Prefer working in spreadsheets? This category collects every guide on the site that includes Microsoft Excel versions of our templates. Excel lets you sort, filter and total your data, so it is the natural choice for anything with numbers, lists or dates.
Most posts also include a Word version for printing, so you can pick whichever format suits you. Each template is fully editable: rename columns, add rows, apply your own formatting and save the file for reuse. Browse the posts below and choose the Excel format inside each guide. Excel templates also work well when several people need to update the same list or log. Save a master copy, then make a new file for each project, month or event.
A progress report is a document used to communicate how much work has been completed, what is currently in progress, what remains to be done, and whether a project or task is moving according to plan. Progress reports are commonly used…
A Certificate of Origin (COO) is a trade document used to identify the country where goods were produced, manufactured, or obtained. It may be requested during international shipping and customs procedures to help establish the origin of imported or exported products.…
A packing list is a document used to record the items included in a shipment, package, luggage, or other collection of goods. In shipping and business transactions, a packing list helps the recipient identify what has been packed and compare the…
A contact list is an organized record of people, businesses, customers, clients, suppliers, employees, or other important contacts. Keeping contact information in a structured format makes it easier to find phone numbers, email addresses, mailing addresses, and other details when they…
A project log is a simple project management document used to record important activities, tasks, events, issues, decisions, and progress throughout the life of a project. It gives project managers and team members a central place to document what has happened,…
A balance sheet is a financial statement that provides a snapshot of a business's financial position at a specific point in time. It generally organizes financial information into three main categories: assets, liabilities, and owner's equity or shareholders' equity. Related templates:…
An income statement is a financial report that summarizes a business's revenue, expenses, and profit or loss over a specific period. It is one of the most commonly used financial statements because it helps business owners, managers, investors, and other stakeholders…
A bill of lading (BOL) is an important shipping document used in the transportation of goods. It provides information about the shipment, shipper, consignee, carrier, cargo, destination, and applicable shipping terms. A bill of lading template provides a structured format for…
A treatment plan is a structured document used to organize information about a person's care, treatment goals, recommended interventions, appointments, progress, and follow-up. Healthcare professionals may use treatment plans to document and coordinate care according to a patient's individual needs. Related…
A quiz template is a ready-made document used to create quizzes, tests, trivia activities, classroom assessments, and quiz competitions. Instead of designing a question sheet from scratch, you can use a template and customize it with your own questions, instructions, participant…
An organization chart, also called an organizational chart or org chart, is a visual diagram that shows how a company, business, department, or organization is structured. It can show managers, employees, departments, reporting relationships, and levels of authority in an easy-to-understand…
An incident report is a document used to record the details of an unexpected event, accident, injury, safety issue, property damage, security problem, or other unusual occurrence. A well-written incident report creates a factual record of what happened and can help…
A voucher is a document used to record, authorize, acknowledge, or provide evidence of a transaction, payment, purchase, expense, or other activity. Businesses and organizations use different types of vouchers depending on their accounting and administrative needs. Related templates: free gift…
A company profile is a professional document that introduces a business to potential customers, investors, suppliers, partners, and other stakeholders. It provides an overview of the company's history, products or services, management, achievements, capabilities, and other important information. Related templates: free…
A donation form is a document used by a nonprofit organization, charity, school, church, community group, club, or other organization to collect information about a donor and their contribution. A well-designed donation form makes it easier to record donations, organize donor…