# Activity and Financial Report – Process

Work on our Annual Financial and Activity Report over the previous year is started in February each year with a target release date in May. The Report consists of the following main components:

- XXX
- Financial figures are compiled in this Google doc: [https://docs.google.com/spreadsheets/d/1Qtv-lsxOQjFn2k-IEaRq7M\_NMilQgQyc78OzNCxtpOc/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1Qtv-lsxOQjFn2k-IEaRq7M_NMilQgQyc78OzNCxtpOc/edit?usp=sharing)
- Library figures are compiled in this Google doc: [https://docs.google.com/spreadsheets/d/1LHEUrjkNWs2tGzvqdEYPTZDGIb-Ypm3\_fpaCw-bWeeM/edit?gid=0#gid=0 ](https://docs.google.com/spreadsheets/d/1LHEUrjkNWs2tGzvqdEYPTZDGIb-Ypm3_fpaCw-bWeeM/edit?usp=sharing)

The Report is published on our [blog. ](https://docs.punctumbooks.com/books/service-portfolio-management-spm/page/blogging)Individual reports are numbered with the prefix **AR** and the most recent version is saved in our [cloud storage](https://docs.punctumbooks.com/books/service-component-library/page/cloud-storage) under **Punctum Admin > Reports > Financial and Activity Reports** .

### Document Control

<table border="1" id="bkmrk-document-id-srm-001-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>**Document ID**</td><td>SRM-003</td></tr><tr><td>**Document Owner**</td><td>Vincent</td></tr><tr><td>**Version**</td><td>1.1</td></tr><tr><td>**Last Date of Change**</td><td>March 27, 2026</td></tr><tr><td>**Next Review Due Date**</td><td>  
</td></tr><tr><td>**Version &amp; Change Tracking**</td><td>  
</td></tr></tbody></table>