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43 Monthly Report Format Templates

A monthly report is an organized written document set to keep and update matters that could range from financial report submissions to existing status of various projects. It is designed to create a summary of what transpired within a month’s time.

Monthly reports could keep track on anything be it through an incident report or an executive report depending on the industry it is generated from. There is no fixed format for any monthly report of its own purpose. Monthly report format templates on this page might be ideally put to good use to serve any purpose best.

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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Maintenance Monthly Report Templates

Monthly Building Maintenance Report

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  • XLS

Size: 5 KB

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Monthly Equipment Maintenance Report

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  • 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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How to Write a Monthly Progress Report

A monthly progress report is similar to 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:

  • Header – A monthly progress report should be written with a portion for identification. The header mainly includes the title and a brief description on what the progress is all about. Similar to how one utilizes an accident report template, the header is convenient to readers.
  • Executive Summary – The overview on the significant progress and the monthly report in general should be orderly in an executive summary. Every report template or report sample is most effective with an executive summary since the current status of a report is determined through writing.
  • Progress Variables – Due to flexible purposes, variables in a progress report could be just about anything. If you’re using a school report template, variables on its relevant monthly progress report could be about progress in attendance, project completion and more.
  • Conclusion – A conclusion for every month will be a helpful basis for the monthly reports to be made in the next succeeding months.

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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  • 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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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 a main source of summary and documentation in almost every aspect. It could track on 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.

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 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 goes around like a flyer that could be easily read by people concerned.
  • Letter – Any type of letter makes 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 for specific matters regarding the monthly report.
  • Email – Sending a monthly report in an email format 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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  • 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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  • PDF

Size: 4 KB

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Monthly Work Report Sample

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  • PDF

Size: 166 KB

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Monthly Work Status Report

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  • DOC

Size: 33 KB

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Monthly Audit Report Templates

Monthly Internal Audit Report

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  • DOC

Size: 5 KB

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Monthly Safety Audit Report

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  • 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 an 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:

  • Report Delivery – How you deliver your report will greatly depend on what is required from 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 it is easily understood by 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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  • PDF

Size: 258 KB

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Monthly Business Expense Report

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  • PDF

Size: 74 KB

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Construction Monthly Report Samples

Monthly Construction Progress Report

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  • DOC

Size: 9 KB

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Construction Management Monthly Report

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  • PDF

Size: 1 MB

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Monthly Construction Site Report

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  • DOC

Size: 9 KB

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Employee Monthly Report Templates

Employee Monthly Progress Report

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  • DOC

Size: 38 KB

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Employee Monthly Leave Report

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  • PDF

Size: 73 KB

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Employee Monthly Activity Report

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  • PDF

Size: 232 KB

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Marketing Monthly Report Templates

Monthly Marketing Performance Report

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  • PDF

Size: 91 KB

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Monthly Marketing Report Sample

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  • PDF

Size: 300 KB

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Nursing Monthly Report Templates

Nursing Monthly Report Sample

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  • 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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  • PDF

Size: 68 KB

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Office Administration Monthly Report

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  • PDF

Size: 2 MB

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Monthly Project Report Templates

Monthly Project Status Report

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  • 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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  • PDF

Size: 223 KB

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How to Create a Monthly Financial Report

A company that does not observe 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 of all the balance sheets, income statements, and cash flows.

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

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

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