Template on how to write a monthly report

How to Write a Monthly Report by Andrea Helaine - Updated September 26, Project managers often oversee multiple projects within a company or organization. A monthly report is a document that project managers should turn in to provide status updates on projects within one week after the end of a month.

Template on how to write a monthly report

Additional Sources Part 3 Part 1 Here are some tips on how to come up with a monthly status report which will effectively communicate the project developments to the top management, the stakeholders, or the clients: Provide a short description of the project that is brief yet concise.

It does not need to be too detailed as its primary purpose is just to remind the management and the client of what this project is all about. They may be busy individuals, but their minds are very sharp that they can easily remember things.

Project managers should also keep this in mind and that they need to practice honesty, transparency, and integrity in reporting since top executives can be surprisingly sharp in remembering even the smallest, most trivial details.

Presenting related data may be easier through tables, graphs, and charts. Visual presentation makes reporting easier since readers can immediately see trends through the use of lines and bars. However, do check first whether the data to be presented graphically or in a tabular form will accurately represent the trend that the executives need to see.

Do not use too many technical terms or concepts in the report. If it is unavoidable, make it a point to define them about the project, to make it more readable. Abbreviations should be spelled out the first time it will be used in the report, followed by its abbreviated form, so that the readers will be guided on what it means.

Good formatting of the report increases readability.

template on how to write a monthly report

Using a single type and size of font throughout the whole report creates a consistent Emphasize different sections and subsections of the report by making the text bold or underlining them.

It shows that the following portion is distinct from the previous one and it signifies that a new topic or area is coming up. Allow time to make the report. Cramming is not a good thing, especially in report writing, when the primary goal is to capture the development and progress of a project.

The project manager or the writer of the report may need to sift through various details and information to come up with a comprehensive report.

What Does a Monthly Report Contain? He may also note here some of pending tasks from the previous month, as a background on what he accomplished for the reporting month. Accomplishments for the Month This is, probably, the most important section of the monthly progress report as it provides the substance of the report.

Plans for the Next Month It is also useful to provide information on what an employee intends to accomplish in the following month. It is important to keep in mind that the report should be free from any errors, grammatical or typographical, and it should also be noted that how the report was presented reflects the personality and professionalism of its writer.Jul 12,  · 16 Sales Reports Examples You Can Use For Daily, Weekly or Monthly Reports.

By Mona Lebied in Dashboarding, Jul 12th How To Write A Sales Report To Your Boss. As a final monthly sales report template, /5(35).

A monthly report template is handy when you need to create a high quality report. There are 3 types of monthly reports: 1) Often a monthly status report is provided to the supervisor as an update of employee’s plans and activities.

A monthly report template is handy when you need to create a high quality report. There are 3 types of monthly reports: 1) Often a monthly status report is provided to the supervisor as an update of employee’s plans and activities.

Features of monthly report format templates. Monthly report can be about anything such as a market research, department, incident or project etc.

Information and details in a report may be presented in narrative, graphic or tabular form to make the report easily understandable. Monthly reports are used by project managers and program directors to inform supervisors of the progress of projects.

The reports are based on one calendar month and are usually turned in within a week after the month ends. A report typically consists of one or two pages of easily digestible information.

Nevertheless, with the help of monthly report templates easily available online for free, they use the templates to prepare the monthly report quickly. With monthly report templates, you can complete the task of updating monthly audit financial status of your organization and progress of projects within a .

3 Smart Monthly Report Templates: How to Write and Free Downloads