47+ Monthly Report Samples

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Monthly report samples are common and essential in every workplace. It means every calendar month is monitored to ensure accountability, transparency, and fulfillment of different initiatives and to-dos. An executive report consists of all the conclusions drawn from several monthly reports. Even incident reports submitted every month could be kept track in a monthly report.

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Monthly Report Template

monthly report
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Monthly Production Report Template

monthly production report
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Monthly Report Samples

A Monthly Report of your work helps you in achieving your goal(s) fast. If you are working on an important project, you need to have your weekly/monthly report to help you out in the process of achieving your project work fast. Your Sample Report (s) must contain all the minute details of the task(s) that needs to be done in the project systematically. The report gives you an overall preview of what you are doing in your project. It helps you identify drawbacks in your work if you have any. You can devise your project work according to your monthly report.

Monthly Investor Report Template

monthly investor report
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Size: A4, US

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The uses of monthly reports obviously range within a wide variety. Creating the same report every month could slow down production and limit accuracy. That is why monthly report samples on this page are the perfect documentation and monitoring tools for different endeavors.

Monthly Inventory Report Template

monthly inventory report
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Size: A4, US

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Monthly Financial Management Report Template

monthly financial management report
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  • Google Docs
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Size: A4, US

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Monthly Collection Report Template

monthly collection report
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  • Google Docs
  • MS Word
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Size: A4, US

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Monthly Business Report Template

monthly business report
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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Restaurant Monthly Sales Report Template

restaurant monthly sales report template
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  • Google Docs
  • MS Word
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Size: A4, US

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Free Monthly Report Template

free monthly report template
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  • Illustrator

Size: A4, US

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Free Monthly Expense Report Template

free monthly expense report template
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  • Word
  • Excel
  • Apple Pages
  • PDF
  • Numbers

Size: A4, US

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Free Simple Monthly Management Report Template

free simple monthly management report template
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  • Word
  • Excel
  • Apple Pages
  • PDF
  • Numbers

Size: A4, US

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Free Monthly Board Report Template

free monthly board report template
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  • Word
  • Apple Pages
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Size: A4, US

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HR Monthly Report Example

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  • PDF

Size: 356 KB

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HR Monthly Activity Report

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  • PDF

Size: 142 KB

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HR Department Monthly Activity Report

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  • PDF

Size: 26 KB

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Monthly Safety Report Samples

Contractor Monthly Safety Report

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  • PDF

Size: 139 KB

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Monthly Safety Inspection Report

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  • PDF

Size: 38 KB

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Monthly Health and Safety Inspection Report

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  • PDF

Size: 54 KB

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What Is a Monthly Report?

A monthly report is an informational document designed to relay information about monthly activities, significant events, and other noteworthy details. Such written documents could be summarized in a single page or more depending on the subject matter to be presented as a report.

Due to the demands of reports every month, different monthly report templates can easily be generated to serve any appropriate purpose. Monthly summary report templates are ideal pre-made documents that are easy to fill out with its structure as a report writing guide.

Purpose of a Monthly Report

The purpose of generating monthly reports revolves around 2 main factors—status and progress. Various industries see vital purposes as to why a monthly report is to be submitted every calendar month and collate meaningful information is one. Upon looking at a structure of a report sample, you would already know what it’s for. The report title, labels, and all the required information conclude a specific purpose.

The required information that makes up internal audit report templates could independently determine its purpose to report on audit feedback and official inspection findings. Such a template could be useful in industries that need auditors while pursuing operations.

Monthly Sales Report Templates

Monthly Sales Report Sample

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  • PDF

Size: 37 KB

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Monthly License Sales Report

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  • PDF

Size: 85 KB

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Monthly Financial Report Templates

Monthly Financial Report Sample

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  • PDF

Size: 2 MB

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Monthly Financial Performance Report

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  • PDF

Size: 777 KB

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Monthly Financial Report for Sample

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  • PDF

Size: 189 KB

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Monthly Progress Report Templates

Monthly Construction Progress Report

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  • PDF

Size: 310 KB

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Monthly Project Progress Report

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  • PDF

Size: 173 KB

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Monthly Work Progress Report

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  • PDF

Size: 4 KB

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How to Write a Monthly Report

The definition of a monthly report that has been previously instilled should be applicable and observed when writing one’s own monthly report. It always pays to structure a monthly report with an organized format and results would be convenient to interpret as well.

Make a comprehensive monthly report in these simple and easy steps:

  • Identification – Whether you’re filling outboard report templates or following through your report example, report identification details are the primary information that should not be missed.
  • Introduction – Several reports are produced in different industries every day. Chances of your monthly report getting mixed up with other documents are high and it could be mistakenly identified at some point. To avoid dealing with such, provide a brief and descriptive introduction about the scope of the monthly report.
  • Monthly Objectives – Every month could mean different or the same set of objectives. Even then, it is important to list down the monthly objectives and be indicated as the monthly standard. This will be the main basis of whether monthly objectives are met or not.
  • Accomplishments – One good way to start a monthly report is to greet your reader with the accomplishments achieved within the one month course. It could be enumerated in either bullet for more emphasis and discussed in a sentence or two.
  • Setbacks – In the same manner the accomplishments are presented, monthly difficulties should also be taken note of. This would serve as a reminder for the reader that there are certain objectives and goals for the month that haven’t been realized due to known reasons.
  • Conclusion – Report on the overall progress or status of the entire report for the month. It does not have to be perceived as a repetition of the enumeration of monthly accomplishments and setbacks, it just needs to highlight significant matters for emphasis and reiteration.

