FREE 10+ Quarterly Report Samples in PDF

Suppose part of your job description includes giving quarterly briefings to business managers or senior advisor leadership on the functioning of your department. In that case, you should probably break this duty up into quarters, which are periods of three months each. Because many companies conduct their accounting performance and financial actions quarterly, they will require a briefing formatted following this time frame. A review of the accomplishments, highlights, and challenges faced by the company during the period covered by the report has to be included in the executive summary that is included in the quarterly report.

10+ Quarterly Report Samples

1. Quarterly Financial Reporting

2. Quarterly Retail Ecommerce Report

3. Employers Quarterly Report

4. Employer’s Quarterly Report Instructions

5. Implimentation Quarterly Report

6. Revised Quarterly Report

7. Quarterly Written Report

8. Quarterly and Annual Report

9. Quarterly Reporting Basics

10. Employer Quarterly Report Template

11. Quarterly Progress Report

What Is Quarterly Report?

A quarterly report is a summary or compilation of unaudited financial statements, such as balance sheets, income statements, and cash flow statements (three months). Business companies are required to publish such a report every three months. In addition to reporting quarterly data, these statements may also give year-to-date and comparative results (for example, comparing the results of the previous annual report to those of the current year’s quarter). Companies that are publicly traded must submit their reports to the Securities and Exchange Committee (SEC).

How To Make a Quarterly Report?

Preparing financial statements on an annual and quarterly basis is essential to running a business. This is because such reports are necessary for determining how well the business is doing. Financial statements prepared every quarter to provide information about the state of the company’s finances every three months. By reading this article, you will acquire all of the essential knowledge you require concerning financial statements every three months. Therefore, to be directed, follow the actions that are below.

1. Study Previous Reports

If this is the first quarterly report you have ever written, it is essential to look back at earlier reports, whether they were quarterly or annual. There may be information from the year-end that you’d like to include in your quarterly report. Additionally, there is a possibility that there is a recommended structure for your quarterly report.

2. Specify Information Sources

If the quarterly report is not exclusively under your purview, you will likely require information from other sources or departments to complete it. For instance, if your report involves financial data, you should contact the accounting or finance section and ask for the data required for that quarter. You can find this data in the section’s database.

3. Review Business Topics

Collect information about the various aspects of business that will be discussed in your quarterly report. Consider the scenario in which you are the project manager for a consulting firm, and the report’s goal is to update the leadership team on the progression of several separate engagements.

4. Create Both Introduction and Conclusion

After you have collected all of the material necessary for your report and created a draft, you should write the introduction and the conclusion. Your report’s timeline, the departments or projects being discussed, the audience, and any other relevant information should all be included in the beginning.

A more level playing field for access to financial information between insiders and outside investors and shareowners is created through quarterly reporting of financial information, which eventually encourages higher investor trust and improved capital allocation.