Which report do I need?
Updated
by
Jill Bowers
Many estimate reports, claim reports, worksheets, and other documents are available in Xactimate, but how do you know which report you need? Here are some guiding questions to help you find the right report for your situation.
Which reports are designed for your customers?
Estimate reports
Customer total amount report
This report has a room-by-room listing (which includes the room name, dimenstions, item descriptions, and item quantity) without any prices.
Final draft separate coverage type report
This version of the Final draft report is customer-ready and breaks down all the information in the estimate by coverage.
Which reports have information about line items?
Estimate reports
Contents report
This report provides information on estimate contents by providing line item details, summaries, and a recap by category.
Contents age report
This report provides information on contents and filters that information by age and an associated replacement cost value.
Contents detail report
This detailed report focuses on items in the estimate.
Customer total amount report
This report contains a room-by-room listing (which includes the room name, dimensions, item descriptions, and item quantity) without any prices. It is designed for the customer.
Final draft report
This report gives a comprehensive overview of everything in the estimate. It should be used when the estimate is finished.
Final draft separate coverage type report
This version of the Final draft report is customer-ready and breaks down all the information in the estimate by coverage.
Final draft with age, life, and condition report
This version of the Final draft report breaks down all the information in the estimate by age, life, and condition.
Final draft with/without removal depreciation report
This version of the Final draft report offers a comprehensive overview of the estimate. You can choose to include depreciation in the report or ignore it.
Rough draft report
This detailed report includes information about item quantities, prices, summaries, and recaps.
Scope report
This report gives a room-by-room scope of the rooms in your estimate but doesn’t include information about prices.
Which reports provide information about rooms?
Estimate reports
Customer total amount
This report contains a room-by-room listing (which includes the room name, dimensions, item descriptions, and item quantity) without any prices. It is designed for the customer.
Final draft report
This report gives a comprehensive overview of everything in the estimate. It should be used when the estimate is finished.
Final draft with age, life, and condition report
This version of the Final draft report breaks down all the information in the estimate by age, life, and condition.
Final draft with/without removal depreciation report
This version of the Final draft report offers a comprehensive overview of the estimate. You can choose to include depreciation in the report or ignore it.
Internal TAM report
This report gives a detailed room-by-room breakdown of the time and materials required to complete a job.
Rough draft report
This detailed report includes information about item quantities, prices, summaries, and recaps.
Scope report
This report gives a room-by-room scope of the rooms in your estimate but doesn’t include price information.
Which reports compare information from different estimate versions?
Estimate reports
Change report
This detailed report compares the differences between saved versions of the estimate. It focuses on differences in item additions, edits, and deletions.
Contents change report
This report is only available if a previously closed version of the estimate exists so it can be compared to the current version of the estimate.
Differences report
This report displays category detail summaries and a comparison of add-ons.
Which reports include FEMA information?
Claim reports
FEMA adjusters-prepared proof of loss
This worksheet requires information about the building and contents items that make up the loss.
FEMA adjuster’s preliminary damage assessment
In this worksheet, adjusters record information on the insured, the policyholder, the property, valuations, and damages.
FEMA adjuster’s preliminary report
This worksheet is like the adjuster’s preliminary damage assessment, but also includes information on the representative, insurance, property risks, date and time, and flooding.
FEMA advanced payment request
This worksheet is like the Advanced payment request but is specific to flood damages.
FEMA manufactured (mobile) home/travel trailer worksheet
This worksheet asks for loss information specific to mobile homes and travel trailers.
Which reports have payment information?
Claim reports
Additional living expense worksheet
This worksheet includes comprehensive information on the insured, the claim’s location, and the living expenses accumulated while the resident(s) can't live in their home.
Advanced payment request
This worksheet has customers confirm that they sustained a loss. It also asks for an advance on the money a customer receives from insurance.
Agreed appraisal report
This report records the appraisal of Estimate real property, Estimate contents/UPP, and other estimates.
Billing report
This report totals the cost of all services, expenses, and taxes.
Building worksheets
The building worksheets include detailed information about the location affected by the loss and the estimated replacement cost, less depreciation, and actual cash value.
Final report
This includes a premises history, interest information, claim summary (including costs), and excluded damages.
Loss report
This includes a statement of loss, coverage information, and recommendations from the adjuster.
Manufactured (mobile) home/travel trailer worksheet
This worksheet records information about the mobile home, details about the claim, and payment information like the value of the home, depreciation, and other data.
Preliminary damage assessment
This includes information about values, cost values, and repair costs.
Statement of loss
This report contains coverage information for both coverages and the dwelling, as well as cost totals for the loss, claim, and depreciation.