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 Period Close from the main navigation bar.
2. Click Report Templates in the top toolbar.

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.

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. 
3. Enter a Name for the template.
4. (Optional) Add a Description explaining when the template should be used.
5. Click Create.

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.

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After configuring the report pack:

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

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

Updated on: 07/08/2026