Close
Document approval screenshot

Project report template

A project report template simplifies reporting for accurate, insightful stakeholder decisions.

best for

Project management

key features

Task planning

Prioritization

Pipeline management

What is a project report template?

Predefined structure

A predefined structure that teams can use to manage a project and ensure it stays on track. They can edit it/input their own information and customize it as needed. It guarantees that the template systematically covers all the essential elements—from project goals and milestones to risks and outcomes. It ensures the consistency of all reports and the completeness of the project narrative.

Project overview

The project report template offers a comprehensive project overview. It outlines essential components of a project, including executive summary, objectives, methodologies, findings, and conclusions—providing readers with a comprehensive understanding of the project in a concise format.

What does the project report template include?

Project status

This section of the project report template offers stakeholders insight into project progression, enabling informed decision-making.

By providing up-to-date information on the current phase and the challenges encountered, this template section is pivotal for maintaining transparency and guiding strategic discussions.

Timeline

With the project status report template, users can create an interactive timeline by adding epics and mapping work items, dependencies, and releases. Timelines keep your teams and stakeholders in sync. 

Project dashboard

The project reporting template contributes to informed decision-making by presenting project data in a clear and organized manner with a project dashboard.

Reports

This template lets users identify trends and predict future performance with dozens of pre-configured reports. You can gain critical insights within the context of your work to ensure your teams are always up to date and set up for success.

How to get started with the project report template

Establish purpose and scope
  

The first step in creating a project report template is to establish a clear purpose and scope. In this step, you delineate the project aims and the extent of the report content. Understanding the audience and its information needs is key. Consider how the report will meet those needs.

Collect data
  

An essential step in crafting a project management report is collecting data.  Collecting accurate data ensures that the project reporting template reflects the project status. 

To do so, project managers must carefully organize and analyze data to present an informative and compelling narrative.

For those looking to integrate these insights into an Agile project management framework, Agile workflows provide a method for capturing and applying data effectively in the project lifecycle.

Create a clear structure
  

The project status reporting template structure makes the status of the project much clearer. A well-organized report should logically guide the reader through the narrative, making the project progression easy to understand.

A project report typically begins with an introduction followed by a detailed outline of the project and a summary of the findings and recommendations. This logical flow is the hallmark of a well-crafted report, making complex information accessible and digestible.

Present information
  

Project managers should clearly present information within the project report template. Visual aids, such as graphs or charts, can significantly enhance the report's effectiveness, allowing readers to quickly grasp complex data.

Set deadlines
  

Establish clear timelines for each task to foster a sense of urgency and accountability while providing a structured framework for tracking project milestones. This step is instrumental in maintaining project momentum and meeting overall objectives efficiently.

Review and edit
  

The final stage of creating a project report is the reviewing and editing process. Project managers should check the report for accuracy, consistency, and coherence. It’s important to proofread the report to catch grammatical errors or inconsistencies. In this stage, the project manager should also refine the report to ensure alignment with the project’s purpose and scope.

Ready to use this template?

bg image