Preview reports in Xactimate online

Updated by Jill Bowers

If you cannot preview reports in Xactimate online, it’s possible your browser is blocking PDF previews. To fix this, change some of your browser settings. Here are instructions to change your browser settings to allow PDF previews. 

Chrome 

  1. Select the three dots in the upper-right corner of your browser to open a list of options. 
  2. Select Settings. This opens a new tab. 
Three dots menu in Chrome and the Settings option
  1. In the left side of the new tab, select Privacy and Security
  2. Select Site settings
Site settings in Chrome
  1. Scroll down to the Content section. 
  2. Select Additional content settings
Select Additional Content Settings
  1. Select PDF documents to open a new screen. 
Select PDF Documents
  1. Select the radio button next to Open PDFs in Chrome
Select Open PDFs in Chrome

Edge 

  1. Select the three dots in the upper-right corner of the browser window.
  2. Select Settings. This opens a new tab.
Settings in Edge
  1. Select Cookies and site permissions
  2. Scroll down in the Site permissions section option and select PDF documents
Find and select PDF Documents
  1. Turn off the Always download PDF files toggle. 
Turn off Download PDF option

Firefox 

  1. Select the three lines menu button in the upper-right corner of the browser.
  2. Select Settings. This opens a new tab. 
Select Settings in Firefox
  1. Scroll down until you find the Applications section.  
  2. Select the Portable Document Form (PDF) row. 
Select PDF row
  1. In the Action column, select the dropdown menu. 
  2. Select Open in Firefox
Select Open in Firefox


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