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Essential Reports for Collector Accounts in Artwork Archive

The Reports every Art Collector should know in Artwork Archive, from Inventory Reports and Tear Sheets to Catalog Pages, Sales and Donations, and Consignments.

As a Collector, you can turn the records you already keep into pre-formatted professional documents, including Inventory Reports, Consignment Reports, and Catalog Pages, in a couple of clicks.

Did you know?

Not sure which Report you need? Scroll to Example Reports at the bottom of your Reports page to preview a finished example of each one first. The examples shown match your account type, so everything there is something a Collector account can generate. Learn more about Reports.


Watch a Quick Video on Getting Started with Reports


Generate a Report from the Reports Page

Every Report type available to your account can be generated straight from the Reports page.

  1. Navigate to Reports/Docs > Reports in your left-side menu

  2. Select New Report at the top right, then choose the Report you want

  3. Choose the artwork and the information you want to include

  4. Select Generate Report

The New Report drop-down open on the Reports page showing the Report types available to a Collector account

To put your branding on a Report, upload a Report header once from Saved Header at the top of the Reports page. Learn how to add a Report header.

Did you know?

Every completed Report lands on Reports/Docs > Reports, where you can view it, download it, copy its URL, share it with a Contact, or rename it.


Essential Information Reports

Inventory Reports

An Inventory Report is the clearest way to see what is in your collection. Generate one for your entire inventory, or use the Filter bar to select artwork by criteria like status, artwork type, or price range.

Steps to generate an Inventory Report from the Pieces page

  1. Navigate to Artwork > Pieces in your left-side menu

  2. Select New Report at the top, then choose Inventory Report

  3. Choose the information you want to include

  4. Select your Pieces and select Add

  5. Select Generate Report

Example Inventory Report

Tear Sheet

A Tear Sheet is a condensed Inventory Report, with more images per page and just the essential information for each artwork. It suits sharing an overview of your collection in fewer pages.

Steps to generate a Tear Sheet

  1. Navigate to Artwork > Pieces in your left-side menu

  2. Select New Report at the top, then choose Tear Sheet

  3. Choose the information you want to include

  4. Select your Pieces and select Add

  5. Select Generate Report

Example Tear Sheet

Export Your Data to XLS or CSV

Export your collection data at any time to keep your own up-to-date files.

Steps to export your inventory to XLS or CSV

  1. Navigate to Artwork > Pieces in your left-side menu

  2. Select New Report to open the drop-down menu

  3. Choose Export to XLS or Export to CSV

  4. The file saves to your Downloads folder, and also appears on your Reports page with a Type of Export


Reports to Highlight Your Artwork

Portfolio Pages

Portfolio Pages suit sending to clients or colleagues. They show a larger view of each artwork with its basic details underneath.

Steps to generate a Portfolio Page

  1. Navigate to Artwork > Pieces in your left-side menu

  2. Select New Report at the top, then choose Portfolio Pages

  3. Select your Pieces and choose the information you want to include

  4. Select Generate Report

Example Portfolio Page

Catalog Pages

Catalog Pages give the largest image of an artwork, along with full details about provenance, additional images, or condition updates. They work well for sending artwork to appraisers or institutions that need the data behind the Piece.

Steps to create a Catalog Page

  1. Navigate to Artwork > Pieces in your left-side menu

  2. Select New Report at the top, then choose Catalog Page

  3. Select your Pieces and choose the information you want to include

  4. Select Generate Report

Example Catalog Page


Business and Asset Reports

Sales and Donations Report

Sales and Donations Reports pull together the price and sale information for your artwork, which is what you need for tax, insurance, and expense purposes.

Steps to create a Sales and Donation Report

  1. Navigate to Income > Sales/Donations in your left-side menu

  2. Set your filters for the records you want included

  3. Select New Report, then choose Sales/Donation Report

Note:

Sales and Donations Reports cannot be edited from the Reports page, so there is no pencil icon on them. To change one, go back to Income > Sales/Donations, adjust your filters, and generate a new Report. See which Report types can be edited.

Example Sales and Donations Report

A Sales and Donations Report listing artwork with sale prices and dates.

Certificates of Authenticity

If you are an artists' foundation, own copyright titles, or are able to authenticate work, a Certificate of Authenticity gives you a detailed image, the artwork information, and a customizable copyright description.

Steps to generate a Certificate of Authenticity

  1. Navigate to Artwork > Pieces in your left-side menu

  2. Open the Piece record you want the Certificate for

  3. Select New Report at the top, then choose Certificate of Authenticity

  4. Choose the information you want to include, then select Generate

Example Certificate of Authenticity


Reports for Specific Locations

Consignment Reports

Knowing where your artwork is as it moves matters for keeping track of a collection. A Consignment Report gives you a polished checklist of the work at, or moving to, a particular location. You can include sales terms, address how the art should be cared for, and formalize an agreement.

Steps to create a Consignment Report

  1. Navigate to Locations in your left-side menu

  2. Open the Location record you want the Consignment Report for

  3. Select New Report

  4. Choose Consignment Report from the drop-down menu

Note:

Consignment Reports are only available once you have assigned inventory to a Location record.

Example Consignment Report

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