Generating Reports - Online
ContentsTrack offers a variety of reports that can be generated to meet the needs of adjusters, homeowners, policyholders, or internal teams. Each report is tailored for a specific purpose, allowing you to share comprehensive job details efficiently.
Report Options
Customer Report
- Provides a summary of the job, including all rooms, items, and boxes (full inventory).
- Designed for sharing directly with customers.
Signed Reports
- Displays signed reports and authorizations from customers uploaded to the online instance.
Inventory Report
- Lists all inventory items for a selected job in a space-efficient layout.
- Ideal for internal use.
- Optionally, you can group items by condition code using the Total by Condition feature.
Category Details Report
- Summarizes the total number of items/boxes by Category or Selector codes.
- Useful for internal comparisons with Xactimate item inventories.
Images Report
- Displays job-related images grouped by room.
- Additional details (such as image name, taken by, date, comments, and item ID) can be included if you opt for four images per page.
How to Generate a Report
- Open the job you want to generate a report for and navigate to the Reports tab.
- Select the desired report from the menu.
- Choose the following options:
- Company Header: Add your company logo or branding.
- Model Statement: Add a standard statement to your report.
- Orientation: Choose between portrait or landscape layout.
- Apply filters to customize the report:
- Item Status: Include specific statuses like Clean, Questionable, Replace, or Storage.
- Condition Codes: Select which condition codes to include or leave the filter at
<NONE>to include all conditions.
- Customize the report content by selecting checkboxes for:
- Cover sheet
- Job summary
- Room summary
- Item details
- Internal notes
- Use the Report Comments field to add any additional notes for the report.
Tip: The preview pane updates automatically as you make your selections, allowing you to review changes in real time.
- Click Generate Report to create the document.
- Click Download Report to open the report as a PDF in a new tab, where you can save or print it.
With these reporting tools, ContentsTrack ensures you can effectively communicate job details to all relevant parties.
