explain the procedure for writing a project report in business communication

• Get started with computers
• Learn Microsoft Office
• Apply for a job
• Improve my work skills
• Design nice-looking docs
• Getting Started
• Smartphones & Tablets
• Typing Tutorial
• Online Learning
• Basic Internet Skills
• Online Safety
• Social Media
• Zoom Basics
• Google Docs
• Google Sheets
• Career Planning
• Resume Writing
• Cover Letters
• Job Search and Networking
• Business Communication
• Entrepreneurship 101
• Careers without College
• Job Hunt for Today
• 3D Printing
• Freelancing 101
• Personal Finance
• Sharing Economy
• Decision-Making
• Graphic Design
• Photography
• Image Editing
• Learning WordPress
• Language Learning
• Critical Thinking
• For Educators
• Translations
• Staff Picks
• English expand_more expand_less

Business Communication  - How to Write a Powerful Business Report

Business communication  -, how to write a powerful business report, business communication how to write a powerful business report.

Business Communication: How to Write a Powerful Business Report

Lesson 8: how to write a powerful business report.

/en/business-communication/how-to-write-a-formal-business-letter/content/

How to write a powerful business report

When a company needs to make an informed decision, it can create a business report to guide its leaders. Business reports use facts and research to study data, analyze performance, and provide recommendations on a company's future.

Watch the video below to learn how to write and format a business report.

The basics of a business report

Business reports are always formal , objective , and heavily researched . Every fact must be clear and verifiable, regardless of whether the report focuses on a single situation or examines the overall performance of an entire company.

Because objectivity is crucial in a business report, avoid subjective descriptions that tell the reader how to feel. For instance, if sales were down last quarter, don’t say “Sales were terrible last quarter,” but rather let the sales data speak for itself. There should also be no personal pronouns, such as “I think we should invest more capital.” A business report should remain impersonal and framed from the company’s perspective.

The structure of a business report

Although the size of a report can range from one page to 100, structure is always important because it allows readers to navigate the document easily. While this structure can vary due to report length or company standards, we’ve listed a common, reliable structure below:

• Front matter : List your name, job title, contact information, and the date of submission. You can also create a title for the report.
• Background : State the background of the topic you’ll be addressing, along with the purpose of the report itself.
• Key findings : Provide facts , data , and key findings that are relevant to the purpose stated in the background. Be clear and specific, especially because the entire report depends on the information in this section.
• Conclusion : Summarize and interpret the key findings, identify issues found within the data, and answer questions raised by the purpose.
• Recommendations : Recommend solutions to any problems mentioned in the conclusion, and summarize how these solutions would work. Although you’re providing your own opinion in this section, avoid using personal pronouns and keep everything framed through the company’s perspective.
• References : List the sources for all the data you've cited throughout the report. This allows people to see where you got your information and investigate these same sources.

Some companies may also require an executive summary after the front matter section, which is a complete summary that includes the report’s background, key findings, and recommendations. This section lets people learn the highlights quickly without having to read the entire document. The size of an executive summary can range from a paragraph to multiple pages, depending on the length of the report.

As mentioned in Business Writing Essentials , revision is key to producing an effective document. Review your writing to keep it focused and free of proofreading errors, and ensure your factual information is correct and presented objectively. We also recommend you get feedback from a colleague before submitting your work because they can spot errors you missed or find new opportunities for analysis or discussion.

Once you’ve revised your content, think about the report’s appearance . Consider turning your front matter section into a cover page to add some visual polish. You can also create a table of contents if the report is lengthy. If you’re printing it out, use quality paper and a folder or binder to hold the report together. To diversify the presentation of your data, try using bulleted lists, graphics, and charts.

Example of a business report

To demonstrate the principles of this lesson, we’ve created a brief business report for you to review.

Let's start by looking at the first page of this two-page report.

The layout of the front matter is simple and effective, while the background sets the stage in a quick, specific manner. The key findings provide the main takeaways that warrant further investigation, along with a chart to add emphasis and visual variety.

Now let's look at the following page.

The conclusion features a little of the writer's opinion on the key findings, although the writing is still centered around the company's perspective. The recommendations are clear and supported by the data, while the references are thorough.

While business reports may seem intimidating, you have the ability to create a thorough, informative document through practice and careful research. Collect the facts and present them in an organized, objective manner, and you’ll help your business make informed decisions.

/en/business-communication/how-to-write-an-effective-business-email/content/

How to Write a Project Report In 5 Easy Steps (Template Included)

Last updated on 31st January 2023

In this article we’re going to teach you how to write a project report in 5 easy steps.

Did you know that only 64% of projects meet their goals ? That means 36% fall short. And when projects don’t meet their goals it can result in a lot of headaches for your company.

The reasons why projects fail are plentiful but it typically comes back to poor planning or a lack of organisation. 

A solid project report can eliminate these issues and ensure you stay on track to complete your goals.

So, let’s take a look at how to write a project report in 5 easy steps…

Article Contents

What is a project report?

A project report is a document that contains helpful information so that teams can ensure their project stays on track, runs successfully, and completes on time. 

There are different types of project reports that are used at different periods throughout a project’s lifespan, but they all contain similar data that covers things like progress, tasks, roadblocks, stakeholders, and financial information. 

Why is a project report important?

Project reports are important for many reasons. A project report gives your project a sense of direction that can help you maintain consistency throughout the project, even as it passes between different people and teams. Your project report will also be a great document to refer back to if things get difficult, so you can stay on track. 

Even in the first instance, before your project kicks off, a project report can help you to manage your budget, workload, and any foreseen risks. It can also give stakeholders insight into the specifics of the project to help manage expectations from the start. 

Types of project report

There are many different types of project reports that will help you manage different aspects of your project. For example, a resource report will help you to understand the resources you’ll need for the project, how much resource you have at your disposal, and will also help you to predict when your resources will need to be replenished. 

Other examples include: risk assessment reports (to identify potential risks), board reports (to update investors/board members on project progress), and cost-benefit analysis reports (to help you measure benefits against the costs associated with them). 

Now, let’s dive into 3 of the biggest, most important types of project reports.

1. General project report

This is your first project report. It should cover predictions and plans for how you expect the project to go, and give you a clear sense of direction when it comes to things like budget, timelines, and everything else you need to keep track of in order for your project to be considered a success. 

2. Progress report

A progress report – as you may have guessed – comes in the middle and helps you document your progress. It’s important to keep reassessing your project to see if you are where you expect to be and to help you make adjustments along the way. 

A progress report is also very useful for managing stakeholder expectations and keeping them informed on how the project’s going.

3. Project completion report

As you wrap up your project, a project completion report can be a great way to reflect on what went well and what went wrong. This can not only help you wrap up the current project neatly, it can also inform future projects and ensure you don’t make the same mistakes twice.

How to write a project report in only 5 steps

There are many different types of project reports. So, of course, the writing of each one will differ slightly depending on who they are aimed at and what the content of the project report is. 

However, there are still some core steps to follow for each. Let’s take a look at how to write a project report in 5 steps. 

1. Start with the basics

At the very top of your project report should be a simple table that includes all of the core information for the project. Here’s an example: 

The table for your project will probably vary slightly to this, but hopefully this gives you an idea of the most important top-level information to include. 

Underneath this table you should have a short summary of the project. This can be just a couple of sentences that sum up the objectives and goals. Think of this kind of like an elevator pitch for the project. 

2. Cover your objectives

Now it’s time to go into more detail. List out each objective for the project, including what you need to do to achieve each one. 

For example, let’s pretend our project is to create a brand video. There are many objectives, such as: 

• Write a script
• Storyboard the video 
• Record a voiceover
• Shoot the video
• Edit the video
• Come up with a plan for promotion 

Each objective will need to be completed in order to go on to the next. And each objective requires different resources and skill sets. All of this should be recorded, in detail, in your project report. 

3. List your obstacles

Next, list any predicted obstacles or risks. This may feel like a waste of time because of course you’re going to be avoiding risks and obstacles as often as you can. However, it’s important to be aware of the potential roadblocks that might appear so that you are prepared to handle them without slowing down. 

Some example obstacles for the brand video project could be: 

• Equipment breaks
• Weather ruins a shoot
• Editing takes longer than planned

Next to each obstacle, jot down a quick plan for how you would solve this issue if it happened. For example, for “weather ruins a shoot” your potential solution could be to “choose a backup location”.

4. Create a project timeline

With any project, it’s important to know how long everything’s going to take. This is the best way to estimate how much time, money, and resource is required. 

A project timeline will help plot a path forward. To create a project timeline all you need to do is break down each objective into tasks and add a deadline for each task. It also helps to add an owner to each task, so you know who the point of contact is for each section of the timeline. 

This can be tricky to manage but becomes so much easier with a project management tool, like Project.co . When you create a project on Project.co, all of your clients and team members can see everything that goes on with the project in one centralised place. This includes tasks that can be allocated to team members, assigned a date, and a status – so everyone involved in the project can see how it’s progressing: 

You can also add comments, attachments, priority tags, and more. 

Plus, it’s easy to keep track of several tasks at once by using the calendar view: 

Other views available are kanban, list, and scheduler. 

5. Cover project communication

Somewhere on your project report you should include a link to your communication guidelines . This will help everyone involved on the project to understand what’s expected of them when it comes to communication, for example what tools to use and how to communicate. 

This can help your project run more smoothly and create a better result for everyone. According to our Communication Statistics 2022 , 95% of people feel that the businesses they deal with could improve when it comes to communication and project management . 

Writing a project report: 7 top tips 

1. Be clear

The perfect project report is clear and concise. Try your best to leave no room for errors or misunderstandings, and write in short definitive sentences. 

Being clear is especially important when it comes to timelines and targets. It can be helpful to plot out your tasks in a visual way, like a kanban view . This will make your project timeline easy to scan and understand.  

2. Be thorough

While it’s important to be clear and concise, it’s equally important to be thorough. Try to include as much relevant information in your project reports as possible.

One of the main functions of project reports, particularly project status reports, is to inform stakeholders on the progress of the project. So the more thorough you can be, the better. 

3. Be appropriate

A project report is an internal document that’s likely going to be shared between many different departments or teams in your business, so it’s important to make sure your language is appropriate. 

Keep the culture of the business in mind when writing your report. Use the same kind of tone and language that you would in other internal communication documents. This is especially important when you consider more than a third (35%) of businesses have lost an employee because of poor internal communication . 

4. Be honest

Your project report is not the place to sugarcoat anything. You should be honest, and brutally so. This means giving accurate and realistic figures, deliverables and deadlines. 

A project report should be a factual account so that everyone has a clear understanding of the data and knows exactly what to expect from the project. 

5. Be quick

It may seem contradictory to tell you to be thorough and quick with your project reports, but this just means don’t overload people with unnecessary information. Be succinct and to-the-point with every aspect of the report, from points of contact to resources and any potential roadblocks. 

The idea is for your project reports to be as easy to digest as possible, especially if you’re supplying busy stakeholders with a steady stream of ongoing status reports. 

6. Be prepared

No project runs perfectly, so it can be helpful to be prepared for bumps in the road. You might want to leave an ‘other’ or ‘notes’ section at the bottom of your report where you can jot down anything that’s changed along the way. 

It can also help to leave room for slight adjustments in your timeline. Just a couple of buffer days here and there can really reduce stress for your teams, and also help ensure your deadlines are more realistic. 

7. Be proud

When you’re carefully documenting things like risks and problems, your project report can become pretty gloomy. So it’s important to even it out by also celebrating your team’s achievements. 

Every project has ups and downs, and by giving as much attention to the ‘ups’ as you do the ‘downs’ you can boost team morale and this can be reflected back on your project. 

Free project report template

As promised, here is your free project report template ! 

To use this document, make sure to hit File > Make a Copy to save it as your own. This way you can make edits and personalise it to perfectly fit your needs. 

Final thoughts

A solid project report can act almost like a map that clearly directs you towards your end goal, helping you to avoid risks along the way and take the best route to success.

In addition to a project report, a project management platform can also help you to maintain your focus and manage your project with ease, thanks to centralised communication and complete visibility of all your work. Click here to get started for free .

Create your FREE account

How to Write a Project Report (with Best Practices Templates for Microsoft 365)

Key Take Aways

What you’ll learn:

• How AI can enhance project reports with predictive analysis and actionable insights
• A 7-step checklist for making sure that your project reports are easily accessible and consumable by stakeholder
• The importance of using project management software for streamlining project reporting, especially in the age of remote working
• Why you should use the Microsoft 365 platform for project reporting and some out of the box examples from BrightWork 365

By: Shubhangi Pandey | Published on: Mar 14, 2024 | Categories: BrightWork 365 , Microsoft 365 , Project Reporting | 0 comments

In an age where remote work is becoming the new every day and data-driven decision-making is more crucial than ever, project reporting has become more than a managerial obligation. It’s an art and a science that combines traditional project tracking with modern metrics and advanced data visualization.

This guide will walk you through seven essential steps to craft a project report that informs and engages your stakeholders. We’ll explore the role of AI in project management, delve into the importance of remote work metrics, and discuss cutting-edge data visualization tools that can make your reports more insightful.

Whether you’re a seasoned project manager or just getting started with project management basics , these steps will help you write a project report that adds value to your organization’s knowledge base for future projects.

Why are Project Management Tools Vital for Report Writing?

The importance of robust project management tools for effective report writing cannot be overstated. Here’s why:

• Centralization : Project management tools are a central hub for all your project data, streamlining project management and reporting processes.
• Efficient Tracking : These tools make it easier to monitor work progress during the monitoring phase of project management , helping you stay on top of tasks and milestones.
• Risk Identification : Advanced features enable you to spot potential risks early, allowing for proactive management.
• Stakeholder Communication : Keep all stakeholders in the loop with real-time updates and comprehensive reports.
• Data Visualization : Utilize features like Power BI to transform raw data into insightful visuals, aiding in better decision-making.
• Custom Reports : Depending on organizational needs, create specialized reports that offer in-depth analysis and recommendations upon project completion.

The Evolution of AI in Project Management Tools for Report Writing

When crafting an impactful project report, your tools can be a game-changer. And let’s talk about the elephant in the room: Artificial Intelligence. AI is no longer just a buzzword – it’s a reality transforming project management and reporting.

According to a systematic literature review published in MDPI , AI’s role in project management is increasingly significant, offering advanced capabilities like predictive analytics and risk assessment.

The Power of Predictive Analytics

These advanced AI tools centralize your project data and offer predictive analytics, risk assessment, and automated insights that can be invaluable for your report. Like Power BI revolutionized data visualization, AI algorithms can sift through massive amounts of data to highlight trends, predict risks, and recommend actions.

Making AI Accessible for Every Project Manager

Imagine reporting on what has happened and providing stakeholders with insights into what could happen. It’s like giving your project report a crystal ball. And don’t worry – embracing AI doesn’t mean you have to be a tech wizard. Many modern project management tools benefit from built-in AI features. 

A thesis from DiVA portal explores the implementation of AI in project management and its impact on working personnel, indicating that AI is becoming more accessible and user-friendly.

The Future of Data-Driven Decision Making

AI’s capabilities equip stakeholders with data-driven insights for strategic decisions. It’s not just about tracking work and identifying risks anymore – it’s about forecasting them and offering actionable solutions. Welcome to the future of project reporting.

Types of Project Reports and Their Formats

Understanding the types of project reports you need to create is crucial. Whether it’s a project summary report, a project health report, or a project completion report, each serves a unique purpose and audience.

Knowing the format, whether a pie chart, bar chart, or complete chart, can also help present the data effectively. Writing a report is a valuable opportunity to evaluate the project, document lessons learned, and add to your organization’s knowledge base for future projects.

Data Visualization: Modern Tools and Techniques

Data visualization has come a long way from simple pie charts and bar graphs. With the advent of AI, we now have tools that can display and interpret data. Think of AI-powered heat maps that can show project bottlenecks or predictive line graphs that forecast project completion based on current trends.

Techniques for Effective Data Presentation

Modern data visualization techniques like interactive dashboards, real-time data streams, and even augmented reality (AR) representations are making it easier than ever to understand complex project metrics. These aren’t just for show; they offer actionable insights that can significantly impact project outcomes.

Making Data Visualization Accessible

The best part? These advanced visualization tools are becoming increasingly user-friendly. You don’t need to be a data scientist to use them. Most project management software now integrates seamlessly with these tools, making it easier than ever to incorporate advanced data visualization into your regular reporting.

The New Normal of Remote Work

In today’s digital age, remote work is becoming the new normal. As project managers, adapting our reporting techniques to this changing landscape is crucial.

Critical Metrics for Remote Teams

When it comes to remote teams, some metrics become even more critical. Think along the lines of ‘Remote Engagement Rate,’ ‘Digital Communication Effectiveness,’ and ‘Virtual Team Collaboration.’ These KPIs offer a more nuanced understanding of how remote teams are performing.

Tools for Tracking Remote Work Metrics

Fortunately, modern project management tools have features specifically designed to track these remote work metrics. From time-tracking software to virtual “water cooler” moments captured for team morale, these tools make remote work measurable in ways we couldn’t have imagined a few years ago.

Project Timeline and Milestones

A well-defined project timeline and key milestones are essential for any project. They not only help in keeping the project on track but also provide a basis for decision-making. 

Project management software can automate this process, ensuring that reports are always up-to-date. Try the steps outlined below for writing better project reports.

Project management on Microsoft 365

Watch a demo of BrightWork 365 project and portfolio management templates for Microsoft 365, Power Platform, and Teams.

How to Write a Project Report

Writing an effective project report is crucial for evaluating the project’s health, keeping stakeholders informed, and setting the stage for future projects. Here are seven steps to guide you through the process.

1. Decide the Objective

Take some time during the project management initiation phase to think about the purpose of the report. Do you need to describe, explain, recommend, or persuade? Having a clear goal from the outset ensures that you stay focused, making engaging your reader easier.

Understanding the objective is the cornerstone of effective project reporting. Whether crafting a project summary report or a detailed project performance report, aligning your content with the aim will make your report more coherent and actionable.

