Top 30 Customizable Monthly Report Templates [in WORD & EXCEL]

Are you looking for different types of monthly report templates? If so, then you are at the right spot. Here in this article, we have the top 30 customizable monthly report templates available for your use. You can download, edit, and use any of the suitable templates completely for free. Some of the templates are available in Microsoft Word and some are available in the Microsoft Excel program. So, make sure to scroll down and check out the given collection of monthly report templates.

What is a Monthly Report?

As it is obvious from the name, a monthly report is a simple document that shows the activities or the happening of the events during a complete month. It highlights the details of all the tasks or the progress status of a project in a period of a month. A monthly report is also sometimes known as a monthly progress report or a monthly activity report.

A monthly report is usually prepared by a supervisor or any other person might also be appointed for preparing any such reports. These reports are then presented to the project managers or team leaders so that they can analyze and devise plans for the future.

Objectives of a Monthly Report

A monthly report is a sample report that is quite important to prepare when it comes to project management and project planning. It provides you with the complete details of the different business processes during a period of one month. Following are some of the main objectives or purposes for using a monthly report:

• It simply summarizes or outlines the business or individual’s performance for the month.
• Organizations prepare monthly reports to extract maximum potential out of the data available to them.
• A report like this enables the management to take real-time effective decisions.
• A monthly report must clearly indicate to the team leader or project manager what worked and what did not.
• The most basic purpose of a monthly report is to evaluate the status and progress.
• It helps to evaluate whether the set targets were achieved or not during a month.
• It also plays an important role in managing the budget.

On this page, you can simply find some very useful and easily editable monthly report templates. All you have to do is just click the download button and the template is yours to use.

Get Monthly Report Templates in WORD Here

Monthly Progress Report Template

Monthly Sales Report Doc Template

Club’s Monthly Report Template

Simple Monthly Sales Report Word Template

Official Monthly Sales Report Template

Environmental Monthly Report Sample Word

Monthly Payroll Summary Report Template

Monthly Report Format in MS WORD

Consultant’s Monthly Report Sample

Monthly Project Status Report Template in MS WORD

Monthly Foods Distribution Report Example

Formal Monthly Report Template

Manufacturer’s Monthly Report Format WORD

How to Write or Make a Monthly Report? Simple Tips

A monthly report is something that every organization can use. Some organizations like manufacturing facilities rely a lot on the monthly report. On the other hand, a monthly report can also be used for an individual’s progress like an employee’s monthly report or a student’s monthly progress report.

Using a monthly report for any situation is always suitable and beneficial. For preparing a monthly report, using a pre-formatted monthly report template saves a lot of your time and effort. However, if you still want to know how to write or make a monthly report, you must have to keep in mind the given below simple tips:

• A monthly report must be prepared by keeping in mind all the relevant stakeholders.
• Add the title of the monthly report like “Monthly Sales Report” or a “Monthly Project Progress Report”. This will indicate the type and nature of the report.
• Write down the date on which you’re actually finalizing your monthly report. Also, mention the name of the month and the year for which you are preparing ‘your monthly report.
• Briefly write the project or performance goal for your monthly report.
• Include the brief details of the last month’s activities.
• List down the achievements or accomplishments for the month.
• Mention the tasks or jobs that are completed as well as the ongoing or in-process tasks or jobs.
• Mention the plans or targets set for the next month.
• Write down the issues or challenges faced by the team during the whole month while performing their work.
• Make sure to keep the report simple and concise. Avoid making use of too many technical terms and jargon.
• A monthly report must be objective in nature.
• It is good to use charts or graphs to explain different analytics in a monthly report.
• Always prepare a monthly report in a format that is simple and easy to understand.
• At the end of the document, leave some space for the signature of the supervisor or any other person who prepared a monthly report, and the signature of the project manager or team leader. This is important so as to make the document official.
• Before finalizing your monthly report, it is always good to review it to check if any important details or information are left to be included in it.

Get Monthly Report Templates in EXCEL Here

Monthly Store Report Sample Excel Sheet

Monthly Activity Report Template

Monthly Sales Activity Report Template in Excel

Monthly Project Status Report Template in XLSX Format

Monthly Store Issue Report Template

Free Editable Monthly Sales Report Template

Monthly Retail Sales Summary Report Excel Template

Blank Monthly Sales Activity Report Template

Hotel Monthly Sales Report Template Excel Sheet

Small Business Monthly Sales Forecast Report Template

Business Monthly Sales Report Template in XLSX Format

Hospital’s Monthly Income and Expenditure Report Example

Basic Monthly Income and Expense Report Excel Template

Bank’s Month Wise Expense Report Template

Restaurant’s Monthly Sales Report Template

Monthly Sales Analysis Report Example

Professional Monthly Sales Activity Report Template