Technical reports · Basic plan
Technical reports with the structure engineers expect
A generic technical template: document control, introduction, method, findings, conclusions, recommendations and appendices. Formulas and charts on Pro.
What the report includes
Most technical reports share a shape: say what was asked, how it was done, what was found, what it means and what should happen next, with the evidence in appendices. The generic technical template in Report Kit 360 follows that structure in the order used by engineering institutions’ guidance on report writing, with document control at the front and references and appendices at the back. It is the template for everything that does not fit a specialist structure: condition assessments, site investigations, test reports, feasibility notes, expert observations. Tables, checklists and findings schedules are on Basic; formula tables with spreadsheet-style functions, calculated fields and charts are on Pro. Save your practice’s version with its standard wording and it becomes the default for the next report.
- Title and document control: Title, client, reference, date, revision table with prepared, checked and approved.
- Summary: The findings that matter and the recommendation, written for the reader who stops here.
- 1 Introduction: Background, instruction, objectives, scope and limitations.
- 2 Method: What was inspected or tested, how, with what equipment and under what conditions.
- 3 Findings: Observations and results with tables, checklists, findings schedules and annotated photos; formula tables and charts on Pro.
- 4 Conclusions: What the findings mean against the objectives.
- 5 Recommendations: Actions, priorities and timescales.
- References and appendices: Documents relied on, calculations, drawings and certificates merged as PDF pages, and the signature block.
Template: Generic technical report (Basic). Alternatives: Structural inspection (Pro), Building survey (TDD) (Basic). The Basic template with the fewest assumptions. Numbered headings and a contents page are on by default and can be switched off in the Report panel.
Why technical reports teams use Report Kit 360
The structure is already there
Document control, numbered sections, references and appendices come with the template; you fill the content and the contents page updates.
Data blocks for the findings
Tables with CSV import, key-value lists, checklists and findings schedules on Basic. Formula tables, calculated fields and charts on Pro.
Reuse what you write every time
Methodology, limitations and disclaimers live in the snippet library. Save the whole structure as your practice template.
Issue, verify, share
The issued PDF carries a checksum and a Verify link, and the share link records views and downloads.
How it works
Create the report from the generic technical template
Enter the title, client, reference and date. The document-control block records the revision.
Write the introduction and method
Insert your standard scope and methodology snippets and adjust them to the job.
Add findings with tables and photos
Import CSV results into a table, add annotated photos and a findings schedule. On Pro, let a formula table do the calculations and add a chart.
Conclude, check and issue
Write conclusions and recommendations, clear the checks and issue the numbered PDF.
See an example: Investigation of pressure loss in the LTHW heating circuit
A finished report built from the Generic technical report template (Basic). Scroll through it below, or download the issued PDF.
This is a fictional sample produced in Report Kit 360 to show the template. The property, people and findings are invented. Photographs are from Wikimedia Commons under licences that permit reuse; see the image credits.
Technical reports on Basic and Pro
Basic
£14.99 a month
The Generic technical report template is included on Basic, with 10 new reports a month and your logo and accent colour on every page.
Pro
£49 a month
Everything in Basic with no monthly report limit, white-label branding, formula tables and the Pro templates.
Downgrades take effect at the end of the paid period and nothing is deleted.
Frequently asked questions
Can I change the section numbering or remove sections?
Yes. Reorder, rename, add and remove sections in the outline, and switch numbering and the contents page on or off in the Report panel. Locked boilerplate blocks, where a template has them, can only be edited by Pro workspaces through custom templates.
Can I paste in results from a spreadsheet?
Import CSV into a table block, up to 50 rows on Basic. Pro formula tables accept formulas such as SUM, IF and ROUND with named ranges, and export back to CSV or XLSX.
Which plan suits a small engineering practice?
Basic gives one member 10 new reports a month with every Basic template, tables, photos, snippets, PDF export and one share link per report. Pro adds unlimited reports, formula tables and charts, team seats with a review workflow, DOCX export, white-label and an API.
Does the template follow a particular institution's guide?
It follows the common order found in engineering institutions’ report-writing guidance, in our own wording. Report Kit 360 is not affiliated with or endorsed by any institution.
Your next report, start to finish.
Pick a plan, add your logo, and issue your first report today.