Estimate Reports
Estimates returned from Xactimate typically have the following attached reports in the Documents tab.
Audit Summary Report
Audit rules are triggered when errors are made in an estimate. For example, an audit rule could be triggered if the floor covering total in an estimate exceeds the area of the floor. The Audit Summary Report shows which rules were triggered and any adjustments made to the estimate as a result.
Estimate Audit Report
This report shows the estimate activity by owner. An owner is an Xactimate user assigned to the estimate at any point during the estimating process. An estimate has only one owner at a time.
Estimate Revision Details Report
This report provides a clear, auditable record of estimate revisions to help insurers, adjusters, reviewers, and policyholders understand what changed and support claim review, transparency, and compliance needs.
The Estimate Revision Details Report shows changes made between all versions of an estimate. It is generated when an estimate is completed, reopened, modified, and completed again; each subsequent completion regenerates the report and includes the prior revision history. The report includes line item changes, pricing differences, additions, removals, modifications, and version-to-version comparison details in a consolidated view.
Final Draft with/without Removal Depreciation Report
This report shows line item data, including description, quantity, unit, price, tax, overhead and profit (O&P), replacement cost value (RCV), depreciation (DEPREC.), and actual cash value (ACV) for each item. The data is separated by level and room of the property.
Report Rough Draft
This report shows line item data, including category (CAT), selector (SEL), quantity (QTY), action (ACT), description, removal cost (REMOVE), replacement cost (REPLACE), tax, overhead and profit (O&P), and total. The data is separated by level and room of the property. For information about these line item elements and how they are added in Xactimate, see Estimate items.
Variation Report
The Variation Report compares checkpoint prices with actual line item prices in the estimate and shows the deviation between the two. A checkpoint price list provides a frame of reference for line item prices. Line item prices in the completed estimate can vary from checkpoint prices due to unit price differences in material, supplies, equipment, retail labor, or market conditions.