This is also the stage where you decide the key milestones and metrics to highlight in the report.

2. Understand Your Audience

Understanding your audience is crucial for crafting a report that resonates. Whether you’re writing for stakeholders or team members, the language, data, and visuals should be tailored to their preferences and needs.

• Language & Tone : Consider the communication style of your audience. Is a formal or informal tone more appropriate? Tailoring your language can build rapport and make your message more impactful.
• Data & Graphics : Choose the types of data and visual aids that will most effectively convey your message to your specific audience.
• Personal Preferences : Pay attention to how your audience typically communicates, whether in emails or other documents and try to mirror that style.
• Report Format : Different stakeholders may require different levels of detail. A project manager may want an in-depth analysis, while a sponsor only needs an executive summary.
• Audience Personas : Utilize audience personas to guide the tone, style, and content, ensuring your report caters to the diverse needs of all project stakeholders.

3. Report Format and Type

Before you start, check the report format and type. Do you need to submit a written report or deliver a presentation? Do you need to craft a formal, informal, financial, annual, technical, fact-finding, or problem-solving report?

You should also confirm if any project management templates are available within the organization.

Checking these details can save time later on!

Different types of project reports serve other purposes. A project status report provides a snapshot of where the project is, while a project health report dives deeper into metrics. 

Make sure to consider the medium – will this report be a PDF, a slideshow, or an interactive dashboard? The format can significantly impact how the information is received.

4. Gather the Facts and Data

Including engaging facts and data will solidify your argument. Start with your collaborative project site and work out as needed. Remember to cite sources such as articles, case studies, and interviews.

To build a compelling case in your report, start mining your collaborative project site for crucial metrics like project milestones, resource utilization, and project health. Supplement this with additional data from external sources like articles and case studies. 

Utilize data visualization tools like pie charts or bar graphs to make complex information easily digestible. Ensure the data is current to maintain the report’s credibility and remember to cite your sources for added reliability.

5. Structure the Report

How you arrange your report is pivotal in how well your audience can digest the material. A logically organized report improves readability and amplifies its impact in delivering the core message.

Your report should have a natural progression, leading the reader from one point to the next until a decisive conclusion is reached. Generally, a report is segmented into four key components:

• Opening Overview: This is the first thing your reader will see, and it’s usually crafted after the rest of the report is complete. Make this section compelling, as it often influences whether the reader will delve deeper into the report.
• Introduction: This section sets the stage by offering background information and outlining the report’s cover. Make sure to specify the report’s scope and any methodologies employed.
• Body: Here’s where your writing prowess comes into play. This is the meat of the report, filled with background, analyses, discussions, and actionable recommendations. Utilize data and visual aids to bolster your arguments.
• Final Thoughts: This is where you tie all the report’s elements together in a neat bow. Clearly state the following steps and any actions the reader should consider.

6. Readability

Spend some time making the report accessible and enjoyable to read. If working in Word, the Navigation pane is a great way to help your reader work through the document. Use formatting, visuals, and lists to break up long text sections.

Readability is not just about the text but also about the visual elements like pie charts, bar colors, and even the background color of the report. Use these elements to break the monotony and make the report more engaging. Also, consider adding a table of contents for longer reports to improve navigation.

The first draft of the report is rarely perfect, so you will need to edit and revise the content. If possible, set the document aside for a few days before reviewing it or ask a colleague to review it.

Editing is not just about correcting grammatical errors – it’s also about ensuring that the report aligns with its initial objectives and is tailored to its audience. Use this stage to refine the report’s structure, clarify its key points, and eliminate any unnecessary jargon or technical terms to the reader’s understanding.

Automate and Streamline Project Reporting with Microsoft 365

Project reporting can often be a laborious and time-consuming task. Especially on a project where there are so many moving parts and different people involved, getting a clear picture of what’s going on can be pretty tricky.

That is why we recommend moving to a cloud-based solution for project management and reporting – and you might have guessed it: we recommend Microsoft 365! If you’re considering SharePoint, check out our build vs buy guide.

Why use Microsoft 365 for project reporting?

There are many benefits to using Microsoft 365 as the platform for your project management reporting, including:

• Centralizing your project management and reporting on Microsoft 365 brings your project information into one place, so you can automate reporting and save time. If you’re still using excel for project management , here’s why you should consider switching.
• You can access configurable and filterable reports based on the audience by leveraging the available reporting mechanisms in Power Apps, Power BI, and Excel. Everyone can see the information in the way they need.
• Linked into the Microsoft 365 ecosystem, reports can appear in Power Apps, Power BI, exported to Excel, emailed in Outlook, or seen in MS Teams, so reports are available wherever the audience is working.
• Having project data maintained in a single platform means that project reports are always up to date. No more chasing up PMs or team members for the latest document version!

5 Ways you can use BrightWork 365 for Project and Portfolio Reporting

BrightWork 365 is a project and portfolio management solution for Microsoft 365 and the Power Platform. Here are five ways you can leverage BrightWork 365 and Microsoft 365 for more efficient project reporting:

1. Capture Project Status Reports in a few minutes

BrightWork project sites have a “Status” tab where the project manager can capture what is happening. This is not a status report but a place for the PM to log the current status.

2. Track the project schedule with Gantt

3. Get High-Level Visibility into Programs and Portfolios

BrightWork 365 enables a hierarchy for your project management – with Portfolios being the highest level. For example, a portfolio may house all the projects in a company.

4. Surface Risks and Issues across all projects

One of the most critical elements for senior executives and project stakeholders is being aware of the project risks, especially understanding any issues that arise quickly.

5. Leverage Visual and Interactive Reports

The type and format of a report often depends on the audience. For example, senior executives often want the high-level details of a project. That’s where BrightWork 365 Power BI Dashboards come in.

Spend less time on your project reports with BrightWork 365

Streamline your project reporting process with BrightWork 365, a tool to centralize and automate your project data. Whether you prefer real-time dashboards or scheduled email reports, BrightWork 365 adapts to your needs, eliminating the tedious aspects of project reporting. Consider the following:

• Centralization : BrightWork 365 consolidates all project information into a single platform, making it easier to manage and report.
• Real-Time Reporting : As data is updated, reports are generated in real-time, ensuring you always have the most current information.
• Flexible Access : Reports can be accessed through various methods, including logging in to view customizable dashboards or receiving scheduled email summaries.
• Efficiency : The tool automates the reporting process, freeing time and reducing manual effort.

Conclusion: The Future of Project Reporting

Project reporting has undergone a significant transformation, thanks partly to technological advancements like Microsoft 365 and BrightWork 365 . As we’ve discussed, it’s not just about tracking tasks and milestones anymore. 

Today’s project reports are data-rich, AI-enhanced documents that offer predictive analytics and actionable insights. They also cater to the unique challenges and KPIs relevant to remote teams.

As we look to the future, we can expect even more advancements in project reporting technology. However, the core principles of clear objectives, a deep understanding of your audience, and a well-structured format will remain constant. 

By adhering to the steps outlined in this guide, you’ll be well-equipped to adapt to new tools and technologies, ensuring that your project reports remain valuable for decision-making and strategic planning.

Editor’s Note: This post was originally published in September 2016 and has been updated for freshness, accuracy, and comprehensiveness

Image credit 

Shubhangi Pandey

Shubhangi is a product marketing enthusiast, who enjoys testing and sharing the BrightWork 365 project portfolio management solution capabilities with Microsoft 365 users. You can see her take on the experience of the template-driven BrightWork 365 solution, its unique project management success approach, and other personalized services across the site and social channels. Beyond BrightWork, Shubhangi loves to hunt for the newest Chai Latte-serving café, where she can read and write for hours.

Don't forget to share this post!

Privacy overview.

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Filter by Keywords

Project Management

How to write a project report (with steps & templates).

March 21, 2024

Juggling all the different components of a project can be quite a challenge. If that weren’t enough, you also have to write a project status report to update key stakeholders on the project’s progress. The struggle is real.

So where do you start? Fortunately, we have the answer. And that’s precisely why we put together this guide—to walk you through the process so you have a clear path from start to finish.

Learn more about creating project reports and different types of project status reports. Plus, you’ll walk away with five free project report templates, carefully crafted to streamline your project management workflow, save you time, and impress your stakeholders. 🤩

What is a Project Report?

How to write a project report, 1. project status report, 2. project progress report, 3. project cost benefit analysis report, 4. project time tracking report, 5. project resource report, 6. project risk report, 7. project variance report, 8. project performance report, 9. project completion report, why is project reporting important, 1. final project report template, 2. project status report template, 3. digital marketing report template, 4. employee daily activity report template, 5. campaign report template, create professional project reports in less time with clickup.

A project report is a document offering a comprehensive overview of a project’s objectives, progress, team performance, and milestone accomplishments. It also gives an account of the challenges faced during a project’s execution , solutions devised to tackle them, and the lessons learned during the process. 

Project managers create these reports to communicate with other project stakeholders—including team members, sponsors, clients, and other interested parties—to ensure everyone’s on the same page. The document also serves as a foundation for further evaluation and analysis to ensure the project says on track and achieves its goals. 🎯

Creating a project report doesn’t have to be a daunting task. Follow these three simple steps to create your first project report with ease.

Understand the purpose of the report

Before you create a project report, you need to understand the purpose of the report (the “why”) and know your target audience (the “who”). This will guide the content, structure, and tone of your project report.

Gather and organize the relevant information

At this point, you need to gather project information relevant to your project report. Make sure your data is accurate, reliable, and up-to-date. Organize the gathered information in a logical and structured manner.

• Executive summary : As its name suggests, this project summary gives readers a quick overview of the whole report. It’s a snapshot that highlights the most important parts of the project. While it’s placed at the start of the report, it’s often written last. It covers the project’s objectives, methodology, major outcomes, and conclusions. 
• Introduction: This sets the context and expectations of the entire report. It includes the project’s purpose and scope, project schedule, the problems it aims to address, and the methodologies to get there. It also outlines the structure and organization of the rest of the report. 
• Body: Typically, this is the longest part of project management reports because it dives into in-depth details, including project progress, data collection, analysis reports, constraints, and limitations. Remember that whatever you include here should reflect the purpose of your project report and the preferences of your target audience. 
• Conclusions & Recommendations: Based on your findings and analysis, identify opportunities for improvement, suggest strategies for addressing them, or propose avenues for future research. 

Format and proofread the report

Ensure that your project report follows a consistent formatting style—headings, subheadings, and bullet points will make it easier to read. In addition, scan your report for spelling or grammar errors and typos.

Types of Project Reports

Project reports come in diverse formats, with each serving different use cases. Here are nine of the most commonly used types of project reports.

A project status report is a document that gives a snapshot of where your project stands at any given moment. It’s like answering the question, “How’s the project doing?”

But instead of just saying “The project is fine,” you actually dive into the project goals, tasks completed, milestones achieved, challenges faced, lessons learned, potential roadblocks, and next steps. 

Whether it’s a weekly project status report or a monthly status report, this documentation eliminates the need for status meetings while giving stakeholders the most recent status of the project.

A project progress report is slightly similar to a status update report, as they both discuss task progress. However, the progress report is more quantitative and zooms in on individual tasks and project milestones . 

It’s like taking a magnifying glass and examining the progress of each task, one by one. For example, it could include in-depth information on the percentage of completion and current status of each task (completed, on track, delayed, etc.). 

The cost-benefit analysis report is usually prepared before a project is put into motion. Of the various project reports, this one aims to answer a simple question: “Is it worth pursuing this project?”

To answer this question, the report first assesses all project costs like operational expenses, materials, salaries, equipment, and potential risks. 

It then considers the projected benefits, such as increased profit margins, cost savings, improved efficiency, or happier customers. Finally, the report compares the costs to the benefits to determine if it’s time to move forward or explore other options.

A project time-tracking report is a document that records and summarizes time spent on project activities. Each project team member contributes to writing this report—they track and record the amount of time they’ve spent on tasks and submit it to the project manager. ⏰

Thankfully, the rise of project management tools has eliminated the need for paper-based time-tracking submissions. They make it easy for team members to submit accurate and detailed time reports to the project manager—while reducing the administrative burden of manual report compilation. 

Project managers can see how time is spent and the overall productivity of team members. As a result, they’re able to make informed decisions, such as redistributing workload (aka workload management ), reassigning tasks, and providing feedback and support to team members. 

A project resource dashboard offers a bird’s-eye view of how resources (e.g., labor, equipment, materials, budget, etc.) are allocated in a project. Think of it as a comprehensive resource inventory, listing every project task, the responsible party, and the resources being used. 

Project reports like this help project managers keep track of resource availability, identify potential resource constraints or shortages, and make informed decisions about resource allocation and optimization.

A project risk report offers a comprehensive analysis of potential risks, their likelihood of occurrence, their potential impact on the project, and recommended mitigation strategies. 

Rather than waiting for future events to derail the project, project reports like this one allow project managers to take a more proactive approach to risk management—thereby boosting the chances of overall project success.

A project variance report reveals the gaps or deviations between project plans and the actual performance or results achieved. It compares various factors—like budget, time, resources, and scope—and their planned values with their actual values, then computes the differences (or variances). 

By analyzing these variances, project managers and stakeholders can discuss the possible reasons behind them, identify areas that need attention, and take corrective actions where necessary.

A project performance report evaluates the overall performance and achievements of a project against predetermined metrics and objectives. It includes information on project deliverables, key performance indicators (KPIs) , and stakeholder satisfaction.

This report helps project managers assess project success, identify areas for improvement, and communicate the project’s performance to stakeholders.

A project completion report marks the end of a project journey. It summarizes the entire project lifecycle, from initiation to closure. This report contains an overview of the project’s objectives, deliverables, milestones, challenges, and recommendations for future projects.

Writing project reports may initially seem redundant and time-consuming. However, it plays a crucial role in achieving project success. While a few benefits were hinted at earlier, let’s get a better picture of why project reports should not be overlooked.

More clarity

Creating a project report allows you to step back and reflect on the project’s progress. As you record the milestones, successes, and challenges, a wealth of insights begin to unfold—strengths, weaknesses, and areas that need attention.

This holistic view of the project’s health helps you steer it toward the desired outcomes and ensure it stays on track.

Encourages evaluation and analysis

Project reports allow you to evaluate and analyze the different aspects of a project in a systematic way—gathering relevant data, analyzing them, and evaluating their significance. By giving your project a critical analysis, you can uncover valuable insights, identify patterns, draw meaningful conclusions, and take strategic action. 🛠️

Enhances communication and collaboration

Creating a project report challenges you to present the project’s progress and results to stakeholders in a clear and coherent manner. A well-written report promotes project transparency and ensures everyone is on the same page.

It also facilitates collaboration by providing a common reference point for discussions, feedback, and decision-making.

Boosts professionalism and credibility

When you present a comprehensive and well-structured report, it shows that you have conducted thorough research, followed a methodical approach, and can effectively communicate complex information. This, in turn, boosts your reputation, enhances your credibility, and showcases your expertise among peers, colleagues, and potential employers.

Knowledge preservation

A project report serves as a valuable reference for future research or projects. By documenting your process, methodologies, challenges, lessons, and results, you create a resource that can be consulted and built upon by others.

This contributes to the cumulative knowledge in your field and fosters a culture of collaboration and innovation.

Improves Team Alignment

Project reports are instrumental in enhancing team alignment. They provide a clear, concise snapshot of progress, identifying accomplishments, challenges, and next steps. This enables all team members to understand the project’s current status and their respective roles in achieving the overall objectives.

Check out these project report templates for teams:

• Nonprofit Organizations Project Report
• Operations Teams Project Report
• Finance Teams Project Report
• DevOps Teams Project Report
• Agile Teams Project Report
• Sales Teams Project Report

5 Project Report Examples & Templates

Sure, you could write project reports from scratch and spend countless hours formatting and structuring them. But why would you when you can use free project report templates? They provide a structure and format for your report so you can simply plug in your data and customize the design to fit your needs. Not only do project report templates speed up the report creation process, but they also enhance the overall quality of your reports. 

Let’s jump right in to explore our top five project report templates. 📈

A final project report is the perfect finishing touch to conclude a project and highlight its achievements. ClickUp’s Final Project Report Template provides a solid structure to help you put it together with the following key sections:

• Planned vs. Actual: A quantitative breakdown of how the project deviated from the original plan with regard to its start date, completion date, duration, and budget
• Management Effectiveness: A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis evaluating how the project was managed
• Project Learnings : Share the important project lessons learned by the team throughout the lifespan of the project
• Contract Terms Checklist : A simple table listing the various contract terms, whether they were completed, and any remarks you have 
• Overall Performance rating: A 1 out of 5 rating of the different aspects of the project, from planning and execution to leadership and communication

This template is built in ClickUp Docs , which means you have unlimited flexibility for customization—add extra sections and tweak the appearance to suit your taste. And guess what? The table of content updates in real-time as you add, edit, or delete multiple headers.

If you want to wow your team and clients, this project status report template will help you get the job done. 

Writing a project status report is fairly straightforward. But staring at a blank document and worrying about crafting perfectly manicured sentences can make this process last a lot longer than it should. 

Thankfully, ClickUp’s Project Status Report Template is here to save the day! Built inside ClickUp Whiteboards, this template provides a hassle-free method to quickly capture key project details in a visually engaging way.

• General information: Cover general project details (e.g., project name, objectives, project timeline , reporting period, etc.) which you’ll need to fill in only once
• Progress details: Use color-coding to share in-progress, at-risk, delayed, and completed tasks
• Support and resources: List out assets (e.g., labor, money, etc.) needed for a smooth operation 
• Highlights and takeaways: Share key lessons learned and other noteworthy highlights
• What went well/What needs improvement: Use this opportunity to reflect on the project’s progress and share the areas that performed well and what needs attention
• Next steps: Highlight the key action items that need to get done to keep the project on track

Enter the details under each of these sections onto sticky notes, which’ll help you quickly pour down your thoughts without worrying about writing perfect sentences. It’s also very helpful for stakeholders as the information on sticky notes is short and straight to the point. 

