Companies need to keep track of their finances to identify their current business standing and the overall financial status of the company. Quarterly reporting is the favored reporting schedule, which takes place every three months, so there are a total of four financial reports in one year. The report must be completed and submitted a week before the end of the said quarter. It may seem like enough time to complete three months’ worth of report, but it truly isn’t. You’ll find out why after defining what a quarterly report is and what it includes.

What Is a Quarterly Report?

Part of the many activities required by a company is the quarterly reporting of their finances. This is to keep them up to date with the company’s profit and to determine if they have reached their financial goals. Reporting is conducted regularly every quarter, typically within a few weeks to the end of the quarter. Quarterly reports include a collection of the company’s financial statements that have not been audited. Examples of these financial statements are cash flow statements, balance sheets, and income statements, to name a few. The quarterly report must also be filed to the Securities Exchange Commission (SEC) for publicly-traded companies.

The quarterly reporting schedule varies per company, depending on when their financial year starts and ends. For companies starting their fiscal year in January and ending in December, their quarterly schedule is as follows: March 31, June 30, September 30, and December 31.

Misleading or Not?

Through regular quarterly reporting, companies can keep track of their finances and even help them develop the necessary plan of action to fix financial issues before they actually turn into troublesome problems. The reports significantly contribute to keeping the company’s financial health stable, which allows them to have more control over their finances. However, critics say that quarterly reports are misleading. Putting too much importance on short-term goals that they lose sight of the more important things, like developing an action plan for the company’s growth.

Quarterly Report Samples

These quarterly report samples will surely make good and reliable reference materials for your reporting needs. Feel free to browse through all ten samples we have provided below.

1. Quarterly Project Progress Report

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  • DOCX

Size: 65 KB

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2. Activity Quarterly Report Template

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  • DOC

Size: 42 KB

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3. Sample Quarterly Reporting Format

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  • DOC

Size: 97 KB

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4. Sample Quarterly Senior Staff Report

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  • PDF

Size: 1 MB

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5. WHO Quarterly Report Sample

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  • PDF

Size: 2 MB

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6. Sample Quarterly Report Writing Guide

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  • PDF

Size: 115 KB

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7. Sample Quarterly Monitoring Report Form

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  • PDF

Size: 933 KB

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8. Sample Water Treatment Plant Quarterly Report

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  • PDF

Size: 75 KB

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9. Sample Quarterly Financial Report

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  • PDF

Size: 3 MB

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10. Quarterly Performance Report Sample

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  • PDF

Size: 293 KB

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How To Make a Quarterly Report

Quarterly reports are necessary in small businesses and in large corporations. It includes a number of financial statements that help determine the profits and losses of a company. The report allows the company to keep track of what is going on with their finances. Here are steps to guide you with making a quarterly report.

Step 1: Create a Checklist of What you Need

List all the information that you need for the report. Doing so will make your work faster and ensures that you will have a comprehensive and complete final report output. Utilizing downloadable checklist templates helps make this step quick and easy.

Step 2: Gather All Necessary and Relevant Data

Now that you have completed your list, you can move on to gathering your data. This includes doing research, creating accounting spreadsheets, drawing charts of different data for visualization, etc. Use a blank spreadsheet template to organize the data gathered so you can find them or any attachments easily.

Step 3: Plan the Layout of Your Report

Once you have everything prepared, the next step would be to create an outline or plan the arrangement of data according to what should be presented first. Start with a rough layout and then polish or improve it later on. Remember to consult your checklist and spreadsheets during the planning and implementation process.

Step 4: Insert the Needed Attachments, Images and Charts

No report is complete without attachments, images, and charts. The attachments would be the financial statements to be reported. The images and chart templates would help visualize data instead of just showing the numbers. These visuals will make your report look lively and exciting.

Step 5: Thoroughly Review Your Work

You should always proofread your work. Check any spelling or grammar errors and make sure that the data provided are all accurate.

Anyone can write a report, but not everyone can come up with a detailed and relevant output. Details and relevance are essential elements of business report writing. Remember, it is a skill that cannot be learned overnight. Practice and experience are keys to writing professional and useful quarterly reports.

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