presentation of monthly report

3 Smart Monthly Report Templates: How to Write and Free Downloads

By archtc on October 12, 2019 — 7 minutes to read

• How to Build a Monthly Report: Best Practices Part 1
• Monthly Report Downloads: Sample Templates Part 2
• Additional Resources Part 3
• How to dramatically reduce the time you spend creating reports Part 4

How to wrIte a Monthly Progress Report (+ Free Templates)

Keeping stakeholders engaged is easily done through monthly reports. A monthly report template is handy when you need to create a high quality report.

There are 3 types of monthly reports:

1) Often a monthly status report is provided to the supervisor as an update of employee’s plans and activities. Most probably, it will also go to the manager of the supervisor as an input to his own report. It also serves as documentation of employee’s work history, and it’s a good reference during annual performance reviews.

2) Monthly project report. This type of report does not require as many details as a weekly project report does, but it provides a higher-level view of the developments in the project. Stakeholders would usually be interested in tracking the budget, expenditures, the quality of project outputs, and the risks, challenges, and issues affecting the project.

3) On the other hand, contractors also provide a monthly progress report to give the client a head’s up on where the project is, at the moment. Because of their setting, the client and the contractor might not see each on a regular basis. The client himself might not have enough time to monitor the developments of the project. In this situation, a monthly project status report also serves as a vital medium of communication between the contractor and the client so the report should be as detailed as possible.

A monthly report is a presentation of the activities and accomplishments of an organization for the previous month. The content of a monthly report typically includes:

– A summary of the company/department/person’s performance for the month

– Highlights from key projects that were completed during that period

– Projected goals for the next month

– Financial information about revenue, expenses, and profit margins (if applicable)

– Information about new hires or departures (if applicable)

Here are some tips on how to come up with a monthly status report which will effectively communicate the project developments to the top management, the stakeholders, or the clients:

• Provide a short description of the project that is brief yet concise. It does not need to be too detailed as its primary purpose is just to inform the management and the client of what this project is all about. . Project managers should also keep in mind that they need to practice honesty, transparency, and integrity in reporting since top executives can be surprisingly sharp in remembering even the smallest, most trivial details.
• Presenting related data may be easier through tables, graphs, and charts. Visual presentation makes reporting easier since readers can immediately see trends through the use of lines and bars. However, do check first whether the data to be presented graphically or in a tabular form will accurately represent the trend that the executives need to see.
• Do not use too many technical terms or concepts in the report.  Abbreviations should be spelled out the first time it will be used in the report, followed by its abbreviated form, so that the readers will be guided on what it means.
• Good formatting of the report increases readability. Using a single type and size of font throughout the whole report creates a consistent view. Emphasize different sections and subsections of the report by making the text bold or underlining them. It shows that the following portion is distinct from the previous one and it signifies that a new topic or area is coming up.
• Allow time to make the report. Cramming is not a good thing, especially in report writing, when the primary goal is to capture the development and progress of a project. The project manager or the writer of the report may need to sift through various details and information to come up with a comprehensive report.

A monthly report should be written in an objective manner and avoid subjective opinions.

A monthly report should be concise and should not contain unnecessary details or information that is irrelevant to the topic at hand.

The format of a monthly report may vary depending on what it is used for (i.e., whether it is for internal use or external use).

It is important to have an objective in mind before beginning the monthly report. This will help you stay focused and not get distracted with irrelevant information.

Objectives for a monthly report could be:

1) To summarize performance for the month

2) To identify what went well and what didn’t go well

3) To establish a plan of action for next month

What Does a Monthly Report Contain?

It is important to have a specific template for your monthly report so that you can be consistent. This will help you stay on track with all the necessary information that needs to be included in it.

Last Month’s Activities

Accomplishments for the month, plans for the next month, issues and concerns.

Keep in mind that the report should be free from any errors, grammatical or typographical, and it should also be noted that the quality of the report reflects the personality and professionalism of its writer.

Monthly status reports also help the team and the company reflect on what they can accomplish during the month and determine which among the initiative made are producing positive outcomes.

Valuable and action-oriented, monthly status reports should also state the next steps for the project, team, or company. Enterprises or organizations may have a standard format or template for a monthly status report which asks for a particular set of information about the project or performance targets that the management would inform with.

If you don’t have a template, here are some guidelines to create a monthly status report that will clearly reflect all the accomplishments in a given month.

Provide necessary information that will identify why the monthly progress report was made., write a brief summary of what the project or performance goal is all about., the most significant content is the accomplishments of the team’s project development., provide details on the tasks performed by the team for the month., support the details presented in the monthly status report..

Try to keep the report within one to two pages: enough to update the readers about the project, and not to take too much time from the users.

Monthly Report Template: Free Download Section

Click Here to Download Monthly Project Report Template XLSX

Click Here to Download Monthly Report Template DOC

Click Here to Download Monthly Progress Report With Invoice DOC

Additional Sources

• How to Conduct an Effective Monthly Meeting + Free Sample Agenda
• How to Write an Impressive Weekly Project Report + Free Template Download
• How to Write a Quarterly Status Report + Free Template Download

• Plan & Pricing

Monthly Report PowerPoint Template Free

The free monthly report PowerPoint template is indispensable for business professionals in managerial roles seeking to present their company's financial standing and market position, coupled with performance insights. Perfect for organizations and individuals tasked with delivering routine updates on progress, goals, and achievements. Crafted with captivating theme elements and premium images, this template offers a polished presentation. While initially structured for an annual report, every element is fully customizable, empowering users to tailor it to their specific needs. Whether showcasing financial health or market strategies, this template streamlines the process, ensuring impactful communication of monthly milestones.

How to create a report template in PowerPoint?

