How to modify a report template

Kamalika Kundu
Kamalika Kundu
  • Updated

Summary

Modifying a report template in PROFIS Engineering allows you to update company details, branding, layout, and header/footer content so that all generated reports follow your organization’s preferred format. This helps ensure consistent, professional‑looking documentation across all your design outputs.


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. Navigate to report template
    In the pop-up window, navigate to the report template that you want to modify.

  6. Modify the report 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.

  7. Rename report template (optional)
    Click on the report template that you want to rename.
    Click on the three dots that appear next to the template and select Rename from the dropdown list.

  8. Delete report template (optional)
    Click on the report template that you want to delete.
    Click on the three dots that appear next to the template and select Delete from the dropdown list.
     
  9. Save your changes
    Click Save. Your changes will be applied immediately.

Tip

If multiple teams or offices use PROFIS Engineering, consider standardizing a shared report template. This ensures uniform branding and formatting across all reports, reduces editing time, and improves the consistency of your project documentation.

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