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Vault Summary Report

Printable labels for each storage vault used by a job, with a large scannable QR code, job details, and a full inventory list. Best for physically labeling vaults in your warehouse.

Written by Pal

What's Included

The Vault Summary Report is organized by vault rather than by room or category. For every vault that holds labels from the job, the report produces:

  • A cover page with the job name, customer and claim details, the vault name, and a large QR code that scans straight to that vault. Inventory summary cards show the number of boxes (broken down by size), tag items, and textiles in the vault.

  • A contents list of every label stored in the vault, with a small QR code for each label so individual boxes and items can be scanned.

Because the cover page is designed to be printed and attached to the physical vault, anyone in the warehouse can scan the QR code to pull up the vault and see exactly what's inside.

Available as: PDF only.

Vault Summary Report cover page with QR code and inventory summary cards

The pages that follow list every label in the vault, each with its own QR code for scanning individual boxes and items.

Vault Summary Report contents list with per-label QR codes

When to Use This Report

Best for:

  • Labeling physical storage vaults in a warehouse

  • Letting warehouse staff scan a vault to see its contents

  • Locating a customer's belongings quickly across many vaults

  • Confirming which labels are stored in which vault

Not ideal for:

  • Room-based organization (use the Salvageable or Custom Inventory Report)

  • Chain of custody documentation by label (use the Custody Report)

  • Visual documentation of items (use the Photo Report)

  • Jobs whose labels have not been assigned to vaults yet

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 Vault Summary

  6. Customize your options (see below)

  7. Click Generate Report

The report is created as a PDF. Most reports download immediately; large jobs are emailed to you when ready.

Note: Only vaults that contain labels from this job appear in the report. If no labels have been assigned to a vault, the report will be empty.

Customization Options

Report Title

Default: "{Job Name} | Vault Summary"

Set a custom title that appears on the cover page of each vault.

Show Organization Logo

Default: Enabled

Adds your organization's logo to the report header and overlays it on the QR codes (when your organization has logo-on-QR enabled).

Column Selection

The contents list supports the following columns. Use Select All or Select None, then toggle individual columns.

Default columns shown:

  • Row Number — sequential number for each row

  • Label Name — the box or tag name (links to the label in the app)

  • Type — box (with size), tag item, bulk textiles, single textile, or garment bag

  • Room — the room the label belongs to

  • Cleaning Category — the label's cleaning category

  • QR Code — a small QR code that scans to the individual label

Optional columns you can toggle:

  • Objects — the items contained in each label

  • Cleaning Code — the Xactimate cleaning code

  • Comments — label comments

Vault Summary Options dialog with report title, logo toggle, and column options

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

  • Print the cover page on a label or full sheet and attach it to the front of the vault so staff can scan to locate contents.

  • Turn on the Objects column when you want the printed list to show item-level detail, not just label names.

  • Keep the QR Code column enabled so each label can be scanned individually during pick and pack.

Troubleshooting

Report is empty

  • Confirm labels have been assigned to vaults

  • Only vaults containing this job's labels are included

A vault is missing

  • Verify that at least one of the job's labels is assigned to that vault

  • Vaults with no labels from this job are skipped

QR code won't scan

  • Make sure the printed page isn't scaled down too far — the cover-page QR code is large for this reason

  • Reprint at full size if the small label QR codes are hard to read

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