How to Add and Customize Cover Pages and Summary Pages in Filio Reports

Cover Pages and Summary Pages can be selected from existing templates or created from scratch using Filio’s document-style editor. You can also insert predefined fields so Filio automatically fills in project, report, and media information when the report is generated.

Before You Begin

This guide starts inside the report creation workflow. If you need help selecting media, choosing a report design, or starting a report from the beginning, review this guide first:

Step-by-Step Guide

Step 1 – Choose a Report Design and Understand Your Cover Page and Summary Page Options

The first step in the Create Report window is Report Design. Here, you can choose the report format you want to use, including: Personalized Templates Portrait templates Landscape templates

Filio gives you two ways to work with Cover Pages and Summary Pages.

Option 1: Add them during report creation

You can continue through the Create Report workflow and add a Cover Page in Step 2 and a Summary Page in Step 3. This is useful when you want to select, edit, or create pages for a specific report

Option 2: Build them into a reusable Personalized Report Template

If your team uses repeated report formats, the better option is to create or edit a Personalized Report Template.

Inside the Report Builder, users with the right access can design the report layout and also manage Cover Page and Summary Page structures as part of the larger report template workflow.

This allows your team to create reusable report standards for:

Company reports 

Office-specific reports

Team reports

Client-facing reports 

Progress reports 

Inspection reports 

QA/QC reports 

Closeout reports

With this approach, users do not need to recreate the same Cover Page, Summary Page, or report layout every time they generate a report. Personalized Templates appear above the standard Portrait and Landscape templates. Select an existing template, or create a new personalized template if your team needs a reusable report structure.

For more details about creating custom report layouts, review this guide:

After choosing the report design or personalized template, click Next.

Step 3 – Create or Edit a Cover Page Template

When you create or edit a Cover Page, Filio opens a document-style editor. Inside this editor, you can add and format content using tools similar to a word processor. You can: 

Add text 
Insert tables 
Add images or logos 
Format font style and size 
Use bold, italic, underline, alignment, and spacing tools 
Rename the Cover Page template 
Save changes

 You can also use Filio Predefined Fields to insert project and report information automatically.

Step 4 – Insert Predefined Fields on the Cover Page

Click Filio Predefined Fields inside the editor to add dynamic fields to the Cover Page. These fields allow Filio to automatically fill in information from the project, report, or selected media. 

Available field groups may include:

Project Information: 

Project Name 
Project Location 
Project Client 
Project Code 
Project Starting Date 
Project Created by Email
Project Senior Engineer 
Project Field Engineer
Project Junior Engineer
Project Manager 
Project Description 
Project Time Unit 
Project Temperature Unit 
Project Measurement System 
Project First Tag 
Project Second Tag

First Media Information:

First Media Description 
First Media Date 
First Media Time 
First Media Latitude 
First Media Longitude 
First Media Elevation 
First Media Angle 
First Media Weather Condition 
First Media Weather Temperature 
First Media Weather Wind Speed 
First Media Weather Humidity

Place the fields where you want them to appear on the Cover Page. When the report is generated, Filio will replace those fields with the correct project or report data.

Report Information:

Report Name 
Report Reviewer 
Report Preparer 
Report Creation Date 
Report Updating Date

Step 5 – Save the Cover Page Template

After designing the Cover Page, click Save Changes. The saved Cover Page template can be reused in future reports. Use a clear template name so your team can easily recognize it later.

Step 6 – Add a Summary Page

After the Cover Page step, Filio moves to Add Summary Page (End of Report). The Summary Page appears at the end of the report. It can be used for final notes, closing remarks, project conclusions, disclaimers, approval information, or company-specific closing sections. In this step, you can: 

Select an existing Summary Page template 
Click Create New Summary Page to build a new one 
Edit an existing Summary Page template 
Continue without a Summary Page if it is not needed

After selecting or creating the Summary Page, click Next.

Step 7 – Create or Edit a Summary Page Template

When creating or editing a Summary Page, Filio opens the same document-style editor. You can add formatted text, tables, project fields, report fields, and first media fields. A Summary Page can include: 

Final project notes 
Closing remarks 
Report summary 
Approval notes 
Signature areas 
Disclaimer text 
Project information 
Report information 
Key media details

After finishing the Summary Page, click Save Changes. 

Step 8 – Continue to Report Options

After selecting the Cover Page and Summary Page, continue to the Report Options step. Here, you can review report settings before generating the report. You can:

Choose whether to show a map or plan sheet on the first page 
Review selected media order 
Reverse media order if needed 
Remove media before creating the report 
Add Report Preparer 
Add Report Reviewer

When everything is ready, click Create Report.

Step 9 – Review, Edit, and Finalize the Generated Report

After the report is created, the Cover Page appears at the beginning of the report and the Summary Page appears at the end. 

Filio automatically fills in the predefined fields based on the project, report, and selected media information. 

Inside the Report Editor, you can still review and update the report before finalizing it. You can:

Update text on the Cover Page or Summary Page 
Edit report fields and predefined field content 
Adjust pages from the Pages panel 
Add, remove, or rearrange report pages 
Review selected media and report sections 
Add comments for team members or clients 
Use the commenting system to tag users and keep feedback connected to the report 
Use Save History to review previous saved versions of the report and restore changes if needed 
Use Review & Approval to send the report for review, approval, or final confirmation 
Save changes before downloading or sharing the report

This final review step helps make sure the Cover Page, Summary Page, report content, comments, approvals, and saved changes are all properly organized before the report is delivered.

Tips and Notes

Tips:

Use a Cover Page to introduce the project, client, report title, and company branding. 
Use a Summary Page for closing notes, approvals, disclaimers, or final project comments. 
Use Personalized Templates when your team needs a reusable report structure. 
Add predefined fields to reduce manual typing and improve consistency. 
Save reusable Cover Page and Summary Page templates for future reports. 
Use clear template names so team members can quickly select the correct page.

Notes:

Empty project fields may appear blank when the report is generated. 
Cover Pages appear at the start of the report. 
Summary Pages appear at the end of the report. 
Cover Page and Summary Page templates can be edited before or during report creation. 
Personalized Templates may depend on company, office, group, or user access settings. 
Report information updates automatically based on the selected project and report setup.

Build reusable Cover Pages and Summary Pages for cleaner, more professional Filio reports.

Filio Documentation