How to Write a Quarterly Report


Writing a quarterly report provides an update on a specific project or program every three months. Quarterly reports should be kept succinct and each sentence should contribute to an understanding of the progress and difficulties experienced, while providing an outlook in the future of the project. Knowing how to write and format a quarterly report can save you time and prevent you from needing to rewrite the entire report.

  • Create a title page that outlines the name of the company, preparer's, project name and date that you prepared the quarterly project report. You may consider including the number of the report. For instance, if it is the fourth update, you should include report number four on the title page.

  • Write an executive summary highlighting the achievements of the last three months, results that you can demonstrate and conclusions that you have drawn. Executive summaries for a quarterly report should not exceed one page in length.

  • Provide an introduction into the project in a quarterly report, including a summary of the project, work plan and the results. You should include a statement of the project aims, discussing the problem that you want to solve and the question you want to answer. Highlight the objectives of the quarter.

  • Discuss the results in the main portion of the quarterly report. Select a typical result and what has lead you do the conclusions or results to date. Present the results in the form of tables or figures to visually highlight the features that you want the reader to acknowledge and interpret the results.

  • Outline the conclusions drawn and demonstrate that you can employ critical thinking skills by putting the results into context with the overall objectives of your project.

  • Explain what you intend to complete over the next three months, including what goals or objectives you may have based on what knowledge and information you gained over the three months.

Tips & Warnings

  • Writing your first quarterly report may prove the most difficult to compose, but it can become easier over time. Keep in mind that the first report helps establish the focus of the project and its progress. Ask for help on format or questions on the content.
  • Do not write about results that you cannot prove or discuss items not accomplished.

Related Searches


  • Photo Credit BananaStock/BananaStock/Getty Images
Promoted By Zergnet


You May Also Like

  • What Is IRS Form 941?

    IRS Form 941 is the Employer's Quarterly Federal Tax Return. All employers must withhold federal taxes from employees' compensation. These taxes include...

  • How to Write a Monthly Report

    Project managers often oversee multiple projects within a company or organization. A monthly report is a document that project managers should turn...

  • How to Write a Progress Report or a Quarterly Report

    Progress reports are clear-cut, with a more formulaic design than that of quarterly reports. The latter vary in their format from business...

  • How to Create a Quarterly Small Business Report

    Business reports can discuss anything from a business's financial standing to marketing strategies and sales approaches. Quarterly reports may be relatively small,...

  • How to Make a Financial Quarterly Report

    Quarterly financial reports show a business’s performance during a three-month period, and often a comparison to other three-month periods as well. Combining...

  • Examples of Performance Reports

    Regular performance measurements can improve productivity, boost morale and provide the all-important "face time" with managers that employees want and need for...

Related Searches

Check It Out

Are You Really Getting A Deal From Discount Stores?

Is DIY in your DNA? Become part of our maker community.
Submit Your Work!