- ![HubSpot Logo](https://www.hubspot.com/hubfs/HubSpot_Logos/HSLogo_color.svg) - [Resources](https://www.hubspot.com/resources) - [Templates](https://www.hubspot.com/resources/templates) - Monthly Report Template # Monthly Report Template - Word, Excel, PDF, Google Docs, Google Slides Provide a professional, concise summary of project activities with this monthly report template. ![](https://www.hubspot.com/hs-fs/hubfs/00-Blog-Related_Images/blog/Convert%20CRO%20Test-%20Offer%20LP%20Hero%20%5B2024%5D/Offers%20Avatar%201.jpg?width=24&height=24&name=Offers%20Avatar%201.jpg) ![](https://www.hubspot.com/hs-fs/hubfs/00-Blog-Related_Images/blog/Convert%20CRO%20Test-%20Offer%20LP%20Hero%20%5B2024%5D/Offers%20Avatar%202.jpg?width=24&height=24&name=Offers%20Avatar%202.jpg) ![](https://www.hubspot.com/hs-fs/hubfs/00-Blog-Related_Images/blog/Convert%20CRO%20Test-%20Offer%20LP%20Hero%20%5B2024%5D/Offers%20Avatar%203.jpg?width=24&height=24&name=Offers%20Avatar%203.jpg) Join thousands of professionals using this resource. Download for Free Previous slide Next slide - ![Monthly Report Template Excel](https://www.hubspot.com/hubfs/assets/directories/business-templates/screenshots/EN/monthly-report-screenshot-pdf-1.png) ## 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. Download for Free ## Frequently Asked Questions ### What's the purpose of a monthly report? 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. ### Is this template free? Free as a bird! Once you’ve entered your contact information, you can instantly download this template (along with all the other templates in this collection!). That’s it. ### Related Tags: - [Dashboards & Reports](https://www.hubspot.com/resources/templates/dashboards-reports) - [Word](https://www.hubspot.com/resources/templates/word) - [Excel](https://www.hubspot.com/resources/templates/excel) - [PDF](https://www.hubspot.com/resources/templates/pdf) - [Google Docs](https://www.hubspot.com/resources/templates/google-docs) - [Google Sheets](https://www.hubspot.com/resources/templates/google-sheets) - [Google Slides](https://www.hubspot.com/resources/templates/google-slides) - [Startup](https://www.hubspot.com/resources/templates/startups) - [Agency](https://www.hubspot.com/resources/templates/agencies) ## See other Business Templates Previous Next - ### KPI Dashboard Template Use this free template to learn which KPIs matter before automating with real-time dashboard software. [Download Template](https://www.hubspot.com/resources/templates/kpi-dashboard) - ### Executive Summary Template Use this executive summary template to provide a summary of your report, business plan, or memo. [Download Template](https://www.hubspot.com/resources/templates/executive-summary) - ### Strategic Planning Template Record visits, exchanges, and meetups across your business with a free sign-in sheet template. [Download Template](https://www.hubspot.com/resources/templates/strategic-planning) - ### Risk Assessment Template Ensure your business is protected and avoid unnecessary risks with our free template! [Download Template](https://www.hubspot.com/resources/templates/risk-assessment-template) - ### Startup Business Plan Template Entrepreneurs can use this business plan template -- designed specifically for startups -- to help get their business off the ground. [Download Template](https://www.hubspot.com/resources/templates/startup-business-plan) - ### Gap Analysis Template Conduct thorough assessments of your current state vs. goals with this free gap analysis template. [Download Template](https://www.hubspot.com/resources/templates/gap-analysis-template) - ### Business Case Template Make a case for an upcoming project or investment with the help of this free business case template. [Download Template](https://www.hubspot.com/resources/templates/business-case-template) - ### Process Map Template Streamline your workflow, enhance efficiency, and foster continuous improvement in your organization with this free process map template. [Download Template](https://www.hubspot.com/resources/templates/process-map-template) - ### Annual Report Template This engaging annual report template will help you effectively communicate the activities of your organization to shareholders and others. [Download Template](https://www.hubspot.com/resources/templates/annual-report) - ### Project Charter Template Make sure your team is on the same page about the objectives, tasks, timeline, risks, and budget of your project with this comprehensive project charter template. [Download Template](https://www.hubspot.com/resources/templates/project-charter) - ### Root Cause Analysis Template Use this free root cause analysis template to identify the source of business issues and create a plan to prevent them. [Download Template](https://www.hubspot.com/resources/templates/root-cause-analysis-template) [See All Business Templates](https://www.hubspot.com/resources/templates) Get the template for free! 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