Reports and Exporting Inventory

6 articles

Generating Reports from Jobs

Use this page to generate reports about the job that you can save or print and give to customers. In the Job menu, select Reports . Select a report from the menu (see report descriptions below). Se...

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Export a job's inventory to Excel

Within a job, click Inventory. You can filter the inventory by ID, Box ID, Room, Location, Status, Description, Condition, and Modified By. For example, if you want to view the job's inventory for on…

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Export an inventory to Xactimate and XactContents

We know that packing out a client’s house is just one step in the process. That’s why we’ve made it simple to seamlessly import your contents into Xactimate or XactContents for estimating. How to Exp…

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Invite a policyholder to collaborate via ClaimXperience's Customer Portal

The Customer Portal allows you to collaborate with policyholders to build a Personal Property Inventory. It also enables policyholders to view the job’s inventory and to request that a clean item be…

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Send messages to team members and policyholders via the Customer Portal

Within a job, select the Inventory tab. Click. You will be taken to the associated ClaimXperience project. Under General Collaboration, select the Messages tab. Click the in the bottom right-hand cor…

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Export a container's inventory to Excel

Under Tools, click Containers. Click the # Items hyperlink of the container. Click the in the bottom right corner of the table. An Excel spreadsheet of your inventory will automatically download. If…

Updated by Bethany W.