Reports can include photos, videos, AI captions, annotations, project information, maps, plan sheets, cover pages, summary pages, and custom report layouts.
Step-by-Step Guide to Creating a Report
Step 1 – Open a Project in the Filio Web App
Log in to the Filio Web App and open the project you want to create a report from.
Inside the project, go to the Media section to view the photos, videos, and other media files available for reporting.
Step 2 – Select Media and Click Create Report
Select the media files you want to include in the report by checking the box beside each item.
You can select one media item or multiple media items.
After selecting the media, click the Create Report button from the toolbar above the media list.
This opens the Create Report window.
Step 3 – Choose a Report Design
The Create Report window opens on the Report Design step.
In this step, you can choose the layout you want to use for your report.
You can select from:
* Personalized Templates
* Portrait templates
* Landscape templates
Personalized Templates appear above the standard report templates. You can select a saved personalized template, create a new personalized report template, or use one of Filio’s ready-made portrait or landscape templates.
After choosing the report design, click Next.
Step 4 – Add a Cover Page
The next step is Add Cover Page, which appears at the start of the report.
In this step, you can:
* Select an existing cover page template
* Create a new cover page template
* Edit an existing cover page if needed
* Continue without a cover page if it is not required
A cover page can include your company logo, project title, client information, report name, date, prepared-by details, and other project information.
After selecting or creating the cover page, click Next.
Step 5 – Add a Summary Page
The next step is Add Summary Page, which appears at the end of the report.
In this step, you can:
* Select an existing summary page template
* Create a new summary page template
* Edit an existing summary page if needed
* Continue without a summary page if it is not required
A summary page can be used for final notes, closing remarks, approval details, disclaimers, signatures, or project conclusions.
After selecting or creating the summary page, click Next.
Step 6 – Customize Report Options and Media Order
The final setup step is Report Options.
In this step, you can review and adjust what will appear in the report before generating it.
You can:
* Choose whether to show Map or Plan Sheet on the first page
* Select Map, Plan Sheet, or both when available
* Review the selected media order
* Reverse the media order if needed
* Remove media from the report before generation
* Add or select the Report Preparer
* Add or select the Report Reviewer
This step gives you one final review before creating the report.
When everything is ready, click Create Report.
Step 7 – Review, Annotate, Comment, and Save Your Report
After the report is generated, it opens in the Filio Report Editor for final review and collaboration.
Here’s what you can do before finalizing:
* Edit project information, titles, dates, report fields, or predefined Filio fields
* Add or update text inside the report
* Annotate media using markup tools
* Draw, highlight, add arrows, shapes, or notes directly on images
* Add comments to individual media items or report sections
* Tag team members or clients by entering their email address
* Collaborate through report comments and review notes
* Save changes or approve the report when ready
Once all edits and notes are complete, click Save Changes or Approve Report to finalize the report.
Tips and Warnings
tips
- Use AI Captions and Tags to speed up report creation.
- Save personalized templates for repeated report formats.
- Add a cover page for branding and project information.
- Add a summary page for final notes, approvals, or disclaimers.
- Review the media order before clicking Create Report.
- Export finished reports as PDF or Microsoft Word files.
- Make sure selected media is fully processed before generating a report.
- Media without location data may not appear correctly on maps or plan sheets.
- Empty project fields may appear blank in the final report.
- Review Report Preparer and Report Reviewer fields before finalizing.
Create, customize, and deliver professional reports with Filio
