Report Types and How They're Composed

You don't lay out a report in Estimatics. You pick a type, and it composes the right sections from what's on the job, in a fixed order, and renders a PDF.

Understanding the two gating rules below is the difference between getting the report you expected and wondering where a section went.

The nine sections

Section	What it is	Built from	Minimum seat
Cover	Property, claim, and inspection details, with your branding	Job data	FIELD
Executive Summary	An AI-written overview of the inspection and its key findings	AI	FIELD
Findings	The findings table — confirmed and inferred	Finding records	FIELD
Damage Findings	The AI narrative describing each finding in detail	AI	SCOPE
Floor Plan & 3D Sketch	Top-down site plan and 3D axonometric of the scanned areas	LiDAR geometry	FIELD
Area Dimensions	Per-area floor area, perimeter, wall area, ceiling height, openings	LiDAR geometry	FIELD
Evidence	A grid of the photos linked to the findings	Capture	FIELD
Estimate	The line-item estimate with coverage totals	The active estimate	SCOPE
Cause & Origin	The AI cause-and-origin analysis	AI	CERTIFY

The seven report types

Type	Sections it composes	Minimum seat to compose
Damage	Cover · Executive Summary · Findings · Damage Findings · Evidence · Cause & Origin	FIELD
Findings	Cover · Findings · Damage Findings · Evidence	FIELD
Geometry	Cover · Floor Plan & 3D Sketch · Area Dimensions	FIELD
Custom	Whatever you pick	FIELD
Analysis	Cover · Executive Summary · Damage Findings · Cause & Origin	SCOPE
Estimate	Cover · Estimate	SCOPE
Complete	All nine, in canonical order	SCOPE

The two rules that decide what you get

Rule one — the type has a tier gate. Estimate, Analysis, and Complete need a SCOPE seat. Try to compose one below that and you're refused outright.

Rule two — each section has its own minimum, and sections above your tier are silently dropped. This is the one that surprises people.

A Damage report on a FIELD seat is legal — Damage gates at FIELD. But it composes as Cover, Executive Summary, Findings, and Evidence. Damage Findings (SCOPE) and Cause & Origin (CERTIFY) are skipped. Same report type, same button, three sections shorter.

The same Damage report on CERTIFY composes all six.

ℹ Note

The tier that matters is the seat's, not the account's. An Estimator on SCOPE and an Estimator on CERTIFY in the same organization compose different reports from the same job.

Sections also drop when the data isn't there

Independently of tier, a section is skipped when the job can't support it:

Floor Plan & 3D Sketch and Area Dimensions need scanned areas. No LiDAR scan, no geometry sections.
Findings and Evidence need findings and linked photos.
Estimate needs a priced estimate on the job.
Cause & Origin only applies to insurance-claim jobs. On a Work Order or a Quick Quote it doesn't compose at all, regardless of plan.

Nothing errors. The report renders with what the job actually has.

Your branding

The cover carries your logo, company name, and phone number, set once on your organization profile. Branded reports are a SCOPE feature.

Rendering

Composition and rendering are asynchronous — you don't sit on the page. A report version moves through four states:

Pending → Rendering → Rendered, or Failed.

While it composes, a live checklist shows which sections are planned for your tier and this job, so you know what you're getting before it finishes.

Versions

Reports are versioned. A version is created either by composing — a fresh pass over the job's current data — or by editing an existing one. Composing again after confirming more findings produces a new version rather than overwriting the one you already sent.

Generating a damage report

The most common deliverable, start to finish.

Building a custom report

Picking sections yourself instead of taking a preset.

Cause & Origin

What the CERTIFY section says, and what it refuses to say.

Evidence integrity

What the server records about every file behind those photos.

Last updated: September 2026 · Questions? Email support@aiestimatics.com