns may only be available in specific report types
Check if data is populated for those columns
Report is too large
Apply more specific filters
Split by room to create smaller reports
Use spreadsheet format instead of PDF
Remove image column if photos aren't necessary
Can't decide which columns to include
Start with a preset report (Salvageable, Non-Salvageable)
If it doesn't fit your needs, use Custom Inventory
Test with a small filter first before generating the full report
Related Articles
Salvageable Report - Pre-configured salvageable items
Non-Salvageable Report - Pre-configured non-salvageable items
XACT Contents Spreadsheet - Fixed format for Xactimate
Replacements Report - Replacement pricing focus