Building a Custom Report

When the standard report types don't fit exactly what you need to send, the Custom report lets you pick the sections yourself — so the document says precisely what the situation calls for and nothing it doesn't.

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How it works

1. Choose the Custom report type.
2. Pick from the section catalog — the same nine building blocks the presets use: Cover, Executive Summary, Findings, Damage Findings, Floor Plan & 3D Sketch, Area Dimensions, Evidence, Estimate, and Cause & Origin.
3. Estimatics composes your picks in the canonical order and renders the PDF. The cover is always included, and the order is fixed — you choose what, not where.

Two things narrow what you actually get:

• Sections above your seat's tier aren't offered. Damage Findings and Estimate need SCOPE; Cause & Origin needs CERTIFY.
• Sections with no content are skipped. No scanned areas, no geometry sections. No priced estimate, no estimate table. You won't end up with empty pages.

When to use it

• You need a lean document — say, just findings and evidence for a specific request.
• You want to combine sections in a way the presets don't, for a particular audience or moment in the claim.
• You're responding to a reviewer who asked for something specific.

Keep it purposeful

A custom report is a scalpel, not a kitchen sink. Include what serves the reader and the claim; leave out what doesn't. A focused document that answers the question beats a long one that buries it.

The Custom report type itself composes on any plan. What you can put in it depends on your seat.

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