Report examples in excel

Financial Statements

The Vertex42™ collection of financial spreadsheets includes templates designed specifically for small business owners. We hope that you will find them as useful as we have! The spreadsheets featured below also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully you’ll be able to make these financial templates work for you.

Financial Statement Templates

Business Plan Workbook ▶

Create a business plan using Word with a companion Excel workbook for customizing financial statements.

Balance Sheet Template ▶

Summarize what your company owns and owes. Compare to previous year(s).

Income Statement Template ▶

Provides a measure of economic performance for your company. Also called a Profit and Loss Statement

Cash Flow Statement Template ▶

Where does your company get and spend its cash?

Business Budget Template ▶

Contains two worksheets for creating a yearly business budget — for service providers or companies producing and selling goods. Based on the Income Statement template, with similar categories and layout.

12-Month Business Budget ▶

Create a 12-month breakdown of your sales and business expenses.

Business Budget and COGS Analysis ▶

Perform a detailed analysis of expenses and cost of goods sold (COGS) for multiple products.

Break Even Analysis Calculator ▶

Calculate the Break-Even Point or Payback Period for a new venture or product.

Profit and Loss Projection Template ▶

Based on the Business Budget template — helps you create a 3-year profit and loss projection.

Sales Forecast Template ▶

Create a sales forecast spreadsheet to use in your business plan, including estimated sales, COGS, and gross profit on a monthly basis over 3 years. Includes sample charts.

Business Startup Costs Template ▶

Estimate the startup costs for your new business. Essential for any business plan.

Depreciation Schedule Template ▶

Calculate yearly depreciation for multiple assets using the straight-line or declining balance methods.

Billing Statement Template ▶

A billing statement can be used as an invoice as well as an accounts receivable ledger. This works well as a customer account statement. It can also be used to bill a customer.

Personal Financial Statement ▶

Create and maintain your own personal financial statements, including a balance sheet for calculating net worth and a cash flow statement for budgeting.

Net Worth Calculator for Excel ▶

Calculate your net worth based on the total of all your assets minus your liabilities.

Petty Cash Log Template ▶

Customize and print a petty cash form for your business. Includes a reconciliation section.

SWOT Analysis Template ▶

Use a SWOT Analysis to routinely evaluates the health or your business or personal finances and find ways to grow and improve.

Waterfall Chart Template ▶

Create a horizontal or vertical waterfall chart using Excel.

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Управленческие отчеты в Excel

Подготовили подборку разработанных нами интерактивных управленческих отчетов в Excel для экономистов и финансистов. Эти отчеты или дашборды можно скачать, заполнить данные и вносить изменения, а еще разобраться с тем, как они построены и «прокачать» свои навыки в Excel. Но не обещаем, что это будет легко )

Скачивайте файлы — это бесплатно. А если вы хотите научиться строить такие отчеты самостоятельно, приходите к нам на курсы .

Дашборд в Excel с картой

Dashboard реализован обычными инструментами Excel с интерактивными срезами, которые переключают данные, а также карту и линейчатую диаграмму. Подробнее >>

Dashboard с динамическими массивами

Файл создан ради эксперимента, с помощью формул динамических массивов, сводных таблиц и срезов. Подробнее >>

Анализ бюджета доходов и расходов (БДР) по месяцам

Отчет показывает динамику изменения основных показателей БДР по месяцам: прибыль, расходы и выручку, а также позволяет сравнить план и факт. Подробнее >>

Dashboard в Excel с кроссфильтрацией

Подготовили для вас Dashboard с надстройкой Power Pivot. Он замаскирован под Power BI с кроссфильтрацией, подсветкой элементов, переключением показателей и другими полезными штуками. Подробнее >>

Если вы хотите научиться консолидировать бюджеты с использованием Power Query и выполнять расчеты ключевых показателей с помощью DAX-формул, приходите к нам на курс « Бюджетирование с Business Intelligence ».

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Financial Reporting Examples

Definition of Financial Reporting Examples

Financial reporting is the summary of the performance of concern over a given period of time. The end reporting could be a look into the day to day working, position of assets and liabilities at a particular point of time, the cash flow and positions over the course of a period or any other such analysis as the case may be which is required by the interested parties to the concern.

