40+ Monthly Management Report Templates in PDF | Google Docs | Excel | Apple Pages
Managers usually write reports, and they have to be submitted every month to the higher authorities of a company. These…
Mar 04, 2020
37+ Sample Financial Report Templates — Word, PDF, Apple Pages
Feb 14, 2025
Every organization and business must have financial statements if they have to run successfully. This is because it is essential to have an account of the financial status during a fiscal period. In case you are looking to create a report stating the total revenue, assets, liabilities, and income of your company, you can check out our financial report format templates that are professionally designed by our experts. There are financial report samples for a non profit secretary, school project, economic restaurant, year end accounting, and more.
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Sample Financial Report Template
While creating a financial report for your company, it is important to accurately frame the contents of the report effectively so that it is easily understandable. This sample financial report in Excel will help you come up with a detailed financial report without much difficulty. You can download and customize this report template by opening it in any of the file formats.
Financial Report Template
Present a formal financial report of your company by downloading and customizing this above shown financial report in Word. It allows you to cover details such as gross income, operating expenses, operating revenue, investments, and liabilities. You can also support the information by inserting graphs and pie charts. Download now and begin customizing right away on any software device.
Financial Report Templates
Financial reports in Word are essential parts of running a business smoothly. These reports are a way of keeping and maintaining the financial records of a business. They are necessary because they have the details of every financial investment of the company.
You can easily track down where your financial status lies in the business using a financial sample report. A weekly financial report tells you the weekly report of the financial whereabouts of your business. Generally, the report contains details of the financial flow of your business.
Annual Financial Report Template
Check out this annual financial report in PDF that will help you display details of your company, such as the monthly incomes, liabilities, revenues, and expenses over an entire year. It is professionally designed so that it is easier for businesses or individuals to monitor and plan their financial position. You can edit this template using any available file format of your choice. Hurry up and download this report in Google Docs format that is available in A4 and US print sizes.
Create a Financial Report in 6 Simple Steps
Step 1: Title of the Report
Open a new document in MS Word format, Apple Pages, or MS Excel as needed. On the first page of the document, you need to write down the title of the report, preferably towards the center of the report. Under the title of the report, specify details of your company like the name, address, and contact information. For a wider selection of financial service report templates, check out more options here.
Step 2: Table of Contents
Moving on to the next page, you should enter the table of contents. This will help the reader navigate through the topics that are present in the report. Number each page without fail. If you are planning to create an annual financial report, you can go through our annual financial report in Pages.
Step 3: Financial Review
Write a brief introduction to the financial report. You can include the cost of operating expenses and what it includes. You should also state if the company’s cash flow has increased or decreased along with its market investment details.
Step 4: Enter the Various Factors
Once you have given an executive summary, you can proceed to enter other important information of the financial report such as profit and loss statement, cash versus revenue, financial statement position, liabilities, and investment. You can touch upon each topic and give a brief about the situation and what is its impact.
Step 5: Insert Graphs
Make use of graphs to support the various factors that you have discussed in the basic report. Place the graph underneath or above the top so that it is easier to refer to and understand. Presentation is an important aspect of any report, so make sure you organize the contents of the report carefully.
Step 6: Save and Print
When all of the above steps are completed, you can save the document templates samples and get them printed. Also, before you print the layout of report, it would be wise to go through the information once again to avoid any errors.
Monthly Financial Management Report Template
Creating a monthly financial report has now been made easier for you, thanks to our above-shown management report template that can be instantly downloaded. Include graphs and enter details relating to the profit & loss statement, cash flow vs revenue, and other such financial information using any file format. Check it out now!
Financial Report to the Board of Directors Template
Are you in charge of submitting the financial report to the board of directors? If so, then you will find this template pretty useful. It comes with ready-made content that can be customized to suit your financial details. With the help of this report, you can showcase the income statement, balance sheet, and annual budget. Click on that download button and make things simpler for yourself. You can also view our quarterly financial reports.
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What Are the Uses of Financial Reports?
Cost management and financial analysis are of paramount importance for any organization. It is through the data entered in these financial strategy reports that the business team takes further actions. Debt restructuring or managing cash flow is impossible without them.
Hence, these samples come in handy while drafting financial reports correctly and rightly. Often there are quite a lot of complex calculations involved while preparing a company financial report. However, they need not be presented during analysis.
The sample formats are framed, keeping in mind just that, and they present only the accountable final results.
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Who Can Use Sample Financial Reports?
Accounts department employees, financial advisors, or any person entrusted to keep track of finances and simple reports from time to time can get helped significantly through these samples.
