How to Customize Report Details Using Report Settings in Filio

Step 1 – Open Your Report Sheet

How to customize report details using Report Settings in Filio: open your report in the editor, click Report Settings, choose the formatting and map options you want, then save your changes.

You can customize report details in Filio from the report editor in two ways:

Option 1 – While creating a report, generate the report sheet inside a project and open it in the editor.

Option 2 – From Report History, open a previously generated report in the editor.

This workflow is useful when you need reports with consistent formatting, clearer timestamps, weather context, figure numbering, and cleaner map output for project documentation. For deeper Filio workflow context, review How to Add and Manage Comments in Filio Reports, What Is a Plan Sheet in Filio and How Do I Add or Manage One?.

Step 2 – Open the Report Settings Panel

In the bottom-right toolbar of the report sheet, click Report Settings (gear icon). The settings panel opens so you can control how report content, metadata, and maps appear in the final output.

This is the main place to adjust how Filio presents report details before you save or export the report.

Step 3 – Customize Fonts, Text, Weather, and Map Options

Inside the Report Settings panel, Filio groups report customization options into clear sections.

Font

Select the font you want to use for the generated report.

Text Options

Justify Text for cleaner paragraph alignment
Include Time in Date Fields when your report needs more precise field-event timing
Include Custom Weather Information to add conditions such as temperature, wind speed, and humidity when site conditions matter to the record
Use Media Name as Figure Number to make media references easier to follow
Apply Original Media Number to preserve the original capture order for traceable documentation

Map Options

Show Marker Labels on Map to make locations easier to identify
Cluster Markers on Map to keep dense map views easier to read

These settings help you tailor the final report for readability, field context, and consistent project records. For deeper Filio workflow context, review How To Take Media Using A Plan Sheet In Filio, How to Filter Media Using the Area Filter in Filio Web App, How to Add Annotations and Tags to Photos in the Filio App.

Step 4 – Save and Apply Your Report Changes

After choosing your preferred report settings, click Save in the Report Settings window.

Filio applies your selections to the report so the final document is more consistent, readable, and aligned with your project requirements.

This is especially useful when you need reports with clear timestamps, weather details, figure numbering, and map visibility settings already standardized before sharing the file.

Tips and Warnings for Report Settings

Tips:

Use Include Time in Date Fields for inspections, QA/QC logs, and other time-sensitive field documentation.
Enable Custom Weather Information when site conditions are relevant to the report record.
Use Cluster Markers on projects with many mapped items so exported maps stay readable.
If your reports rely on location context, pair this workflow with plan sheets in Filio for clearer visual references.
If multiple stakeholders review reports, use consistent settings across projects so exported documentation is easier to compare and archive.

Warnings:

Review report settings before exporting, especially if timestamps, weather details, map labels, or figure numbering are required in the final deliverable.
Large reports may take longer to process when they include many images or mapped items.
If your workflow includes discussion around report details, review how to add and manage comments in Filio reports so feedback stays tied to the reporting process.

Keep Improving Your Filio Reporting Workflow

Filio Documentation