Given, the vast coverage of the scope of this reporting, below are mentioned some of the examples describing the various forms in which the reporting exists.

Download Corporate Valuation, Investment Banking, Accounting, CFA Calculator & others

Examples of Financial Reporting (With Excel Template)

Let’s take an example to understand the calculation of Financial Reporting in a better manner.

Example #1 – Balance Sheet

A balance sheet reports the financial position of an entity as on a particular date. These are generally prepared at the end of the financial year i.e. 31 st March or 31 st December depending on the custom followed in a particular country. The balance sheet typically reports the following three classes

• Assets – These are a measure of the resources owned by the concern. These help in creating future value and enabling revenue and inflows of funds in the coming time. The assets exist both in tangible and intangible form and some of the items depicted in it might refer to the receivables from external parties.
• Liabilities – These depict the resources owned by the concern in financial terms. The concern needs to settle this sometime in the future to continue running the business in a healthy way. Non-fulfillment of such liabilities beyond a period of time would lead to loss of reputation, penalties, and ultimately a shut-down of the business. These exist primarily in two forms, those that will be settled within 12 months referred to as short term liabilities, and those that will be paid after a duration of 12 months called long term liabilities
• Shareholders Equity – It is a measure of the amount the concern owes to its owners or shareholders. It will be equal to the difference between the assets and the liabilities the concern owes to external parties. It consists of equity capital, preferred shared capital along the earnings that have been retained to be utilized in the business.

Below is an example of a balance sheet of entity A which has just started with its operations

Example #2 – Notes to Financial Statements

The face of the financial statements (balance sheet, income statement, and cash flows) summarizes the activities performed in the year in financial figures, however, it is important to understand the accounting principles, policies, and assumptions under which they are prepared. Notes to accounts fulfill this purpose. Some of these notes are required compulsorily by the accounting board governing standards under which the financial reports are prepared while some of the notes are prepared to aid understanding and give an explanation for the items mentioned in the statements.

Usually, the following notes to accounts are present

• Accounting policies – It lists the important accounting principles that are followed like revenue recognition, depreciation, inventory method, evaluation of intangible assets, foreign currency fluctuation, etc. These are important to understand in trying to make sense of the information that is provided in the statements. Different numbers would be plotted if different principles are instead followed. Also, if there is any change in the method from previous periods, that has to brought to the attention of the stakeholders along with the impact thus induced.
• Fair value measurements – All items that are susceptible to fair value treatment (e.g. investments) would be mentioned here along with the values followed among the choice between historic and fair value.
• Mergers & acquisitions – any transactions relating to the merger between the reporting entity and any external party is expounded here along with the details of the deal
• Contingencies – Any potential liability that could materialize in the future is mentioned here along with the impact. Also, any litigations against the company that could potentially induce penalties or fines are summarized.
• Exceptions – any event beyond the scope of normal business activity that needs to be communicated to the stakeholders is lineated here. Usually, these are events that could potentially affect the working of the entity in the upcoming years.

Example #3 – Management Discussion & Analysis (MD&A)

This is a section in the annual report following the financial statements and notes to accounts that is an explanation of the events that have conspired during the reporting period from the management to the stakeholders. It lists down causes for the performance of the entity, what were the major factors that affected the growth in the current period, how the performance measures against that of its competitors and the outlook towards the future. This is an unaudited section of the annual report.

The following are the functions of this section

• Commentary on the performance of the entity, the compliance with the law and regulations, and the major changes that impact its growth in the reporting period
• It lists down the current risks affecting the entity and the industry in general, the controls that have been taken to evade such risks, and the new projects/plans for the future
• It mentions the major capital expenditures that took place, the liquidity position, and the management plan for any future intake of debt or issuing of equity.
• It explains the critical accounting policies and estimates and how changes in them have affected the concern

Conclusion

Financial reporting is the vital cog in the wheel of understanding the operations and position of a concern. Although the major forms of reporting like the financial statements ensure the operations are adequately captured it is essential that the reporting also makes way for the understanding and readability of such figures. Recently, therefore a lot of emphases have been put on the notes to accounts and such functional parts.

It is important that the reporting captures the major attributes of the functioning without being vague or overly complex. Given the high importance that is placed on its shoulders, financial reporting and those that are involved in its orientation have a big responsibility towards the stakeholders.

