Best Ways to Create an End-of-Year Report Free

July 31, 20231.7K views

When and Why We Need an End-of-Year Report?

There are a lot of things that can occur in a single year. People look forward to the start of the year when they can make explanations, make improvements, and take the time to make plans for the year forward. Similarly, businesses also consider making solutions in their policy and procedures and show improvements in their production, marketing, and sales to produce income. Businesses also take the time to make complete plans for the year ahead to help the company. At the end of the year, business owners look back on the company’s achievements, accomplishments, and productivity. Aside from that, people are fond of turning back from early to future opportunities and failures.

Enlisting all data in a single file is not easy to get a clear vision at a glance. The business organization has some particular employees to do the end-of-year report for companies' planning. While creating the file reporting employee may have faced lots of data structuring problems as they do have not a proper report template. In this article, I like to tell you the proceedings of finding a working template easily and show you some tips to add to your end-of-year report.

Writing Tips on How to Create an End-Of-Year Report

Take a moment to think when you read a document. Like many people, I imagine that you quickly scan to pick out necessary points and then you decide if you need to read in more detail.  Apply the same directions to your overview.

The same data presented will depend on the objective of your project / PMO and what message the report needs to deliver at the end of the report sections. we mainly divided two parts of our end-of-year report. One is for previous work analysis and the other is for future plans.


1. Reports for reviewing the past year.

  • Budget Analysis

  • Findings total

  • Profit and Loss Point out specifically where Did Our Money Go.

  • Year Overview

  • Employee KPI history

2. Reports for planning the year ahead.

  • P&L with Projected Total

  • Create an individual target for individuals team

  • Cash Flow Forecast & Cash Flow Scenarios

  • Balance Sheet Forecast for the future prospering

Use Wps Office Templates to Create End-Of-Year Report


Users can enjoy Popular office templates of Fresh theme in WPS Template. Free templates of Fresh contain, plenty of office programs including Writer, Spreadsheets, and Presentation templates. It depends on their official data storing system. If higher authority asks for a spreadsheet report then create an end-of-year report with a spreadsheet.

Use Smartsheet Templates to Create End-Of-Year Report


Smartsheet has an end-of-year report template that provides the basic sections: title page, summary, table of contents, yearly financial report, and conclusion. The template brings pre-built tables for you to add financial totals, but you can also edit the tables to include more in-depth financial data, or insert a different financial report.

Free Trial WPS Office to Start Write the Best Report

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Creating a year-end report for the first time may seem like a big job, but once you dive in, you may find all the information you need. Building your year-end report into the following year’s strategy will give a proper idea about institutions. Only a proper template from building software can make it easy for the report maker. WPS Office has the type of features that a reporter wants. Anyone can download WPS Office from their official website and enjoy 7 day free trial without using any cards.

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