How to create a report template

Kamalika Kundu
Kamalika Kundu
  • Updated

Summary

Creating a report template in PROFIS Engineering allows you to standardize the appearance and content of your design reports. By customizing company details, branding, layout, and header/footer information, you can ensure that every report generated aligns with your organization’s formatting and documentation requirements.


Step-by-step instructions

  1. Go to PROFIS Engineering website
    https://profisengineering.hilti.com/
  2. Log in to your account using your Hilti credentials
    Sign in using your Hilti credentials.
  3. Open the Profile menu
    Click the profile icon in the top-right corner of the screen.

  4. Navigate to My report templates
    From the dropdown menu, select My report templates.

  5. Create a new report template
    Under Report templates, click New template and enter a name for your template.
    You can customize the following sections:
    • Company details
    • Branding*
    • Report layout
    • Report header and footer*

      Note: This option can be accessed only by users who are subscribed to PROFIS Engineering Premium.

  6. Save your changes
    Click Save. Your changes will be applied immediately.

Tip

Create different templates for various project types or clients. This lets you quickly switch between standardized report formats without manually adjusting layout settings each time.

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