This template removes the pressure of creating a status report and saves valuable time—all while keeping key stakeholders informed and up to date.

After running a digital marketing campaign project, you need to gather key metrics from the campaign and present it to key stakeholders for evaluation, performance analysis, and notes for future improvements. 

Sharing this info across multiple digital channels can get overwhelming but there’s no need to worry. ClickUp’s Digital Marketing Report Template has you covered with everything you need. Plus, it’s neatly broken down into the following sections:

• Digital Marketing Performance: This section lets you summarize the overall performance of your campaign by capturing key details like project budget allocations, actual expenses, cost per acquisition, total impressions, and total clicks across multiple campaigns
• Web Analytics Report: This section analyzes website performance during and after the project’s completion. It captures metrics like page views, bounce rate, traffic sources, and overall conversion rate
• Social Media Campaign Performance: This section analyzes social media performance by measuring metrics like impressions, followers, and engagement rate—all in a simple table for each social media platform 

Use this template to present the performance of your digital marketing project in a simple and visually engaging way. This makes it easy to identify trends, analyze the impact of your campaign, and make informed decisions regarding future marketing initiatives.

A key way to stay on track and guarantee overall project success is to engage team members in the process.

The Employee Daily Activity Report Template by ClickUp has a simple tabular layout that makes it easy for team members to record and keep track of: 

• Completed tasks and the time spent on each
• Ongoing tasks and their due dates
• Upcoming tasks and any support they’ll need

This template encourages each team member to get work done and ask for support when needed—while allowing you to keep the project on track by providing support and maximizing team performance.

Remember the Digital Marketing Report Template we looked at earlier? You can choose to further analyze the marketing performance section, with elements from this Campaign Report Template by ClickUp . 

Dive deeper into how each marketing channel contributed to overall ad cost, ad revenue, and ad conversion rate. You can further break down each channel’s performance by analyzing the metrics from each individual campaign on that channel.

There you have it—your secret sauce for creating an effective project report in a fraction of the time. And that’s only scratching the surface … working inside ClickUp unlocks a lot more perks. 

Not only does ClickUp make project reporting easy and quick, but it also gives you access to free project management templates to enhance your workflow. Quickly assign tasks to your team, keep track of progress, discuss updates, and collaborate on documents and whiteboards—all in one place. ✨

Did we mention the integrations? ClickUp plays nicely with other apps, allowing you to seamlessly connect your favorite tools to supercharge your team’s productivity. And let’s not forget about the time you’ll save using ClickUp’s automations—a feature that lets you breeze through repetitive tasks that used to eat up valuable time across project management reports.

Just imagine what you can do with those extra hours—maybe enjoy a cup of coffee or catch up with your team about how best you can support them. Make project reporting a blast with ClickUp and boost your chances of a successful project. 

Get started by signing up for free on ClickUp today … Ready? Set? Report!

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

How to Write a Project Report: Step-By-Step Guide [+ 4 Free Templates]

By archtc on December 26, 2017 — 21 minutes to read

• How to Write a Project Report: Step-By-Step Guide Part 1
• Project Report Templates: Free Download Part 2
• Additional Resources Part 3
• How to Dramatically Reduce Time You Spend Creating Reports Part 4

At some point during the implementation of a project, a project report has to be generated in order to paint a mental image of the whole project. Ultimately, a project report must maximize the insight gained with minimal effort from the reader. Apart from describing its results, it must also explain the implications of those results to the organization and its business operations.

How to Write a Project Status Report:

The most common type of project report, a project status report provides a general state of the project to its stakeholders. It quantifies work performed and completed in measurable terms. It compares this with an established baseline to see if the project is on track or; if adjustments have to be made if the project is behind its schedule. It keeps everyone on the same page and manages each other’s expectations.

Project status reports are accomplished to serve the following purposes;

• to keep an updated flow of information in relation to the project’s progress
• to immediately address issues and concerns that may come up at any point of the project’s implementation or duration
• to document reasons for changes and adjustments made to the original plan for the project
• to monitor fund utilization and to ensure that the project expenses are still within the budget
• to serve as a basis for decision-making and addressing problems
• to keep track of the team’s performance and individual contributions
• to act as a uniform procedure for communicating project development to the stakeholders.

Status reports are most effective when they follow a standard form with predefined fields that need to be regularly updated. Doing so will save time and provide consistency and predictability of the information the stakeholders will receive about the status of the project.

WHAT TO INCLUDE

For a status report to be comprehensive, it must include the following elements:

Summary/overall health of the project, facts on the project progress, target vs. actual accomplishments, action(s) taken, risks and issues, keys to an effective project status report.

• Submit the report on time . A status report is time sensitive and sending it late defeats the purpose of such a report.
• Giving complete but inaccurate information is just as bad as giving accurate but incomplete information . Since stakeholders rely on the status report for a heads-up on the project, and its content is used as the basis for decision-making, it is critical that the report provides both complete and accurate information.
• Do not cover up bad news or adverse reports as these are all part of the transparency of the status report . Keep in mind that being open with the stakeholders, whether the project is sailing smoothly or not, will benefit both the team and the client, since any problems there are will be immediately given attention and solved.
• Be proud of the team’s accomplishments, after all, this is what the clients and the stakeholders will want to know about .
• Anticipate questions from the clients or stakeholders and be prepared to answer them .
• Be familiar with the culture of the organization and respect the information hierarchy they observe . There are instances when the CEO wants to be the first to know about the contents of these reports before cascading it to his downlines. On the other hand, middle managers will want a head start on these reports so they can also anticipate and prepare for any reaction from the top executives.
• Craft the status report in such a way that there will be no information overload . It should contain necessary information that the stakeholders need to know. Lengthy reports will consume not only the writer’s time but also that of the reader. Too many details also give an impression of micro management.

Risk Registers

All projects, or any activities of business, face risks. It is just a matter of how an organization identifies, assesses, analyzes, and monitors these risks. With a Risk Register, an organization is equipped with a tool to better respond to problems that may arise because of these risks. It helps in the decision-making process and enables the stakeholders to take care of the threats in the best way possible.

A Risk Register, also called an Issue Log, is iterative because it will be updated periodically depending on how often the team identifies a potential risk. It may also be updated if the characteristics of the existing potential risks change as the project progresses. 

The Risk Register document contains information about the following:

Risk Identification

• Risk Category:  Grouping these risks under different categories is helpful. Doing so will provide a way to make a plan of action that will address most, if not all of the risks falling under the same category, saving time, effort, and resources.
• Risk Description:  Provide a brief explanation of the identified potential risk. The description can be done in a variety of ways depending on the level of detail. A general description can be difficult to address while giving too much detail about the risk may entail a significant amount of work. Three factors to consider when making a risk description are: the way these risks are going to be managed, who will handle them, and the reporting requirements of the person receiving the risk register.
• Risk ID:  Assign a unique identification code to each risk identified to track it in the risk register easily. Create a system of coding in such a way that the category to which the said risk belongs is easily identifiable.

Risk Analysis

• Project Impact: Indicate the potential effect of the assumed risk on different aspects of the project such as budget, timelines, quality, and performance.
• Likelihood: Referring to the possibility of the risk occurring, the likelihood can be expressed qualitatively—high, medium, low—or quantitatively, if there is enough information available. Whatever criteria are to be used, assign a number—with the highest value corresponding to that which is most likely to occur.

Risk Evaluation

Using the table above, the identified risk can be ranked this way:

• Risk Trigger: These are the potential risk events that will trigger the implementation of a contingency plan based on the risk management plan. This plan should have been prepared prior to the development of a risk register.

Risk Treatment

• Prevention Plan: This enumerates the steps or action to be taken to prevent the risks from occurring.
• Contingency Plan: On the other hand, the contingency plan determines the steps or action to be taken once the risk events have occurred. This program also contains the measures to be taken to reduce the impact of such risks to the project.
• Risk Owner: The person responsible for managing risk, and the implementation of the prevention and contingency plans, it can be anyone among the stakeholders—members of the team, a project manager, or project sponsors.
• Residual Risk: Sometimes, a risk cannot be entirely eliminated after treatment. Part of it may linger throughout the duration of the project, but once it has been treated, it can be considered as a low-level risk.

Keys to an Effective Risk Register

• The first risk register must be created as soon as the project plan and the risk management plan has been approved . This initial risk register must be integrated into the project plan.
• Active risks during a particular period must also be included in the project status report .
• Risk management is an iterative process which is why the risk register must also be updated from time to time . Updates can be made when new risks are identified or there have been changes in the risks already in the register.
• The numerical value assigned to the likelihood and severity levels must remain constant throughout the duration of the whole project .
• Likewise, any terms used must be defined, and this definition must be utilized consistently .

Project Closure Report

As the end of a project, a Project Closure Report signals its culmination. Its submission officially concludes a project and implies that funds and resources will no longer be needed, and everything will go back to its status prior to the implementation of the project.

This process is critical as it will officially tie up all loose ends and prevent confusion among stakeholders.

This particular type of project report summarizes information on the project results, the criteria used to measure the effectiveness of the project delivery process, and the feedback from the stakeholders. Each performance metric includes an assessment and a narration of how the team performed on such metrics.

This performance metric describes how the team utilized the budget in carrying out the project effectively. Under this performance metric, the following aspects are measured:

Component Breakdown

Budget variance, explanations for key variances.

Describe how the team implemented the project within the expected time frame and schedule.

Overall Project Duration

Schedule variance, the explanations for key variances, change management.

This metric refers to the team’s ability to handle and manage changes throughout the project’s implementation effectively. It is measured through the following:

Total Number of Changes

The impact of the changes, the highlight of changes, quality management.

This particular metric refers to the team’s ability to observe and comply with quality standards during the project’s implementation.

Total Number of Defects Identified

The explanation for resolved defects, risk and issue management.

This metric deals with how risks and matters that occurred during project implementation were handled and resolved by the team. Key points to include are the following:

The impact of the Risks and Issues to the Project

Human resource management.

This refers to the team’s ability to carry out the project effectively.

Project Organization Structure

This metric looks at how the stakeholders participated in the project.

Decision-makers

Communication management.

Under this metric, communication throughout the duration of the project is assessed.

Communication Management Plan

• Summarize essential feedback collected . Describe the method by which these comments were gathered and who was solicited for feedback. Also include how they responded to each question and briefly discuss which items received great responses from the participants and which ones got few answers.
• Take note of common themes or trends of feedback gathered .
• From the feedback gathered, also take note of any opportunities from this feedback and discuss how these opportunities can be applied to future projects, or in the organization itself .

Lesson Learned

• Give a brief discussion of what the team learned when carrying out the project . Among these learnings, discuss which ones can be applied to future projects and how it will impact not only those future projects but also the whole organization.

Other Metrics

Other points of interest may not have been captured in the Project Status Report and may be included in the Project Closeout Report. Some of these factors include:

Duration and Effort by Project Phase

Benefits realized, benchmark comparisons, keys to an effective project closure report.

• The closure report is mostly a summary of all efforts related to the project . It is important to ensure that all highlights of the project have been properly documented so that retrieval of these reports is easier and all efforts will be acknowledged.
• Emphasize the high points the project delivered, how efficiently it was done, and what has been learned from the process.
• If there are notable variances during the project implementation, make sure to provide a fact-based explanation on it . In addition, the impact of this difference must also be described.
• A critical point in a project closure report is establishing the link between the project performance, the lessons learned, and the steps that will be taken by the organization for its continuous improvement . Aside from the project deliverables, another valuable output of a project is the learnings derived from the process and how it will be translated into concrete concepts applicable to the business processes of the organization.

Executive Summary

A little bit different from the types of project reports previously mentioned, an Executive Summary  is a distinct kind of report which uses different language. It is a high-level report which aims to provide a bigger and deeper understanding of the project—how it will benefit the organization and how it will fit into future business strategies. It is written with a busy executive in mind, someone who has a lot of important things to do and may find reading a lengthy piece of prose a waste of precious time. Factual and objective, this particular type of project report must be able to provide a realistic status of the project, as business executives understand that everything may not go according to the plan.

Some may confuse an executive summary with an abstract but, in reality, they are clearly distinct from one another and serve a different purpose.

An abstract is usually written for academic or scientific papers. It is written with a topic sentence which, generally, gives an overview of what the article is about. It is, then, supported by two or three supporting sentences which support the main idea of the topic sentence.

An executive summary, on the other hand, is composed of different sections discussing almost every significant aspect of an undertaking. It consists of sequentially arranged key points supported by conclusions and recommendations. Check our in-depth article on how to write an effective executive summary .

Things to Remember in Writing Project Reports

Here are some of the principles that need to be observed in writing an effective project report;

Write for the reader

The report should have a structure, ensure that the report is evidence-based and is supported by data, make it as objective as possible.

There is a clear distinction between facts and opinions . These should never be used together, especially if the report is dwelling on a failed project. The report becomes subjective if it reflects personal opinions of the writer. Make it objective by eliminating all parts which are not based on facts and real events. If it is really necessary to include a personal view or opinion, make sure to explicitly identify it as such. A separate section of the project report may be devoted to the writer’s personal opinion to keep the rest of the report unbiased.

There are a number of ways project reporting helps an organization, a team, and even the project itself and here are some of them:

It tracks the progress of the project

It helps identify risks, it helps manage project cost, it gives stakeholders an insight on how the project is performing, project report template: free download.

Click Here to Download Project Status Report XLSX

Click Here to Download Project Update Report DOC

Click Here to Download Project Update Report 2 DOCX

Click Here to Download General Project Report DOCX

—————————————————————————-

Templates on ProsperForms:

Edit and use this template

Additional Sources

• How to Write an Outstanding Weekly Report + Free Template Download
• Project Status Dashboard and Project Tracking
• How to Create a Project Meeting Template + Free Download

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Chapter 11: Business Reports

Venecia Williams

Learning Objectives

• Understand the different types of reports
• Discuss the main parts of a formal report
• Examine how to use headings and lists
• Learn how to integrate graphics

Reports are documents designed to record and convey information to the reader. Reports are part of any business or organization; from credit reports to sales reports, they serve to document specific information for specific audiences, goals, or functions. Reports come in all sizes but are typically longer than a page and somewhat shorter than a book. The type of report depends on its function. The function of the report is its essential purpose, often indicated in the purpose statement. The function may also contribute to parameters like report length (page or word count) or word choice and readability. Reports vary by function, but they also vary by style and tradition. Within your organization, there may be employer-specific expectations that need to be addressed to meet audience expectations.

Informational or Analytical Report?

There are two main categories for reports, regardless of their specific function or type. An informational report informs or instructs and presents details of events, activities, individuals, or conditions without analysis. An example of this type of “just the facts” report is a summary report. The report will summarize the most pertinent information from a text based on the audience’s needs.

The second type of report is called an analytical report. An analytical report presents information with a comprehensive analysis to solve problems, demonstrate relationships, or make recommendations. An example of this report may be a field report by a physician from the Public Health Agency of Canada from the site of an outbreak of the Covid-19 virus, noting symptoms, disease progression, steps taken to arrest the spread of the disease, and recommendations on the treatment and quarantine of subjects.

Informal and Formal Reports

Reports can also be classified as informal and formal reports. Informal reports tend to be a few pages long and are normally written for someone within the organization. Informal reports are normally sent as memos, sometimes attached to an email, or as letters. Formal reports, on the other hand, are much longer and are usually, though not always, sent outside an organization. Whether you write an informal or formal report depends on the audience for the report and the information required.

Writing a Formal Report

Many business professionals need to write a formal report at some point during their career, and some professionals write them on a regular basis. Key decision-makers in business, education, and government use formal reports to make important decisions. As opposed to informational reports that offer facts and information without analysis, formal reports provide the end product of a thorough investigation with analysis. Although writing a formal report can seem like a daunting task, the final product enables you to contribute directly to your company’s success.

While you may write much shorter, more casual reports, it’s helpful to go into a bit of detail about formal reports. Formal reports are modular, which means that they have many pieces. Most audience members will not read every piece, so these pieces should stand on their own. That means that you will often repeat yourself. That’s okay. Your audience should be able to find exactly what they need in a particular section, even if that information has been repeated elsewhere.

While it’s fine to copy and paste between sections, you will likely need to edit your work to ensure that the tone, level of detail and organization meet the needs of that section. For example, the Executive Summary is aimed at managers. It’s a short, persuasive overview of everything in the report. The Introduction may contain very similar information, but it focuses on giving a short overview of everything in the report. Its goal is to inform, not to persuade.

Report Organization

Reports vary by size, format, and function. You need to be flexible and adjust your report to the needs of the audience. Reports are typically organized around six key elements:

• Who the report is about and/or prepared for
• What was done, what problems were addressed, and the results, including conclusions and/or recommendations
• Where the subject studied occurred
• When the subject studied occurred
• Why the report was written (function), including under what authority, for what reason, or by whose request
• How the subject operated, functioned, or was used

Pay attention to these essential elements when you consider your stakeholders. That may include the person(s) the report is about, whom it is for, and the larger audience of the organization. Ask yourself who the key decision-makers are, who the experts will be, and how your words and images may be interpreted.

While there is no universal format for a report, there is a common order to the information. Each element supports the main purpose or function, playing an important role in the transmission of information. There are several different organizational patterns that may be used for formal reports, but all formal reports contain front matter (prefatory) material, a body, and back matter (supplementary) items. The prefatory material is therefore critical to providing the audience with an overview and roadmap of the report. The body of a formal report discusses the findings that lead to the recommendations. The back matter provides additional information. Some common elements in a report are shown in Figure 11.1.

Figure 11.1 | Parts of a Report

Front Matter

Front matter includes all the information preceding the body of the report.

The title page provides the audience with the:

• This should appear 2 inches from the top margin in uppercase letters.
• Type “Prepared for” on one line, followed by two separate lines that provide the receiving organization’s name. Some reports may include an additional line that presents the name of a specific person.
• Type “prepared by” on one line, followed by the name(s) of the author(s) and their organization, all on separate lines.
• This date may differ from the date the report was written. It should appear 2 inches above the bottom margin.

