View claim reports in Xactimate online

Updated 1 month ago by Bethany W.

View Claim Reports

  1. On the Claim Info tab, click Report Management.
  2. Several reports* are available in the Claim Reports category, including:
    • Additional Living Expenses
    • Agreed Appraisal Report
    • Billing Sheet
    • General Loss Report
    • Insured Correspondence
    • Narrative Report
    • Proof of Loss Report
    • Property Report
    • Replacement Cost Report
  3. On the navigation menu on the left, click the report that you want to open. The main window displays the selected report.
  4. Fill in the applicable information for the report.
  5. Click View to view and print the report.  
  6. Click Export to save as a PDF.

View Flood Forms

  1. On the Claim Info tab, click Report Management.
  2. Several reports are available* in the Flood Forms, including:
    • Flood Forms Administration
    • Advance Payment Request
    • Building Worksheet
    • Cause of Loss
    • Contents Worksheet
    • Final Report
    • ICC Adjuster Report
    • Mobile Home Worksheet
    • Notice of Loss
    • Preliminary Damage Assessment
    • Preliminary Report.
  3. On the navigation menu on the left, click the report that you want to open. The main window displays the selected report.
  4. Fill in the applicable information for the report.
  5. Click View to view and print the report.  
  6. Click Export to save as a PDF.

View Activity Report

  1. On the Claim Info tab, click Report Management.
  2. On the navigation menu on the left, click Activity Report. The main window displays the selected report.
  3. Fill in the applicable information for the report.
  4. Click View to view and print the report.  
  5. Click Export to save as a PDF.

* Available reports may vary depending on project type and profile.


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