Creating a PDF Report (Web App)

Please see our help materials on creating Contents reports or Hydro reports for info on additional report types.

Watch the video below to learn how to pull comprehensive job reports using the Encircle PDF Report template.

Creating PDF Reports

1. While in a claim, click the Generate Report button found in the top right corner
2. In the "Generate Report" window, select PDF Report
3. Click Encircle PDF Report
4. Select the data you would like to appear in the report
   • Available options include:
     • Select Everything
     • Select Nothing
     • Structure Only
     • Sketches Only
     • Specific Structures
     • Specific Rooms
     • Specific Locations
     • Contents Only
     • Contents by Disposition
     • Overview Photos Only
     • Scopes Only
5. Enter a Report Title, which is required
6. Update other non-required fields, including Report Description, Cover Photo, and Attach Documents
7. Review Report Options. By default, the following selections are applied:
   • Table of Contents
   • Show Media Timestamps
   • Psychrometrics & Moisture
   • Item Pricing
8. Under Report Data Selection, you can filter data with Filter By Date. Deselect items that shouldn't be included in the report (Select All is the default selection).
9. Click Generate Report to submit the request

Once the report has been processed, you can download, email, edit, or delete it. 

Updated May 19, 2026 17:12