In the workplace , the report plays an important role, whether you are preparing one for your supervisor , the executive staff, board of directors, or clients. It may be short and simple, in the form of a memo or email , or it may be more formal and several pages long.
You can change your cookie settings at any time. Continue Find out more. Writing business reports A report is a formal written account of a specific matter that a person has observed or investigated in some depth. To write an effective business report, you first need to understand what it is and how it can be used. Lewis on January 20, You can use these reports to make suggestions to management or other important decision makers.
This report typically contains a summary and body. The summary highlights your request. For example, you want a 3D printer for your division. Present risks involved with a specific opportunity. An investigative report helps determine the risks involved with a specific course of action.
This type of report is great for helping a company anticipate repercussions. The report will contain an introduction, body and conclusion. The introduction highlights the problem under investigation. The body is used to discuss the facts and results of the investigation.
The conclusion is used to summarize. For instance, say pharmaceutical company X wants to partner with pharmaceutical company Y but has some concerns. Company X conducts an investigation and uses an investigative report to discuss in-depth financial information on company Y and its directors.
Present compliance information to a governing body. This report, known as a compliance report, helps companies show accountability.
A company will use a compliance report to show proof to a governing body city, state, federal government, etc. The report contains an introduction, body and conclusion. The body contains the specific data, facts, etc. It put together an annual compliance report to show their activities for the year.
Present the feasibility of an idea or proposed project. An exploratory report to determine whether an idea will work is called a feasibility report. The report should contain a summary and body. The summary presents the idea. The body covers the benefits, potential problems, associated costs, etc.
A company might use a feasibility report to explore questions such as these: Can this project be completed within its budget? Will the project be profitable?
Can this project be completed within the allotted time frame? Present research found in a study. A research studies report presents research on an issue or problem. The report should contain an abstract summary , introduction, methods, results, conclusion and recommendation. It should also cite the study or studies involved. For example, a business might conduct a company-wide study on whether to ban smoking in its employee lounge.
The person who writes up the study would produce a research studies report. Help a company improve its policies, products or processes via consistent monitoring. This report, called a periodic report, is written at fixed intervals, such as weekly, monthly, quarterly, etc. It may examine efficiency, profit and loss, or any other metric over the chosen interval. For instance, a pharmaceutical sales representative might provide a monthly summary of his or her sales calls.
Report on a specific situation. A specific situation — as opposed to a fixed interval — calls for a situational report. The situation can be as simple as the information provided at a conference or as complex as a report on the response to a natural disaster. These reports contain an introduction, body and conclusion. Use the introduction to identify the event and briefly preview what you cover in the body of the report.
The conclusion discusses the undertaken or necessary actions for the situation. Present several solutions for a problem or situation. A yardstick report weighs several potential solutions for a given situation.
Based on the results, the writer would recommend a particular course of action. A yardstick report should contain an introduction, body and conclusion. The conclusion reveals the best solution or alternative.
The report would then conclude which of the three countries is the best location for the new plant. Determine your objective and format. Ask yourself what you would like the report to accomplish. Regardless of the answer, you need to make your objective concise. If it is muddled, then your report will only confuse your audience, which risks damaging the report's credibility. For instance, you may want to accomplish receiving a larger advertising budget for your department.
Your report should focus on the current advertising budget and how you might effectively use a larger budget. Consider the knowledge or familiarity the audience already has with the intended topic.
Also, think about how the audience will use the information in the report. For instance, say you want to implement a job-share program for your division. Consider how much they likely know about job-share programs already. The answer will set the tone for the report. If your company has never considered a job-share program, then the report will be both informational and strategic.
If the company has considered a job-share program, then the report will be less informational and more persuasive. Identify what you need to learn. The hardest part of writing a business report isn't in the writing. This involves a variety of skills, including data collection and market analysis. What do you — and, in the end, management — need to know to make an informed decision about the topic? Collect the appropriate data for your report.
It is important that your data is well-researched; otherwise, you risk losing credibility. Data gathering itself is going to depend on the type of report that you write. Ensure that the data parameters you choose are concise and relevant to the point of the report. Data may come internally, which means you'll be able to collect it quite quickly. Sales figures, for example, should be available from the sales department with a phone call, meaning you can receive your data and plug it into your report quickly.
External data may also be available internally. If a department already performs customer analysis data collection, borrow that department's. You don't need to conduct the research on your own. This will be different for every type of business, but the writer of a business report often doesn't need to conduct firsthand research.
Organize and write the report. How you organize your report depends on your objective. For instance, you would organize a compliance report differently than a feasibility report. Once you have an idea of how you want to organize your report, you can write your content.
1 WRITING BUSINESS REPORTS WHAT IS A BUSINESS REPORT AND HOW DO I WRITE ONE? Business reports can take different forms. Generally, they are concise documents that first inform.
In this lesson, you will learn why businesses need reports, what the parts of a typical business report are, some types of reports that may be needed, and a simple process for writing a business.
Watch video · Learn how to write a well-constructed business report. In this course, author and senior Kelley School of Business lecturer Judy Steiner-Williams outlines the different types of business reports and then provides guidance on how to write your own from cover letter to concluding sentence. Examples and discussion of how to write a business report for English language learners including an example business plan to use as a template.
Writing business reports. A report is a formal written account of a specific matter that a person has observed or investigated in some depth. In the workplace, the report plays an important role, whether you are preparing one for your supervisor, the executive staff, board of directors, or clients. Writing an effective business report is a necessary skill for communicating ideas in the business environment. Reports usually address a specific issue or problem, and are often commissioned when a decision needs to be made. They present the author’s findings in relation to the issue or problem and then.