How to Create a Monthly Report [10+ Templates to Download]

In this article, you will learn how to create a monthly report through various examples of downloadable report templates. Feel free to use any of these printable templates in whatever professional or school paperwork you need to prepare.

5 Steps To Make a Monthly Report

A monthly report is a document that summarizes certain metrics or variables necessary for the achievement of a group’s or organization’s goals. To create an effective monthly report, read and study the key report-writing elements and steps listed below.

Step 1: Determine what kind of data you wish to present.

Different types of report exist for different purposes and end goals. That is why the first step in making a compelling monthly report is knowing what specific data you wish to represent and how you want it to relate to your end goal or objective. To illustrate, if you want to tabulate the total number of ebooks your company sold, then you should create a sales monthly report.

Step 2: Gather accurate and updated data.

By narrowing down the type of data you wish to measure, you can then start gathering or recording that information. Using the same example above, you can then begin backtracking all the daily sales record for the past month. Most organizations and business entities have set up a process to automate this process so it will be easy for you to retrieve accurate records of past transactions.

Step 3: Incorporate data visualization tools.

Now that you have your raw data, it’s time to tabulate them. Use data visualization tools like tables, charts, graphs, and flow charts in conjunction with concise explanations. This will make any formal report more engaging and easier to read.

Step 4: Choose the right report format.

Next, remember that a monthly report is a formal report. Therefore, it should follow a formal report format. You may follow any of the pre-made formats on some of the printable reports included in this article. Or, you may come up with your own organized report format.

Step 5: Add a clear and smart action plan.

Another essential component of a compelling monthly report is the inclusion of a smart action plan. A good action plan for a monthly report should demonstrate what is in it for your employees, direct subordinates, or bosses and how this relates to achieving or maintaining the organization’s goals.

After following all the steps mentioned above, it’s now time to proofread the report template and then print it out. Study these steps repeatedly until you learn how to seamlessly apply them to your own monthly report documents.

10+ Monthly Report Templates

Shared below are multiple examples of monthly report templates in Google Docs, Apple Pages, and MS Word file formats. Browse through each template’s design and format and choose one that best fits your business or academic needs.

1. Company Monthly Management Report Template

company monthly management report template
Details
File Format
  • MS Word
  • Google Docs
  • Apple Pages

Size: A4 & US

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The Company Monthly Management Report Template (shown above) is a premium, three-page monthly report template perfect for business establishments who wish to create regular business status updates. This template includes a pre-formatted executive summary, cash summaries, and cash flow tables.

2. Monthly Financial Report Template

monthly financial report template
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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Use the Monthly Financial Report Template (featured above) if you want a comprehensive sales and earnings report for your organization or company on a monthly basis. This pre-formatted template features eight pages of earnings tables, cashflow transaction records, business highlights, operating income statements, and recommended action plans. You may easily edit the template’s content using any document processing software like MS Word and Google Docs.

3. Monthly Property Management Report Template

 

monthly property management report template
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

Download

As its name implies, the Monthly Property Management Report Template (featured above) is perfect for individuals and corporations who own real estate property. This template includes an editable financial summary report, operations summary, and tables for work orders, repairs, and occupancy rates. This kind of monthly report may also be used as a project management report.

4. Monthly Quality Management Report Template

monthly quality management report template
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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Need a report template that specifically tabulates quality control data? The Monthly Quality Management Report Template (embedded above) is perfect for that. This two-page document template may be edited according to the different quality control and quality assurance activities that your company or organization conducts.

5. Monthly Risk Management Report Template

monthly risk management report template
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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With the Monthly Risk Management Report Template (pictured above) on hand, you and your organization will be ready for environment or business risks you may encounter. This two-page template also features a pre-formatted table for different risks and the corresponding risk action plan you may take to prevent or mitigate them.

6. Monthly Financial Management Report Template

monthly financial management report template
Details
File Format
  • MS Word
  • Apple Pages

Size: A4 & US

Download

The Monthly Financial Management Report Template (embedded above) is a two-page report template. Use this template if you want a short yet concise financial report for your organization or company. It includes an editable profit and loss statement, a cashflow vs. revenue line chart, and a management action plan.

7. Monthly Inventory Report Template

monthly inventory report template
Details
File Format
  • MS Word
  • Apple Pages

Size: A4 & US

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Try out the Monthly Inventory Report Template (shown above) if you want to keep track of the different products or services that your business organization owns and/or intends to sell. When created well, product inventory reports can work as good sales reports. This template includes five pages of tables where you can list down all the products that you have in storage and their respective status.

8. Monthly Production Report Template

monthly production report template
Details
File Format
  • MS Word
  • Apple Pages

Size: A4 & US

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For most businesses, production rates is directly proportional to their sales rates. If you intend to keep track of your factory’s monthly production status, the Monthly Production Report Template (pictured above) can be the right tool for you. This eight-page editable template features an equal mix of explanatory text and well-organized product lists and tables.

9. Monthly Report Template

monthly report template
Details
File Format
  • MS Word
  • Apple Pages

Size: A4 & US

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With the Monthly Report Template (featured above), you will have a standard monthly report template that can be used for most fiscal reporting needs. This is a ten-page template that includes an executive summary, findings, conclusions, and reference lists. When using this template, do not forget to add your company logo design on the document’s cover page.

10. Restaurant Monthly Sales Report Template

restaurant monthly sales report template
Details
File Format
  • MS Word
  • Apple Pages

Size: A4 & US

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Are you are restaurateur who wishes to keep track of your monthly sales more diligently? If yes, then the Restaurant Monthly Sales Report Template (embedded above) is the right report document for you. This monthly sales report template includes 11 pages of sales and earnings tables and sales action plans that will work well for those operating any kind of dining establishment.

11. Free Monthly Report Template

free monthly report template
Details
File Format
  • Illustrator

Size: A4 & US

Download

The Free Monthly Report Template (shown above) is a free editable template form. It is perfect for managers and business owners who want to see a visual representation of their monthly sales rates (in percentage format) in comparison to other months’ sales rates. This template may also work as an individual monthly sales report achieve by each employee within your organization.

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