32+ Sample Financial Report Templates- Word, PDF, Apple Pages

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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.

218+ FREE REPORT Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Adobe Photoshop (PSD), Google Docs, Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Apple Numbers, Microsoft Publisher, Adobe Illustrator (AI)

Sample Financial Report Template

sample financial report
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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 template 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

financial report
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  • Google Docs
  • MS Word
  • Pages

Size: US, A4

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Present a formal financial report of your company by downloading and customing this above shown financial report template 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 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 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

annual financial report
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  • Google Docs
  • MS Word
  • Pages

Size: US, A4

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Check out this annual financial report template 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 template 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 Word, Pages, or 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.

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 templates.

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 report. Place the graph underneath or above the top so that it is easier to refer 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 samples and get them printed. Also, before you print the report, it would be wise to go through the information once again to avoid any errors.

Monthly Financial Management Report Template

monthly financial management report
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  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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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

financial report to board of directors template
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  • Google Docs
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Size: A4, US

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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.

Financial Report Sample for Small Business Template

financial report sample for small business 10
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Size: A4, US

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Church Financial Report Template

church financial report
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  • Google Docs
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Financial Analysis Report Template

financial analysis report
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  • Google Docs
  • MS Word
  • Apple Pages

Size: US, A4

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Monthly Financial Report Template

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

Size: A4, US

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Sample Financial Report Template

sample financial report template
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  • MS Word
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Annual Financial Report Template in Google Docs

annual financial report template
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  • MS Word
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 Simple Annual Report Template

simple annual report template
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  • MS Word
  • Pages

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Printable Audit Report Template

printable audit report template
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  • MS Word
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Short Business Report Template

short business report template
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  • MS Word
  • Apple Pages

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Professional Report Template to Print

professional report template to print
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  • MS Word
  • Apple Pages

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Monthly Report Template

monthly report template in ipages
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  • Pages
  • MS Word

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Annual Sales Report Template in iPages

annual sales report template in ipages
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Simple Expense Report Word Template

simple expense report word template
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  • MS Word
  • Pages

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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 report; 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.

Annual Expense Report Excel Template

annual expense report excel template
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File Format
  • MS Excel
  • MS Word
  • Apple Numbers
  • Apple Pages

Size: A4, US

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Daily Cash Report Template to Print

daily cash report template to print
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File Format
  • MS Excel
  • MS Word
  • Apple Numbers
  • Apple Pages

Size: A4, US

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Financial Management Report Template

free financial mangement report
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  • Google Docs
  • Apple Pages
  • MS Word
  • PDF

Size: A4, US

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Monthly Financial Report Template

free monthly financial report template 440x570 1
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File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Apple Numbers
  • Apple Pages
  • PDF

Size: A4, US

Free Download

Free Financial Report Template

free financial report template 440x570 1
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  • Ai

Size: A4, US

Free Download

Who Can Use Sample Financial Reports?

Accounts department employees, financial advisors, or any person entrusted to keep a track on finances and report from time to time can get helped significantly through these samples.

The best way out for 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.

Sample Financial Reporting Framework for Small Business

financial reporting framework for small business

aicpa.org

Small businesses and start-ups 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.

Free University Financial Report Template

university financial report template

finance.harvard.edu

The fiscal 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.

Tesco PLC Annual Financial Report Example

tesco plc annual financial report

tescoplc.com

Sample Interim Financial Report Template

interim financial 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.

Event Financial Report Template Example

event financial report template

nrn.org

This 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.

Sample Daily Financial Report Template

daily financial report template

sedonaoffice.com

Church Financial Report Template Sample Download

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 aids 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.

Free Financial Analysis Report Template

financial analysis report template

cs.thomsonreuters.com

Sample Personal Financial Report Template

personal financial report template

usbank.com

Monthly Financial Report Template Example Download

monthly financial report template

ct.gov

financial report template 788x1239

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.

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 skills to frame nice presentable formats, time does not permit all the time.

Last but never the least, documenting properly is rightfully achieved with these fantastic sample reports. One can present such nice reports before the top management and get appreciated for his smart work by using our report templates. 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 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 providing 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 out.

4. What are the types of Financial Reports?

The types of financial reports are: Balance sheets – are what a company owns(assets and liabilities) Income statements – shows the profits and earnings of the company Cash flow statements – include revenues, long-term financing, and sales of noncurrent assets. Statements of Capital – shows 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.

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