Creating a report template in PowerPoint involves several steps to ensure a professional and efficient design. Begin by defining the structure and sections of your report, including title slides, agenda, content slides, and conclusion. Choose a consistent color scheme and font style to maintain coherence throughout the presentation. Incorporate placeholders for text, images, charts, and tables to streamline content insertion. Utilize master slides to set the layout, headers, footers, and logos uniformly across all slides. Save the template for future use, ensuring it's easily accessible and editable. Regularly update and refine the template to reflect evolving needs and maintain relevance.

The monthly report presentation template for free download offers thematic slides for professionals. It can be useful for finance, marketing, project manager sales and more. Managers, analysts, executives, and entrepreneurs can use this monthly report slide to create expert reports that inform, persuade, and drive action. It can also be used to show key metrics, project status updates, and sales analysis. The editable free monthly report presentation slide enables the presenter to display statements of cash flows using doughnut charts.

The free PowerPoint template for monthly report presentations contains editable features for adding user’s own choices. Users can change color schemes, and add charts, images, icons and trendy fonts to captivate their audiences. Download monthly report template for a free PowerPoint presentation.

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Client management

5 monthly reporting templates and must-know tips

Monthly reports are an excellent tool for keeping team members and stakeholders updated on things like project statuses, company goals and milestones, department performance, and a broad range of other pertinent information. 

However, generating numerous reports each month can often be an overwhelming task. Today, most project managers rely on monthly report templates to streamline this process and ensure that all the most important details are covered.

To help you generate high-quality reports easily, let's take a look at everything you need to know about monthly reporting templates. Below, we'll cover what a monthly report is, the types of monthly reports companies should consider creating (along with free templates for each), and some actionable tips for writing better monthly reports.

What is a monthly report?

A monthly business report can take several forms and serve several purposes. The goal of these reports is to track monthly activities and progress across projects or departments. While annual reports or weekly reports make more sense in certain contexts, the monthly cadence is popular because it helps teams stay on top of happenings without getting bogged down in overwhelming weekly details.

The most common type of monthly report is an overview of the company's finances, including an expense report and a revenue report. As we'll discuss in the next section, though, numerous other types of monthly reports can also provide value to a company:

Monthly project reports to keep team members updated on project progress that was made the previous month

Monthly management report that covers goals and KPIs for the next month

Team member performance reports designed to provide personalized evaluations for individual team members

5 types of monthly business reports

As promised, here are the five types of monthly business reports that your company should consider creating. Along with covering each type of report format and why it’s useful, we've also provided a high-quality template for each one. These templates will serve as great starting points to help you generate your own reports more quickly and easily!

1) Monthly project status report

A monthly project status report serves as an activity report designed to keep team members and stakeholders updated on a project's status. These reports can include project milestones, a summary of the work that's already been completed, a summary of the work that still needs to be done, resource utilization , important upcoming goals, and potential issues and roadblocks. 

The primary purpose of monthly project status reports is to keep team members involved with the project informed and on the same page. However, you can also provide these reports to clients and investors who have a vested interest in the project's success to keep them updated.

Monthly project status report template

If you would like to utilize a project report template to generate your monthly project status reports , check out Teamwork.com's project tracker template . This progress report template makes it easy to map your project workflow for streamlined reporting and a clearer understanding of how your project is progressing.

2) Monthly financial report

A monthly financial report is the most common type of monthly report that companies generate. It updates team members and investors regarding the company's financial standing. There is a broad range of metrics that a financial report can include, like cash flow data, an evaluation of your assets and liabilities, profitability measurements, and shareholder equity analysis. 

Whatever information you choose to cover, though, generating monthly financial reports ensures that everyone stays informed on the company's financial standing and how to make it more profitable.

Monthly financial report template

Creating monthly financial reports requires you to cover a lot of metrics and information, and using a financial analytics report template is a great way to speed up the process. Try this financial report template from Template.net to get started.

3) Department performance report

A department performance report is a type of monthly report provided to individual departments within your company — for example, creating separate performance reports for your sales, marketing, and customer support departments. These reports provide a broad overview of department performance by covering department goals and KPIs, performance issues to address, and department objectives for the next month.

Monthly department performance report template

Teamwork.com's business goals template and OKR template are both high-quality reporting templates that you can use to generate monthly department performance reports.

4) Individual team member performance report

Personalized performance reports are an excellent tool for motivating individual team members, holding them accountable, and providing them with actionable advice on improving their performance. You can use these reports to point out performance issues, highlight examples of excellent performance, set performance goals, review past performance goals, and provide advice on how they can improve performance.

Monthly individual report template

If you are going to generate unique reports for each individual member of your team, streamlining the process via reporting templates becomes especially important. This performance appraisal template by Indeed is one great resource that you can easily modify to meet your needs.

5) Overall business monthly progress report

An overall monthly business progress report is designed to paint a broad picture of your company's current standing in the market. This type of report can include elements like financial information, objectives and key results, milestones and company goals, and updates on project progress . 

Much of this information will be covered more compressively in other monthly reports, such as your financial report and project status reports. However, an overall business monthly progress report is meant to provide an overview of these crucial updates, helping keep team members, clients/customers, and investors updated on your company's progress.

Monthly overall business report template

If you would like to utilize a template to create your overall business monthly progress reports, check out Continuous Improvement Toolkit's Monthly Performance Report Template . You can also use Teamwork.com's business goals template to map out your company's overall goals for the month.

Essential tips for writing a strong monthly report

Templates are an excellent tool for speeding up the process of creating monthly reports and ensuring that all essential details are covered. But even if you use templates to create your monthly reports, it's still important to make them as effective as possible. Here are a few key tips to keep in mind when writing monthly reports:

Write a solid executive summary

Your report's executive summary serves as your final opportunity to hammer home key messages and insights. Like it or not, it's also the section of your reports that people are most likely to actually read and absorb. This makes it essential to write a solid executive summary and capitalize on this final chance to make sure that you are getting the biggest points across. You can do this by identifying the most noteworthy points of your report and then creating a brief, well-organized summary that clearly highlights them.

