How to access the Report History in the Filio web account?

1. Log into your Filio web account using your credentials.
2. Navigate to the specific project for which you want to access the Report History.
3. Look for the “Report History” option or icon, indicated by a clock icon. Click on it to open the Report History log.

In the Report History log, you can search for specific reports by name or date using the search bar or date filters.

You can also filter the history by the creator or approvers of the report.

For example, if you want to see all the reports created by a specific user, you can select their name from a dropdown or input their name in a search field. This will filter the Report History to only show the reports created by that particular user.

Similarly, if you want to see the reports that were approved by specific individuals, you can choose their names from a list or search for their names. This will filter the history log to display only the reports that have been approved by the selected approvers.

By using these filtering options, you can quickly find and review reports based on specific criteria and gain better visibility into the history of report creation and approval within your Filio account.

1. Once you are viewing a specific version, you can edit the report if needed, delete it, or share it with others.
2. To edit the report, look for a pen icon (“Edit” button). Click on it to make changes to the report.
3. If you want to delete the report, look for a trash bin icon (“Delete” button). Click on it to remove the report from the history.
4. To share the report, look for a share icon. Click on it to generate a shareable link or choose sharing settings.

Note: The availability of editing, deleting, and sharing options may depend on the user’s permissions and the specific settings configured for the project or report.