The items on the title page should be equally spaced apart from each other.

A note on page numbers: The title page should not include a page number, but this page is counted as page “i.” Use software features to create two sections for your report. You can then utilize two different types of numbering schemes. When numbering the pages (i.e., i, ii, iii, etc.) for a formal report, use lowercase Roman numerals for all front matter components. Utilize Arabic numbers for the other pages that follow. Additionally, if you intend to bind the report on the left, move the left margin and center 0.25 inches to the right.

A note on font: If there is no specific preference for serif vs. sans serif font, choose one and use it consistently throughout the report. Do not utilize anything besides a traditional serif (e.g., Times New Roman) or sans serif (e.g., Arial or Calibri) font.

Letter or Memo of Transmittal

A letter or memo of transmittal announces the report topic to the recipient(s).

If applicable, the first paragraph should identify who authorized the report and why the report is significant. Provide the purpose of the report in the first paragraph as well. The next paragraph should briefly identify, categorize, and describe the primary and secondary research of the report. Use the concluding paragraph to offer to discuss the report; it is also customary to conclude by thanking the reader for their time and consideration.

A letter of transmittal should be formatted as a business letter. Some report writers prefer to send a memo of transmittal instead. When considering your audience for the letter or memo of transmittal, make sure that you use a level of formality appropriate for your relationship with the reader. While all letters should contain professional and respectful language, you should pay closer attention to the formality of the word choice and tone in a letter to someone you do not know. Figure 11.2 illustrates a report with a letter of transmittal.

Table of Contents

The table of contents page features the headings and secondary headings of the report and their page numbers, enabling audience members to quickly locate specific parts of the report. Leaders (i.e. spaced or unspaced dots) are used to guide the reader’s eye from the headings to their page numbers.

The words “TABLE OF CONTENTS” should appear at the top of the page in all uppercase and bolded letters. Type the titles of major report parts in all uppercase letters as well, double spacing between them. Secondary headings should be indented and single-spaced, using a combination of upper and lowercase letters. Figure 11.3 demonstrates the organization of a typical table of contents and executive summary for a report.

List of Figures and Tables

The list of figures has many of the same design considerations as the table of contents. Readers use the list of figures to find the illustrations, diagrams, tables, and charts in your report. Complications arise when you have both tables and figures. Strictly speaking, figures are illustrations, drawings, photographs, graphs, and charts. Tables are rows and columns of words and numbers; they are not considered figures. For longer reports that contain dozens of figures and tables each, create separate lists of figures and tables. Put them together on the same page if they fit. You can combine the two lists under the heading, “List of Figures and Tables,” and identify the items as figure or table as is done in Figure 13.3.

Executive Summary

An executive summary presents an overview of the report that can be used as a time-saving device by recipients who do not have time to read the entire report.

The executive summary should include a:

• Summary of purpose
• Overview of key findings
• Identification of conclusions
• Overview of recommendations

If the executive summary, introduction, and transmittal letter strike you as repetitive, remember that readers don’t necessarily start at the beginning of a report and read page by page to the end. They skip around; they may scan the table of contents and they usually skim the executive summary for key facts and conclusions. They may read carefully only a section or two from the body of the report, and then skip the rest. For these reasons, reports are designed with some duplication so that readers will be sure to see the important information no matter where they dip into the report.

To organize this section, type “EXECUTIVE SUMMARY” in all uppercase letters and centred. Follow this functional head with paragraphs that include the above information, but do not use first-level headings to separate each item. Each paragraph of information should be single-spaced with double spacing between paragraphs. Everything except for the title should be left-aligned.

An executive summary is usually ten percent of the length of the report. For example, a ten-page report should offer a one-page summary. A 100-page report should feature a summary that is approximately ten pages.

The body is the main section of the report and includes the introduction, discussion or findings, conclusion and recommendations.

Introduction

The body of a formal report begins with an introduction. The introduction sets the stage for the report, clarifies what need(s) motivated it, and orients the reader to its structure. Most report introductions address the following elements: background information, problem or purpose, significance, scope, methods, organization, and sources. As you may have noticed, some parts of a formal report fulfill similar purposes. Information from the letter of transmittal and the executive summary may be repeated in the introduction. Reword the information in order to avoid sounding repetitive.

To begin this section, type “BACKGROUND” or “INTRODUCTION” in all uppercase letters. This functional head should be followed by the information specified above (i.e., background information, problem or purpose, etc.). You do not need to utilize any first-level headings in this section.

Because this section includes background information, it would be the appropriate place to address the needs of audiences that may need additional knowledge about the topic. Provide definitions of technical terms and instructions about the overall project if necessary. If you are uncertain if your audience needs a particular piece of information, go ahead and include it; it’s better to give your reader a little bit too much background than not enough. The organization of a typical introduction is illustrated in Figure 11.4.

Discussion of Findings

The Discussion of Findings section presents the evidence for your conclusions. This key section should be carefully organized to enhance readability.

To begin, type “DISCUSSION OF FINDINGS” in all uppercase letters. Center this and all other functional heads. Follow “DISCUSSION OF FINDINGS” with a brief paragraph that previews the organization of the report.

Useful organizational patterns for report findings include but are not limited to:

• Best Case/Worst Case
• Compare/Contrast
• Journalism Pattern

Use a Best Case/Worst Case organizational pattern when you think that the audience may lack interest in the topic. When examining a topic with clear alternatives to your proposed solution, consider using a Compare/Contrast pattern. Geographical patterns work effectively for topics that are discussed by location. When describing the organization of the report in the first paragraph, broadly identify how the material in the report is organized rather than state that the report uses a specific pattern (e.g. Chronology, Geography). For example, write, “The research findings address curriculum trends in three provinces: (a) British Columbia, (b) Alberta, and (c) Ontario,” not, “This report uses a geographical organizational pattern.”

Follow the first paragraph with a first-level heading. Use first-level headings for all other major parts of this section. First-level headings should appear in bold, uppercase letters. Center first-level headings, but align any second-level headings with the left margin. Type any second-level headings in bold, upper- and lowercase letters.

As you present, interpret, and analyze evidence, consider using both text and graphics. Take into account what will be easiest for your audience to understand. Include citations for all quoted or paraphrased material from sources as well; check with your organization as to whether they prefer parenthetical citations or footnotes.

Conclusions and Recommendations

The conclusions and recommendations section conveys the key results from the analysis in the discussion of findings section. Up to this point, readers have reviewed the data in the report; they are now logically prepared to read the report’s conclusions and recommendations. Type “CONCLUSIONS AND RECOMMENDATIONS” in all uppercase letters. Follow this functional head with the conclusions of the report. The conclusions should answer any research questions that were posed earlier in the report. Present the conclusions in an enumerated or bulleted list to enhance readability. Recommendations offer a course of action, and they should answer any problem or research questions as well.  Think back to the expectations of your audience.  Have all of their requirements been addressed?

Back Matters

Back matters contain all the supplementary materials and can include works cited, appendices, a glossary and an index.

Works Cited

All formal reports should include a works cited page; this page documents the sources cited within the report. Documenting your information sources is all about establishing, maintaining, and protecting your credibility in the profession. You must cite (“document”) borrowed information regardless of the shape or form in which you present it. Whether you directly quote, paraphrase, or summarize it—it’s still borrowed information. Whether it comes from a book, article, a diagram, a table, a web page, a product brochure, an expert whom you interview in person—it’s still borrowed information. Use the documentation style appropriate to your industry (e.g. APA, MLA, Chicago).

Appendices are those extra sections following the conclusion. What do you put in an appendix?—anything that does not comfortably fit in the main part of the report but cannot be left out of the report altogether. The appendix is commonly used for large tables of data, big chunks of sample code, fold-out maps, background that is too basic or too advanced for the body of the report, or large illustrations that just do not fit in the body of the report. Anything that you feel is too large for the main part of the report or that you think would be distracting and interrupt the flow of the report is a good candidate for an appendix. Notice that each one is given a letter (A, B, C, and so on).

Headings are the titles and subtitles you see within the actual text of much professional scientific, technical, and business writing. Headings are like the parts of an outline that have been pasted into the actual pages of the document. Headings are an important feature of professional writing. They alert readers to upcoming topics and subtopics, help readers find their way around in long reports and skip what they are not interested in, and break up long stretches of straight text.

Headings are also useful for writers. They keep you organized and focused on the topic. When you begin using headings, your impulse may be to include the headings after  you’ve written the rough draft. Instead, visualize the headings  before  you start the rough draft, and plug them in as you write.

General Guidelines

• Use headings to mark off the boundaries of the major sections and subsections of a report.
• Make the phrasing of headings parallel.
• Avoid “stacked” headings—any two consecutive headings without intervening text.
• When possible, omit articles from the beginning of headings. For example, “The Pressurized Water Reactor” can easily be changed to “Pressurized Water Reactor” or, better yet, “Pressurized Water Reactors.”
• Don’t use headings as lead-ins to lists or as figure titles.
• Avoid “widowed” headings; that’s where a heading occurs at the bottom of a page and the text it introduces starts at the top of the next page. Keep at least two lines of body text with the heading, or force it to start the new page.

Format and Style

The style and format for headings shown in this chapter is not the “right” or the “only” one; it is just one among many. As illustrated in Figure 11.5 headings function like outline elements inserted into the text at those points where they apply.

When formatting your headings and subheadings, pay close attention to details such as vertical and horizontal spacing; capitalization; use of bold, italics, or underlining; and punctuation. Headings occur within the body of a document. Don’t confuse headings with document titles. Although titles may look like first-level headings in smaller documents, think of them as separate things.

First-level headings are the highest level of headings in your document. Apply the same format or style to all first-level headings. This style should be different from that which is applied to second-level heading. All second-level headings should have the same style. Similarly, this style should be different from that which is applied to third-level headings (and all third-level headings should have the same style), and so on. There are different ways and styles you can use to differentiate various levels of headings. Use whatever styles are appropriate for the document and audience.

Lists are useful because they emphasize selected information in regular text. Lists can be horizontal, with the listed items included directly in the sentence/paragraph. Lists can be vertical, such as when you see a list of three or four items strung out vertically on the page rather than in normal paragraph format. Lists, particularly vertical lists, are noticeable and readers are likely to pay more attention to them. Certain types of lists also make for easier reading. For example, in instructions, it is a big help for each step to be numbered and separated from the preceding and following steps. Lists also create more white space and spread out the text so that pages don’t seem like solid walls of words.

Like headings, the various types of lists are an important feature of professional writing. They help readers understand, remember, and review key points. They help readers follow a sequence of actions or events. They also break up long stretches of straight text.

Follow these general guidelines when making lists:

• Use lists to highlight or emphasize text or to enumerate sequential items.
• Use a lead-in to introduce the list items and to indicate the meaning or purpose of the list.
• Make sure that each item in the list reads grammatically with the lead-in.
• Make list items parallel in phrasing.
• Avoid overusing lists because using too many lists destroys their effectiveness.

Bullet points are democratic, meaning each item in a bulleted list is of equal importance. This is in contrast to numbered lists where items may have different levels of importance, priority, or sequence. Use bulleted lists for items that are in no required order. Use numbered lists for items that are in a required order (such as step-by-step instructions) or for items that must be referred to by item number.

Emphasis, as the term is used here, is the use of typographical effects to call attention to text. These effects can include italics, bold, all-caps, quotation marks, colour, and so on. Emphasis attracts the attention of the reader—or “cues” them—to actions they must take or to information they must consider carefully. Practically any special textual effect that is different from regular body text can function as an emphasis technique. Things like italics, bold, underscores, caps, different size type, alternate fonts, colour, and more can act as emphasis techniques.

However, if emphasis techniques are used in excess, readers can become reluctant to read a text and may avoid it altogether because it is too busy or distracting.  NOTICE how UNREADABLE this sentence IS BECAUSE TOO MUCH emphasis is used .

Analyzing The Audience

As with any type of writing, when writing formal business reports, it is necessary to know your audience.  For example, if your audience is familiar with the background information related to your project, you don’t want to bombard them with details; instead, you will want to inform your audience about the aspects of your topic that they’re unfamiliar with or have limited knowledge of. In contrast, if your audience does not already know anything about your project, you will want to give them all of the necessary information for them to understand. Age and educational level are also important to consider when you write.  In addition, you don’t want to use technical jargon when writing to an audience of non-specialists.  These are just a couple of examples of different audience needs you will want to consider as you write your report.  

Educational Level and Subject Knowledge

While age may not necessarily be an issue in the business world—your audience will almost all be adults—educational level and knowledge of your subject are important to consider when writing your report.  If you are writing for someone outside of your specific field, you will either need to exclude technical jargon or provide in-text reminders or indications of what specific terms mean or items are.  For example, if you work for an automotive company, and you are writing on behalf of mechanical engineers but for an audience of business professionals, you don’t want to assume that your audience knows the names of all of the parts that make up an engine; you will have to use terms they will recognize. In some cases, a glossary of terms may be appropriate.

Expectations and Research

What does your audience expect to get out of reading your report?  What is its purpose?  Make sure that you have specifically responded to the expectations of your boss, manager, or client.  If your audience expects you to have research, make sure you know what type of research they expect. Do they want research from scholarly journal articles? Do they want you to conduct your own research?  No matter what type of research you do, make sure that it is properly documented using whatever format the audience prefers (MLA, APA, and Chicago Manual of Style are some of the most commonly-used formats).  You also want to establish a strong ethos in your report.  Use confident language that shows that you have done your research and present them with the research.

For further information about what types of research you may want to include, see this article about  research methods and methodologies .

Here are some questions to consider about your audience as you write:

• What does your audience expect to learn from your report?
• What type of ethos should you establish?
• How much research does your audience expect you to have?
• How current does your research need to be?
• What types of sources does your audience expect you to have?
• What is the age of your audience?
• What is the educational level of your audience?
• How much background information does your audience need?
• What technical terms will your audience need defined?  What terms will they already be familiar with?
• What is the cultural background of your audience?

Integrating Graphics

Sometimes, despite writing clearly and concisely, it can be helpful to your audience if you use supporting graphics–whether that be tables, illustrations, maps, photos, charts, or some other type of other visual aid.

Before getting into details on creating, formatting, and incorporating graphics, consider the types and their functions. You can use graphics to represent the following elements in your writing:

• Objects: If you’re describing a fuel-injection system, you’ll probably need a drawing or diagram of the object. If you are explaining how to graft a fruit tree, you’ll need some illustrations of how that task is done. Photographs, drawings, diagrams, and schematics are the types of graphics that show objects.
• Numbers:  If you’re discussing the rising cost of housing in Vancouver, you could use a table with the columns being for five-year periods since 1970; the rows could be for different types of housing. You could show the same data in the form of bar charts, pie charts, or line graphs. Tables, bar charts, pie charts, and line graphs are some of the principal ways to show numerical data.
• Concepts:  If you want to show how your company is organized, such as the relationships of the different departments and officials, you could set up an organization chart, which is boxes and circles connected with lines showing how everything is hierarchically arranged and related. This would be an example of a graphic for a concept; this type depicts nonphysical, conceptual things and their relationships.
• Words:  Graphics can be used to depict words. You’ve probably noticed how some textbooks may put key definitions in a box, maybe with different colours in the background. The same can be done with key points or extended examples.

Documenting Graphics

Just as you would cite and reference a paraphrase or a direct quote, so too must you cite and reference any graphics that you use that were created by someone else or that were based on someone else’s data. Indicate the source of any graphic or data you have borrowed. Whenever you borrow a graphic or data from some other source, document that fact in the figure title using an in-text citation. You should also include the reference information in the reference list.

Guidelines for Using Graphics

• Use graphics  whenever they would normally be necessary.
• Make sure your graphics are appropriate to your audience, subject matter, and purpose. Don’t include advanced, highly technical graphics your audience may not understand.
• Intersperse graphics and text on the same page. Place graphics as near to the point in the text where they are relevant as is reasonable and don’t put them on pages by themselves or attach them to the end of documents. However, if a graphic does not fit properly on one page, put it at the top of the next, and continue with regular text on the preceding page. Don’t leave half a page blank just to keep a graphic near the text with which it is associated.
• Always discuss graphics in nearby text preceding the graphic. Don’t just include a graphic without an explanation. Orient readers to the graphic and explain its basic meaning. They need to have a purpose and be introduced before the reader encounters them on the page. The first mention of a graphic is called a lead-in statement, and your graphics must always be introduced by a lead-in. Similarly, it is typically recommended to also use a lead-out statement after the graphic. This is a statement that connects the figure to the material that follows.
• Use titles and labels for graphics.
• Include identifying detail such as illustration labels, axis labels, keys, and so on.
• Make sure graphics fit within normal margins—if they don’t, enlarge or reduce the copies. Leave at least 2 blank lines above and below graphics.

Computers have made it easier for professionals to create effective graphics. Most of the graphics in Figure 11.6 can be created in Microsoft Office Word and Excel. There may also be some occasions in which a formal report includes graphics from a particular print or online source. In these instances, it is critical to include a caption that presents the source of the graphic.

Figure 11.6 summarizes uses and audience benefits for the most frequently employed types of graphics.

Drawings, Diagrams, and Photos

To depict objects, place, people, and relationships between them, you can use photos, drawings, diagrams, and schematics. Just as you would cite and reference a paraphrase or a direct quote, so too must you cite and reference any illustrations, diagrams, and photos that you use that were created by someone else or that were based on someone else’s data. Indicate the source of any graphic or data you have borrowed. Whenever you borrow a graphic or data from some other source, document that fact in the figure title using an in-text citation. You should also include the reference information in the reference list.

Figure 11.6 | Types of Graphics

Tables, Charts, and Graphs

Tables are rows and columns of numbers and words (though mostly numbers). They permit rapid access to and relatively easy comparison of information. If the data is arranged chronologically (for example, sales figures over a ten-year period), the table can show trends—patterns of rising or falling activity. However, tables are not necessarily the most vivid or dramatic means of showing such trends or relationships between data—for that, you’d want to use a line graph, which is discussed in the next section.

