View Narrative Report in X1

Updated 2 years ago by Jake D.

  1. Open an estimate.
  2. On the Claim info tab, click Report management.
  3. Click Narrative report in the Navigation menu on the left. The reports available vary depending on project type and profile. Custom reports are available. 
  4. Select one of the following reports:
    1. Narrative info
    2. Estimated loss
    3. Narrative sections
    4. Additional information
  5. Fill in the applicable information for the report.
  6. Click the View button to view and print the report.
  7. Click Export to save or email the report as a PDF.

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