Recommended Articles

This is a guide to the Financial Reporting Examples. Here we discuss the introduction and practical Example of Balance Sheet, Notes to Financial Statements, Management Discussion & Analysis along with detailed explanation and downloadable excel template. You can also go through our other suggested articles to learn more –

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Chart report on financial results of company download in Excel

Standard Excel tools, you can create beautiful graphical reports from boring monotonous data tables. In such graphical reports, you can use the controls making them also interactive. There is no need to resort to VBA macros. You just need to select the controls for the values on the tab “DEVELOPER” in the group of tools “Controls” — “Insert”. Let’s take a closer look at the graphical report, and at the end of the review you can download the finished example in the Excel file.

How to make a chart report without using macros in Excel

As you can see from the animated *.gif image above, for the interactive interaction with the report data, built-in Excel value control elements (2 counters and 2 flags) are used. All these and other elements are located on the tab of the DEVELOPER toolbar:

Not all, but most of these controls in their properties have the option “Cell link:”, as shown in the figure below:

If we provide a link to the cell we need, then when interacting with the element, we change the values in the same cell. The conditions and parameters of changes are configured in other options of the element.

This approach opens up wide interactive possibilities without using VBA macros! After all, controlling the value of at least one cell, we can, with the help of many formulas, construct an entire program in Excel without programming! Next, consider a simple example.

For example, simulate a situation. Suppose on the “Data” sheet we have a table with statistical values of the monthly financial indicators for the company’s sales:

Even based on this primitive data, you can already build many reports. In this example, we should visually present the data like this:

1. Correlation of volatility with dynamic fluctuations of average monthly sales, expenses and profits.
2. Dependence and correlation of markup and margins at different average indicators for sales, expenses and profits.
3. What and how is the markup and margin different in numbers and visually.

Before displaying dynamic changes on the chart and giving them user interactivity, it is necessary to process and prepare the initial data using formulas. All this is implemented on the sheet «Processing»:

Pay attention to cells A1, B1, D1 and E1. These cells are referenced by their respective controls from the DASHBOARD sheet. They change the values in these cells, and then the formulas of the “Processing” sheet recalculate their values referring to the same cells. As a result, all graphs and charts on the DASHBOARD sheet are automatically redrawn with respect to data changes in the calculation results by formulas. Therefore, the graphs and charts refer to the same results.

Thus we get the program in the form of an interactive report. We can safely call this graphic report template in Excel a program, despite the fact that when we created it, we did not use the VBA macro programming language. After all, the essence of any program is data processing, it does not matter what kind of program: games, working with databases, ERP or CRM systems, etc. Each program, by its nature, receives data at the input, and outputs the result of its processing at the output. And it doesn’t matter for users in which programming languages and which technologies the program was created and the quality result is important, as well as for everything to be fast, simple and beautiful. After all, this is magic.

Having dealt with the device of the template for a graphical report on the financial results of the company, you can change it to reconfigure for other types of reports based on the same source data. For example, in the profit graph, you can change the links not to the average values by Approximation, but to the actual ones, while not changing the average expense graph. As a result, we get another type of graphical presentation of data: Report on the method of average costs plus profit in Excel.

You can also abandon a number of graphs of average monthly sales indicators in order to change the semantic design of areas on the tab “CHART TOOLS” — “DESIGN” — “Type” — “Change Chart Type”.

In the window that appears, for the series of average expenses and average profit, apply the chart type “Stacked Area”:

Thus, the values of these two indicators will be added to the third indicator “Average monthly sales”:

Profit + Costs = Sales Amounts. And combining the formulas and graphs of this template, you can create many other graphical reports on the same statistics.

Download example chart report in Excel

We will briefly review the initial version of the graphic report template on the financial results of the company in Excel. And in the end, you can download an example template from the link to the Excel file for a detailed and practical introduction to the principles of operation and formulas. On the main sheet of «DASHBOARD» there are 2 main blocks of visualization of company activity data for the last 5 years (from 2020 to 2025).