Guidelines for using tables

Follow these general guidelines when making tables:

• As with other types of graphics, you should refer to the table in the text just preceding the table.
• You should also explain the general significance of the data in the table; don’t expect readers to figure it out entirely for themselves.
• Don’t overwhelm readers with large tables! Simplify the table data down to just that amount of data that illustrates your point—without of course distorting that data.
• Just as you would cite and reference a paraphrase or a direct quote, so too must you cite and reference any tables that you use that were created by someone else or that were based on someone else’s data. Indicate the source of any graphic or data you have borrowed. Whenever you borrow a graphic or data from some other source, document that fact in the figure title using an in-text citation. You should also include the reference information in the reference list.

Charts and Graphs

Charts and graphs are just another way of presenting the same data that is presented in tables. At the same time, however, you get less detail or less precision in a chart or graph than you do in the table. Imagine the difference between a table of sales figures for a ten-year period and a line graph for that same data. You get a better sense of the overall trend in the graph but not the precise dollar amount. Other types of charts and graphs are horizontal bar charts, vertical bar charts, and pie charts.

Just as you would cite and reference a paraphrase or a direct quote, so too must you cite and reference any charts or graphs that you use that were created by someone else or that were based on someone else’s data. Indicate the source of any graphic or data you have borrowed. Whenever you borrow a graphic or data from some other source, document that fact in the figure title using an in-text citation. You should also include the reference information in the reference list.

Checklist for Writing Reports

As you reread and revise your report, keep in mind the following:

• Report considers the audience’s needs
• Form follows function of report
• Format reflects institutional norms and expectations
• Information is accurate, complete, and documented
• Information is easy to read
• Terms are clearly defined
• Figures, tables, and art support written content
• Figures, tables, and art are clear and correctly labelled
• Figures, tables, and art are easily understood without text support
• Words are easy to read (font, arrangement, organization)
• Results are clear and concise
• Recommendations are reasonable and well-supported

Reports require organization and a clear purpose. Business reports can be informational, analytical, formal and informal. Though reports vary by size, format, and function, most include six key elements. As with any type of business writing, it is important to use audience analysis to determine the organization and content of reports.

End of Chapter Activities

11a. thinking about the content.

What are your key takeaways from this chapter? What is something you have learned or something you would like to add from your experience?

11b. Discussion Questions

Discussion Questions

• Have you ever written a formal report?
• Do you feel confident converting data into tables, charts and graphs?
• Find an annual report for a business you would like to learn more about. Review it with the previous reading in mind and provide examples. Share and compare with classmates.

11c. Applying chapter concepts to a situation

Collecting Data From Customers

Quick Meals is a food delivery service that delivers a variety of meal options to customers at an affordable cost. They provide customers with a new menu each week that they can use to choose items from for lunch or dinner. This service is used regularly by schools and businesses that do not have a cafeteria but would like to provide students and staff with convenient meal choices.

Farshad works as an Operations Manager at Quick Meals. He notices that their services are in high demand and decides to change the menus to offer healthier and more organic options. As a result, the meals cost more. Their regular customers are not pleased with this, and there is an increase in complaints and a decrease in sales.

Upon noticing the changes, Farshad calls a meeting with the supervisor of the customer service department, Susan. He asks her to reach out to the customers to find out their thoughts on the menu changes. Farshad intends to use this information to adjust the menus again. However, this time, it will be to suit the needs of the customers.

How should Susan go about getting this information to determine the issue?

11d. Writing Activity

Watch this video from TED.com on Txtng is killing language. JK!!! . We can think about texting as the opposite of what we would do in a formal report. Summarize the video. Do you think formal reports will change in the future as the way we communicate changes?

Attribution

Content attribution.

This chapter contains information from Business Communication for Success  which is adapted from a work produced and distributed under a Creative Commons license (CC BY-NC-SA) in 2010 by a publisher who has requested that they and the original author not receive attribution. This adapted edition is produced by the  University of Minnesota Libraries Publishing  through the  eLearning Support Initiative ,  Business Communication For Everyone  (c) 2019 by Arley Cruthers and is licensed under a  Creative Commons-Attribution-NonCommercial-ShareAlike 4.0 International license , and Online Technical Writing by David McMurrey and is licensed under a  Creative Commons Attribution 4.0 International License .

Media Attribution

Geography Icon made by Freepik  from  www.flaticon.com

Flowchart Icon made by Becris from www.flaticon.com

Table Icon made by Nhor Phai from www.flaticon.com

Line Chart Icon made by DinosoftLabs from www.flaticon.com

Pie Chart Icon made by Freepik from www.flaticon.com

Bar Chart Icon made by smalllikeart from www.flaticon.com

Government of Canada, S. (2017, September 29). Measuring the economy, region by region. Retrieved June 30, 2020, from https://www.statcan.gc.ca/eng/blog/cs/economy

Government of Canada, S. (2018, September 27). Annual Demographic Estimates: Canada, Provinces and Territories, 2018 (Total Population only) Analysis: Total Population. Retrieved June 30, 2020, from https://www150.statcan.gc.ca/n1/pub/91-215-x/2018001/sec1-eng.htm

Government of Canada. (2020, June 30). Canadian Business Counts, with employees, December 2019. Retrieved June 30, 2020, from https://www150.statcan.gc.ca/t1/tbl1/en/tv.action?pid=3310022201

Guffey, M. E., & Almonte, R. (2019).  Essentials of Business Communication . Toronto, Ontario: Nelson.

Jeon, S., Liu, H., & Ostrovsky, Y. (2019, December 16). Measuring the Gig Economy in Canada Using Administrative Data. Retrieved June 30, 2020, from https://www150.statcan.gc.ca/n1/pub/11f0019m/11f0019m2019025-eng.htm

Chapter 11: Business Reports Copyright © 2020 by Venecia Williams is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Learning Objectives

• Discuss the main parts of a report.
• Understand the different types of reports.
• Write a basic report.

What Is a Report?

Choose a type of report by its function, and display the information in a vivid way that is easily understood.

Pixabay – CC0 public domain.

Reports are documents designed to record and convey information to the reader. Reports are part of any business or organization; from credit reports to police reports, they serve to document specific information for specific audiences, goals, or functions. The type of report is often identified by its primary purpose or function, as in an accident report, a laboratory report, a sales report, or even a book report. Reports are often analytical, or involve the rational analysis of information. Sometimes they simply “report the facts” with no analysis at all, but still need to communicate the information in a clear and concise format. Other reports summarize past events, present current data, and forecast future trends. While a report may have conclusions, propositions, or even a call to action, the demonstration of the analysis is the primary function. A sales report, for example, is not designed to make an individual sale. It is, however, supposed to report sales to date, and may forecast future sales based on previous trends. This chapter is designed to introduce you to the basics of report writing.

Types of Reports

Reports come in all sizes, but are typically longer than a page and somewhat shorter than a book. The type of report depends on its function. The function of the report is its essential purpose, often indicated in the thesis or purpose statement. The function will also influence the types of visual content or visual aids, representing words, numbers, and their relationships to the central purpose in graphic, representational ways that are easy for the reader to understand. The function may also contribute to parameters like report length (page or word count) or word choice and readability. “Focusing on the content of your longer business documents is not only natural but necessary because doing so helps ensure complete, correct information” (Bovee, C., and Thill, J., 2010).

Reports vary by function, and they also vary by style and tradition. Within your organization, there may be employer-specific expectations that need to be addressed to meet audience expectations. This chapter discusses reports in general terms, focusing on common elements and points of distinction, but reference to similar documents where you work or additional examination of specific sample reports may serve you well as you prepare your own report.

Informational or Analytical Report?

There are two main categories for reports, regardless of their specific function or type. An informational report informs or instructs and presents details of events, activities, individuals, or conditions without analysis. An example of this type of “just the facts” report is a police accident report. The report will note the time, date, place, contributing factors like weather, and identification information for the drivers involved in an automobile accident. It does not establish fault or include judgmental statements. You should not see “Driver was falling down drunk” in a police accident report. Instead, you would see “Driver failed sobriety tests and breathalyzer test and was transported to the station for a blood sample.” The police officer is not a trained medical doctor and is therefore not licensed to make definitive diagnoses, but can collect and present relevant information that may contribute to that diagnosis.

The second type of report is called an analytical report. An analytical report presents information with a comprehensive analysis to solve problems, demonstrate relationships, or make recommendations. An example of this report may be a field report by a Center for Disease Control (CDC) physician from the site of an outbreak of the H1N1 virus, noting symptoms, disease progression, steps taken to arrest the spread of the disease, and to make recommendations on the treatment and quarantine of subjects.

Table 9.3 “Types of Reports and Their Functions” includes common reports that, depending on the audience needs, may be informational or analytical.

Table 9.3 Types of Reports and Their Functions

How Are Reports Organized?

Reports vary by size, format, and function. You need to be flexible and adjust to the needs of the audience while respecting customs and guidelines. Reports are typically organized around six key elements:

• Whom the report is about and/or prepared for
• What was done, what problems were addressed, and the results, including conclusions and/or recommendations
• Where the subject studied occurred
• When the subject studied occurred
• Why the report was written (function), including under what authority, for what reason, or by whose request
• How the subject operated, functioned, or was used

Pay attention to these essential elements when you consider your stakeholders, or those who have an interest in the report. That may include the person(s) the report is about, whom it is for, and the larger audience of the business, organization, or industry. Ask yourself who the key decision makers are who will read your report, who the experts or technicians will be, and how executives and workers may interpret your words and images. While there is no universal format for a report, there is a common order to the information. Each element supports the main purpose or function in its own way, playing an important role in the representation and transmission of information.

Table 9.4 Ten Common Elements of a Report

Here is a checklist for ensuring that a report fulfills its goals.

• Report considers the audience’s needs
• Format follows function of report
• Format reflects institutional norms and expectations
• Information is accurate, complete, and documented
• Information is easy to read
• Terms are clearly defined
• Figures, tables, and art support written content
• Figures, tables, and art are clear and correctly labeled
• Figures, tables, and art are easily understood without text support
• Words are easy to read (font, arrangement, organization)
• Results are clear and concise
• Recommendations are reasonable and well-supported
• Report represents your best effort
• Report speaks for itself without your clarification or explanation

Key Takeaway

Informational and analytical reports require organization and a clear purpose.

• Find an annual report for a business you would like to learn more about. Review it with the previous reading in mind and provide examples. Share and compare with classmates.
• Write a report on a trend in business that you’ve observed, and highlight at least the main finding. For example, from the rising cost of textbooks to the online approach to course content, textbooks are a significant issue for students. Draw from your experience as you bring together sources of information to illustrate a trend. Share and compare with classmates.

Bovee, C., & Thill, J. (2010). Business communication essentials: A skills-based approach to vital business English (4th ed.). Upper Saddle River, NJ: Prentice Hall.

Business Communication for Success Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

8.1 Organizing and Formatting Business Reports

Before we begin to investigate the different types and aspect of developing a business report, let’s take a quick overview of the business report.

Organization

Much like correspondence, you may choose between the direct and indirect methods to structure your reports. The direct method is used when you have a receptive audience; whereas, the indirect method is used when you must persuade your audience. Whichever you decide to use will depend on the context, audience, and your purpose. Pay attention to these essential considerations when thinking of your stakeholders. Stakeholders may include the person(s) the report is about, whom it is for, who has an interest in the matter, and the organization overall. Ask yourself who the key decision makers are, who the experts will be, and how your words and images may be interpreted.

Reports vary by size, format, and function. You need to be flexible and adjust your report to the needs of the audience and to your purpose as there are several types of reports, including, for example, proposals, recommendations, problem-solving, and progress. Reports are typically organized around six key elements:

• Who the report is about and/or prepared for
• What was done, what problems were addressed, and the results, including conclusions and/or recommendations
• Where the subject is situated
• When the situation occurred
• Why the report was written (function), including under what authority, for what reason, or by whose request
• How the subject operated, functioned, or was used

When you write, your goal is not only to complete an assignment but also to write for a specific purpose—perhaps to inform, to explain, to persuade, or a combination of these purposes. Your purpose for writing should always be in the back of your mind, because it will help you decide which pieces of information belong together and how you will order them. In other words, choose the order that will most effectively fit your purpose and support your main point.

Table 8.1.1: Order and Purpose  shows the connection between order and purpose.

While there is no universal way for a report to be developed, conventions relating to the organization of the detail has evolved over time and is recognized in all business contexts, whether you are creating a direct or indirect document.  See Table 8.1.2 for an overview of three basic document structures. The functions of each section of the document is described below in Table 8.1.3.

Table 8.1.2 Basic Report Structures

Knowledge Check

The Outline

When you write, you need to organize your ideas in an order that makes sense. Order refers to your choice of what to present first, second, third, and so on in your writing. The order you pick closely relates to your purpose for writing that particular assignment. You may want to group your supporting ideas effectively to convince readers that your point of view on an issue is well reasoned and worthy of belief. In longer reports, you may organize different sections in different ways so that your purpose stands out clearly and all parts of the report work together to consistently develop your main point

Before writing any report, it is important to map out your ideas in an outline. An outline is a written plan that serves as a skeleton for the paragraphs and document sections you write. Later, when you draft paragraphs in the next stage of the writing process, you will add support to create “flesh” and “muscle” for your report.  The outline is an essential tool in discovering the overall progression of ideas and planning your research and visual aids.  The video, Creating an Outline (2014) describes the outline making process.

When creating outlines, writers generally go through three stages: a scratch outline , an informal or topic outline , and a formal topic or sentence outline: 

• Scratch outline: The scratch outline is generated by taking information from your free-writing process and organizing it into a structure that is easy for you to understand and follow
• Informal outline:  An informal outline goes a step further and adds topic sentences, a purpose statement, and some preliminary information you have found through research.
• Formal outline: A formal outline is a detailed guide that shows how all your supporting ideas relate to each other. It helps you distinguish between ideas that are of equal importance and ones that are of lesser importance.

There are two types of formal outlines: the topic outline and the sentence outline . You format both types of formal outlines in the same way.

• Place your introduction and purpose statement at the beginning, under Roman numeral I.
• Use Roman numerals (II, III, IV, V, etc.) to identify main points that develop the purpose statement.
• Use capital letters (A, B, C, D, etc.) to divide your main points into parts.
• Use Arabic numerals (1, 2, 3, 4, 5, etc.) if you need to subdivide any As, Bs, or Cs into smaller parts.
• End with the final Roman numeral expressing your idea for your conclusion.

Here is what the skeleton of a traditional formal outline looks like. The indention helps clarify how the ideas are related.

Introduction → Purpose statement

Main point 1 → becomes the topic sentence of body paragraph 1

Main point 2 → becomes the topic sentence of section 2 [same use of subpoints as with Main point 1]

• Supporting detail

Main point 3 → becomes the topic sentence of section 3[same use of subpoints as with Main points 1 & 2]

Constructing Informal or Topic Outlines

An informal topic outline is the same as a sentence outline except you use words or phrases instead of complete sentences. Words and phrases keep the outline short and easier to comprehend. All the headings, however, must be written in parallel structure.

Step 1:  Create a purpose statement for your report

To plan your business report, you will begin by writing a draft purpose statement.  A purpose statement is a concise presentation of the key idea you will develop in your report. It is the focal point for the development of ideas in your report.  Write the purpose statement at the top of your outline.  You can revise this later as your research and writing evolves.

The rest of your outline will include the main topics and sub-points you will develop in each paragraph or section of the report.

Step 2: Identify the main ideas that relate to your purpose statement

Based on the reading and research you have already done, list the main topics that you plan to discuss in your report.  Consider carefully the most logical order, and how each point supports your purpose statement. These topics will become main ideas that will be developed.

Step 3: Identify the supporting points and evidence for each topic

Each topic  will be supported by supporting points and evidence that you have compiled from other sources. Each piece of information from another source must be cited, whether you have quoted directly, paraphrased, or summarized the information.

Step 4: Create your outline

Outlines are usually created using a structure that clearly indicates topics and supporting points.  In the example below, main ideas are numbered, while the supporting ideas are indented one level and labelled with letters.  Each level of supporting detail is indented further.

Here is the informal topic outline that Mariah constructed for the report she is developing and that has been partially adapted for this text. Her purpose is to inform, and her audience is a general audience of her fellow college students. Notice how Mariah begins with her purpose statement. She then arranges her main points and supporting details in outline form using short phrases in parallel grammatical structure.

• Purpose statement: This report offers an overview of the available choices in digital technologies along with their specifications.
• Electronic downloads
• Storage in memory for hundreds of books
• E-book readers from booksellers
• E-book readers from electronics and computer companies
• Incompatible features from one brand to the next
• Borrowing and sharing e-books
• Compact digital cameras
• Single lens reflex cameras, or SLRs
• Cameras that combine the best features of both
• The confusing “megapixel wars”
• The zoom lens battle
• 1080p vs. 768p
• Plasma screens vs. LCDs
• Home media centres
• How to choose wisely

Outlines at Work

Word processing programs generally have an automatic numbering feature that can be used to prepare outlines. This feature automatically sets indents and lets you use the tab key to arrange information just as you would in an outline. Although in business this style might be acceptable, in college or university your instructor might have different requirements. Teach yourself how to customize the levels of outline numbering in your word processing program to fit your writing context.

Business documents are typically created using conventional formats that are recognized in professional contexts. For example, letters have a familiar look because of the standard components that are used to format such documents. These formats serve to signal the level of formality and the purpose of the documents. They also help to create a degree of standardization in the documentation that circulates within and outside of organizations. Formats also inform readers on how to read the documents. When you create a document in the workplace, it is expected that you will use formats and styles customarily used within the organization.

The chapter entitled Correspondence Formats includes information on netiquette, texting, and the formatting of email, memos, and letters. The next section of this text discuss the different types of business reports and their typical usage and contents. In this chapter, we will discuss their various formats—that is, how they are prepared to conform to workplace conventions. Included in our overview are:

• Short reports
• Long reports
• Slide reports

Infographics

Short reports.

