Free Monthly Report Template for Word | Excel | PDF | Google Docs | Google Slides | HubSpot (2024)

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  • Free Monthly Report Template for Word | Excel | PDF | Google Docs | Google Slides | HubSpot (8)

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    Template Highlights

    • Our monthly report template is available for download as an Excel workbook, a Word document, or a PDF.
    • Update the header of the report template with your name, the name of the project, the month that the report covers, and the date the report was created.
    • Then, run through the monthly checklist and note any potential risks to the scope, deadlines, resources, or any other issues.
    • List all of the tasks that your team completed during the month.
    • Note the activities that are in progress.
    • Provide a summary of the work that remains to be done before the project ends.

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    Monthly Report

    MONTHLY REPORT

    NAME: DATE CREATED:

    FOR THE MONTH OF: PROJECT NAME:

    MONTHLY CHECKLIST:

    1. Has the scope of the project changed since the last report? ☐ Yes ☐ No

    2. Do you anticipate any deadlines being missed? ☐ Yes ☐ No

    3. Are there any issues you would like to bring to management’s attention? ☐ Yes ☐ No

    4. Does your team have the resources it needs to complete the project? ☐ Yes ☐ No

    COMPLETED

    IN PROGRESS

    ASSIGNED/NOT STARTED

    Frequently Asked Questions

    A monthly report provides a summary of all of the activities that have occurred and are in progress on a project during a given month. Project Managers use monthly reports to inform the client about scope creep, risks to the schedule, budget, or resources, and other issues. The monthly report also includes a summary of the tasks that remain to be completed on the project.

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      Free Monthly Report Template for Word | Excel | PDF | Google Docs | Google Slides | HubSpot (2024)
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