How to Customize Report Details Using Report Settings in Filio
Step 1 – Open Your Report Sheet
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.
Once the report sheet is open, you can update formatting, metadata, and map display options before exporting or sharing the final report.
Related guides: How to Add and Manage Comments in Filio Reports and 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.
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 to add precise timestamps
- Include Custom Weather Information when condition, temperature, wind speed, and humidity matter to the project record
- Use Media Name as Figure Number to improve figure organization
- Apply Original Media Number to preserve original capture order for reference integrity
Map Options
- Show Marker Labels on Map to make locations easier to identify
- Cluster Markers on Map to keep dense project maps easier to read
If your report includes plan-based documentation, this pairs well with How To Take Media Using A Plan Sheet In Filio and How to Filter Media Using the Area Filter in Filio Web App. For deeper Filio workflow context, review 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 clearer timestamps, structured figure numbering, or cleaner map context for field handoff and documentation review.
Tips and Warnings for Report Settings
Tips:
- Use Include Time in Date Fields for inspections, QA/QC logs, and 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 report maps stay readable.
- Use consistent figure naming when you want exported reports to be easier to review and search later.
Warnings:
- Review report settings before exporting, especially if timestamps, weather details, or map labels are required for the final deliverable.
- Large reports may take longer to process when they include many images or mapped items.
- Save final files promptly if your workflow depends on sharing or archiving completed reports.
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