Informal reports, also known as short reports, are routine documents of two to 10 pages or so in length that focus on one specific topic–such as a recommendation, brief proposal, or progress. Such reports can be formatted either as memos or email reports for internal purposes. They can also be formatted as letter reports when conveyed outside the organization. An email report consists of a report that is composed inside the email message box. Both memo and letter reports are usually attached to transmittal email messages for rapid electronic delivery.  The video, Guidelines for Writing Short Business Reports (2019), will help with the strategies of writing short reports.

In addition, the informal report can be informational or analytical in nature.  The informational report contains non-sensitive, routine information, often presented in a prescribed format such as a fill-in-the-blank form.  For this reason, the sections of an informational report include the introduction, findings, and conclusion.  In contrast, the short analytical report seeks to answer questions about specific problems with the aim of solving those problems.  How can we use social media more effectively? Should we close or open a new plant? How can customer service be improved? Therefore, the short analytical report not only includes an introduction, findings, and conclusion, but also recommendations.

Table 8.1.3  Informational and Analytical Short Report Sections

Informal Report Types and Functions

The video above provides a general overview of the short report.  In your professional life, you will find that there are many different types of short reports to respond to the many different activities, duties, and responsibilities in business organizations.  Table 8.1.4 below provides an overview of numerous types of short reports and their functions.

Table 8.1.4 Types and Function of Informal Reports (Smith, n.d.)

You will find more detailed information about writing proposals, progress and recommendation reports in the next chapters. Each of these reports can be written as short or long reports. You can view examples of several types of short reports, including conference, progress, summary, and recommendation reports, by visiting Venecia Williams’ Chapter 12: Report Writing Situations in  The Fundamentals of Business Communication. 

Formal Reports

Formal reports, also known as long reports, are documents that consist of about five or more pages in length. These reports not only offer a detailed discussion of research findings but are also used to make complex decisions within business contexts. Examples of these reports include audit, proposal, recommendation, problem-solving, feasibility, and compliance reports.  Such documents can be circulated inside or outside an organization, with the transmittal document being formatted as a memo or letter to signal the document’s internal or external destination.  The following video, Writing Long Reports (2019), provides and comprehensive overview of the long report.

Since formal reports are lengthy documents, they are accompanied by additional components consisting of the front and back matter that serve to aid the reader in understanding the document and locating information. The components of a formal report are listed below in Table 8.1.4 . You will notice that the report format consists of three sections: the front matter, with the cover page, table of contents, and executive summary; the report, with the introduction, background, details, and conclusion/recommendations; and the back matter, consisting of the references and the appendix/appendices.

For information on how to create and paginate the front and back matter and how to format the contents to achieve optimum readability, please refer to A Guide to Writing Formal Business Reports (Potter, 2021).

Table 8.1.4 Components of a Formal Report (partially adapted from Cruthers, 2020)

Knowledge check

Slide Reports

Slide reports are visual documents created using PowerPoint or other slide deck software and are a genre of slide documents (or slidedocs). Nancy Duarte, a leader in presentation skills education and author of Slidedocs (2016), coined the term after noticing how PowerPoint was being used to create documents other than presentation slide decks. In business, slide documents have been used for the following types of documents: annual reports, guides, instructions, tutorials, and report previews or summaries (Potter, 2020).  In the video below, Nancy Duarte provides some tips on designing slide decks.

Slide reports are full reports meant to be read and not presented. As such, these documents include a title page, table of contents and list of tables and figures, a glossary (if needed), section or chapter guides, a list of references, and appendices (if required). While they offer full-text development of ideas, they bridge genres by resembling presentations in the ample use of visual content to amplify ideas, set context and atmosphere, and support and clarify ideas.  These are typically visually engaging documents, with content developed in “bite-sized” segments for quick reading on the go. See the example in Figure 8.1.1. , which illustrates various page design options as suggested by Duarte (2016).

Figure 8.1.1 Page design samples for slide reports (Duarte, 2016).

Characteristics of Slide Report Design

• Headings, subheadings
• Enhanced appearance through the use of color and font styles
• Generous use of purposeful visual aids and visual information
• Full paragraph development using short paragraphs
• Information chunking into short sections
• One idea per slide (recommended)
• Parallel listing for items in a series
• Pull quotes to highlight key points
• Section guides for longer reports
• Section overviews set below headings

See Figure 8.1.2 for an example of a slide report page. Unlike a slide presentation, this sample page contains a considerable amount of text–which indicates that the report is not meant for presenting, but for reading. Notice how a large amount of text has been rendered readable through the use of a column format using short paragraphs. Notice also how a meaningful chart is integrated using colour that aligns with the slide design element. In addition, note how the page guide is included at the bottom of the slide; it helps the reader become quickly oriented as to the topic under discussion.

Figure 8.1.2 Sample page from a slide report by Brian Solis (2015).

To view another example of a slide report created for an annual report, see the Payments Canada 2020 Annual Report (Payments Canada, 2021).

Infographics are reports that look like posters. They are created with digital templates or slide deck software to report information using visual narratives or stories. Infographics combine visual elements like icons, graphs, images, and/or charts, along with concise text, to promote an idea or to convey information in an engaging way. Software, such as PowerPoint, Adobe Spark, or Canva can be used to create infographics.

If you are seeking one specific type of format for infographics, you will be disappointed. Here, you can let your creative side flourish as you customize backgrounds, fonts, and formats to suit your subject and purpose. Some software, like Canva, offers free and premium ready-made templates that you can adapt to your own content. The key is to have done your research, mapped or sketched out your ideas, and planned the visuals you will be using to support them. Once you have done this, go into the software and design your document using a variety of background, font, and chart options.

When creating an infographic choose a template that aligns with your content. For example, if you are showing data related to geographic areas, choose a map template; if you are making a comparison, choose a two-column format.

Below are links to three examples of infographics. Note the sparse use of text, which offers only key information, and relevant images to highlight key ideas.

Infographic example with data and map: Direct Marketing in Canada: Agriculture (Statistics Canada 2017).

Map infographic example: An Overview of Canada’s Forest Sector (Statistics Canada, 2018).

Text-based infographic example: From Email To Bots: The Future of Customer Communication (D’Adamo, 2017).

Seneca College offers many resources for learning about infographics. You might want to consider completing the Seneca Sandbox’s Creating Infographics tutorial or signing up for a webinar to learn more about how to create effective infographics.

A Checklist for Effective Reports

Here is a checklist for ensuring that a report fulfills its goals:

• Report considers the audience’s needs
• Form follows function of report
• Format reflects institutional norms and expectations
• Information is accurate, complete, and documented
• Information is easy to read
• Terms are clearly defined
• Figures, tables, and art support written content and so are purposeful
• Figures, tables, and art are clear and correctly labelled
• Figures, tables, and art are easily understood without text support
• Words are easy to read (font, arrangement, organization)
• Results are clear and concise
• Recommendations are reasonable and well-supported
• Report represents your best effort
• Report speaks for itself without your clarification or explanation

Bovee, C., Thill, J., & Scribner, J. (2016). Business communication essentials  (4th ed.). Toronto, ON: Pearson Canada Inc. Retrieved from http://www.pearsoncanada.ca/highered/product-showcase/new-solutions-for-core-foundations-from-pearson-canada/business-communication-essentials-fourth-canadian-edition-4e

Canva. [Sample Infographic Templates]. (n.d.).  https://www.canva.com/

Cruthers, A. (2020). Organizing reports. Business writing for everyone. https://kpu.pressbooks.pub/businesswriting/chapter/organizing-reports/

D’Adamo. A. (2017, October 11). Infographic: From email to bots: the future of customer communication. Stella Rising. https://www.stellarising.com/blog/infographic-from-email-to-bots-digital-marketing-trends-in-2017-wmi

Duarte, N. (2016). Slidedocs. https://www.duarte.com/slidedocs/

GreggLearning. (2019). Guidelines to writing short business reports [Video]. Youtube. Retrieved from https://www.youtube.com/watch?v=TW-1aan4nFs

Guffey, M., Loewry, D., Rhodes, K., Rogin, P. (2016). Business communication: Process and product (5th ed.). Toronto, ON: Nelson Education. Retrieved from http://www.cengage.com/cgi-wadsworth/course_products_wp.pl?fid=M20b&product_isbn_issn=9780176531393&template=NELSON

Horkof, T.  (2021). Outlining. Writing for success: 1st H5P Edition. CC 4.0. OER. BCcampus.   https://opentextbc.ca/writingforsuccessh5p/chapter/outlining/

Kwantlen Polytechnic University Learning Centres.  (2018). Creating an Outline. University 101.  https://pressbooks.bccampus.ca/studystrategizesucceed/chapter/create-an-outline/

Lumen (n.d.). Informal reports . Business communications skills for managers . Retrieved January 12, 2020 from https://courses.lumenlearning.com/wmopen-businesscommunicationmgrs/chapter/informal-reports/

Meyer, C. (2017). Communicating for results (4th ed.). Don Mills, ON: Oxford University Press. Retrieved from https://oup-arc.com/access/meyer-4e-student-resources#tag_case-studies

Potable water use in Canada. (2019, June 11). Statistics Canada. https://www150.statcan.gc.ca/n1/pub/11-627-m/11-627-m2019022-eng.htm

Payments Canada. (2021). 2020 Annual report. Annual reports . https://www.payments.ca/about-us/annual-reports

Potter, R.L. (2020). Slide reports. Robin L. Potter: Artwork and Writing. robinlpotter.com/writing

Potter, R. L. (n.d., 2017, 2021). A guide to writing formal business reports: Content, style, format. Original document by University of Victoria (n.d.). Engineering work term report guide: A guide to content, style and format requirements for University of Victoria engineering students writing co-op work term reports. (Updated by Suzan Last, October, 2017 and adapted by Robin L. Potter (2021). OER.

Seneca Libraries. (n.d.). Library & information technician: Create websites and infographics. Seneca College. https://library.senecacollege.ca/lit/websites_infographics

Seneca Libraries. (n.d.). Writing and Communicating Technical Information: Home. Seneca College. https://library.senecacollege.ca/technical

Seneca Sandbox. (n.d.). Creating infographics. Seneca College. https://sites.google.com/view/creating-infographics/creating-infographics

Smith, J., Bartsiokas, T., & Hylton, T(n.d. ) Report Type and Function: Informal Report. Communication at work. https://kpu.pressbooks.pub/communicationsatwork/chapter/report-type-and-function-informal-report/

Solis, B. (2015, March 26). The connected consumer and the new decision-making cycle. SlideShare. https://www.slideshare.net/briansolis/the-connected-consumer-and-the-new-decisionmaking-cycle-46336230

Stanford Graduate School of Business. (2014). Nancy Duarte: How to create better visual presentations [Video file]. Retrieved from https://www.youtube.com/watch?v=so9EJoQJc-0

Statistics Canada. (2018, May 8). An Overview of Canada’s Forest Sector. Infographic. https://www150.statcan.gc.ca/n1/pub/11-627-m/11-627-m2018008-eng.htm

Statistics Canada. (2017). Direct Marketing in Canada: Agriculture. Infographic. https://www150.statcan.gc.ca/n1/pub/11-627-m/11-627-m2017015-eng.htm

Williams, V. (XX). Chapter 12: Report Writing Situations. In  The Fundamentals of Business Writing. https://pressbooks.bccampus.ca/businesswritingessentials/chapter/chapter-14-routine-report-writing-situations/

Communication Essentials for Business Copyright © 2019 by Suzan Last (Original Author) is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

Share This Book

What is Report Writing: Format, Examples, Types & Process

• Table of Contents

Many professionals struggle to create effective reports due to a lack of understanding of the essential elements and organization required. This can lead to frustration and a failure to communicate key information to the intended audience.

In this blog, we’ll explore what is report writing, the types of reports, essential elements, and tips for creating effective reports to help you communicate your message and achieve your goals.

Definition of report writing? 

According to Mary Munter and Lynn Hamilton, authors of “Guide to Managerial Communication,” report writing is “the process of selecting, organizing, interpreting, and communicating information to meet a specific objective.”

What is report writing? 

Report writing refers to the process of creating a document that represents information in a clear and concise manner. Reports can be written for various purposes, such as providing updates on a project, analyzing data or presenting findings, or making recommendations.

Effective report writing requires careful planning, research, analysis, and organization of information. A well-structured report should be accurate, and objective, and contain a clear introduction, body, and conclusion. It should also be written in a professional and accessible style, with appropriate use of headings, subheadings, tables, graphs, and other visual aids.

Overall, report writing is an important skill for professionals in many fields, as it helps to communicate information and insights in a clear and concise manner.

What is a report? 

A report is a formal document that is structured and presented in an organized manner, with the aim of conveying information, analyzing data, and providing recommendations. It is often used to communicate findings and outcomes to a specific audience, such as stakeholders, or managers. Reports can vary in length and format, but they usually contain a clear introduction, body, and conclusion.

Types of report writing

By understanding the different types of report writing, individuals can select the appropriate format and structure to effectively communicate information and achieve their objectives. However, the kind of report used will depend on the purpose, audience, and context of the report.

1/ Informational reports: These reports provide information about a topic, such as a product, service, or process.

Further Reading : What is an information report

2/ Analytical reports: These reports present data or information in a structured and organized manner, often with charts, graphs, or tables, to help the reader understand trends, patterns, or relationships.

3/ Formal Reports: These are detailed and structured reports written for a specific audience, often with a specific objective. In comparison with informal reports , formal reports are typically longer and more complex than other types of reports. 

4/ Progress reports: These reports provide updates on a project or initiative, detailing the progress made and any challenges or obstacles encountered. 

5/ Technical reports: These reports provide technical information, such as specifications, designs, or performance data, often aimed at a technical audience.

6/ Research reports: These reports present the findings of research conducted on a particular topic or issue, often including a literature review, data analysis, and conclusions.

7/ Feasibility Report: A feasibility report assesses the likelihood of achieving success for a suggested project or initiative.

8/ Business Reports: These reports are used in a business setting to communicate information about a company’s performance, operations, or strategies. Different types of business reports include financial statements, marketing reports, and annual reports.

Structure of report writing 

The structure of a report refers to the overall organization and layout of the report, including the sections and subsections that make up the report, their order, and their relationships to each other. A report can we divided into three parts. 

Preliminary Parts:

• Acknowledgments (Preface or Foreword)
• List of Tables and Illustrations
• Introduction (clear statement of research objectives, background information, hypotheses, methodology, statistical analysis, scope of study, limitations)
• Statement of findings and recommendations (summarized findings, non-technical language)
• Results (detailed presentation of findings with supporting data in the form of tables and charts, statistical summaries, and reductions of data, presented in a logical sequence)
• Implications of the results (clearly stated implications that flow from the results of the study)
• Summary (brief summary of the research problem, methodology, major findings, and major conclusions)

End Matter:

• Appendices (technical data such as questionnaires, sample information, and mathematical derivations)
• Bibliography of sources consulted.

This structure provides a clear and organized framework for presenting a research report, ensuring that all important information is included and presented in a logical and easy-to-follow manner.

Extra Learnings Role of a report structure in report writing  The report structure plays a crucial role in report writing as it provides a clear and organized framework for presenting information in an effective and logical manner. It ensures that the reader can easily understand the purpose and scope of the report, locate and access the relevant information.  The preliminary parts of the report, provide an overview of the report and aid navigation. The main text makes it easier for the reader to comprehend and analyze the information. And The end matter provides additional details and sources for reference. An organized report structure also helps the author to communicate their research and ideas effectively to the intended audience.

What is the report writing format? 

The format of report writing refers to the structure of a formal document that provides information on a particular topic or issue. The report writing format typically includes the following key components: 

8 Essential elements of report writing are: 

1/ Title: The title is the first thing that readers will see, and it should be clear and concise. The title should include the report’s subject or topic and the author’s name, date of writing, or who the report is for. Remember to keep the title brief and informative, avoiding vague or ambiguous language.

Example of Business Report Title Page:   “Market Analysis and Growth Strategies for XYZ Corporation” Author: Mary Johnson Date: January 2, 2022 Company: Earthcon Corporation Department: Strategy and Planning

In this example, the title page includes the name of the report, ‘Market Analysis 2022,’ the author’s name, ‘John Doe,’ the submission date, ‘January 1, 2024,’ and other details such as the name of the organization, ‘Earthcon Corporation.’

2/ Table of Contents : The table of contents provides an overview of the report’s contents. It should list all sections and subsections with clear headings. It is essential to make the table of contents organized and easy to read, allowing readers to locate specific information quickly.

Example of  Table of Contents I. Introduction…… 1 Purpose of the Report…… 2 Methodology Used…… 2 II. Executive Summary…… 3 III. Background and Context…… 3 IV. Analysis and Findings…… 4 Market Trends and Data…… 5 Competitor Analysis…… 6 SWOT Analysis…… 7 V. Recommendations and Conclusion…… 8 VI. References…… 9

3/ Summary : Also known as the executive summary, the summary provides a brief overview of the entire report. It should summarize the report’s main points, including findings, objectives, and recommendations. The summary should be written after the entire report is completed, and it should be concise and summarized in less than one page.

Example of executive summary: The Annual Sales Report for Earthcon Company shows a 10% increase in overall sales compared to the previous year. The report also reveals that the majority of sales came from the Midwest region and the target demographic is primarily males aged 25-40. Based on these findings, recommendations have been made to focus marketing efforts towards this demographic in the upcoming year.

4/ Introduction : The introduction introduces the report’s topic and informs readers what they can expect to find in the report. The introduction should capture readers’ attention and provide relevant background information. It should be clear and concise, including why the report was written and its objectives.

Example of Introduction:  This comprehensive report aims to analyze and evaluate the sales performance of EarthCon Corporation throughout 2024. It will look into detailed sales trends observed throughout the year, carefully examining the various factors that have influenced these trends. Additionally, the report will identify and highlight potential areas for growth, offering valuable insights and recommendations to drive future success.

5/ Body: The body is the longest section and includes all the information, data, and analysis. It should present information in an organized manner, often using subheadings and bullet points. The body should include all relevant research findings and data, often accompanied by visuals such as graphs and tables. It is essential to cite all sources correctly and remain objective, avoiding personal opinions or biases.

