excel report design

Don’t take my word for it, either. Seeing as they’re a SaaS company, it fits their brand well and allows their report to reach a wider audience. This can work in an annual report because you’re covering multiple different topics in one document. Note: If you prefer, you can watch our hour-long webinar that covers these excel report templates here: http://zebrabi.com/report-templates-webinar/. Was the year marked by a lot of forward progress?
For example, showing an important statistic in a bolder font than the other text on the page will help it to immediately jump out at readers.

Required fields are marked *. Using Zebra BI, you can do some clever things with these charts. Vibrant colors draw much more attention than something that looks formal and plain.

This example dedicates a whole page to its donors to thank top contributors, plus it makes use of charts to highlight its financial success. Your business is on a journey, and your annual report design helps you tell that story effectively. The bright accent colors throughout the report design allow individual sections to stand out. Each example tells you what you need to know and make it easy to compare between data sets.

A small thing that you can do to help the reader navigate through the labyrinth of info is to use an intro page. In this annual report example from Craft Victoria, they use their cover to add an extra little surprise for the readers–the cover can be transformed into a tactile experience with small triangular tabs. You end up with a neat, captivating visual that can be shared with board members, donors, and your social media followers. For example, take a look at how RLI Corp uses blocks of bold colors to help each section stand out on the page. Play around with unusual page layouts and surprising design elements. Rather than switch your color palette of choice, try a dark background color. It impacts the entire planning of all your activities for the coming year. Here are the five key takeaways to remember from this article: If you'd like to download the excel report templates presented in this article, click on the button below.

Design an annual report that reflects the year’s overarching theme. Just download Classic Menu for Office 2007 or Classic Menu for Office Our post on icon stories will show you exactly when and how to create them.

Her writing has been published on Marketing Profs, HubSpot, and Content Marketing Institute.

You can still come up with impressive designs for your reports. Your annual report design can help you tell that story. For an in-depth guide on what an annual report is, and all the different types, check out our explainer post: What is an Annual Report?.
Share them with others and work together at the same time.

While photos certainly add to your annual report’s story, they can also distract from the text on the page. Your business is on a journey, and your annual report design helps you tell that story effectively. You can use images in your design to symbolically reflect those themes. The conservative use of text on each page, along with the large fonts and negative space make the report easy to read. When there is design consistency, it means certain design elements appear throughout your report. If you look at the cash flow from operations, you see that each individual month contributes to the total result represented by the gray column. If you haven’t been to Maine, the outdoors is a pretty big part of their identity. For example, this statistical infographic report uses umbrella icons in a pictogram measuring rain in a year: For a more minimalist annual report design, use a neutral background and use bright accent colors to highlight important information. That can mean more than just incorporating your brand colors. Most of these people are the lifeblood of any non-profit so it made a lot of sense to start there! At its core are three types of charts: The first and second columns of waterfall charts show the different types of revenue and costs that make up total profit across actual and previous year.

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