Creating and Downloading Reports

Updated 1 month ago by Heather Andersen

To create a report in Xactimate mobile, open the project and navigate to Documents > Reports. Tap the plus button in the top right and select the report you want from the list that appears. This automatically creates the report, closes the list, and returns you to the main Reports screen, which now includes the report you just selected.

Tap the report to open it. You can simply review the report here or tap the Share button in the top right to markup, print, or email i; save it to your device files; or complete any of the other configurable options.

When using iOS, you can also drag and drop the report to another open application if you use iOS Split View. Simply open the Reports page, touch and hold the report you want to copy, and drag it into the app where you want it copied.


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