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Filio Documentation

  • Folder icon closed Folder open iconGetting Started
    • How to register using Filio website?
    • How to register using Filio Data Collector App?
    • Does it make a difference to register using the website or the app?
    • Company Email Requirement: Why It’s Important?
    • How to change the password after registration?
    • How to contact us?
    • Why does Filio need a cellphone number?
    • Filio Academy: Find the Website and Log In/Sign Up
    • Finding The Filio Collector App Be Found In Google Play
    • What Is Filio & What Does It Do?
    • I have forgotten my password; what can I do?
    • How does Filio subscription work?
  • Folder icon closed Folder open iconFilio Website Console
    • Performance
    • Optimize Your Web Experience on Filio and Beyond
    • Filio projects
      • How to create a project on the website?
      • Can I change the project information once it is created?
      • How to Add a Plan or Layout to a Project in Filio?
      • What information is required while creating a project?
      • How to Add and Customize Data Collectors in Filio?
      • How to Bulk Add Data Collectors When Creating a Project?
      • Sort & Find Projects in Filio Easily
      • Send SMS to Data Collectors for Filio Download
      • What is the Filio Sample Project on the website?
      • How to Share Media from Your Project in Filio?
      • How to delete a project?
    • Integration
      • How do you integrate Filio with Procore?
      • What will happen when I integrate Filio with Procore?
      • How to find projects imported from Procore?
    • User information
      • Why is zip code very essential in the Filio platform?
      • How do you edit the User’s information?
      • How to update the company logo at the user level?
      • How to activate two-factor authentication?
      • How to transfer your account from one email to another one?
      • What is the default project feature?
      • Enable or Disable Default Project in Filio
      • What is ‘Allow Data Collectors’ in Default Project Feature?
      • How to Auto-Share a Project with Filio Users
      • How to Add Data Collectors Automatically in Default Project?
    • Plans and Access
      • How to Add Users and Manage Access for Team Members?
      • How to Add a Public User to a Filio Project?
      • How to Upload and Render 360-Degree Pictures in Your Account?
      • How to Find Purchased Subscription Count
      • How to free up a subscription?
      • How to Find Data Collectors and Users in Filio?
      • Filio Web User vs. Data Collector: Key Differences
      • What is the “Create project Access”?
      • What is the role of “Company Subscription Manager”?
      • What is the role of a “Super Admin”?
      • How to completely remove an account?
    • Existing Project
      • How to Rotate Multiple Pictures at Different Angles? | Filio
      • How to Add a Plan Sheet and Attach Media in a Project?
      • How can you seamlessly relocate images between different layouts?
      • How to change the current project information?
      • How to Pre-define Tags for a Project?
      • How do you change the “Image Naming Rule” for a project?
      • How could you get notified when a project has new photos or videos?
      • How to Share or Unshare a Project with Filio Users | Filio
      • Share or Unshare a Filio Project with Clients
      • How to Add or Remove Filio Data Collectors for a Project?
      • How can you search media using the timeline graph?
      • How can you search media using Google Maps?
      • How to Search Media Using Keywords & Filters in Filio
      • How to sort images?
      • Effects of Adding a New Layout in Filio
      • How to Add and Modify Layouts in Google Maps – Filio
      • How to add KML and KMZ layers to Google Maps?
      • How to modify single or multiple media’s metadata?
      • How to import or upload local media (images and videos) to your project?
      • How to save as or download as media in your project to your computer?
      • How to Remove or Delete Media in Filio?
      • How to Transfer Photos & Videos Between Projects?
    • Filio Report
      • How to add GeoJSON, KMZ, and KML file on the report sheet?
      • How to Create a Custom Report in Filio?
      • How to create a report?
      • How to change a logo at a project level for your report?
      • How to crop and add annotations to your report?
      • How to dynamically edit report information?
      • How do you change the order of photos shown on a report?
      • What is Report History in Filio?
      • How is the Report History feature useful for users?
      • How to access the Report History in the Filio web account?
      • Can reports in the Report History be edited or modified?
      • Report History Feature: Limitations and Restrictions | Filio
      • How to manage and organize reports in the Report History?
      • How can you edit the name of a report in Filio?
      • How to add comments to a report?
      • How ‘Reflect Changes’ Works in Report Creation?
      • How to print a report in Filio?
      • How to download a report?
      • Customize Report Appearance in Filio
      • How to share a report with others in Filio?
      • How to download reports from report history?
      • Can You Add More Media to a Report?
      • How to share reports from report history?
      • How to use Plan Sheets in report?
      • How to Add and Modify Comments in Filio Reports
      • How to effectively design, add, modify, and optimize report content by seamlessly adding extra and editable pages on my report?
  • Folder icon closed Folder open iconFilio Data Collector App
    • What are the Filio Data Collector’s permissions needed? Are they required?
    • Filio Sample Project: What’s Its Purpose?
    • How do you take your first picture?
    • What is the “Multi photo” feature?
    • How do you take photos using a timer?
    • What is the “Measure” feature in your app?
    • Sync Media & Free Up Phone Storage in Filio
    • How to add documents?
    • Free Up Phone Storage Using Cloud Media | Filio Academy
    • How can you use the 360 photo feature in your Data Collector app?
    • Accessing Cloud Media After Deletion
    • How to add annotations and tags to photos?
    • How to add a description to a photo using a voice captioning feature?
    • Using Take Pictures Using A Plan Layout Or Blueprint Inside
    • How to modify photos’ metadata?
    • What is Auto Select Project?
    • How to manually select a project?
    • What is “View”?
    • How to access a web project using the Data Collector App?
    • How to Check Weather and Directions for a Project | Filio
    • Remove Synced Photos Automatically from Data Collector App
    • How to switch between cellular and Wi-Fi (wifi)?
    • How to Drag Markers and Change Picture Locations | Filio
    • How to Create a Project with Data Collector App?
    • Import Media from Phone to Filio Data Collector
    • How to Change Phone Number in Data Collector App?
    • How to manage and clean storage in the app?
  • Folder icon closed Folder open iconSecurity and Data Policy
    • How are picture accesses being encrypted?
    • What is two-factor authentication?
    • What is data retention policy in Filio?
    • Who does own the data?
    • Does Filio backup data (photos and videos)?
    • What cloud platform is Filio based on?
    • Do Filio employees have access to users’ photos and videos?
    • Why is my Filio account locked and how to unlock it?
Filio Report

How to Create a Custom Report in Filio?

Estimated reading: 4 minutes

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.

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