Reports
Create professional PDF reports for insurance, inventory, and sharing your whisky collection.
Why Generate Reports?
Reports turn your collection data into professional documents for various purposes:
📋 Insurance Documentation
Provide proof of collection value
List all bottles for coverage
Update annually for renewals
📊 Inventory Management
Complete collection overview
Track acquisition history
Monitor spending patterns
💰 Appraisal Records
Document current values
Track appreciation of rare bottles
Professional valuation format
🤝 Sharing
Share collection with whisky clubs
Provide inventory to family/estate
Create gift wishlists
Available Report Types
Vault Summary Report
What It Includes:
Complete list of all bottles in your collection
For each bottle:
Distiller and expression name
Age statement and ABV
Bottle size
Purchase information (price, date, location)
Current appraisal value
Storage location
Status (Unopened, Open, Empty, Sold)
Collection statistics:
Total bottles by status
Total collection value
Average bottle age
Purchase summary
Best For:
Comprehensive inventory
Insurance documentation
Estate planning
Collection overview
Output: PDF document, 1-10+ pages depending on collection size
Acquisition History Report
What It Includes:
Timeline of all bottle purchases
Chronological listing by purchase date
For each acquisition:
Date purchased
Bottle details
Purchase location
Purchase price
Running totals and averages
Spending analysis by:
Month
Year
Distiller
Category
Best For:
Budget tracking
Spending analysis
Collection growth visualization
Tax records (if collecting as investment)
Output: PDF document with tables and charts
Appraisal Report
What It Includes:
Current collection value estimation
For each bottle:
Current appraisal value
Original purchase price
Appreciation/depreciation
Appraisal date
Summary statistics:
Total appraised value
Total invested (purchase prices)
Net gain/loss
Most valuable bottles
Recommended insurance coverage
Best For:
Insurance valuations
Collection value tracking
Investment analysis
Estate documentation
Output: Professional PDF suitable for insurance companies
Generating Reports
Choose Options (if available)
Different reports offer different customization.
Vault Summary Options:
Include/exclude empty bottles
Include/exclude sold bottles
Sort order (alphabetical, by value, by purchase date)
Group by distiller or show flat list
Acquisition History Options:
Date range (all time, last year, custom range)
Group by month/year
Include/exclude specific statuses
Appraisal Report Options:
Valuation date (defaults to latest)
Include purchase history
Include appreciation analysis
Understanding Report Data
How Values Are Calculated
Collection Value:
Uses appraisal values if provided
Falls back to purchase prices if no appraisal
Bottles with neither are listed as value "Unknown"
Total only includes bottles with known values
Average Age:
Only includes bottles with age statements
Non-age-statement (NAS) whiskies excluded from average
Calculated from all bottles with age data
Purchase Totals:
Sum of all purchase prices entered
Excludes bottles with no purchase price
May not match collection value (appreciation/depreciation)
What's Included/Excluded
Always Included:
All bottles in your vault (unless filtered)
Complete bottle details
Your collection statistics
Optional (Based on Filters):
Empty bottles (can exclude)
Sold bottles (can exclude)
Bottles within date range (Acquisition History)
Never Included:
Other users' bottles
Virtual bottles (these aren't owned bottles)
Deleted bottles
Tips for Using Reports
Update Before Generating
For best results:
Update appraisals
Check current market values
Update appraisal dates
Especially for rare/valuable bottles
Complete missing information
Add purchase prices if missing
Fill in purchase dates
Add storage locations
Verify bottle status
Mark empty bottles as "Empty"
Update opened bottles to "Open"
Remove or mark sold bottles
Add photos
While not included in PDF, adding photos is good practice for verification
Generate Regularly
Recommended frequency:
Vault Summary:
Annually for insurance
After adding significant bottles
Before major life events (moving, estate planning)
Acquisition History:
Quarterly for budget tracking
Annually for tax records
When reviewing spending
Appraisal Report:
Annually for insurance renewal
When rare bottles appreciate significantly
Before selling bottles
Professional Use
For insurance companies:
Generate Appraisal Report
Include date of generation
Keep a copy for your records
Update annually or when collection value changes >10%
Consider professional appraisal for very valuable collections
For estate planning:
Generate Vault Summary
Include storage locations
Note special significance of bottles
Keep with will/estate documents
Update when collection changes significantly
Organize Your Reports
File naming:
Use consistent naming:
MyWhiskyVault_VaultSummary_2024-11-16.pdfInclude date in filename
Store in dedicated folder
Version control:
Keep historical reports
Compare year-over-year
Track collection growth
Backup:
Store copies in multiple locations
Cloud storage (Google Drive, Dropbox)
Give a copy to a trusted person (estate planning)
Privacy Considerations
Reports contain:
Your complete collection details
Purchase prices and valuations
Storage locations
Keep secure:
Don't share publicly
Only provide to insurance companies, family, or trusted advisors
Be cautious posting on social media
For sharing:
Consider removing prices before sharing socially
Redact storage locations for security
Create custom summaries for whisky club sharing
Subscription Requirements
Free (Neophyte) Tier:
❌ Limited or no report access
Basic collection viewing only
Enthusiast Tier:
✅ Vault Summary Report
✅ Acquisition History Report
✅ Basic Appraisal Report
Connoisseur Tier:
✅ All reports
✅ Custom formatting options
✅ Enhanced appraisal details
✅ Export to multiple formats
Master Tier:
✅ Everything in Connoisseur
✅ Automated report scheduling
✅ API access for custom reports
✅ Bulk export capabilities
Learn more: Subscription Guide
Troubleshooting
Related Guides
Managing Bottles - Ensure complete bottle data
Subscription - Upgrade for full report access
Troubleshooting - Common issues
Last Updated: 2025-11-16