Reports
PDF reports, spreadsheets, exports and customization. · 16 articles
- Reports OverviewThis guide explains everything you need to know about generating, customizing, and accessing reports for your jobs from the web app.
- Salvageable ReportA detailed list of all salvageable items, organized by room, with photos and inventory details for processing, cleaning, or valuation.
- Replacements ReportShows non-salvageable items with their replacement products, replacement prices, replacement images, and item details such as brand, model, and age. Best for insurance claims.
- Job Summary ReportA high-level snapshot of the job, including box counts, tagged items, and non-salvageable totals—broken down by room.
- Non-Salvageable ReportA complete record of all items marked as non-salvageable, ready for total-loss documentation and claim support.
- Custody ReportTrack boxes, bags, and labeled items with their contents and replacement costs. Best for chain of custody documentation.
- Customizing Reports for Your OrganizationSet default report options so every report your team generates starts with the right columns, filters, and layout — no manual tweaking each time.
- 📦 Instant EstimateGenerate 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 as a PDF report.
- Custom Inventory ReportA fully customizable item report where you control columns, filters, and grouping. Best for tailored reports when presets don't match your needs.
- Photo ReportA photo-focused report showing job, room, and item images. Fully customizable to include salvageable and/or non-salvageable items.
- Job & Room Photo ReportRoom and job site photos organized by room with timestamps. No item photos. Best for documenting property damage and conditions.
- Vault Summary ReportPrintable 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.
- Standard Format SpreadsheetA standardized Excel inventory of non-salvageable items, formatted for XactContents or a specific insurance carrier's template.
- Export TemplatesAdd a carrier's own spreadsheet to ContentsPal so your team can export a job straight into it — no reformatting, no copy-paste.
- XAct Contents SpreadsheetA fixed-format Excel file compatible with Xactimate and other estimation software.
- Report Cover PageYour PDF reports open with a cover page showing the job's photos, the claim details and a map of the loss. Choose what it shows for a single report, or set the default for your whole organization.