The best way out of it is to opt for the sample financial reports. They are easy to understand, as well as easy to draft. The only task one has to do is enter the financial operations on the respective fields correctly. Statistical analysts, too, find these samples useful as the raw data on them gets reflected pictorially.
Free Financial Economic Reporting Framework for Small Business
aicpa.org
Small businesses and startups are always competing amongst themselves, and naturally, from time to time, they need to analyze their financial position. With the help of this, both drafting a new report and doing an analytical study based on it are made very convenient. You can also see more on Budget Reports.
Free University Financial Executive Summary Report
finance.harvard.edu
The fiscal sample analysis is also done in universities. They need to manage finances and ensure that there is no lack of resources for the proper functioning of any particular department. Wonderful samples with nicely framed formats are available over the net. Graphical representation, along with key inputs, are also provided with them.
Free Tesco PLC Annual Financial Year End Report Example
tescoplc.com
Free Sample Interim Financial Economic Report Template
bdointernational.com
Generally, a budget is allocated for a financial year with a lot of estimations and approximations. Interim budget templates are highly important as it compares the predictions with the actual results from time to time over that year.
Free Event Financial Report Secretary Budget Template
nrn.org
This printable template consists of a report that is usually presented in numerical data. It has details like extensive computation and a list of revenue, expenditures, income, and expenses. These must be completely shown to be able to have the final summation of their money and also the corresponding government tax that must be provided to the tax collector.
Free Sample Daily Financial Accounting Report Template
sedonaoffice.com
Free Sample Church Financial Report Template
hmongdistrict.org
Many churches lend their helping hand financially to the poor and deprived. Money, on the other hand, comes into the church through aid and memberships. All these records need to be maintained properly, and for that, perfect samples are available on the net. Download them for free and keep track of the church expenses. You can also see more on Weekly Status Report Templates.
Free Sample Company Financial Analysis Report Template
cs.thomsonreuters.com
Free Sample Personal Financial Project Report Template
usbank.com
Free Corporation Finance Financial Cash Flow Report
sec.govFree School Financial Income Statement Report Template
fssu.ieFree Weekly House Financial Balance Sheet Status Report
oxfordhouse.orgFree Non Profit Financial Report Template
archives.iupui.eduFree Monthly Restaurant Financial Report Template
ct.gov
As stated in an article from Business News Daily, the Small Business Administration said that the cost to start a microbusiness is $3000.
Moreover, you may spend $2000 to $5000 for home-based franchises.
Data from the Small Business Administration also revealed that three-quarters of a new firm’s funding comes from external debt from banks. You can also see more templates like Financial Report in Google Docs Templates
Benefits of Using Our Daily Financial Report
Anyone who is involved in managing cash flows or keeping track of an organization’s financial operations will find the samples highly beneficial. It is because framing a nice format or drafting a fresh new report after doing rigorous calculations can get too draining and strenuous. Secondly, time is a huge constraint. Even if one is endowed with the skills to frame nice presentable formats, time does not permit all the time. You can also see more on Financial Report in Pages.
Last but never least, documenting properly is rightfully achieved with these fantastic annual reports. One can present such nice reports before the top management and get appreciated for his smart work by using our simple report in excel format. To save time and get appreciated for his/her hard work, one must simply download the sample financial reports and start working on them.
They are presentable before anyone and are easy to understand. There is no need to rely on a third party to get the reporting done, and one can be proud of his smart work.
General FAQs
1. How Do You Define a Financial Report?
Financial reports or financial statements in Word are formal records of the financial activities of an organization. Relevant financial information is presented in an aligned manner and in a form that is easy for others to understand. It includes a company’s communication of financial information to the people outside it.
2. What Is the Purpose of a Financial Report?
The general purpose of financial reports is to provide information regarding the results of all finances in an organization. These reports are the records and documents to track and review how much money your business entity is making or not. It delivers this information to lenders and clients of your business.
3. How to Write a Financial Report
To write a financial report, you can start by putting together a balance sheet with details of the assets and liabilities you have. Followed by your income statement, showing all the sales and gross profits for them. The next is adding the miscellaneous expenses to figure out the net income.
4. What Are the Types of Financial Reports?
The types of financial reports are: Balance sheets in Excel—are what a company owns (assets and liabilities); Income statements—show the profits and earnings of the company; Cash flow statements—include revenues, long-term financing, and sales of noncurrent assets; Statements of Capital—show the number of funds invested in a business.
5. What Are the Benefits of Financial Reporting?
The basic objective of financial reporting is to give information to investors, creditors, and other users in making the right investment decisions. These choices concern the efficient allotment of investment funds and selecting amongst various investment opportunities. You can also see more templates like financial report letters in word, pdf, google docs and apple pages in our official website template.net.
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