Table of Contents
Where to Generate Reports
Open your job
Click the Reports tab in the top right of your screen
Click the Generate Report button
The Reports tab shows you a complete history of all reports for this job, including the report name, who requested it, when it was created, and its status.
Where Reports Are Stored
Reports are delivered in two ways:
Immediate Downloads
Smaller reports download directly to your browser when generated. You'll see the file appear in your browser's download bar.
Email Delivery
Larger reports or reports with many photos are sent to your email when ready:
Small files may come as email attachments
Large files include a download link
Check your spam folder if you don't see the email
Reports Tab
The Reports tab keeps a complete history of all reports:
View all reports ever generated for this job
See the status (Generating, Completed, or Failed)
Download reports again anytime
See who requested each report and when
To download a report again:
Find the report in the list
Click the Download button on the right side
The file saves to your computer
Reports stay available forever, so you can re-download them anytime.
Types of Reports
The Generate Report dialog organizes reports into two sections: primary reports (always visible) and additional reports (in a collapsible section). This makes the most commonly used reports easy to access while keeping specialized reports available when needed.
Primary Reports
Job Summary Report
A high-level overview of your entire job including:
Job information and metadata
Summary statistics by room
Item counts and totals
Cost summaries
Format: PDF only
Best for: Quick overviews to share with stakeholders or build estimates
Salvageable Report
Pre-configured to show items being stored, left on site, or sent to third parties. Includes storage category, cleaning category, room, label, quantities, and descriptions.
This report focuses specifically on salvageable items and includes advanced options like split by room/label, item filters, and column selection.
Format: PDF or Spreadsheet (XLSX)
Best for: Tracking items in storage or custody
Non-Salvageable Report
Pre-configured to show items that cannot be salvaged. Includes storage category, room, label, quantities, and descriptions.
This is the opposite of the Salvageable Report - it only shows non-salvageable items. It has all the same advanced options as the Salvageable Report.
Format: PDF or Spreadsheet (XLSX)
Best for: Documenting items for disposal
Photo Report
Sometimes called a "Presentation Report", this provides visual documentation of items with photos:
One photo per item
Optional overlays: quantity, cost, timestamp, label (found in Advanced Options)
Can split by room or label
Toggle to include or exclude job-level photos
Format: PDF only
Best for: Visual presentation of damaged items
Additional Reports
These reports are available in a collapsible "Additional Reports" section for more specialized needs.
XACT Contents Spreadsheet
A fixed-format Excel file with 14 pre-defined columns:
Compatible with third-party software
Standard industry format
Optional checkboxes to remove unit price or vendor columns before sharing
Format: Spreadsheet (XLSX) only
Best for: Exporting to estimation software like Xactimate or other claim systems
Custom Inventory Report
A fully customizable report where you control every detail:
Split by room or label for organized sections
Choose exactly which columns to include (pricing, age, brand, etc.)
Filter by storage category, cleaning category, room, or label type
You can customize which columns appear in your report. For example, when sending reports to external parties, you may want to exclude pricing and age information.
Format: PDF or Spreadsheet (XLSX)
Best for: Creating tailored reports for specific stakeholders, building reports with unique column combinations, or when the preset reports don't match your exact needs
Replacements Report
Pre-configured to show replacement pricing information:
Displays actual cash value (ACV)
Shows product listings and replacement images
Includes age and condition
Format: PDF or Spreadsheet (XLSX)
Best for: Insurance claims and valuation
Custody Report
Track boxes, bags, textiles, and labeled items:
Shows label name and type (box, tag, textile, etc.)
Lists items inside each container
Includes cost to replace items
Filter by box, tag, textile bag, or other label types
Format: PDF or Spreadsheet (XLSX)
Best for: Chain of custody documentation and tracking packed items
Job & Room Photo Report
Focuses on documentation photos rather than item photos:
Shows photos taken of rooms and the job site
Organized by room
Includes timestamps
No item photos
Format: PDF only
Best for: Documenting property damage and conditions
Reports vs Data Exports
It's important to understand the difference:
Reports
Purpose: Professional documents ready to share
Format: Formatted PDFs or organized spreadsheets
Includes: Headers, footers, your organization logo, page numbers, summaries
Use for: Sending to clients, insurance companies, or stakeholders
Data Exports
Purpose: Retrieve raw data from your tables
Format: Plain CSV or spreadsheet files
Includes: Just the data, no formatting
Use for: Importing into other systems, data analysis, or custom manipulation
Where to find Data Exports:
Click on any table in your job (Inventory, Custody, etc.)
Look for the Export button
These give you the raw table data that you can manipulate as you wish
PDF vs Spreadsheet Reports
Many report types let you choose between PDF or Spreadsheet format.
PDF Reports
Advantages:
Professional appearance with your logo
Fixed formatting that looks the same everywhere
Includes images and photos
Ready to share or print
Better for presentations
Best for:
Sending to clients
Presentations
When visual appearance matters
Reports with photos
Spreadsheet (XLSX) Reports
Advantages:
Can sort and filter the data
Can add your own calculations
Can edit values if needed
Can import into other software
Smaller file sizes
Best for:
Further data analysis
Making your own calculations
Importing into other tools
When you need to modify the data
Note: Photo reports are always PDF because they focus on images. Summary reports are also PDF-only because they include formatted layouts and charts.
Filtering and Customizing Reports
Most reports let you customize what's included:
Filter by Storage Category
Choose which types of items to include:
Storage (items in your facility)
Left on site
Third party storage
Non-salvage
Other categories
Filter by Cleaning Category
Choose items by their cleaning needs:
Heavy clean
Light clean
No clean needed
Dry clean
Other categories
Filter by Room
Select specific rooms to include:
Choose one or more rooms
Or include all rooms
Filter by Label Type
For custody reports, choose what to include:
Boxes
Tags (individual items)
Textile bags
Other label types
Split by Room
Organize the report with separate sections for each room:
Keeps information organized by location
Makes large jobs easier to navigate
Split by Label
For items with labels, create separate sections for each box or bag:
Useful for custody tracking
Shows exactly what's in each container
Troubleshooting
Report failed
If a report shows "Failed":
Try generating it again with fewer items (use filters)
Try splitting by room to create smaller reports
Contact support if the problem continues
Can't find my report
Check the Reports tab in your job
Check your email and spam folder
Reports are sorted by creation date (newest first)
Report is missing items
Check your filters - you may have filtered out some items
Make sure you selected "All" for categories you want to include
Need Help?
If you need a specific report format not listed here, or have questions about reports:
Click "Request it here" in the Generate Reports dialog
Contact our support team
We can create custom report formats for specific needs