Step-by-Step Guide to Using Report History
Step 1 – Log In and Open Your Project
Log into filio.io
using your web browser.
From the dashboard, select the project you want to review.
Step 2 – Access Report History
On the left-hand sidebar, click Reports to open the Report History page.
Here, you’ll see all previously created reports for your selected project displayed as cards.
Each report card shows:
Created By and Updated At details
A preview of included media
Buttons for edit, comment, share, and delete actions
Step 3 – Sort and Filter Your Reports
You can easily organize your Report History by using the available sort and filter options:
Sort by Date Range using the calendar filters
Filter by Creator or Approver to find specific reports
Use the search bar to locate reports by name or keyword
Step 4 – Manage and Collaborate on Reports
From the Report History page, you can take several actions:
Edit: Reopen a report to modify its content, add media, or adjust formatting.
Comment: Leave feedback directly on a report; you can also tag users by entering their email address, which sends them an instant notification.
Share: Generate a shareable link or export the report to PDF or Word.
Delete: Remove outdated or duplicate reports from the project.
Step 5 – Maintain Transparency and Version Control
Report History ensures all your reports are traceable and up to date.
You can:
Review previous versions of a report.
Track edits made by different team members.
Restore older versions if needed for reference or auditing.
This feature ensures full accountability and a clear audit trail across your organization.
Tips and Warnings
Edit user info smoothly with these tips and key notes.
- Use filters regularly to keep your report list organized by project phase or approver.
- Always leave clear comments when editing a report to maintain accountability.
- Export finalized reports to PDF or Word for record-keeping.
- Deleting a report from Report History permanently removes it from the project.
- Only users with proper access permissions can edit or approve reports.
Stay Organized and Transparent — Manage All Your Project Reports with Filio.
