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This guide explains everything you need to know about generating, customizing, and accessing reports for your jobs from the web app.

Reports Overview

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

Customizing Reports for Your Organization

Generate a quick preliminary estimate from your job photos using AI. Get a room-by-room breakdown of boxes and items — no manual counting needed — then review, adjust, and share…

📦 Instant Estimate

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…

Vault Summary Report

A standardized Excel inventory of non-salvageable items, formatted for XactContents or a specific insurance carrier's template.

Standard Format Spreadsheet

A high-level snapshot of the job, including box counts, tagged items, and non-salvageable totals—broken down by room.

Job Summary Report

A detailed list of all salvageable items, organized by room, with photos and inventory details for processing, cleaning, or valuation.

Salvageable Report

A complete record of all items marked as non-salvageable, ready for total-loss documentation and claim support.

Non-Salvageable Report

A photo-focused report showing job, room, and item images. Fully customizable to include salvageable and/or non-salvageable items.

Photo Report

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

XAct Contents Spreadsheet

A fully customizable item report where you control columns, filters, and grouping. Best for tailored reports when presets don't match your needs.

Custom Inventory Report

Shows replacement pricing with ACV, product listings, replacement images, and item age/condition. Best for insurance claims.

Replacements Report

Track boxes, bags, and labeled items with their contents and replacement costs. Best for chain of custody documentation.

Custody Report

Room and job site photos organized by room with timestamps. No item photos. Best for documenting property damage and conditions.

Job & Room Photo Report

Learn how to export all the reports you need.

Reports

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