Monthly Work Report Templates

Sample Monthly Work Report

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  • PDF

Size: 166 KB

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Monthly Work Activity  Report

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  • PDF

Size: 583 KB

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Monthly Marketing Report Samples

Monthly Marketing Activity Report

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  • PDF

Size: 11 KB

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Monthly Marketing Report Sample

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  • PDF

Size: 300 KB

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Monthly Business Report Samples

Sample Monthly Business Report

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  • PDF

Size: 39 KB

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Monthly Business Expense Report

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  • PDF

Size: 75 KB

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Monthly Business Performance Report

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  • PDF

Size: 283 KB

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Monthly Budget Report Templates

Sample Monthly Budget Report

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  • PDF

Size: 67 KB

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Monthly Budget Performance Report

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  • PDF

Size: 504 KB

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Monthly Budget Variance Report

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  • PDF

Size: 101 KB

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Construction Monthly Report Templates

Monthly Construction Progress Report

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  • PDF

Size: 4 KB

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Construction Safety Monthly Report

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  • PDF

Size: 27 KB

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Construction Final Monthly Report

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  • PDF

Size: 25 KB

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How to Write a Client Monthly Report

Clients are valued people. Whether they’re availing products or services, they deserve to be given accurate and comprehensive reports that’s of the same worth of how much they pay.

Handing out monthly reports to clients could be crucial in any transaction or business relations. You are guaranteed to produce quality monthly reports from the client with these steps:

  • Project Goals – These project goals are usually given by the client that just needs restating. If you have used project report templates for clients, every goal should already be itemized for easy reference.
  • Satisfactory Accomplishments – Clients would be pleased with the list of accomplishments that have been realized throughout the agreed monthly timeline.
  • Future Plans – Should there be pending objectives under reasonable circumstances, you could just at least make use of expense report templates and give out an estimated cost breakdown for plans to pursue.
  • Statement of Assurance – There could be projects that approximately last for more than a month. Therefore, any report sample in Doc and PDF file format stating assurance of project completion will make clients feel at ease that their requests and demands are to be fulfilled in good hands.

Consultant Monthly Report Sample

Consultant Monthly Progress Report

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  • PDF

Size: 14 KB

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Employee Monthly Report Templates

Employee Monthly Report Example

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Size: 15 KB

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Monthly Employment Utilization Report

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  • PDF

Size: 52 KB

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Employee Monthly Attendance Report

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  • PDF

Size: 155 KB

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Monthly Expense Report Templates

Sample Monthly Expense Report

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  • PDF

Size: 237 KB

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Monthly Expense Report Example

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  • PDF

Size: 35 KB

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Monthly Travel Expense Report

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  • PDF

Size: 33 KB

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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 Project Report Example

monthly project report example
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Size: 29 KB

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Monthly Project Summary Report

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Size: 69 KB

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How to Use Monthly Report Templates

It is given that submission of monthly reports are required in different industries. However, format and structure of each report still differ in so many ways and one might only find it confusing to use monthly report templates.

Here are quick tips on how to use monthly report templates:

  • Choice of Template – Various templates are made available for you to download. There are even a lot of monthly report templates on this page but a wrong choice of the template only ruins a report. The right report format matters and it should be anything appropriate for the subject matter you are reporting on.
  • The input of Information – Filling out templates could be the next easiest thing to do after downloading one. Take advantage of it as a writing guide and fill the template only according to the information asked. An accident report template would certainly need accident-related information.
  • Report Validation – Usage of templates is convenient, yet bulk production might lose its validity at some point. Fill out monthly templates with authority and validate the same just when it is subject to submission.

There are indeed a lot of monthly report templates to choose from. By choosing the right template and validating it with accurate information, your reports are most likely to be efficient to read.

General FAQs

1. What is a Monthly Report?

A monthly report is a document that is provided to the supervisor or manager towards the end of the month as an update of an employee’s plans and activities. It is a report that is prepared during the last week of the month.

2. What Does a Monthly Business Report Consist of?

A monthly business consists of the following:

  • Title Page
  • Executive Summary/Highlights of the Month
  • Table of Contents
  • Introduction
  • Finance Details
  • Conclusion and Recommendations
  • References

3. What is the Purpose of a Monthly Report?

The purpose of a monthly report is to communicate an employee’s achievements and ongoing projects to his/her employer. It also consists of goals and plans for the next month, along with a summary of the work done in the present month.

4. How Can You Write a Monthly Progress Report?

Create a monthly progress report by following these steps:

  • Create a Title Page
  • Present the Project Name and Details
  • List the Activities Performed during the Period
  • Mention the Problems Encountered and Corrective Actions
  • State the Planned Activities for Next Period
  • Specify the Updated Milestone

5. What is a Monthly Status Report?

A monthly status report provides information relating to the progress of a project to its stakeholders. It is a summary of the respective month’s activities and highlights and its impact on the project.

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