How To Make/Create a Monthly Report [Templates + Examples] 2023
Monthly reports are essential for a functioning organization or company. Not only are they sources of important information, monthly reports are also necessary to track progress and growth.
Build a Monthly Report Template– Step-by-Step Instructions
Each company may have their own standard way or process of submitting monthly reports. But there are some fundamental components in creating a basic monthly report, as described in the tutorial guide below.
Step 1: Look For a Suitable Template
If you are looking for a quicker way to create a monthly report, using a ready-made template is a good option. Use the Template.net search bar to browse available templates.
Step 2: Choose an Editable Monthly Report Template
Once you have chosen your desired template, click and download it in your preferred file format.
Step 3: Edit the Title and Logo
Change the company name and input an appropriate title for your report. Instead of a company name, you can likewise insert an official company logo instead.
Step 4: Input the Author and Date
Below the title, place the complete name of the author or person who wrote the report. Make sure to place the date and you may also include the author’s contact information.
Step 5: Provide a Brief Report Summary
Craft a short and straightforward summary of your monthly report. A paragraph or two should be enough.
Step 6: Describe the Project and Its Scope
From the beginning, you want to be able to capture and explain the main idea of the report. You can do this by briefly describing the project and its scope of work.
Step 7: List Down the Milestones
Identify and enumerate the different milestones that were achieved. It is important to indicate the status of whatever your target or objective is.
Step 8: Identify the Risks
If applicable, you can list down the different risks involved. Alternatively, you can also indicate the various problems or issues you encountered.
Step 9: Craft an Action Plan
Plot the action steps needed to address the issues and/or move forward. It is important to be specific when coming up with concrete action steps.
Step 10: Save or Download the Report
When you are done with the report, save it in your preferred file format. You can either print out the report or email it to your team members.
Monthly Report Templates & Examples
The content of your monthly report will greatly depend on your specific objective. Whether you are creating a monthly financial report or an operations report, these sample monthly report templates serve as excellent references and guides.
Monthly Business Report Template
One of the most common monthly reports is a business expense report. Regardless of industry, it is necessary for all businesses and companies to keep track of their costs and expenses.
Company Monthly Report Template
Submitting regular company monthly reports is standard procedure in most organizations. You can use the editable template above to craft your own report in no time.
Company Monthly Management Report Template
The Company Monthly Management Report Template (shown above) is a premium, three-page monthly report template perfect for business establishments who wish to create regular business status updates. This template includes a pre-formatted executive summary, cash summaries, and cash flow tables.
Monthly Financial Report Template
Use the Monthly Financial Report Template (featured above) if you want a comprehensive sales and earnings report for your organization or company on a monthly basis. This pre-formatted template features eight pages of earnings tables, cashflow transaction records, business highlights, operating income statements, and recommended action plans. You may easily edit the template’s content using any document processing software like MS Word and Google Docs.
Monthly Property Management Report Template
As its name implies, the Monthly Property Management Report Template (featured above) is perfect for individuals and corporations who own real estate property. This template includes an editable financial summary report, operations summary, and tables for work orders, repairs, and occupancy rates. This kind of monthly report may also be used as a project management report.
Monthly Quality Management Report Template
Need a report template that specifically tabulates quality control data? The Monthly Quality Management Report Template (embedded above) is perfect for that. This two-page document template may be edited according to the different quality control and quality assurance activities that your company or organization conducts.
Monthly Risk Management Report Template
With the Monthly Risk Management Report Template (pictured above) on hand, you and your organization will be ready for environment or business risks you may encounter. This two-page template also features a pre-formatted table for different risks and the corresponding risk action plan you may take to prevent or mitigate them.
Monthly Financial Management Report Template
The Monthly Financial Management Report Template (embedded above) is a two-page report template. Use this template if you want a short yet concise financial report for your organization or company. It includes an editable profit and loss statement, a cashflow vs. revenue line chart, and a management action plan.
Monthly Inventory Report Template
Try out the Monthly Inventory Report Template (shown above) if you want to keep track of the different products or services that your business organization owns and/or intends to sell. When created well, product inventory reports can work as good sales reports. This template includes five pages of tables where you can list down all the products that you have in storage and their respective status.
Monthly Production Report Template
For most businesses, production rates is directly proportional to their sales rates. If you intend to keep track of your factory’s monthly production status, the Monthly Production Report Template (pictured above) can be the right tool for you. This eight-page editable template features an equal mix of explanatory text and well-organized product lists and tables.
Monthly Report Template
With the Monthly Report Template (featured above), you will have a standard monthly report template that can be used for most fiscal reporting needs. This is a ten-page template that includes an executive summary, findings, conclusions, and reference lists. When using this template, do not forget to add your company logo design on the document’s cover page.
Restaurant Monthly Sales Report Template
Are you are restaurateur who wishes to keep track of your monthly sales more diligently? If yes, then the Restaurant Monthly Sales Report Template (embedded above) is the right report document for you. This monthly sales report template includes 11 pages of sales and earnings tables and sales action plans that will work well for those operating any kind of dining establishment.
Free Monthly Report Template
The Free Monthly Report Template (shown above) is a free editable template form. It is perfect for managers and business owners who want to see a visual representation of their monthly sales rates (in percentage format) in comparison to other months’ sales rates. This template may also work as an individual monthly sales report achieve by each employee within your organization.
FAQs
What is a monthly report?
A monthly report is a formal and published report that details a business or company’s activities, accomplishments, and issues encountered in a given month.
What should be included in a monthly report?
A basic monthly report should have a summary, detailed activities, accomplishments, issues, concerns, and action items.
How do you start a monthly report?
You can start your monthly report by stating the objective of the report or by providing a quick summary or recap of the previous month’s report.
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