Skip to main content

Customizing Reports for Your Organization

Set default report options so every report your team generates starts with the right columns, filters, and layout — no manual tweaking each time.

Written by Pal
Updated over 2 weeks ago

Why Customize Report Presets?

Every time someone on your team generates a report, they start with a set of default options — which columns to include, how items are grouped, what filters are applied. Out of the box, these defaults work for most teams. But if your organization always needs specific columns, or always filters by a certain category, you can change the defaults so reports come out the way you want without extra steps.

Customizations apply to everyone in your organization. Individual users can still adjust options when generating a specific report — your customizations just set the starting point.

Where to Find Report Presets

  1. Click your organization name in the top navigation to open your organization settings.

  2. Click the Reporting tab.

You'll see all available report types displayed as cards. Each card shows the report name, type, supported formats (PDF, XLSX), and a brief description.

Customizing a Report

  1. Find the report you want to customize and click Customize.

  1. You'll see all the options available for that report type — columns, filters, layout, photos, and more. The available options vary by report; see the individual report articles below for details on what each one supports.

  2. Click Save when you're done.

Resetting to Defaults

If you want to undo your customizations and go back to the built-in defaults:

  1. Find the customized report (it will have a Customized badge).

  2. Click the reset button (circular arrow icon) next to the "Edit" button.

  3. Confirm the reset.

Your customizations are removed and the report goes back to system defaults.

How Customizations Affect Report Generation

When anyone in your organization generates a report:

  1. The report options start with your customized defaults instead of the built-in ones.

  2. The user can still change any option before generating — your customizations are just the starting point.

  3. If you haven't customized a report type, it uses the standard system defaults.

(Tip: If your team often forgets to check a specific column or apply a filter, setting it as the default here saves everyone time and keeps reports consistent.)

Available Report Types

You can customize defaults for all report types:

Main Reports:

  • Job Summary Report — High-level snapshot with box counts, tagged items, and totals by room

  • Salvageable Report — Item table for salvageable inventory with photos and details

  • Non-Salvageable Report — Item table for non-salvageable items

  • Photo Report — Photo-focused report with customizable overlays

Additional Reports:

  • XactContents Spreadsheet — Non-salvageable inventory compatible with Xactimate

  • Custom Inventory Report — Fully customizable columns, filters, and grouping

  • Replacements Report — Non-salvageable inventory with replacement item details

  • Custody Report — Boxes, tagged items, and textiles with contents, status, and location

  • Job & Room Photo Report — Room and job site photos organized by room (no item photos)

  • Policyholder Disposal Approval — Simplified report for policyholders

(Note: Not all options are available for every report type. The customization screen only shows options relevant to the selected report.)

Who Can Customize Presets?

Only organization owners and admins can access the Reporting tab and customize report presets. Regular team members will use whatever defaults have been set, but can still adjust options when generating individual reports.

Related

Did this answer your question?