Use a table of contents for quick reference

Along with using visual elements throughout your reports, another way to make your reports more accessible and digestible is to include a table of contents. This allows anyone reading the report to quickly find the specific information they're looking for. 

Always include monthly goals or OKRs

According to recent research from BI WORLDWIDE , employees with goals are 3.6 times more likely to be committed to their organization and 14.2 times more likely to be inspired at work. Regardless of what you are reporting on or the type of monthly report you're generating, monthly reports present a great opportunity to update your team members on key goals and objectives. Covering goals or objectives and key results (OKRs) in your monthly reports helps keep your team members aligned and working toward common objectives while also serving as a source of inspiration and motivation.

Collect data from multiple sources and keep it organized

No matter what type of monthly report you create, data and metrics are key components. This makes it critical to ensure that you source high-quality data and present it in a way that makes its insights clear. 

One tip to improve the quality of the data you include in your monthly reports is to source data from multiple sources. Utilizing multiple data sources helps eliminate the potential for errors while providing broader and more detailed insights. Once you have sourced the data for your reports, organize and present it properly, using visual elements (charts, images, and infographics) to make the information digestible and highlight key insights.

Include visual elements wherever possible

Did you know that written information is 70% more memorable when a visual element accompanies it? If you want to ensure that the team members reading your reports can digest them, visuals are a great place to start. Presenting key metrics and information in graphs, charts, and infographics will make your reports easier to follow while simultaneously making them more pleasing to the eye. You can make your monthly reports even more visually appealing by utilizing photographs, different colors, and custom fonts.

Turn long sentences into short, meaningful statements

Research has shown that sentence length is the second-biggest predictor of readability , second only to word length and familiarity. If you want them to actually read and understand your reports, you need to make them as easily digestible as possible. Along with presenting data visually, breaking up long, confusing sentences into shorter, more meaningful statements is one effective way to make your reports more readable.

Create better monthly reports with Teamwork.com

Monthly reports are one key aspect of keeping teams organized and aligned. With Teamwork.com, you can leverage highly customized monthly reports to enable smarter decision making. To get started enjoying the many advantages of Teamwork.com's world-class project management platform built for client work, be sure to https://www.teamwork.com/signup/ sign up for Teamwork.com today!

Síle is a Senior Content Marketing Manager at Teamwork.com. She has been working in the project management software space for over 7 years, exclusively serving the agency sector. She loves providing agencies with actionable insights and captivating content to help navigate the ever-evolving landscape of project management.

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How to Write a Monthly Business Report? 5 Report Examples and Templates

Table of contents

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

Monthly business reports are one of the best ways to keep your internal stakeholders in the loop and make sure they are up to date with the latest company activities.

These reports include recent accomplishments, productivity levels, current tasks, and overall significant happenings that have occurred within the past month. They are used as a foundation for future decision-making and healthy business growth. No wonder that more than 75% of companies report on Marketing at least once a month, according to Databox’s state of business reporting .

In most cases, you will present a monthly business report to the most important company members, which is why you should formulate them meticulously and carefully.

Of course, you will have your hands full with other tasks, and creating a detailed report each month can become tiresome if you don’t use the right methods.

This guide will teach you what monthly business reports are, why you should use them, and provide you with practices and a step-by-step guide you can follow to create them quicker and with more efficiency.

Want to impress your stakeholders with a great monthly business report? Let’s dive in.

What Is a Monthly Business Report?

Why are monthly management reports important for businesses, what should be included in a monthly business report, how to write a monthly business report, monthly reporting best practices, monthly report templates.

• I mprove and Automate Monthly Business Reporting with Databox

Monthly business reports are documents that summarize all of the most important activities, operational information, and data collected during a particular month.

They include the most significant statements from each business department and should be presented in an understandable way to the stakeholders.

Executives use these types of business reports to showcase certain performances, results, schedules, and eventual problems. Monthly reports have become a common practice within companies since they are one of the most effective ways to keep the highest-ranking company members informed on the latest activities.

When each important member is up to date with everything that’s going on in the company, you can work together to create future plans, decisions, goals, and solutions to specific problems.

You should try to keep monthly business reports brief but extensive.

Related : Quarterly Business Review: How to Write One and How to Present It Successfully

Operating a company is a team effort. The highest-ranking members typically have plenty of different tasks to complete and overlook specific parts of the business.

However, completing any type of task requires insight into how things are operating at the other ends of the company. Monthly reports provide this insight.

Here are some of the most important things monthly business reports can help with:

• Evaluating the financial performance of the business as a whole and making decisions based on the operational data.
• Having a clear picture of budget spending. You can compare the estimated budget with what’s actually being spent.
• Measuring the overall actual performance and checking if it is in line with the goals you set for the future.
• Formulating new strategies and making decisions with the aim to enable healthy business growth.
• Recognizing and coming up with both short and long-term plans on how to handle the company’s resources.
• Minimizing any risks that can cause harm to the company by reviewing the budget on a monthly basis and preparing for future market fluctuations.
• Staying on top of contenders by tracking the company’s progress and maintaining a competitive position.
• Analyzing historical trends to come up with accurate performance forecasts.

Monthly business reports have to be well-formatted, organized, concise, and understandable. All of the most important data within a month will be included so there mustn’t be any space for misinterpretation.

Creating a monthly report isn’t the easiest task, but there are some universal guidelines that you can follow to make sure your report passes with flying colors.

These are the most important things your monthly business report should incorporate.

Branded Cover Page

Mission, vision, and values, table of contents, organizational scorecard views, detailed pages, high-level project overviews, an online version of the report.