Example of Background and Context: This report seeks to analyze the influence of technological advancements on business productivity. Previous research has indicated a correlation between the adoption of innovative technologies and increased operational efficiency for Earthcon. The report will examine further into this topic and offer suggestions for maximizing the benefits of these advancements. Example of Analysis and Findings: The market trends and data show a steady increase in demand for innovative products, with a significant rise in sales in the past five years. In comparison, competitor analysis reveals that Earthcon Corporation is well-positioned to take advantage of this trend due to its strong brand reputation and product portfolio. A SWOT analysis also highlights potential areas for improvement and growth.

6/ Conclusion: The conclusion summarizes the findings and conclusions of the report. It should wrap up all the essential information presented in the body and make recommendations based on the report’s findings. The conclusion must be brief and clear, avoiding the introduction of any new information not previously presented in the body.

7/ Recommendations: The recommendation section should provide suggested goals or steps based on the report’s information. It should be realistic and achievable, providing well-crafted solutions. It is often included in the conclusion section.

Example of Recommendations and Conclusion: Based on the analysis, it is recommended that EarthCon Corporation invest in research and development to continue producing innovative products. Additionally, efforts should be made to expand into emerging markets to increase global reach. In conclusion, the Annual Sales Report shows positive outcomes and recommends strategic actions for future growth.

8/ Appendices: The appendices section includes additional technical information or supporting materials, such as research questionnaires or survey data. It should provide supplementary information to the report without disrupting the report’s main content. 

It is important to use clear headings and subheadings and to label tables and figures. Also, proofreading and fact-checking are critical before submitting the report. A well-crafted report is concise, informative and free of personal bias or opinions.

What are the features of report writing

There are several key features of effective report writing that can help ensure that the information presented is clear, concise, and useful. Some of these features include:

1/ Clarity: Reports should be written in clear and concise language, avoiding jargon or technical terms that may be confusing to the reader. 

2/ Objectivity: A report should be objective, meaning that it should be free from bias or personal opinions. This is particularly important when presenting data or analysis.

3/ Accuracy: Reports should be based on reliable sources and accurate data. Information should be verified and cross-checked to ensure that it is correct and up-to-date.

4/ Structure: A report should be structured in a logical and organized manner, with clear headings, subheadings, and sections. 

5/ Visual aids: A report may include visual aids such as charts, tables, and graphs, which can help to illustrate the key points and make the information easier to understand.

6/ Evidence: Reports should include evidence to support any claims or findings, such as statistics, quotes, or references to relevant literature.

7/ Recommendations: Many reports include recommendations or suggestions for future action based on the findings or analysis presented.

Significance of report writing

Report writing is a critical skill that can have a significant impact on individuals, and organizations. In fact, a report by the National Association of Colleges and Employers found that the ability to communicate effectively, including report writing, was the most important skill sought by employers.

• Reports provide decision-makers with the information they need to make informed decisions.
• Effective report writing demonstrates professionalism and attention to detail, which can help to build trust and credibility with clients.
• Reports can inform planning processes by providing data and insights that can be used to develop strategies and allocate resources.
• Reports often include recommendations or suggestions for future action, which can help to improve processes, procedures, or outcomes.

Further Reading: What is the significance of report writing

Report writing examples and samples

Example of Progress Report

The essential process of report writing

Report writing requires careful planning, organization, and analysis to ensure that the report effectively communicates the intended message to the audience. Here are the general steps involved in the process of report writing:

Plan and prepare:

• Identify the purpose of the report, the target audience, and the scope of the report.
• Collect and examine data from different sources, including research studies, surveys, or interviews.
• Create an outline of the report, including headings and subheadings.

Write the introduction:

• Start with a brief summary of the report and its purpose.
• Provide background information and context for the report.
• Explain the research methodology and approach used.

Write the main body:

• Divide the report into logical sections, each with a clear heading.
• Present the findings and analysis of the research in a clear and organized manner.
• Use appropriate visual aids, such as tables, graphs, or charts to present data and information.
• Utilize a language that is both clear and Brief, and avoid using unnecessary jargon or technical terminology.
• Cite all sources used in the report according to a specified citation style.

Write the conclusion:

• Summarize the main findings and conclusions of the report.
• Restate the purpose of the report and how it was achieved.
• Provide recommendations or suggestions for further action, if applicable.

Edit and revise:

• Review the report for errors in grammar, spelling, and punctuation.
• Check that all information is accurate and up-to-date.
• Revise and improve the report as necessary.

Format and present:

• Use a professional and appropriate format for the report.
• Include a title page, table of contents, and list of references or citations.
• Incorporate headings, subheadings, and bullet points to enhance the report’s readability and facilitate navigation.
• Use appropriate fonts and sizes, and ensure that the report is well-structured and visually appealing.

Important Principles of report writing

To write an effective report, it is important to follow some basic principles. These principles ensure that your report is clear, concise, accurate, and informative. In this regard, here are some of the key principles that you should keep in mind when writing a report:

1/ Clarity: The report should be clear and easy to understand. 

2/ Completeness: The report should cover all the relevant information needed to understand the topic

3/ Conciseness: A report should be concise, presenting only the information that is relevant and necessary to the topic. 

4/ Formatting: The report should be properly formatted, with consistent fonts, spacing, and margins

5/ Relevance: The information presented in the report should be relevant to the purpose of the report.

6/ Timeliness: The report should be completed and delivered in a timely manner.

7/ Presentation: The report should be visually appealing and well-presented.

Extra Learnings Styles of report writing When it comes to the style of report writing, it’s important to use hard facts and figures, evidence, and justification. Using efficient language is crucial since lengthy reports with too many words are difficult to read. The most effective reports are easy and quick to read since the writer has comprehended the data and formulated practical recommendations. To achieve this, it’s important to write as you speak, avoid empty words, use descending order of importance, use an active voice, and keep sentences short. The goal should be to write to express and not to impress the reader.  It’s also important to get facts 100% right and to be unbiased and open. By following these tips, one can create a well-written report that is easy to understand and provides valuable insights.

Differences between a report and other forms of writing

Reports are a specific form of writing that serves a distinct purpose and have unique characteristics. Unlike other forms of writing, such as essays or fiction, reports are typically focused on presenting factual information and making recommendations based on that information. Below we have differentiated report writing with various other forms of writing.

Essay vs report writing

Project writing vs report writing, research methodology vs report writing, article writing vs report writing, content writing vs report writing, business plan vs report writing, latest topics for report writing in 2024.

The possibilities for report topics may depend on the goals and scope of the report. The key is to choose a topic that is relevant and interesting to your audience, and that you can conduct thorough research on in order to provide meaningful insights and recommendations.  

• A market analysis for a new product or service. 
• An evaluation of employee satisfaction in a company. 
• A review of the state of cybersecurity in a particular industry. 
• A study of the prevalence and consequences of workplace discrimination. 
• Analysis of the environmental impact of a particular industry or company. 
• An assessment of the impact of new technology or innovations on a particular industry or sector. 

Report writing skills and techniques 

Effective report writing requires a combination of skills and techniques to communicate information and recommendations in a clear, and engaging manner.

From organizing information to tailoring the report to the intended audience, there are many factors to consider when writing a report. By mastering these skills and techniques, you can ensure that your report is well-written, informative, and engaging for your audience. Some of the primary ones are: 

1/ Organization and structure: Structure your report in a logical and organized manner with headings and subheadings.

2/ Use of data and evidence: Present objective data and evidence to support your findings and recommendations.

3/ Audience awareness: Tailor your report to the needs and interests of your intended audience.

4/ Effective visuals: Use graphs, charts, or other visuals to communicate complex information in a clear and engaging way.

5/ Editing and proofreading: Carefully edit and proofread your report to ensure it is error-free and professional.

6/ Tone: Use a professional and objective tone to communicate your findings and recommendations.

7/ Time management: Manage your time effectively to ensure you have enough time to research, write, and revise your report.

Tips for effective report writing

• Understand your audience before you start writing. 
• Start with an outline and cover all the important points. 
• Employ clear and concise language.
• Utilize headings and subheadings to organize your report.
• Incorporate evidence and examples to support your points.
• Thoroughly edit and proofread your report before submission.
• Follow formatting guidelines If your report has specific formatting requirements.
• Use visuals to enhance understanding.

What is the ethical consideration involved in report writing 

Ethical considerations play a crucial role in report writing. The accuracy of the information presented in the report is of utmost importance, as it forms the basis for any conclusions or recommendations that may be made. In addition, it is essential to avoid plagiarism by giving credit to the original sources of information and ideas. 

Another crucial ethical consideration is confidentiality, particularly when the report contains sensitive or confidential information. It is important to safeguard this information and prevent its disclosure to unauthorized individuals.

Avoiding bias in report writing is also crucial, as it is essential to present information in an objective and unbiased manner. In cases where research or data collection is involved, obtaining informed consent from human subjects is a necessary ethical requirement.

By taking these ethical considerations into account, report writers can ensure that their work is fair, accurate, and respectful to all parties involved.

Common mistakes in report writing 

There are several common mistakes that students and report writers make in report writing. By avoiding these common mistakes, students as well as report writers can create effective and impactful reports that are clear, accurate, and objective.

1/ Writing in the first person: Often, students and report writers commit an error by writing in the first person and utilizing words such as “I” or “me. In reports, it is recommended to write impersonally, using the passive voice instead.

2/ Using the wrong format: Reports should use numbered headings and subheadings to structure the content, while essays should have a clear line of argument in their content.

3/ Failing to introduce the content: The introduction of the report should introduce the content of the report, not the subject for discussion. It is important to explain the scope of the report and what is to follow, rather than explaining what a certain concept is.

4/ Missing relevant sections: Students and report writers, often miss out on including relevant sections that were specified in the assignment instructions, such as a bibliography or certain types of information. This can result in poor interpretation.

5/ Poor proofreading: Finally, not spending enough time proofreading the reported work can create unwanted mistakes. Therefore, It is important to proofread and correct errors multiple times before submitting the final report to avoid any mistakes that could have been easily corrected.

By avoiding these common mistakes, students and report writers can improve the quality of their reports. 

What are some challenges of report writing and how to overcome them

Report writing can be a challenging task for many reasons. Here are some common challenges of report writing and how to overcome them:

1/ Lack of clarity on the purpose of the report: To overcome this challenge, it is important to clearly define the purpose of the report before starting. This can help to focus the content of the report and ensure that it meets the needs of the intended audience.

2/ Difficulty in organizing ideas: Reports often require a significant amount of information to be organized in a logical and coherent manner. To overcome this challenge, it can be helpful to create an outline or flowchart to organize ideas before beginning to write.

3/ Time management: Writing a report can be time-consuming, and it is important to allow sufficient time to complete the task. To overcome this challenge, it can be helpful to create a timeline or schedule for the various stages of the report-writing process.

4/ Writer’s block: Sometimes writers may experience writer’s block, making it difficult to start or continue writing the report. To overcome this challenge, it can be helpful to take a break, engage in other activities or brainstorming sessions to generate new ideas.

5/ Difficulty in citing sources: It is important to properly cite sources used in the report to avoid plagiarism and maintain credibility. To overcome this challenge, it can be helpful to use citation management tools, such as EndNote or Mendeley, to keep track of sources and ensure accurate referencing.

6/ Review and editing: Reviewing and editing a report can be a challenging task, especially when it is one’s own work. To overcome this challenge, it can be helpful to take a break before reviewing the report and seek feedback from others to gain a fresh perspective.

By being aware of these challenges and taking proactive steps to overcome them, report writers can create effective and impactful reports that meet the needs of their intended audience.

Best Software for writing reports 

Report writing software has made it easier for writers to produce professional-looking reports with ease. These software tools offer a range of features and functionalities, including data visualization, collaboration, and customization options. In this section, we will explore some of the best report-writing software available:

1/ Tableau : This tool is great for creating interactive and visually appealing reports, as it allows users to easily create charts, graphs, and other data visualizations. It also supports data blending, which means that you can combine data from multiple sources to create more comprehensive reports.

2/ Zoho reporting : This tool is designed to help users create and share professional-looking reports quickly and easily. It offers a variety of customizable templates, as well as a drag-and-drop interface that makes it easy to add data and create charts and graphs.

3/ Bold Reports by Syncfusion : This tool is designed specifically for creating reports in .NET applications. It offers a wide range of features, including interactive dashboards, real-time data connectivity, and customizable themes and templates.

4/  Fast Reports : This tool is a reporting solution for businesses of all sizes. It allows users to create reports quickly and easily using a drag-and-drop interface and offers a variety of templates and customization options. It also supports a wide range of data sources, including databases, spreadsheets, and web services.

Further Reading : 10+ Best Report Writing Software and Tools in 2024

What is the conclusion of report writing

The conclusion of report writing is the final section of the report that summarizes the main findings, conclusions, and recommendations. It should tie together all the different sections of the report and present a clear and concise summary of the key points. 

THE UNIVERSITY OF NEWCASTLE has given an inverted introduction framework that can use used for writing effective conclusions for reports. 

Example of conclusion in report writing:

The implication of the above diagram can be explained with the following example:  

1. RETURN TO TOPIC:

Social media has revolutionized the marketing landscape, providing new opportunities for brands to connect with their target audience.

2. RESTATE THESIS:

However, the complexities and limitations of social media mean that it is unlikely to completely replace traditional marketing methods. The role of the marketing professional remains crucial in ensuring that social media strategies align with the company’s overall goals and effectively reach the desired audience.

3. SUMMARY OF IDEAS DISCUSSED:

Automated tools cannot fully account for the nuances of human communication or provide the level of personalization that consumers crave. Therefore, the most effective marketing strategies will likely blend social media tactics with traditional marketing channels.

4. CONCLUDING STATEMENT [restating thesis]:

In conclusion, while social media presents significant opportunities for brands, the expertise of marketing professionals is still essential to creating successful campaigns that achieve desired outcomes.

Frequently Asked Questions

Q1) what is report writing and example.

Ans: Report writing involves preparing a structured document that delivers information to a particular audience in a clear and systematic manner. An example of a report could be a business report analyzing the financial performance of a company and making recommendations for improvement.

Q2) What is report writing and types of reports?

Ans: The act of presenting information in an orderly and structured format is known as report writing. Reports come in different types, such as analytical reports, research reports, financial reports, progress reports, incident reports, feasibility reports, and recommendation reports.

Q3) What are the 5 steps of report writing

The five steps of report writing, are as follows:

• Planning: This involves defining the purpose of the report, determining the audience, and conducting research to gather the necessary information.
• Structuring: This step involves deciding on the structure of the report, such as the sections and subsections, and creating an outline.
• Writing: This is the stage where the actual writing of the report takes place, including drafting and revising the content.
• Reviewing: In this step, the report is reviewed for accuracy, coherence, and effectiveness, and any necessary changes are made.
• Presenting: This final step involves presenting the report in a clear and professional manner, such as through the use of headings, visuals, and a table of contents.

Q4) What is a report in short answer? 

Share your read share this content.

• Opens in a new window

Aditya Soni

You might also like.

What is a Business Report: How To Write it? (Examples & Format)

Business Communication Report Writing| What is it & How to Draft One

24 Types of Business Reports With Samples & Writing Structure

Leave a reply cancel reply.

Save my name, email, and website in this browser for the next time I comment.

Want to create project reports with just a few clicks?

Project Reporting: In-Depth Guide to Project Reports

Project reports and reporting are a fundamental part of project management and a project’s success. Documents such as the project summary report serve as practical tools that provide a detailed account of the project’s progress, challenges, and strategies.

Documenting every aspect of a project includes following certain steps and making sure that information is available to managers, stakeholders, and team members.

Whether you’re a seasoned project manager wanting to refine your own project management skills and create better project reports or want to create a project report for the first time, this article will guide you through the entire reporting process.

Want to create comprehensive project reports with just a few clicks?

Choose a simple, fast and secure time tracking solution that ensures timely timesheets, keeps your project budgets in check and automatically calculates billable hours.

What is project reporting?

Project reporting is the process of collecting, analyzing, and disseminating information about a project’s progress and project team performance.

This kind of reporting involves gathering project data like key metrics and insights related to various aspects of the project, including timelines, project budget , resources, the status of operations, risks, and project milestones .

Project reporting exists to keep stakeholders and team members informed about the project’s development, being an essential tool when making decisions regarding any related situation.

The bottom line is that effective project reporting provides transparency on every action for everyone involved. Project reporting serves as a communication tool, fostering collaboration and accountability among team members and stakeholders . 

What is a project report?

A project report is a detailed document that provides a detailed overview of a project’s planning, execution, and outcomes.

It serves as a formal record, communicating essential information about the project’s progress, performance, and status to the various project stakeholders involved. This document plays a crucial role in fostering communication, transparency, and accountability within a project, assisting decision-makers when making decisions.

Typically, project management reports include these key points:

• The current status of the project and the project’s current direction
• Information about the timeline and project schedule
• Details about the project budget and resources used and/or needed
• Cost-benefit analysis report
• An outline of the upcoming tasks, realistic project objectives, and key milestones
• Strategies to address challenges, ensuring stakeholders clearly understand the project’s trajectory.

It’s important to also include an assessment of potential risks and challenges , and the solutions that may be the appropriate response if those ever arise.

It must also include the list of the pre-determined key performance indicators (KPIs) , measures that assess the project’s performance against predefined project goals and objectives.

Who prepares a project report?

Usually, the project report is the responsibility of the project manager , unless another member of the team is designated to do it. It’s important to add that the responsibility for creating the project report may vary depending on the size and structure of the organization , as well as the nature of the project.

The project manager is usually the most well-acquainted team member with the project’s details, progress, and challenges, making them the best person to provide a complete and detailed project overview report .

In larger organizations, there might be dedicated project coordinators, analysts, or reporting specialists who collaborate with the project manager to gather relevant information and create the report.

Benefits of a project report in project management

A project report is a vital part of a project management operation not only for its purpose as a reference document but also as a communication tool.

