How to Create a Custom Report in Filio?

Here’s a step-by-step guide for creating a customizable report sheet using Filio, designed to help users navigate and utilize the platform efficiently. 

Note: If you are a super admin, you automatically have access to report.filio.io. If you are not a super admin and require access, please feel free to reach out to us at [email protected].

Step 1: Accessing the Platform

Begin by logging into your account at report.filio.io. This is where all your reporting starts.

Step 2: Initiate a New Report Template

Click on “New Personalize Report Template” to start designing your report from scratch.

Step 3: Select Layout Orientation

Choose between a ‘Portrait’ or ‘Landscape’ orientation for your report layout. Once selected, click “Next” to proceed.

Step 4: Customize Media Fields

Here, you can select which details to include for each piece of media. Options include Description, Longitude, Date Taken, Captured By, Latitude, Bearing, Weather Conditions, Tags, or simply select “All”. Click “Next” to continue.

Step 5: Define Project Fields

Choose which project details to show on your report. You can add fields like Project Name, Client Name, Preparer, Reviewer, Project Location, Project Code, Report Date, Page Number, or opt for “All”. Hit “Next” after making your selections.

Step 6: Organize Visual Elements

In the Visual section, find “Media Spot”, “Project Spot”, and “Map/PlanSheet Spot” for placing on your report. Enable “Autosave” on the top of the page to ensure your work is saved automatically as you design.

Drag and drop the Media Spot onto your page, arranging it as needed.

You can also choose a template report sheet from “Templates”, whether it is “Portrait” or “Landscape” as you desire.

Step 7: Design Media Spot

Customize the appearance by removing any unnecessary borders to clean up the design. This can be done from the top of the page.

You can also duplicate this field below if it is needed.

Step 8: Duplicate and Design Map/PlanSheet Spot

After setting up the “Media Spot”, if your project has a map or plan sheet, drop the “Map/PlanSheet Spot” beneath to start designing it similarly, and if your project does not have a map or plan sheet leave it and follow the next step.

Associating Media with Maps:
After selecting your media, associate it with a specific map location. You can link different media to different maps as needed.

Step 9: Design Project Spot

After setting up the “Map Spot” and “Map/PlanSheet Spot”, drop the “Project Spot” beneath to start designing it similarly.

Step 10: Save and Utilize Your Custom Template and finalize your personalized report sheet

Go to “Setting”:

Designing with Map Spot: Decide on whether your map spots will be directional or non-directional, tailoring the view to your project’s requirements.

Color Coding Markers: Customize your map with color-coded markers based on various attributes such as Tag, User, Date, Direction, or Weather, enhancing clarity and insight.

Directional Example: For example, choose the directional option and color code by “Taken By”. This will assign unique colors to images based on who captured them, offering a clear user-based distinction.
You will see the results and another example in the step number 12.

Once your design is complete, rename the template for easy identification and click “Save”. Your custom template is now created and can be edited anytime.

Step 11: Utilize Your Custom Template

Back on filio.io, select media from your project to create a report. 

You’ll find your newly created template listed under “Personalized Template” in the “Report Design” section. Select it to apply your custom design to your current project reports.

Step 12: Generate and View Reports

After completing the design steps, you can generate and view the report directly on your professional design sheets, showcasing a clean, organized, and visually appealing presentation of your project data.

Visual Association: Observe how each user’s contributions are distinctly color-marked, providing an at-a-glance understanding of media distribution.

Non-Directional Setting: Opting for a non-directional map spot removes directional cues but retains the color coding, allowing for flexibility in how information is presented.
Multiple Media and Map Spots: Integrate several media spots with a map spot to display all relevant markers, tailoring the map to your project’s specific needs.