The first page of your report is also the first impression. No matter how good your report may be overall, your cover page shouldn’t come off as sloppy.

The cover page highlights the logo, name, address, and other key pieces of information. By creating a branded cover page, you will show the stakeholders that you are a true professional who takes these reports seriously. 

Defining your organization, in the long run, is necessary for appropriate planning. It will also help you come up with an adequate strategy to achieve the goals you have set for the future.

To make sure the strategy succeeds, your employees need to know the mission you have in mind.

Include mission, vision, and value statements at the beginning of your monthly report to better present your overall strategy.

Even though your monthly report should be as brief as possible, in bigger companies it could end up having dozens of pages.

Also, the stakeholders may be interested in reading one part of the report more than another, and including a table of contents will make navigation easier.

Scorecards have always been one of the best ways for companies to identify and improve their internal operations. They include historic performance data and provide feedback that can be useful for making future decisions.

Including scorecards in your report will increase the readability of the various financial statements and performance overviews.

Generally, the best way to organize scorecards is through different perspectives:

• Financial perspective
• Customer perspective
• Internal perspective
• Learning and growth perspective

Explain the value of each of these so your team can easily grasp the bigger picture.

To make sure everyone is clear on the objectives, you should include detailed pages that contain the most significant information.

Monthly management meetings tend to involve discussions about objectives and future plans. While having a brief analysis of the projects and metrics can help clarify certain things, there are some topics that you want to discuss more thoroughly.

Detailed pages can help you engage in these thorough discussions.

Comprehensive charts equal happy leadership teams.

Creating a monthly business report can’t go without including the most important KPIs. The best way to present KPIs is through charts. Make sure they are easy to read, consistent, and well-visualized.

While discussions are an important part of monthly management meetings , you don’t want to be discussing every little detail of the ongoing projects.

Include an overall brief for each project with the most important information and leave the prolonged discussions for project review meetings.

Last-minute changes to monthly reports happen all the time. Having an online version of the report helps you keep the information up to date more efficiently and it makes it easily accessible to stakeholders that might not be able to join the meeting.

Also, if you need to make any small adjustments to the reports during the meetings, you can implement them right away in the online version of the report.

Now that you know what your monthly report should include, we can move on to the writing process.

Since you will be writing these reports each month it’s important to have certain guidelines that you can follow every time.

Follow these five steps to create a great monthly business report in no time:

• Gather Data and Information from the Past Month
• Study and Analyze the Gathered Data and Information
• Make Use of Graphs and Charts
• Come Up with Solutions to Problems
• Review Everything from Start to Finish

1. Gather Data and Information from the Past Month

The most important data and information of the month are the key contents of any good monthly report. You can’t start writing without gathering them first.

Ask the employees from different departments to provide you with the paperwork so you can obtain the data you need to include. Also, make sure to include your own observations about the situation in the company.

2. Study and Analyze the Gathered Data and Information

After you have gathered all the information you need from the various departments, you should start analyzing them.

Find out what led to certain outcomes and what caused problems. Create official statements that explain the causes and consequences of specific actions.

3. Make Use of Graphs and Charts

Visualizing the most important metrics and KPIs through graphs and charts can make the report much more comprehensible.

They can also make it easier for the readers to connect the different variables and understand better what you are presenting.

4. Come Up with Solutions to Problems

Every business in the world occasionally runs into some kind of problem. What separates great companies is their ability to deal with them as soon as they arise.

If there was some kind of problem during the month, make sure you come up with a couple of solutions. This way, your superiors will know that there isn’t any reason to panic and that you have everything under control.

5. Review Everything from Start to Finish

Before you provide the stakeholders with the finished monthly report, go over it once more. It’s always a good idea to proofread it and check if all the information you provided accurately represents the overall performance and future strategies. You will also see if there is anything that you forgot to add or overlooked.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how your efforts are translating into results each month. How is your website performing? How well are you converting traffic into leads and customers? Which marketing channels are performing best? How does organic search compare to paid campaigns and to previous months? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Monthly Marketing Performance Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

• Website sessions, new users, and new leads. Basic engagement data from your website. How much traffic? How many new visitors? How many lead conversions?
• Lead generation vs goal. Did you reach your goal for lead conversion for the month, quarter, or year? If not, by how much did you miss?  
• Overall marketing performance . A summary list of the main KPIs for your website: sessions, contacts, leads, customers, bounce rate, avg. session duration, pages/session, and pageviews.
• Email response . Overall, how effective were your email campaigns, measured by email opens?
• Blog post traffic . How much traffic did your blog attract during a certain period?
• New contacts by source. Which sources drove the highest number of new contacts 
• Visits and contacts by source. How did your sources compare by both sessions and new contacts in a certain period of time?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring and analyzing your website traffic and its sources, lead generation, and more. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

Implementing certain practices into monthly reporting can transform your company’s performance. They can make reporting faster and easier for each party involved.

However, if the report contains errors, misleading information, or is presented inefficiently, it can cause quite a bit of trouble.

The leading companies in the world use several practices to make sure their monthly business reports are always state of the art. We picked out five:

• Filter Useful and Accurate Data Each Week
• Make up-to-date data available to key decision makers and stakeholders at all times and in all places
• Remove complexity from financial reports
• Implement a strong, well-organized reporting process
• Set Strategic Goals and Objectives

1. Filter Useful and Accurate Data Each Week

No matter how big or small your business is, you will probably be receiving a large amount of data each week. The best way to prevent it from piling up is by freeing up time at the end of the week to categorize it.

Time goes fast, but it goes even faster in growing businesses. You may think that categorizing data on a weekly basis will end up taking up more of your time, but that isn’t the case.

By filtering the most useful and accurate data each week, you will already have a better idea of what to include in the monthly report when you start writing it. You can use different reports to place the data you have filtered over the previous weeks and combine it all in one place in your monthly report.

