Annual Report

Annual report template

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Corporations, small businesses and nonprofits use the annual report template to give shareholders and other key stakeholders information about the organization’s activities and financial performance in the previous year. The goal of this report is to give stakeholders a comprehensive overview about the organziation’s mission, year-end highlights, projects, financial information and industry highlights.

  • Provide investors and shareholders with a thoughtful and visually appealing annual report design to share information on key milestones and the company’s financial information.
  • Highlight your company’s key achievements and goals for the coming year.
  • Introduce key team members who joined during the previous year.

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Used 285 times     Share  

Annual Report

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Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

Good case studies tell a compelling story to potential clients of how your company rose to the occasion. The case study template will help you showcase your company’s credibility in solving a particularly challenging client problem and prove to potential clients that you have what it takes to perform well. Specifically, case studies can help you:

  • Highlight your expertise in delivering measurable results based on KPIs.
  • Position your brand as an authority in your industry to attract potential customers.
  • Provide visual proof of your skills, experience and expertise as a company.
  • Showcase your perseverance in handling difficult or projects or campaigns.

How to create an annual report with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional annual report design details. Add charts, graphs, images, and videos to customize the annual report template and make it your own. Drag & drop. Resize. Customize the report format however you need. It’s the easiest editor ever.

2

Customize everything in the annual report template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your annual reports and more.

3

Work on your annual report details together on the cloud.

Add colleagues (or clients) to collaborate on the annual report template. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The annual report seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own custom annual report design templates. Or copy and merge into other documents.

What is an annual report template?

Annual reports are a crucial part of your business and its yearly operations. The annual report is a financial document that businesses provide to shareholders, potential investors, employees and analysts as a source of information about the past year’s performance and financial well-being.

Generally, the first half of an annual report is devoted to company information, industry trends, and other important business news, while the second half usually contains financial data. Sometimes companies use the annual report as a marketing tool or a reminder to shareholder of its business achievements.

What information should be included in an annual report?

Annual reports provide a fundamental overview of the business during the previous year. Typically, the annual report contains categories such as a letter from the company CEO, data regarding the business’s finances and information about business activities.

Message from CEO and business profile

This is your cover page. Talk about your company’s mission and vision. How would you describe your company as a whole? What were the major goals for the previous year? How about your vision looking towards the future?

Year-end highlights

Highlight key business growth using numbers, clients’ names, partnerships, etc. Did you introduce new products or services this year? Or any new marketing campaigns or initiatives? It’s also a good idea to give an overview of any awards, accomplishments or major lists you were included in this year in this section of the annual report template.

Financial overview

This is what your shareholders really care about in the annual report. Showcasing your company’s financial statements allows current and future investors, shareholders, employees and other business stakeholders to determine how well the company has performed in the past, its ability to pay off debts and its plans for growth. You could include financial statements such as:

  • Balance sheet.
  • Cash flow statement.
  • Income statement.
  • Customer growth statement.
Industry highlights

Create an overview of where your market stands by outlining a few of your competitors. Where does the market stand? What did your competitors do well last year? Where did they fall short?

Introduce key leadership team members

Putting a face to your company is important, especially if you’re using your annual reports as a marketing initiative to gain new interest from investors. Add a high quality cover photo for each team member and describe how each team member plans to help reach your company vision.

How do you write an annual report?

Annual reports are important elements of a brand’s transparency and accountability. These reports communicate the values and goals of your brand and align shareholders on future growth goals. That being said, you should create annual reports that easily speak to a broad audience since these reports can be shared across current and potential investors, shareholders, employees and even consumers.

Here are a few tips for creating an annual report design.

  • Create highly visual and narrative-driven annual reports.
  • Keep the color palette, fonts and images used in the annual report inline with your brand identity.
  • Determine a key message that resonates through every part of your annual report.
  • Map out your content – or use an annual report design template to help you structure your content.

The annual report is part of these toolboxes:

Check out related templates, examples and resources.

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Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

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Can I create a free annual report?

Yes. You can try out Xtensio’s simple editor and any template, including the annual report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll create a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the annual report template for?

The goal of this report is to give stakeholders a comprehensive overview about the organization’s mission, year-end highlights, projects, financials and industry highlights.

What info should be included in an annual report?

You should include any and all information about what your company has accomplished in the previous year – this could include awards and recognitions, important projects, financial health, industry highlights, etc.

What is a living document?

The living annual report template allows you to instantly sync your entire team throughout the process. The document can easily be updated throughout the year to add information, awards and projects as they progress. You can add collaborators to work in real-time. And you can share the customizable link to keep internal and external colleagues up-to-date as the project progresses.

Can I add colleagues to edit the annual report template?

Yes! You can invite as many people as you’d like to collaborate on your annual report, ensuring your whole team is aligned. As a platform, Xtensio helps improve the way your team works. Here’s more on real-time collaboration.

How do I share my annual report?

When you’re ready to share your annual report with the management team, shareholders and other key stakeholders, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for investor relations?

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Investor Relations toolbox  and our Strategy toolbox to find more tools and resources.

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