Report templates
Monthly marketing, SEO and social media reports, website audits, annual reports and board updates that put the results first.
Annual Report
A Swiss-style annual report for a product or design company, from the CEO letter and year in numbers to products, people, sustainability, financial highlights and the outlook.PreviewData Report
A bold analytics report, from sales mix and regional revenue to growth, marketing channels and customer satisfaction.PreviewSales Report
A monthly B2B sales performance report: bookings vs target, pipeline, win rate, rep leaderboard, wins and losses, quarter forecast and next month's actions.PreviewQuarterly Business Review
A quarterly business review for agency and account teams: goals against results, trends, ROI, challenges, the next quarter's roadmap, account health and the decisions you need.PreviewResearch Report
A customer and market research report with methodology, key findings, personas, attitude charts, a competitor map, verbatims and recommendations.PreviewSEO Report
A monthly SEO report for clients: organic traffic and conversions, keyword movers, top pages, Core Web Vitals, backlinks, content and next month's plan.PreviewMarketing Report
A monthly marketing performance report for a client: headline KPIs, every channel, the funnel, wins and misses, and next month's plan.PreviewSocial Media Report
A monthly social media report for clients across Instagram, LinkedIn and TikTok, from follower growth and top posts to paid boosts and next month's plan.PreviewQuarterly Review
The deck an agency presents at the end of a quarter: what we did, what it returned, and what we recommend next.PreviewPaid Ads Report
A monthly paid advertising report: spend against budget, CPA and ROAS by channel, top campaigns and creatives, tests and next month's budget plan.PreviewProject Status Report
A monthly client status report for a multi-month project: RAG status, milestones, budget burn, scope changes, risks, decisions and the next 30 days.PreviewWebsite Audit
A scored website audit covering performance, SEO, accessibility, UX, content and security, with prioritised fixes, quick wins and a 90-day roadmap.PreviewResearch Findings
The deck a consultancy presents when it hands a client the findings of a research project, from method to recommendations.PreviewAnnual Review
A Swiss-modern year in review for a studio: the numbers, the three projects that mattered, the money and next year's three goals.PreviewMarketing KPI Report
A monthly marketing report for a client: website, social, email and revenue metrics against targets, with the change from last month.Preview
A closer look at Annual Report.
A Swiss-style annual report for a product or design company, from the CEO letter and year in numbers to products, people, sustainability, financial highlights and the outlook. Here it is page by page.
- 1A poster-style cover with the report year as a giant number and a hero product photo
- 2Contents with big chapter numbers and one-line summaries
- 3A letter from the CEO with a portrait and signature
- 4The year in numbers: six headline figures and smaller facts
- 5Chapter 1 opener: products
- 6Products: a best-seller table, launches, retirements and two product photos
- 7Chapter 2 opener: people
- 8People: headline figures, headcount by site, training and a quote
- 9Chapter 3 opener: sustainability
- 10Sustainability: progress bars against 2030 targets and four key figures
- 11Chapter 4 opener: financial highlights
- 12Financial highlights: key figures table, five-year revenue chart and ratios
- 13Outlook: guidance for next year and three numbered priorities
- 14A back page with contact details and a closing photo
About report templates.
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Are these report templates free?
Yes. They open in Docsiv’s Reports and Decks and Spreadsheets app with a free account, where you can edit your copy, download it and share it with a link. The Free plan includes every Docsiv app and 500 AI credits a month.
Which app do they open in?
Reports: report pages with charts, PDF and HTML exports. Decks: slides, PPTX, PDF and HTML exports. Spreadsheets: xLSX, CSV and PDF exports.
Can Docsiv AI write the report for me?
Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.
Can I change the design?
Yes, all of it: the colours, fonts, photos and every word, and you can add or remove slides. Your brand kit’s colours are in every colour picker.
Describe the report you need
Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.