> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.getcount.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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/-/4/c/b/1/4cb158bef87e0400/capturejpg_1peiyzi.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/-/4/c/b/1/4cb158bef87e0400/capturejpg_hymg6o.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**.   
2. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/rt-3_1wy8mtd.png)
3. Enter a **Name** for the template.
4. (Optional) Add a **Description** explaining when the template should be used.
5. Click **Create**.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/rt4_unxv19.png =500x363)
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)


After configuring the report pack:

6. Review the sections, branding, and settings.
7. Click **Save Template**.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2026-08-07-at-20503_rac34t.png)
The template will be available to select whenever you create a new Period Close.