Related : How to Analyze Data: 30+ Experts on Making Sense of Your Performance

2. Make up-to-date data available to key decision makers and stakeholders at all times and in all places

To establish healthy business growth, the key decision-makers have to provide their input and be caught up on the latest activities.

As we said, in growing businesses, data can pile up rather quickly and you will have to make certain decisions along the way.

For better decision-making, it’s wise to make the latest data available to all the stakeholders and department leaders in one place. Online reports are a great choice since they can be updated as soon as something changes.

With online reports, all the key decision-makers in the company will be able to have an insight into the most recent and important information regarding the company’s performance, and they can access them from anywhere. You won’t have to arrange in-person meetings for every single detail.

Related : How to Set Up an Automated Reporting System: Tips, Tools and Best Practices

3. Remove complexity from financial reports

When creating your monthly business report, you should keep in mind that not every member is trained to understand accounting terminology. This doesn’t mean their ideas are any less useful.

By simplifying the complex financial information and making it understandable to all the potential problem solvers, you will have a much easier time creating future strategies.

One good way to increase the readability of financial statements is through graphs and charts built in centralized financial reporting software . Visualizing the most important metrics and financial KPIs can be a lot more powerful than conveying the message through words alone.

Related : How to Write a Great Business Expense Report: A Step-By-Step Guide with Examples

4. Implement a strong, well-organized reporting process

Writing a good monthly report involves a lot of steps that you have to follow precisely and in order.

Aside from having digital or paper checklists, you also have to clarify who needs to do what and give departments deadlines on when to provide information that you will have to include in the report.

Without specifying these things, you risk falling behind on the reporting process and having the report turn out inaccurate.

Creating a checklist and telling department leaders when to provide data will have a major impact on the organizational aspect of your monthly reports.

Once you have a precise reporting process in play that you can use each month, the reporting process will be much more efficient and will take up less of your time.

Related : How to Write a Great Business Development Report: A Step By Step Guide with Examples

5. Set Strategic Goals and Objectives

Before you begin writing your monthly report, you should have a clear idea of what goals and objectives you want to set at the end.

Why is that certain piece of information important? Are the customers satisfied? Is there anything from the previous month that needs to be changed?

By having the answers to the most important questions you will understand which company affairs will have to be thoroughly addressed in the report.

Make sure you set the next month’s objectives and goals clearly and let the stakeholders know what they can do to help.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Monthly business reports are used to keep stakeholders up to date with the latest information regarding the company’s performance.

They include the most important data from each department and track KPIs with the goal of making them understandable to all the high-ranking members.

To stay on top of modern technology and remain competitive, many businesses turn to monthly report templates to present the company’s performance accurately.

Here are some templates that you can use to improve your monthly business reporting process:

Project Management Report

Monthly sales report, monthly marketing report, social media monthly report, monthly financial business report.

Use this Project Management Report from Harvest to track all of your most important projects in one place. This dashboard will help you monitor all your tracked time, billable hours and billable amount split by projects in Harvest. Use this report to see how many hours are tracked on a monthly, quarterly and yearly basis, split tracked time by projects and compare with previous periods, and more.

The Monthly Sales Report from HubSpot CRM can help sales representatives manage and track their monthly sales activities much more efficiently.

This report tracks monthly progress in all of the most important areas such as:

• Deal pipelines and level of progress in sales
• Comparison of monthly activities
• Creating/closing deals rate

The key metrics included are sales funnels, deal funnels, open deals by owner, closing deals by owner, and closed won amount.

Pro Tip : If you want to drill down into your data further and create valuable context around it that you can easily share, you can use our Free HubSpot CRM Monthly Performance Report Template . Manual reporting is a time-consuming and tedious process. Databox Reports offer automation features to make the reporting process quicker and easier, so you can make reporting a regular part of your workflow.

One of the best ways to capture all the efforts of marketing is through the Monthly Marketing Report. This dashboard provides answers to questions like:

• Which traffic sources generate the most leads?
• How to track the number of new users?
• How to compare traffic from email vs. blogs?
• Are the marketing efforts paying off?

It also includes key metrics such as bounce rate, new users, pages/sessions, and page views.

PRO TIP: You can use text slides to give your agency the flexibility to provide context right where it belongs—inside your client report. Write up your report inside Databox, no slide deck is needed. Auto-add Insights to help build a narrative that proves ROI and guides all stakeholders to the next right step. All that with our Free Advanced HubSpot Marketing Performance Report Template . This report template includes the following sections – HubSpot Marketing overview, Website Performance overview, Landing Page Performance overview, Blog Performance overview, Email Performance overview, Work Completed, and Recommendations.

Do you want to measure the impact social media marketing has on your website? You can do it by using our Social Media Monthly Report .

This dashboard lets you track all the crucial metrics and create accurate reports based on your social media data.

Furthermore, you will gain insights into all the crucial activities going on across your social media networks. You will get the answers to these questions:

• How many likes do I have on my Facebook page?
• How to track follower growth on different channels?
• Which social media drives the most traffic to my website?

Pro Tip : You can use this free Organic Social Monthly Performance Report Template to share insights and create context and a story around your Facebook, Instagram, and LinkedIn Performance. With Data Story slides, you get pre-written insights that you can use to share your results in a more meaningful way, and, even better—your text will stay up to date along with your data.

The Monthly Financial Business Report can help you monitor the overall financial health of your company. Also, you can use it to quickly identify problems that could impact your company’s cash flow and turnover.

This dashboard is also extremely useful if you use QuickBooks and HubSpot since you can connect your accounts to the report in just a few minutes.

The key metrics that are included in this report are paid invoice amount, gross profit margin, expenses, and income.   

Improve and Automate Monthly Business Reporting with Databox

Monthly business reports are the foundation of better decision-making and company scaling. They should always be accurate and understandable since they keep the stakeholders updated on the most significant activities that occurred within a month.

