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XAct Contents Spreadsheet

A fixed-format Excel file compatible with Xactimate and other estimation software.

Written by Pal
Updated over a month ago

What's Included

The XAct Contents Spreadsheet is a standardized Excel file with 12 pre-defined columns:

  1. Item # - Sequential item number

  2. Room - Location within the property

  3. Brand - Item brand/manufacturer

  4. Model # - Model number or identifier

  5. Description - Item name and details

  6. Original Vendor - Source or supplier information

  7. Quantity Lost - Number of items

  8. Item age (year) - Age in years

  9. Item age (month) - Age in months

  10. Condition - Item condition rating

  11. Cost to replace - Replacement cost per item (pre-tax)

  12. Total cost - Total replacement cost (quantity Γ— cost)

This format follows industry standards for compatibility with third-party estimation and claims software.

Available as: Spreadsheet (XLSX) only (designed for data import into other systems)

Example XACT Contents Spreadsheet with standard columns


When to Use This Report

Best for:

  • Exporting to Xactimate or Xactcontents

  • Importing into claims management systems

  • Sharing with adjusters who use industry-standard software

  • Maintaining compatibility with estimation tools

Not ideal for:

  • Custom column layouts (use Custom Inventory Report)

  • Visual documentation (use Photo Report)

  • Quick readability (use PDF reports)


How to Generate

  1. Open your job in the web app

  2. Click the Reports tab (top right)

  3. Click Generate Report

  4. Expand Additional Reports

  5. Select XACT Contents Spreadsheet

  6. Customize your options under Advanced Options (see below)

  7. Click Generate

Note: Most reports download immediately. Large jobs (1000+ items) are emailed to you when ready.


Customization Options

Remove Cost Columns

Default: Disabled

When enabled, removes the "Cost to replace" and "Total cost" columns from the export. Useful when sharing with external parties who don't need pricing information.

Remove Vendor Column

Default: Disabled

When enabled, removes the "Original Vendor" column from the export.

Item Filters

Default: All items included

Use filters to include only specific items in the spreadsheet. Leave filters empty to include all items.

Available filters:

  • Storage Categories: Filter by where items are stored (In Storage, Left on Site, Non-Salvage, etc.)

  • Cleaning Categories: Filter by cleaning requirements (Needs Cleaning, Biohazard, As Is, 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 spreadsheet includes items matching any of those selections.

XACT Contents Spreadsheet export options

Important Notes About This Format

Fixed Column Structure

Unlike other reports, you cannot customize which columns appear. The XACT format uses a standardized structure required for compatibility with estimation software.

If you need custom columns, use the Custom Inventory Report instead.

No Photos

This spreadsheet does not include item photos. It's designed for data transfer, not visual documentation.

For photo documentation, use the Photo Report instead.

Pricing Information

This format includes replacement cost information ("Cost to replace" and "Total cost" columns) that may not be appropriate to share with all parties. Use the "Remove Cost Columns" option to exclude pricing information when needed.


Viewing Report History

All generated spreadsheets are stored in the Reports tab where you can:

  • Download again anytime

  • See when the report was generated

  • View who requested it

Report History tab showing generated reports

Tips

  • Remove pricing columns before sharing with policyholders or external contractors

  • Use filters to create exports for specific rooms or categories

  • Check compatibility with your target software before large-scale exports

  • Test import first with a small subset of items to ensure proper formatting


Troubleshooting

Spreadsheet missing expected data

  • Check if filters are enabled and excluding items

  • Verify items have all required fields populated

  • Try generating without filters to see all items

File won't open

  • Ensure you have Excel or compatible spreadsheet software

  • Try opening in Google Sheets if Excel is unavailable

  • Re-download if the file appears corrupted


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