We’ve added a few tips (like this one) to help you get
started.
When you click tip text, the whole tip is selected. Just
start typing to replace it with your own.
The
headings, however, are typical annual report headings that you might want to
use as-is.
We
love the cover page of this template. But we also think you should have
options. On the Insert tab, click Cover Page for a gallery of choices. And
don’t worry about text you’ve already added to that page. It will still be
there after you choose another cover.
Want
to add another heading or quote? You can match any formatting you see on this
page in one click, using Styles. Find a gallery of styles for this template on
the Home tab of the ribbon.
If
you change or add headings in this document, you can update the table of
contents in a snap. To see new headings, click anywhere in the table of
contents and then click Update Table.
[Date]
Use this section to give a brief summary of your financials,
highlighting important points.
This is also the perfect place for a few charts that
demonstrate key financial information. To add a chart, on the Insert tab, click
Chart. The chart will automatically
coordinate with the look of your report.
Need some help choosing a chart type? No problem.
•
To show values across
categories, such as to compare the revenues of different business units, try a
column or bar chart.
•
To show values over time, such
as for revenue or profit trends, try a line chart.
•
To compare two sets of related values,
such as to compare executive salaries relative to number of years with the
company, try a scatter chart.
And
when you’re ready to customize the look of your chart, just click in the chart
and then check out the icons you see on the right for everything from style and
layout to managing data.
Well, it wouldn’t be an annual report without a lot of
numbers, right? This section is the place for all those financial tables.
To
get started with a table that looks just like the sample here, on the Insert tab,
click Tables, then choose Quick Tables.
Table
Heading
When
you have a document that shows a lot of numbers, it’s a good idea to have a
little text that explains the numbers. You can do that here.
Of
course, we would all prefer to just have profits. But if you’ve got any debt,
this is the place to make notes about it.
Okay,
you get the idea. If you’ve got notes to add about your financials, add them
here.
Keep
in mind that some of these headings might not apply to your business (and you
might have others to add). This one, for example, is about potential
liabilities that could arise if something happens in the future, such as a
pending legal decision.
What
would you like your readers to understand? Add notes on key takeaways here.
To
replace a photo with your own, right-click it and then choose Change Picture.
Name
Title
[Telephone]
[Fax]
[Email
Address]
[Company]
[Street
Address, City, ST ZIP Code]
[Website]