Databox can help you take your monthly business reports to the next level.

By visualizing all of the most important metrics and KPIs through customizable dashboards, you can easily break down even the most complex financial statements to your stakeholders. Furthermore, you can use Databox to track all of the most important data from each department in one place to make the reporting process much less time-consuming.

Sign up for a free trial and automate your monthly business reporting in no time.

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Report Examples With Sample Templates [To Edit and Download]

Written by: Orana Velarde

Looking for report examples? You’ve probably noticed in your search that there many different kinds.

It can get a little confusing if you don’t know exactly what report example you’re looking for. Don’t worry, we can help.

But first, what is a report anyway?

A report is a document that details a specific set of information about any number of topics. It’s a compilation of data and facts put together to show or explain to someone or a group of people.

This definition of a report applies to both businesses and schools. 

When a teacher or student thinks of the term "report," they think:

• Book Report
• Progress Report
• Report Card
• Science Experiment Report

Businesspeople, on the other hand, think of:

• Sales Reports
• Marketing Reports
• Progress Reports
• Social Media Reports
• Market Research Reports
• Weekly Reports
• Monthly Reports
• Annual Reports
• And many more...

If you think about it though, all the reports above fit under the same description. It’s just the environment where it’s produced and presented that’s different.

In this post, we’ll take a look at the most common report examples in both education and business.

And to help you out, here’s a short selection of 8 easy-to-edit report templates you can edit, share and download with Visme. View more templates below:

1 Progress Report Examples

A progress report is a business report shows how a specific project or plan is progressing. It shows and visualizes a variety of the following things:

• If goals are being met or not
• When a specific task needs to be either repeated or discarded
• A timeframe of task completed and results
• New or adjusted goals created with data from the ongoing process

Good visualization tools for progress reports include comparison widgets showing the goal against what was achieved. 

Another type of progress report is for school-aged children. Teachers put together progress reports and report cards of what they learn in class throughout the year.

Below is a Visme template for a preschool progress report. Teachers can print this out , make copies and send home with the kids. Alternatively, and as a way to save paper, they can fill it in digitally and send the parents a link to the report published online.

Working on multiple progress reports can be nerve-wracking. But with Visme’s Dynamic Fields , you can easily update information throughout your reports from a single source.

Customize this progress report template and make it your own! Edit and Download

2 Sales Report Examples

A sales report showcases the results of a sales campaign. These are presented by the sales team to the stakeholders of a company or the other teams like marketing and content marketing. It’s usually presented at the end of a campaign, otherwise it would be a sales progress report.

Sales reports are improved with data visualizations like line charts, bar charts and histograms. These can be presented as live reports , presentation slides, like an infographic or even a document. 

The sales report sample template below comes with enough slides with charts to get your data organized nicely. Using the Visme editor, add slides in between the sample template slides to add explanatory content if necessary.

Take advantage of Visme analytics to see how your report is performing. You can monitor key metrics like views, unique visits, average time, average completion and more.

Customize this sales report template and make it your own! Edit and Download

3 Market Research Report Examples

A market research report is all about showing the results of a market research audit . The main idea is to describe the competitors, the ideal client, the current atmosphere in the market and ideas on how to implement a successful marketing strategy.

This reporting example uses visualizations like pie charts , maps, percentage widgets and regular visuals like photography or illustration. 

Customize this market research report template and make it your own! Edit and Download

Learn more about how to visualize statistics in your reports by watching this video.

4 “The State Of” Report Examples

Similar to market research reports, this type of report can be about any topic whatsoever. The research will go in-depth, with surveys and studies that show trends and statistics that are then visualized and presented. 

The similarity between these reports is their title, it always starts with “The State Of”. For example, SlackHQ released the State of Work Report this year while other companies do the same for other topics.

The Visme sample template below was created as a State of the Ecommerce Fashion Industry but can easily be customized for your needs.

Customize this report template and make it your own! Edit and Download

5 Weekly / Monthly / Quarterly Report Examples

Similar to daily progress reports , weekly, monthly and quarterly reports are constants in a business setting. They’re usually more generalized than a progress report, which is about a specific project.

Weekly and monthly reports are sometimes condensed sections of different analytics reports put together into one document. Other times it can be a live dashboard that shows each week’s or month’s activity. 

The sample template below is a monthly report for sustainable development. It’s in document format, which you can print or share as a PDF. With a few clicks, you can share your reports with superiors or team members or publish them on the web. 

Customize this monthly report template and make it your own! Edit and Download

6 Annual Report Examples

An annual report is the cumulative data about a company for an entire year. These reports are much larger than others because they have a lot more information. Many companies create beautifully designed annual reports to show off their data. 

Annual reports come in all shapes and sizes. Like printed books, as slide presentations, as scrollable infographics or even entire websites . With Visme, you can create many different types of annual reports easily.

The sample annual report template below is a slide presentation.

Customize this annual report template and make it your own! Edit and Download

This sample template is in document format.

7 Forecast Report Examples

Another business-minded report is the forecast report. This type of report is similar to the “state of the” report but instead of being about the present, it’s about the future. 

Many well-established companies create forecast reports because they are trendsetters and want to stay ahead of other companies in the industry.

Such is the case for The Pantone Institute. They publish color trend forecast reports every year, and for seasons and themes as well.

If you publish a forecast report to set yourself up as an influential entity in your niche, it’s best to promote it and share it as much as possible. Also, be sure that what you’re presenting as a forecast has good informational backing it, and you aren’t just making it up.

The sample report below is a document format forecast report for a tech company.

Customize this forecast report template and make it your own! Edit and Download

8 Book Report Examples

In the educational aspect, reports are a little different. A book report, for example, is meant to show that a student has read a book and can give a summary of it to the class and the teacher. 

