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> Use this file to discover available pages before exploring further.
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# How to Create and Manage Report Pack Templates in COUNT Practice Manager

Report Pack Templates allow you to create reusable report structures that can be applied when starting a Period Close. Templates help standardize your reports by defining the sections, branding, and display settings your firm uses most often.

### Accessing Report Pack Templates

There are two ways to access ****Report Pack Templates****.

###### Option 1: From Period Close

1. Navigate to ****Work**** and choose ****Period Close****.
2. Click ****Report Templates**** in the top toolbar.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/0/5/5/d055f262b6835000/2036c27d-16ed-43eb-b890-6ecf31_kjbjne.jpg)

This opens the Report Pack Templates page where you can create and manage templates.

###### Option 2: From Settings
######

You can also access Report Pack Templates from ****Settings****.

1. Click ****Settings**** in the top navigation.
2. Scroll down to the ****Service Standards**** section.
3. Select ****Report Pack Templates****.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/8/1/a/581a945092a34000/e562d9e9-5ec2-49dc-8a2a-df61ee_d9j35k.jpg)

This opens the same Report Pack Templates management page.

# Creating a New Report Pack Template

1. From the ****Report Pack Templates**** page, click ****+ Create Template****.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/c/a/8/cca80463f8a69000/4e61ee18-2fad-4266-ba11-37f41e_17bo9gx.png)

3. Enter a ****Name**** for the template.
4. (Optional) Add a ****Description**** explaining when the template should be used.
Click ****Create****. 
![](https://storage.crisp.chat/users/helpdesk/website/-/f/9/a/e/f9aee35028169800/33e8554b-208d-4065-a9fa-3b468b_ba1l76.png)

Once created, the Report Pack editor opens, where you can configure the template.

5. Configure Your Report Pack. The Report Pack editor is organized into three tabs:

* ****Sections,**** allows you to build the structure of your report.
* ****Branding,**** lets you customize the appearance of reports generated from the template.
* ****Settings,**** contains template information and report display preferences.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-07-23_6hnfq.png)]([https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-07-23_is2rrt.png](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-07-23_is2rrt.png))

After configuring the report pack:

6. Review the sections, branding, and settings.
7. Click ****Save Template****.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/d/4/4/9d441e567af8c800/570283d6-85c2-41ef-95d8-47188b_1u2cm02.png)

The template will be available to select whenever you create a new Period Close.