how to write or create quarterly report in Excel 2022

July 31, 2023 4.3K views

Writing or creating reports is beneficial because it collects the several month's data and displays it on a particular page, similarly, for three months, it is known as the quarterly report sheet. These report sheets are designed in a sense to be simple to print. Presenting quarterly data in the chart is the most typical approach for presenting a large quantity of monthly data in a single sweep. This article will illustrate key topics regarding how to write or create quarterly reports in Excel 2022.

Why Create Quarterly Reports?

Quarterly reports summarize the three month's business activities and financial position of a corporation. A quarterly report can be a financial document provided to owners or a monthly task report filed by an employee. It is the most accurate source of information for assessing inputs and outputs during the period; performance, achievements, and drawbacks.

Steps to Create Quarterly Report in Excel

  1. Click on the “Insert” option from the menu, and select the type of chart you want to add to the report sheet. ??2.png

  2. In the Design menu under “Chart”, select Select Data from the data group. ??3.png

  3. Select the data (all cells containing the data) you want to add to the chart (include headers).

  4. The chart will update in your report sheet with the provided data. The headers will be used as the labels in the two axis. ??4.png

  5. Repeat the above procedure to create new charts and graphs that appropriately represent the weekly data you want to show in your report.

How to print a Report in Excel?

You can print your report from all of your sheets, but first you must include page headers.

  1. Click on Insert > Text > Header & Footer option. ??5.png

  2. Type the report page's title, then format it to fit larger-than-normal text. Repeat for each report sheet you intend to print. ??6.png

  3. Then, hide the sheets you don't like in the report. Hide the sheet tab by right-clicking it and selecting Hide.

  4. Select File > Print to print your report. Change the scale to Fit All Columns on One Page and the orientation to Landscape. ??7.png

  5. Choose Print Entire Workbook. Only the report sheets you produced will now print as individual pages when you print your report. Now you can either print it out as a paper or a PDF file to email as an attachment.

WPS Office - The Best App To Create Quarterly Excel Reports

Whether you are an administrator or a manager, your reporting authority expects daily reports. WPS Office's quarterly report templates in excel formats will make your task easy. Download WPS Office and test with these awesome free templates!

WPS Office enables you to swiftly create weekly, monthly, quarterly, and annual Excel reports. The WPS Office Sheets software includes several extremely basic templates for a range of tasks, including development, housekeeping, and education. Examine them carefully and choose the one that is ideal for you.

WPS Office, in addition to reporting, allows you to modify and generate various types of documents like PDFs and presentations. WPS Office is a free office suite that will increase the productivity and workflow of your paperwork.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.