1. The first block contains a chart with areas and controls for a graphical report. Using the interactive controls, you can switch by year, move the cursor by month and enable or disable markup and margin curves:
2. In the second block are 3 charts with average sales, expenses and profits for each month. When you move the cursor on the upper chart by months, the chart data in the lower block is updated automatically:

• the first chart shows the ratio of profit, expenses and sales;
• the second chart shows the share of expenses in sales;
• the third is the share of profit.

This is a fairly simple example that clearly demonstrates how to create graphical interactive reports with animated data visualization without using VBA macro programming in Excel. If desired, and a certain level of skills, you can create even more complex and functionally beautiful reports than this:

In the following articles, we will repeatedly consider the creation of interactive reports, dashboards, examples of data visualization with charts and graphs in Excel without using macros. In the security policy of many companies, it is forbidden to run macros from files in any Excel format. But thanks to built-in special tools and formulas, you can do without programming to make interesting reports. Anyone who knows how to present their work is moving up the career ladder faster than anyone!

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Report Templates

Reports are very essential to all the departments and divisions of the company. They all do these simple reports to present the needed information that can allow a business to do the next steps of planning to achieve its goals. Data that were being gathered should all be recorded accurately so that results will show the real status of the operations and other transactions of the business. There are design templates for a photo project, executive summary, nursing incident, university student, monthly consumption, school layout, audit sheet, software installation, and much more. You may also see report samples.

Daily Construction Report Sample

Product Inventory Usage Report Template

Sample Landscaping Job Estimate Report Template

Design Project Report Template

School Student Report Card Template

Sample Internal Process Audit Report Template

Security Incident Report Document Template

Preschool Progress Report Card Layout Template

Free Executive Summary Weekly Excel Report Template

Free Sample Excel Expense Report Template

Free Excel Consumption Sales Report Template

Using an excel report can give a positive impact on the working environment as it can provide both accuracy and efficiency in presenting data. Especially to those companies who are working with large information and a wide scope of operations, using an excel sample report would be of the most advantage. You may use our available Excel report templates and other kinds of Report in Google Docs samples for your data presentation and reporting purposes.

If you are running a business reports are very important in every sphere of your departments. They will help you provide important information for the smooth running of your business firm through proper communication. So, check out this Report Templates in Microsoft Excel format. Download now!

Free Sample Excel Business Monthly Report Template

Uses of an Excel Report

Because of the functionality that it can provide, an excel basic report may be used for a lot of purposes. A few of these are the following:

• Call Reports
• Tracking Reports
• Daily Work Progress Reports
• Activity Report
• Weekly Inventory Reports
• Monthly Production, Sales, and Operation Reports
• Expense and Financial Reports; and
• Sales Generation Reports

Advantages of Using an Excel Report

With the formulas that you can easily use and the ability to track data faster, an Excel report is truly an important tool that can make our work easier. Other advantages that you may have in using an excel report layout are as follows:

• Getting the totality of information, especially on numbers is easier with Excel
• It removes errors in the entire process of recording, in the exemption of human errors being done by the person who inputs the data, hence making the process more effective
• It is very easy to use and there are a lot of tutorials on how you can learn its functions
• It allows the user to manipulate and manage the data needed to be in a design report

We have more specific samples on our Monthly Excel Report Template and Excel Sales Report Template collection found on our website.

Free Sample Excel Installation Status Report Template

Free Sample Excel Daily Research Report Template

Free Financial Collection Activity Reporting Template Excel

Free Sample Excel Writing Report Tracking Template

Free Nursing Technical Call Report Template Excel

Free Sample University Excel Annual Report Template

Free Sample Photo Excel Report Template

Learn to Create and Fully Maximize the Use of an Excel Report

Learning the process of creating an excel report in Google Sheets may vary depending on the person who is to learn and the conditions on how he or she can learn faster in the most comfortable way. One option that you can do is to do trial and error testing. Just try to learn the entire process and how certain computations and other functions may be done. Learning the basics is always a good foundation in learning more complicated functions. You can also see more on Annual Reports in Excel.

Also, there are a lot of videos and manuals that may help you widen your knowledge in the usage of this tool. You can also ask someone who has already used it to serve as your tutor regarding the processes that you wanted to learn about. You can also see more on School Reports in Excel.

Aside from our Excel expense report templates, you may also download our Call Center Report Template samples on our website.

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