49+ Monthly Report Format Templates

43monthlyreportformattemplates

A monthly report is a written document that lets anyone who is reading it be up to date on matters that could range from financial report submissions to the existing status of various projects. It is designed to create a summary of what transpired within a month’s time in a systematic manner. With the help of our report template collection, you can come up with an organized monthly report in a short time.

Monthly Report Template

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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Make use of this monthly report template in MS Word so as to keep your clients and stakeholders updated about the status of the project. Designed with ready-made content, this document covers all aspects of the monthly report in terms of findings such as sales, expenses, profit & loss, projected balance sheet as well as recommendations.

Monthly Production Report Template

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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Keep track of what has been accomplished on a monthly basis by downloading and using our monthly production report template in Google Docs. Not only does it give you an idea where you stand in terms of production, but it also allows you to view areas that need improvement. Highly customizable and editable, this template is surely bound to make your life a lot easier.

Monthly Investor Report Template

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  • Google Docs
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  • Apple Pages

Size: A4, US

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Compile and professionally organize the monthly performance of the investor’s fund by making use of our monthly investor report template. This document lets you enter details such as the overview of the fund, liabilities, expenses, risks, and other such sensitive information. Download this report template in any of the file formats and be free to customize it as per your details.

How to Create a Monthly Financial Report

A company that does not observe the submission of financial reports is probably an unhealthy company in terms of its financial status. A monthly financial report is important to keep every member in a certain company updated on all the balance sheets, income statements, and cash flows.

Below are quick and easy steps on how to create a monthly financial report:

Step 1: Expense Summary

Simply review ledgers, receipts, and other proof of transaction. List a breakdown of expenses and tally each item accordingly. This summary should encompass everything that a certain company spent on. Include expenses reflected in a company service report template.

Step 2: Report Draft

A draft is recommended before finalizing a monthly financial report. A report format could also be identified through a report draft.

Step 3: Overall Assessment

The overall assessment is likely to be contained in a finalized copy of a monthly financial report. This should already be able to highlight the main costs and expenses that are relevant in financial reports.

A monthly report used for a specific purpose is guaranteed to deliver what is expected from it when it is written in an organized manner. More so, it is effective when all areas of concern are reflected accurately.

Monthly Inventory Report Template

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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Have our monthly inventory report template at your disposal so that you never lose track of your business inventory. Be it any assets or items, they can be easily kept a tab upon by mentioning their name, description, unit price, and quantity beginning and ending balance. Simplify things for your business by downloading this template now!

Monthly Financial Management Report Template

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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Are you in need of a document that will allow you to manage the financial information of your company? If so, then you can check out our above-shown simple report template that will help you with just that. It covers information such as the profit and loss statement, cash flow vs revenue, and management action items. Download this template instantly now to stay on top of things.

Monthly Collection Report Template

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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Check out this monthly collection report template that will prove to be highly useful for your company in noting down the monthly revenue data. It comes with a tabular column in which the revenues collected for various products can be entered in a systematic manner. Also, this template document is compatible with notable software like Microsoft & Adobe Photoshop for viewing purposes.

Monthly Business Report Template

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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Free Monthly Report Template

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  • Ai

Size: A4, US

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HR Monthly Report Templates

HR Monthly Activity Report

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  • PDF

Size: 142 KB

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HR Monthly Review Report

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  • PDF

Size: 574 KB

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HR Monthly Leave Report

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  • PDF

Size: 52 KB

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How to Write a Monthly Progress Report

A monthly progress report is quite similar to that of an actual monthly report. Although the former is created to particularly track progress, monthly reports are still about tracking activities whether stagnant or progressive. If you are interested with the specifics, follow these steps on how to write a monthly progress report:

Step 1: Header

A monthly progress report should be written in such a way that there is a portion left for identification. The header mainly includes the title and a brief description of what the progress is all about. Similar to how one utilizes an accident report template, the header should be made convenient to readers.

Step 2: Executive Summary

The overview of the significant progress and the monthly report, in general, should be orderly in an executive summary. Generally, a report template or report sample is most effective when it has an executive summary since the current status of a report is determined through writing.

Step 3: Progress Variables

Due to flexible purposes, variables in a progress report could be just about anything. If you’re making use of a school report template, then the variables on its relevant monthly progress report could be about progress in attendance, project completion and more.

Step 4: Conclusion

Make sure to add a conclusion at the end of every month. That way, it proves to be helpful for the monthly reports to be made in the next succeeding months.

Maintenance Monthly Report Templates

Monthly Building Maintenance Report

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File Format
  • XLS

Size: 5 KB

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Monthly Equipment Maintenance Report

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File Format
  • PDF

Size: 192 KB

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Monthly Landscape Maintenance Report

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  • PDF

Size: 373 KB

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Monthly Sales Report Templates

Monthly Sales Activity Report

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  • PDF

Size: 42 KB

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Monthly Sales Analysis Report

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  • PDF

Size: 220 KB

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Monthly Sales Report Sample

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  • PDF

Size: 58 KB

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Monthly Progress Report Samples

Monthly Student Progress Report

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  • PDF

Size: 16 KB

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Monthly Project Progress Report

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  • DOC

Size: 7 KB

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Monthly Work Progress Report

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  • PDF

Size: 14 KB

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Monthly Safety Report Templates

Monthly Business Safety Report

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File Format
  • DOC

Size: 6 KB

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Monthly Contractor Safety Report

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  • PDF

Size: 138 KB

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Monthly Safety Inspection Report

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  • PDF

Size: 38 KB

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Types of Monthly Report Formats

Monthly reports can be delivered in various forms. It may be created out of convenience, available resources, and many other means. There are only 3 types of monthly report formats that are commonly used.

