In the business industry, creating a quarterly financial report is very crucial. It can be very helpful to businesses and investors. In addition to helping investors take a pulse from public companies, investors will gain rich insights into business performance and growth. As a businessman, how would you create an effective and detailed quarterly financial report? This article covers all the appropriate steps and shares our downloadable quarterly financial report templates. Keep scrolling to find more about the details.

In the business industry, creating a quarterly financial report is very crucial. It can be very helpful to businesses and investors. In addition to helping investors take a pulse from public companies, investors will gain rich insights into business performance and growth. As a businessman, how would you create an effective and detailed quarterly financial report? This article covers all the appropriate steps and shares our downloadable quarterly financial report templates. Keep scrolling to find more about the details.

 

FREE 10+ Quarterly Financial Report Samples

1. Quarterly Business Report Template

quarterly business report template

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  • MS Word
  • Pages
  • Google Docs

Size: A4 & US

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2. Investor Quarterly Report Template

investor quarterly report template

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  • MS Word
  • Pages
  • Google Docs

Size: A4 & US

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3. Quarterly Financial Report Form

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  • MS Word

Size: 13 KB

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4. Quarterly Financial Report Template

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  • MS Word

Size: 11 KB

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5. Quarterly Financial Statement Report

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  • PDF

Size: 211 KB

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6. Basic Quarterly Financial Report

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  • PDF

Size: 281 KB

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7. Formal Quarterly Financial Report

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  • PDF

Size: 344 KB

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8. Professional Quarterly Financial Report

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  • PDF

Size: 214 KB

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9. Quarterly Financial Report Format

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  • PDF

Size: 795 KB

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10. First Quarterly Financial Report

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  • PDF

Size: 3 MB

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11. Standard Quarterly Financial Report

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  • PDF

Size: 2 MB

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What Is a Quarterly Financial Report?

A quarterly report is a review or compilation of unaudited financial statements released by businesses every quarter, such as balance sheets, income statements, and cash flow statements. These statements can also include year-to-date and comparative (e.g., last year’s quarter to this year’s quarter) results in addition to disclosing quarterly figures. Publicly traded businesses must report to the Securities Exchange Committee (SEC). It takes time to prepare a quarterly report and may require extended research. Generally speaking, collecting financial and performance data from different sources will guarantee that the quarterly report is as efficient as possible.

The usual quarters end in March, June, September, and December, and then after a few weeks, that is the right time quarterly reports are submitted and presented.

Tips on How to Write a Quarterly Financial Report

Writing a quarterly financial report includes summarizing your company’s performance over three months. The quarterly reporting schedule enables you to update your business performance records at regular intervals. It offers the latest financial data to shareholders, creditors, suppliers, and other stakeholders to assess your business track record. The income statement, balance sheet, and cash flow statement should consist of your report. However, creating a quarterly report is not easy. Here are some of the tips that can help you in writing a comprehensive report:

1. Review Previous Quarterly Financial Reports

If this is your first time writing a quarterly report, reading and reviewing previous financial reports can help you. There might be data that you want to carry over from the past reports. Also, there might be a preferred format. If you are going to provide additional, specific material, it’s probably fine; but unless otherwise ordered, stick to the same format. If you do not already have a template from previous papers, make one, so you won’t have a hard time in the next quarter.

2. Determine the Sources of Your Data

You may need input from other outlets or agencies unless the quarterly report is strictly under your jurisdiction. For instance, if you need financial data, call the accounting or finance section, and ask for the data you need for that quarter. If details for the past quarter are available, ask for that too, if ever you want to make a comparison between two quarters.

3. Use Spreadsheets

Besides the fact that spreadsheets are a helpful tool in providing a financial image for your quarterly report, most readers preferred spreadsheets. It is the best tool for financial reporting. For instance, if you report about your company’s several engagements, the spreadsheet could show both dollars and percentages of the starting budget, burn analysis, costs to date, and the expected completion budget.

4. Write the Introduction and Your Conclusion

Write your introduction and conclusion once you have gathered all the details for your report and prepared a draft. You should include your report time, sources of information, the department or programs, and the audience in the introduction of your financial report. Write an executive summary that covers the most pertinent details in a one-page summary if your report is long or complicated. In your conclusion, restate highlights that happened during the quarter. Also, briefly clarify any significant problems experienced during the quarter and predictions for the next quarter.

FAQs

What are the things included in a quarterly report?

While what is included in a quarterly report varies between businesses, some characteristics are common to most. Usually, a good quarterly report contains an executive summary, priorities and targets, highlights, and new and ongoing issues. Concerning the challenges, the quarterly report can include expected or employed strategies to resolve them.

What is the financial report?

Every company or organization needs a financial report. A financial report is a document containing a balance sheet, an income statement, and a statement of cash flows. In other words, a financial report of a company tackles the company’s financial health.

Why quarterly reports important?

Quarterly reports play a vital role in assessing and evaluating the company’s sales, revenue, and other financial concerns in three months. With the use of quarterly reports, you can get a clearer picture than simply relying on a regular, audited, and collection of annual reports.

What is a quarterly earning?

Every businesses and organization have a quarterly profit. It is the company’s reported net income and earnings per share for the past three months.


Creating quarterly reports does not only take a lot of time, but it is also very intricate and complex. You also have to do thorough research to make sure you included everything necessary. The next time you will write your company’s quarterly financial report, you can visit our page. Our downloadable quarterly financial report templates are ready to guide you. Download now!

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