There doesn’t tend to be much data visualization involved, but graphic organizers can help add visuals to the written content.

Book reports can be set up as presentations or as printed PDFs . It really depends on the teacher and what they assign to the student.

The Visme template below is a book report slide presentation ready to customize with the information the student gathered from the book. 

Customize this book report template and make it your own! Edit and Download

9 Scientific Finding Report Examples

Scientific finding reports can be used in the classroom as a way to teach students about the scientific method and how to present the findings. 

In a more professional scenario, scientists and researchers will create these types of reports to show their superiors or the people funding their work.

These reporting examples are generally full of data visualizations, along with photographs of the experiments – if there were any – as they progress. In some cases, there can be illustrations and video embedded into the report to add extra visuals.

The reporting example below is a study about stress in the workplace. It’s not a detailed visualization of microbes in a lab, but the report writing format is the same.

10 Analysis Report Examples

Here’s another standout example of report template. An analysis report in school is mostly used in Literature classes. The main idea is to analyze a book or a group of books and analyze them. This can be done with one analysis term or in a more general sense. 

This type of report works well with graphic organizers instead of data visualizations.

An analysis report can also be considered a visual analytical essay because it follows the same format. There must be a main idea and thesis to begin with. The content must then reinforce or counter the thesis.

The sample report below is about the idea that going to university isn’t for everyone. The slides are in a modern creative style and will look great with any content.

Customize this analysis report template and make it your own! Edit and Download

Which Report Example is Right for You?

Now that you’ve seen all the different report examples and what each one is used for, it’s time to create your own ! Put together all your content, data and notes, and get ready to make it all look amazing. 

Open up your Visme dashboard or simply click on any of the examples of templates in this post to get started. If you need more images, you can find plenty inside the Visme library. If you want to add data visualizations, just use the graph engine !

Hey marketers! Need to create scroll-stopping visual content fast?

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Sign up. It’s free.

Bookmark this post and you’ll never have to wonder about report examples again, then check out our video below to learn even more about how Visme makes document design easy.

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About the Author

Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com

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Monthly Status Report Template PPT Download

Monthly report.

The Monthly Status Report PPT Template can provide a comprehensive update to the project team, business stakeholders, sponsors, or senior management. A monthly report needs to be detailed; hence the report covers the project team, project health card, schedule, financials, risks, and decisions. 

The monthly Report Template has the following sections –

• Project Team.
• Project News and Updates.
• Project Health Card.
• Schedule and Task Status.
• Project Financials.
• Project Change Log.
• Project Risks & Issues.
• Project Actions & Decisions.

Advantages of sending the monthly project status report -

• Generally, the weekly status report is brief and does not allow a project manager to explain things in detail. A monthly report can be elaborate and detailed.
• Having a monthly report forces a stock tacking action from the project management perspective and performs a review of the last month. A weekly status report focuses only on the last week.
• It allows the project manager to explain or highlight the project team's achievements or issues to the senior management.
• The monthly status report details all the risks, issues, and change requests open, giving a clear of the project status to everyone. In a weekly status report, you can report only a few items.
• The project Budget can be explained and documented in detail. In deviations can also be documented for future references.
• The monthly report template can be used as a tracking document as it lists all the actions. Some of the actions could be assigned to senior management, and this template can be used to track the progress.
• Sections like project news give a project manager the flexibility to describe any activity that may not be part of the general project status update.
• As the report is PowerPoint-based, it can be easily used in presentations.

Project Team

• The purpose of this section is to introduce the project team.
• If anyone has questions about who is working on the project, then they can refer to this slide.
• It can also be used to indicate any changes in the project team monthly.
• This slide contains the Project Manager, Project Sponsor, Control Team, and the Project Team.

Project News and Updates

• This section of the template should be used to publish the latest news on the project.
• Typical news will consist of any major milestones accomplished, deadlines missed, major changes to the project scope, a brief update on task progress, mention of any major risks or issues affecting the project.
• The update should be in bullet points and should be as brief as possible.
• This section is one of the most-read sections, so a project manager should cover all the project's key highlights for management or business stakeholders.
• This section of the template can also be used to provide updates about resourcing issues in the project.

Project Health Card 

• The project health card gives an overall picture of all the key parameters of the project.
• The overall project status is an indicator of the status of the entire project.
• Red means off track, Amber means needs attention, Green means all good.
• The overall status can be just the project manager's call or a rule which sets out the minimum number of Amber's or Red's that the project parameter has.
• For example, your organization may agree that if two parameters are red, then the overall is red and 3 ambers, then overall are amber.
• With the status indicator, you should enter a brief note about the status.
• It is important to put a note, especially when there is an issue with the project.
• The management looks at the project's status with interest as it can easily point out issues with the project.

Project Schedule and Tasks

• The schedule and tasks section has two subsections - the top section to display the schedule and the second to update the tasks.
• The schedule section can have a high-level schedule or a detailed task table. Having a good visual Gantt makes it easy for the management to understand the project timeline .
• Under the tasks section, you can update the task completed this month, tasks planned for next month, and what tasks got delayed.
• See How to create a Project Plan .

Project Financials

• The project financials section has two subsections - first, the overall budget and monthly tracking.
• The first section should detail the individual items with actual and planned. Any variance should be reported in the variance column.
• The monthly tracking section allows everyone to view how the project budget is tracking monthly.
• Tracking the project budget every month is a good practice as it will tell the project manager and the management how the monthly expenses are being managed.
• Typically you would have Resourcing Costs, Software Costs, Hardware Costs, and Other Costs.
• Calculate Budget using MS Excel.

Project Change Log

• Reviewing the project changelog is a good practice, and by including it in the status report, everyone can be informed about the change requests pending.
• The project change log section includes total change requests logged, open change requests, and how many were approved.
• The section should also list all the open change requests, and the list can come from the changelog or change register. THIS IS A MUST.

