REPORTING / EXCEL COLLECTION 01
Monthly People Report
Turn workforce records into a repeatable month-end report without rebuilding the analysis every month.
A CLEAR PURPOSE
Who it’s for.
The HR team of one, an HRBP, or a small people team preparing a regular management update.
What it helps you do
Produce a consistent dashboard and one-page management summary covering headcount, FTE, starters, leavers and turnover.
What you’ll work with
People, employment-spell and assignment-history tables using the documented Excel layout. The worked example shows the full process with fictional data.
INSIDE THE WORKBOOK
Included in the pack.
- 13-month headcount, starter and leaver trends
- Printable dashboard and one-page management summary
- Configurable Department, Team, Function or other organisation-unit label
- Automated input checks and headcount reconciliation
- Blank template plus a completed fictional example
- Written setup guide, definitions, licence and changelog
Verified for Excel 2019 and Microsoft 365 desktop on Windows. No macros, add-ins, external links or dynamic-array formulas. Not designed for Google Sheets or Excel for the web.
ACTUAL WORKBOOK OUTPUT
Built to be used—and circulated.
These are exported pages from the included fictional worked example. The blank template uses the same structure and formulas.
Works in familiar Excel
Verified for Excel 2019 and Microsoft 365 desktop on Windows.
Designed for independent use
Written instructions, defined inputs and a completed fictional example. No onboarding call required.
Your data stays with you
This site does not accept employee records. You work with the file in your own environment.