Each one is elaborated as follows:

  • Memo – For the purpose of easier circulation and information dissemination, a monthly report could be distributed in a format of a memo. This type of monthly report format is ideal for short monthly reports. A memo format performs like a flyer that could be easily read by the concerned people.
  • Letter – Any type of letter sample makes up for a good monthly report format. This type of format is perfect whenever monthly reports need to reach specific people only. A letter could directly be addressed to people involved in specific matters regarding the monthly report.
  • Email – Sending a monthly report in the format of an email is one casual way of correspondence. It is anticipated that whenever monthly reports are sent via email, there are a lot of recipients expecting it. It would also be convenient to distribute and concerns could also be raised in reply to the same email sent.

Monthly Financial Report Samples

Monthly Financial Management Report

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File Format
  • PDF

Size: 298 KB

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Sample Monthly Financial Report

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  • PDF

Size: 26 KB

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Monthly Financial Performance Report

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  • PDF

Size: 776 KB

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Monthly Performance Report Templates

Monthly Performance Report Sample

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  • PDF

Size: 414 KB

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Monthly Employee Performance Report

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  • PDF

Size: 151 KB

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Monthly Business Performance Report

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  • PDF

Size: 745 KB

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Monthly Work Report Samples

Employer Monthly Work Progress Report

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File Format
  • PDF

Size: 4 KB

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Monthly Work Report Sample

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File Format
  • PDF

Size: 166 KB

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Monthly Work Status Report

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File Format
  • DOC

Size: 33 KB

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Monthly Audit Report Templates

Monthly Internal Audit Report

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File Format
  • DOC

Size: 5 KB

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Monthly Safety Audit Report

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File Format
  • PDF

Size: 54 KB

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How to Write a Social Media Report

Everything you find relevant on social media deserves to be reported base on your own or within a specific industry metrics. If you’re planning to use a report sample in Doc of PDF file format for your social media report, you must at least familiarize the steps on how to write one.

Here are steps on how to write a social media report:

  • Objectives – You choose between a trip report template and a management report template yet you see no difference. Every report needs specific objectives on why you’re writing such.
  • Report Delivery – How you deliver your report will greatly depend on what is required of you. In social media, reports should be supplied with as many information as possible.
  • Data Presentation – As a final step, data presentation should be smooth in a way that is easily understood by the targeted audience and stakeholders.

In instances where you will be tasked to submit social media reports on a monthly basis, you are always free to do so. All you have to do is perform the same thing yet summarize everything that you have obtained in a month and make a sound conclusion out of it.

Business Monthly Report Samples

Small Business Monthly Report

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File Format
  • PDF

Size: 258 KB

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Monthly Business Expense Report

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  • PDF

Size: 74 KB

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Importance of a Monthly Report

Different industries require monthly report submissions mainly because it is important and a necessity to keep specific operations accurately monitored. Even calls could be reported monthly in a report example or a call report template for the sole purpose of its significance toward a specific industry.

Monthly reports are not generated merely for the sake of it. It is needed since it could be the main source of summary and documentation in almost every aspect. It could track different areas of responsibility which need improvement and it could also help determine whether there are issues and concerns that need to be addressed as each month progresses.

Construction Monthly Report Samples

Monthly Construction Progress Report

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File Format
  • DOC

Size: 9 KB

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Construction Management Monthly Report

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File Format
  • PDF

Size: 1 MB

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Monthly Construction Site Report

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File Format
  • DOC

Size: 9 KB

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Employee Monthly Report Templates

Employee Monthly Progress Report

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File Format
  • DOC

Size: 38 KB

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Employee Monthly Leave Report

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File Format
  • PDF

Size: 73 KB

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Employee Monthly Activity Report

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File Format
  • PDF

Size: 232 KB

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Marketing Monthly Report Templates

Monthly Marketing Performance Report

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File Format
  • PDF

Size: 91 KB

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Monthly Marketing Report Sample

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File Format
  • PDF

Size: 300 KB

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Nursing Monthly Report Templates

Nursing Monthly Report Sample

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File Format
  • PDF

Size: 574 KB

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Nursing Monthly Activity Report

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  • PDF

Size: 27 KB

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Office Monthly Report Templates

Monthly Office Manager Report

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File Format
  • PDF

Size: 68 KB

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Office Administration Monthly Report

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File Format
  • PDF

Size: 2 MB

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Monthly Project Report Templates

Monthly Project Status Report

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File Format
  • PDF

Size: 26 KB

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Monthly New Project Report

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  • PDF

Size: 128 KB

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Monthly Project Status Report Sample

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File Format
  • PDF

Size: 223 KB

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Our monthly reports could keep track of anything be it through an incident report or an executive report depending on the industry it is generated from. The monthly report format templates on this page might ideally be put to good use to serve any purpose best. So, feel free to take a look and download whichever report template suitably fulfills your needs.

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