Project Risks and Issues

• All the stakeholders should be aware of ALL THE OPEN risks and issues regardless of the severity or priority, or impact; hence this should be included in the monthly report template.
• Everyone related to the project should be aware of all the open issues and risks.
• The section contains two columns for risks and issues. For both risks and issues, the total number of open risks/issues, the total number of medium open risks/issues, and total risks/issues logged this month. (You may also be interested in the issue log template ).
• The slide should also contain the list of OPEN risks and issues from the risk register.
• Learn Project Risks Management with Excel Risk Register.

Project Actions and Decisions

• The actions and decision section allows a project manager to report which action is pending and which decisions were made.
• The section lists the action items and open decisions. It also lists actions and decisions which are overdue, making the management aware of the items pending with them.
• The key thing to note is that actions and decisions have an overdue need to be actioned ASAP.
• If there are too many decisions, you can add a slide for decisions in the monthly report template.
• The action items and decisions can be coming from other meetings. See How to Write Effective Meeting Minutes & Download Free Templates .

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Report presentation templates from Genially

Dreading your next financial presentation or quarterly business report? Data has a tendency to be dense, dry, and painfully dull – as anyone who’s dozed their way through an accounting presentation will testify. Avoid the same fate with a beautifully visual report deck that your colleagues, directors, and investors will engage with and even enjoy reading (yes, it’s possible!).

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A high quality report should summarize the results of your business project, giving team members a high level overview and action items for the future. Although we tend to associate reporting with data and finance, project management reports and monthly sales reports are also essential documents for most companies.

At heart, good reporting is all about communication. The best format will help you communicate the main results, project risks, issues, and action plan to key stakeholders.

Genially’s range of free slide decks includes all kinds of customizable resources. Choose from business report templates, annual report templates, project status report templates, interactive projects plans, and financial report templates full of editable charts and animated graphics.

How do I use the report templates?

Genially financial templates give you the framework for a stunning report presentation with the flexibility to customize the slides to your business or department.

Each template includes pre-built visual aids and it’s easy to add images, diagrams and infographics from Genially’s in-built resource bank. 

If you work with numbers, try populating the charts and data visualizations with figures imported from your online spreadsheets. Embed your cash flow statement directly in one of the slides. Or illustrate the health of your balance sheet with an interactive diagram that you embed into your weekly, monthly or quarterly reviews.

Work in marketing or business development? Why not illustrate your market research findings with embedded content from the web. Or create an audiovisual report with video and audio to make your message more accessible for everyone. 

It’s easy to get started. Choose a design and click Use template . If you haven’t used Genially before you’ll quickly need to sign up for an account (it’s free) . Select which slides you want to use and start editing your content. 

Once you’ve added the finishing touches, hit Publish . Your report deck is now ready to present live or share with your colleagues, board, or clients. Just share the link in your communication channels, or embed the report on your website or other platforms.   

Templates for everything under the sun ☀️

Sign up to explore 2000+ interactive, animated designs in the Genially Template Gallery.

Free Monthly Report Report Google Slides Themes And Powerpoint Templates

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Free Report Presentation Templates

Browse our vast library of premade free report powerpoint templates and google slides for every occasion. choose from stunning pre-made slides with creative infographics, editable charts, and easy-to-customize layouts. whether you're presenting a financial report, a project update, or a market analysis, perfect slides are here. get started for free now.

• Stunning infographics: Captivate your audience with visuals that tell the story at a glance.
• Editable charts and graphs: No data-wrangling needed. Simply plug in your numbers and watch your slides come alive.
• Professional layouts: Choose from a library of pre-designed templates, each tailored to your report type.
• Student report cards: Make grades shine with engaging visuals.
• Survey results: Transform data into digestible insights.
• Quarterly roadmaps: Chart your course with clear timelines and milestones.
• Financial reports: Impress investors with professional presentations.
• Marketing reports: Showcase your campaigns' impact with compelling storytelling.
• Company annual reports: Tell your year's story with elegance and impact.
• Weekly and monthly reports: Keep stakeholders informed with regular updates, beautifully presented.
• And so much more! From internal audits to project progress trackers, and SEO reports to yearly, weekly, and monthly business reviews , we have a template for every need.

We're here to help you!

What is a report.

A report is a brief piece of writing that examines problems, circumstances, events, or discoveries using facts and evidence. Usually, subsections, numbered sections, and subheadings are used to organize statements.

What types of report presentation templates do you offer?

We have a wide variety of templates for all kinds of reports, including financial reports, project reports, marketing reports, student report cards, and more!

Are your templates free to use?

Yes, we offer a generous selection of free templates to get you started.

Can I edit the templates?

Absolutely! All of our templates are 100% editable, so you can customize them to fit your specific needs and brand.

What formats are the templates available in?

Our templates are available in both PowerPoint and Google Slides formats, so you can choose the platform that you're most comfortable with.

Can I use your templates for commercial purposes?

Yes, you can use our templates for both personal and commercial use.

What are some tips for creating a great report presentation?

Keep your slides concise and focused, use visuals to help illustrate your points, and practice your delivery beforehand.

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

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Monthly Marketing Report

It seems that you like this template, monthly marketing report presentation, free google slides theme, powerpoint template, and canva presentation template.

As the name of this template implies, it's best used for presenting marketing reports, but you can adapt it for other business-related purporses. In any case, we've made sure to create a visually attractive slide deck. There's a great contrast between the colors, modern layouts and some illustrations from Storyset.

Features of this template

• 100% editable and easy to modify
• 31 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Uses illustrated concepts from Storyset : editable color, different backgrounds, animated illustrations
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

How can I use the template?

Am I free to use the templates?

How to attribute?

Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

Register for free and start downloading now

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

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