How to Generate an Insurance Valuation Report

Insurance valuation reports provide a professional, printable summary of your collection values — perfect for documenting your items for insurance purposes. Each report includes item photos, current values, purchase history, and provenance details.

What's Included in the Report

• Cover Page with your name, policy number, insurance company, report date, and total declared value
• Collection Summary showing each collection's item count and total value (for portfolio-wide reports)
• Item Detail Cards with photos, current value, purchase price, purchase date, acquisition source, and any custom metadata fields
• Disclaimer noting that values are owner-declared and not a professional appraisal

Generating a Report for a Single Collection

1. Open the collection you want to document
2. Click the Insurance button (shield icon) in the header toolbar — it's next to the Export button
3. Fill in the report details:
   • Policyholder Name — your full name (pre-filled from your profile)
   • Policy Number — your insurance policy number (optional)
   • Insurance Company — your insurer's name (optional)
   • Report Date — defaults to today
   • Include Item Photos — check this to include the first photo of each item
4. Click Generate Report
5. The report opens in a new browser tab
6. Use Cmd+P (Mac) or Ctrl+P (Windows) to print or save as PDF

Generating a Report for Your Entire Portfolio

1. Go to the Analytics tab in your dashboard
2. Click the Insurance Report button (shield icon) in the top-right of the summary card
3. Fill in the same report details as above
4. Click Generate Report
5. The report will include all your collections and their items, with a summary table at the top

Tips

• Save as PDF: When the print dialog opens, choose "Save as PDF" as the destination to create a digital copy
• Photos: Including photos makes the report more useful for insurance claims, but you can disable them for a smaller file
• Mixed currencies: If your items use different currencies, the report will show each item's value in its own currency and include a note about the mixed currencies
• Regular updates: Generate a new report periodically (e.g., annually) to keep your insurance documentation current, especially after adding valuable items
• Pop-up blocker: If the report doesn't open, your browser may be blocking pop-ups. Allow pop-ups for magpie.services and try again