Step 1 – Open Filio and Select Your Project
Log into your Filio web app.
From the Projects tab on the sidebar, select the project that contains the report you want to download.
You can use the project list or the map view on the right to locate and open your project. Click Open Project to enter the selected project.
Step 2 – Go to Report History
Once inside the project, click Reports in the left sidebar. This will open the Report History page, where all reports related to this project are displayed. You’ll see thumbnails of each report, along with details such as creator, date created, and last update.
Step 3 – Locate and Open the Report
Use the search bar or date filters at the top to quickly find the report you need. Then click the Edit icon on the report card to open it. This will take you to the detailed report editor, where you can view, update, or download the report.
Step 4 – Access the Download Options
In the report view, go to the right-hand toolbar and click the Download icon. This opens the Download Report panel, where you can customize how your report will be exported.
Step 5 – Choose Export Format, Quality, and Delivery
In this panel, you can define three things at once, File Type, Quality, and Delivery Options:
1. File Type
PDF (default) – Standard, ready-to-share format. Microsoft Word (Beta) – Editable document version.
2. File Quality
High Quality – Larger file size, ideal for official reports and client presentations. Standard Quality (Recommended) – Balanced file size and clarity. Economy Quality – Fastest option, smallest file size.
3. Delivery Options (Optional)
Enable Email or Text notifications to get a message once the file is processed. You don’t need to wait, Filio will notify you when your download is ready.
Step 6 – Download or Re-Download Reports
Once you click Download File, Filio will process your report in the background. You’ll see a progress bar showing its status. If you’ve already downloaded the same report before, you can click Last Downloaded PDF Report to instantly re-download it without waiting.
Step 7 – View or Save the Final File
When processing is complete, your report opens or downloads automatically to your device. You can now review, print, or share your generated PDF or Word file.
Tips and Warnings
Tips:
- Use High Quality when submitting official project documentation.
- You can re-download past reports anytime, they stay available in Report History.
- Enable Email/Text notifications to save time on large report exports.
Warnings:
- Large reports may take several minutes to process.
- Download links may expire after a certain period (indicated on screen).
Access your entire documentation history anytime, download, reprint, and share reports effortlessly with Filio.