Beyond being a formality, a well-crafted project report is essential in communicating information to stakeholders, guiding decision-making, and ensuring transparency throughout the project lifecycle .

Let’s explore the benefits of building a project report.

1. Improving communication and transparency

It serves as a communication bridge, offering stakeholders, team members, and decision-makers a clear and transparent view of the project’s status, progress, successes, and challenges.

2. Informing decision-making

Because it provides detailed insights into various aspects of the project, the project report empowers decision-makers to make informed choices. It facilitates the identification of potential issues and allows for timely adjustments to keep the project on track.

• Read also: Why quick decision-making is so important?

3. Informing resource allocation

Project reports include information on budget use, resource allocation , and financial aspects, among others. This data enables organizations to optimize resource allocation for current and future projects.

4. Enabling risk management

The identification and assessment of risks are integral components of a project report. This information helps teams develop strategies to mitigate risks, enhancing overall project resilience.

5. Evaluating performance

Having key performance indicators (KPIs) and progress updates in a project report enables stakeholders to evaluate the project’s performance against predefined benchmarks, ensuring alignment with organizational objectives.

6. Engaging stakeholders

A well-prepared project report keeps stakeholders informed about the project’s purpose, goals, and accomplishments. This involvement fosters a sense of collaboration and accountability.

7. Documentation purposes

Project reports serve as crucial documentation for auditing purposes and compliance with organizational standards, industry regulations, or contractual obligations. It also creates a historical record of the project, providing a reference point for future projects.

8. Evaluating the project

When the project is complete, the report serves as a comprehensive record for evaluating the project’s overall success, documenting lessons learned, and facilitating the closure process.

9. Continuous improvement

Through the analysis of past projects documented in reports, organizations can get valuable insights and use this information for continuous improvement. Lessons learned from one project can inform the approach to future initiatives.

12 Common project report types

Various types of project reports cater to different needs and objectives throughout the project lifecycle. There is often a need for more than one effective project report, and it’s essential to understand the different types of reports and when to use them.

Understanding the nuances of these project report types allows project managers and teams to tailor their communication to specific needs and issues.

1. Progress report (aka project status report)

This type of report provides an overview of the project’s status, highlighting completed tasks, milestones achieved, and work in progress. It keeps stakeholders informed about the project’s development.

2. Risk report

This one focuses on identifying, assessing, and managing potential risks associated with the project. It also helps to outline strategies to manage projects, mitigate risks, and ensure proactive risk management.

• Read also: How to create a project risk management plan

3. Financial report

Another type of project management report is a financial report. It documents the details of the project’s financial aspects, including budget allocation, expenses, resource utilization, etc. It helps in tracking financial health and adherence to budget requirements.

• TIP: Read our guide about cost tracking in project management

4. Quality assurance report

It focuses on the quality of project deliverables, processes, and outcomes. It outlines measures taken to secure the overall quality of the project.

5. Status report

The project status report provides a concise summary of the project’s current state, including accomplishments, challenges, and upcoming milestones.

Project status reports are also known as project health reports.

6. Milestone report

This type of project completion report highlights the specific milestones achieved during the project, indicating progress and how the project timeline is being handled.

7. Issues log

The issues log document issues or challenges encountered during the project. It includes details about the nature of the issue, its impact, and proposed or implemented solutions.

8. Implementation report or project summary report

Created after the completion of the project, this report evaluates all project data, including the project plan, results, outcomes, what was learned during the project, and its overall project success. It provides insights for future projects.

9. Resource allocation report

The resource reports summarize the distribution of resources, including staff, equipment, materials, and budget. It helps optimize resource utilization when managing projects and ensures that resources meet the project requirements.

10. Communication plan

Those are project reports that outline the communication strategy and explain how information is shared among team members, stakeholders, and other relevant parties.

11. Forecast report

Forecast project reports created by project managers include projections for future project activities and potential challenges, supporting planning and decision-making for the upcoming phases of the project.

12. Closure report

This type of report summarizes the project’s overall performance, achievements, and challenges, and it should also include recommendations for future work. 

How to write a project report

Making sure that effective project reporting is in place is incredibly helpful for the project’s lifecycle. By structuring the report for maximum impact, each step plays a crucial role in delivering clear and useful information to stakeholders.

To create effective project reports, follow these tips:

Define the main goal of the project report

Consider what information you want to convey, whether you need to address project risks, and who the intended audience is.

Research your audience well

Tailor your language and wording based on your audience. Before building and sending a report, understand who will receive it and adjust your communication style accordingly.

Choose the type or types of report you’ll be using

Evaluate the team’s needs, the stakeholders’ expectations, and the project type to determine the most suitable report type. Align it with the project itself.

Use templates

Templates can save you precious time. Find or create templates tailored to the specific focus of your report to expedite the formatting process and provide a standardized structure for conveying the same data more effectively.

• TIP: Save time by downloading these time management templates that you can use for reporting.

Make sure you’re including all the relevant information

A comprehensive report should include the most important details from your project, focusing on the most recent and critical information. Keep the report concise by including essential elements such as original deadlines, project tasks completed, potential issues, and individual team member responsibilities.

Keep the information well-organized

The report needs to be fairly easy to consult for clarity and impact. Prioritize information based on importance, arranging it in a logical order.

Choose the report format

Choosing the right report format is crucial as it ensures that the information is presented in a clear, accessible, and engaging manner.

This usually means using familiar formats like PowerPoint slides, PDFs, interactive dashboards, or Word docs to fit what different project stakeholders prefer.

Use a structure

A well-defined structure typically includes an executive summary, an introduction, a body of information presenting essential information (issues, team needs, project analysis, etc), and a conclusion.

Revise it and proofread it thoroughly

Do meticulously proofread for spelling errors, formatting issues, and accuracy in calculations and numbers . Ask for input from team members to catch any errors you might have missed. Another pair of eyes can be a big help.

Depending on the project needs or the company’s policy itself, it’s advised to maintain a regular reporting routine to provide project stakeholders with a consistent view of the project’s progress.

Create automated project reports with Timeular

As we’ve been explaining through this article, accurate project reporting is essential for successful project management. The key element of your project reports are time reports .

This is where a time reporting system like Timeular comes in , providing automated time tracking.

They not only enhance the accuracy and efficiency of your project reports but also offer comprehensive insights. They help in minimizing errors in tracking work hours and project progress, making the reporting process more streamlined and reliable.

Effortless, smart, and secure project time tracking

Timeular is a user-friendly and secure app that helps you create time reports with just a few clicks:

• Create detailed project reports
• Manage project expenses and project budgets
• Generate availability reports and reports on resource allocation
• Monitor the time dedicated to specific tasks
• Evaluate the productivity of your project team

Its simplicity and smart features make time tracking an integral and effortless part of your project management routine.

Choose your favorite time tracking method

In Timeular, you can pick the time tracking method that best adapts to your workstyle: use a physical time Tracker , automatic time tracking , or keyboard shortcuts , all ensuring a smooth and fast tracking experience.

Effects? Time tracking takes less than 1 minute a day!

Don’t chase timesheets ever again

All team members track work time, time off, and overtime in a single place. Thanks to effortless time capturing , which can be either automated or enhanced by smart time tracking methods and automated tracking reminders , you make sure that timesheets are always complete and ready whenever you need to write a project report.

Track billable hours automatically

As a project manager, you can effortlessly tag tasks as billable or non-billable, allowing for simple tracking of time invested in various projects and clients. By assigning hourly rates to specific tasks or team members, the system automatically computes costs.

This feature is instrumental in checking up project’s health and creating an insightful project management report. Monitoring project expenses, guaranteeing precise client billing , and offering valuable information regarding your team’s productivity additionally improves your project management skills .

• Discover the benefits of the Timeular billable hours tracker for more details.

You can finally keep project budgets in check

Timeular’s data is particularly valuable for creating precise status reports regarding project budgets. Keep your budgets in check by setting the planned hours for each project and hourly rates for each task or team member.

We will let you know when you are approaching certain limits to keep you away from overspending and overservicing your clients.

Smoothly integrate with your project management tools

You can easily track the time of all the tasks monitored in your project management software thanks to integrations provided by Timeular and Zapier. You can build your own integrations, too, using API.

• Salesforce time tracking
• ClickUp time tracking
• Jira time tracking
• HubSpot time tracking
• Trello time tracking

Project reporting is an integral aspect of project management , a compass that guides projects from inception to completion. Hopefully, this article serves as a guide that has proven the significance of project reports, their types, and the critical role they play in effective communication, decision-making, and accountability.

From understanding the basics of project reporting to exploring various report types , including progress reports, risk reports, and financial reports, this guide can help project managers and teams with the knowledge to tailor their reporting to the project’s specific needs.

As we also explored, the benefits of project reporting are vast , from improving communication and transparency to informing decision-making, optimizing resource allocation, and enabling risk management.

Project reports not only document project details but also contribute to continuous improvement and serve as historical records for future initiatives.

You might be interested in:

• Project management tracking
• What is project monitoring?
• How to measure project profitability
• Timekeeping policy
• What is the first step in project cost management?

Welcome to Timeular 👋

A valid email is required. E.g. [email protected] .

Thank you for your interest in SSO, we’re working on this! Meanwhile, you can sign up with an email address and password.

Reset password

Check your email to reset your password.

Please use a password with at least 8 characters.

Business Report: What is it & How to Write it? (Steps & Format)

The shift from academic writing, such as essays and articles, to complex business reports, can be scary!

A business report is needed in almost any field of work. These are fact-based documents that are used to make decisions in a business.

You can use business reports for several purposes such as pitching an idea, analyzing an idea, pitching a merger, analyzing a merger, proving that your company complies with legal and social guidelines or any specific topic related to your job and work.

So if you have a job, it is crucial that you understand the concept of business reports and how to write them effectively.

In this article, we will talk about the different types of reports and their purpose, the importance of business reports, and how to structure your own in an impactful way!

But hey, first thing first. Let’s understand the concept of business reports a little better.

What is a Business Report? (Definition)

A Business report is defined as an official document that contains factual information , statistical data , research findings , or any other form of information relevant to the course of the job.

This report is a formal document written to-the-point to convey information in a concise yet clear manner. Business reports are majorly used for internal communication within an organization.

Objectivity is a major element while writing business reports. Whatever you say should be supported by data and facts, not opinion and perspective. For example, instead of saying ‘ sales in the last quarter were very low’, you show it by means of data.

The report can vary from one page to several pages depending on the purpose and type of report, which brings us to the second part: Types of Business reports.

Types Of Business Reports

There are many types of business reports used in an organization for various purposes. Obviously, you cant use the same report to analyze employee performance and sales in the last quarter, right?

Here are some common types of business reports:

1. Informational reports

You use this report when your boss asks for data that is purely objective i.e., just plain facts without any reasoning or potential outcomes. For instance, a workforce report stating the number of employees in the company, their duties, department of work, and responsibilities.

Read more:  How to Write Project Reports that ‘Wow’ Your Clients? (Template Included)

2. Analytical Report

As the name suggests, this report is used when some critical company data has to be analyzed in order to make informed decisions.

For instance, analyzing the sales drop in the last financial year. This report consists of sales numbers, a comparison of those numbers with earlier years, and finding reasons for the fall. The report will also indicate possible measures the company can take to solve this problem.

3. Research Report

You use a research report when something big is coming up! It could be a potential merger, or a new product line, or a shift in the current way of working.

A big change requires a comprehensive report studying all its implications. For example, if the company wants to introduce a new product, the research report will consist of elements like target audience , marketing communication strategy , advertising campaigns, etc.

4. Explanatory Report

You use this report when you want to explain your individual project to the entire team. Let’s suppose you performed research.

An explanatory report will showcase the facts, list the findings, and determine the conclusion of the research. It should be written in very simple, concise, and clear words. Although the readers are mostly peers of the same industry, jargon should be avoided.

5. Progress Report

This is a small report used to notify updates in a company.

How was the previous week?

How is the sale for this quarter coming along?

What is the percentage change in conversions since the last week/month?

Questions like these are answered in a progress report. It does not contain analytics. Only information and changes.

Progress reports are a good medium for companies to track their day-to-day work and come up with new ideas for growth and expansion.

Still not convinced? Here are 4 compelling reasons why business reports are important for efficient workflow in an organization.

Read more:   What is a Progress Report and How to Write One?

Importance of Business Reports

1. mode of communication.

You know how you text or call in daily life to communicate? In businesses, reports are prepared for it. We can say that business reports act as a medium of communication in an organization.

But why is it done?

Well, in big companies, there is an entire line of workflow that takes place. It is also known as a delegation of duties. In this workflow, there are branches, sub-branches, departments, and niche specific zones. If communication is done verbally, information may get lost or contaminated.

So for every important piece of communication, a written report is created. Anyone who needs access to that information can read the report and equip themselves with first-hand data.

2. Decision making

Thinking about launching a new product line? Prepare a report.

Aiming to cut company costs? Prepare a report.

From deciding the target audience to laying off employees, every decision is taken on the basis of detailed reports prepared with facts and stats.

Reports are transferred two-way in an organization. Employees create business reports and send them to higher management for decision making. Upper management creates reports to circulate information, tasks, etc. among the workforce.

3. Crisis management

In case of a crisis, chaos, and panic outbreaks, everyone has an opinion on the matter, and the transfer of thoughts verbally gives rise to workplace gossip.

In such a situation, business reports are created to get everyone on the same page and then factually analyze the problem.

Crisis management reports comprise of the cause of the issue, steps to take for damage control, and policies suggesting future protection from such crisis.

4. Effective management

The delegation of duties is done via reports. Every employee has their own to-do tasks with an assigned deadline. This helps in more sound and effective management of the company.

All the information is in viable written documents, decisions are taken upon careful analysis, and the overall functioning of the company is better using business reports.

So now that we know that we HAVE TO prepare business reports to survive in the corporate world, let’s move on to the next and probably the most important section where we teach you how you can get started on writing a proper report.

Read more:  Business Requirements Document (BRD): What, Why, and How to Write?

How to write a business report? (Steps and Format)

Follow this step-by-step guide to create your powerful business report:

Step 1: Create a plan of action

You are writing a business report, not a school essay. You can’t base your report on thoughts as and when they come. Before starting the report, identify its purpose.

Define what you aim to achieve with the report and how you plan to present it. Do not beat around the bush! This will help you write a clear and concise report.

Step 2: Check for an in-house format

Your company may have a specific format for writing reports. Ask your supervisor or check the company’s handbook to find it. Do not blindly trust the internet.

However, if no such format is specified, you can use the standard global format listed in the following steps.

Step 3: Add a title

The title of the report may be specified in the brief you received from your supervisor. If not, you may write your own title. It should be clear, crisp, and be able to convey the purpose of the report.

You should avoid using very long and complicated titles. For instance, use ‘Sales report for FY 2020-21’ instead of ‘Analysing the customer interaction with the company in the last 12 months in comparison to previous years’. People will yawn and leave the room at the start of your report!

Also, add your name and the names of other people involved in making the report. Portraying someone else’s background hard work as your own is highly unethical in the workplace.

Step 4: Write a table of contents

You should include a table of contents page only if the report is long and contains sub-sections.

If this page is added, make sure to write contents exactly in the manner headings are written inside the report. All the contents should be properly numbered for the reader to easily navigate through the report or jump on a specific section.

Step 5: Add a Summary/ Abstract

This is a very important page in any report. You should write the abstract in such a manner that even if a person does not read the entire report, this page can give them a clear and detailed idea of the entire thing.

It should contain your title, issue, key findings, and conclusions. You should basically summarise everything you wrote in the report to fit in the abstract.

Step 6: Write an introduction

Now begins your actual report. On this page, specify the purpose of writing the report along with a brief idea of the main argument.

You can also include some background of the topic on this page.

Step 7: State your methodology

On this page, tell the readers how you created this report. It includes the sources of information, type of data (qualitative or quantitative), channels of receiving information, etc.

This is to equip your readers with the process you went through or, as we can say in the urban slang, the BTS of the report. It makes your report more credible.

Step 8: Present your findings

This is the main section where you present your findings. It should convey that you have done thorough research. So include stats, facts, and graphs to portray the information.

To prevent it from getting messy, align the data into various headings and subheadings. Use pointers, bulleted, or numbered whenever required.

Step 9: Give a conclusion or recommendation

End your report with a compelling conclusion. This should be drawn from previously stated findings.

You can also give recommendations for change or improvement in a policy, supported by valid documentation. The conclusion should come off strong, based on factual data, not biased views or opinions.

Step 10: Add bibliography and references

Adding this section is a legal compulsion in any report wherein the data is taken or inspired from previously published sources.

Let us explain it simply. If you have added any data or statistics in your report, you must give due credit to the original author. Else, it counts as plagiarism, which is a punishable offense.

Also, note the difference between references and bibliography, and don’t confuse the two!

Here’s an example:

Suppose you read a business report online and got inspired by it. Although, you didn’t use any of its data in your own report. In this scenario, you will list that report under the bibliography section.

However, if you took data from that report to directly include in yours, you will list that in the reference section.

Step 11: Proofread

Proofreading or revising is very important before finalizing a report. In this section, check for any spelling errors, grammatical mistakes, or punctuations. These are small mishaps that can make a very bad impression.

Also, while proofreading, check the citations, footnotes, appendices, etc, according to the company standards. There may be guidelines you missed while writing the report!

Bit.ai : The Ultimate Tool For Writing Business Reports

With its new-age cloud technology bit gives your business report superpowers!

You can choose from pre-designed templates and just worry about putting your content into it.

With Bit’s smart integration, you can add rich media elements like cloud files , charts , pdfs, embeds, diagrams , graphs, and much more into your business reports within seconds.

Not only this, bit.ai lets you work with your team in real-time. You can co-edit and use inline comments to bring your colleagues to the same place to make decisions related to your business reports.

You even have document tracking to see who is opening your report and how much time they spent on it.

Few more business templates you might be interested in:

• SWOT Analysis Template
• Business Proposal Template
• Business Plan Template
• Competitor Research Template
• Project Proposal Template
• Company Fact Sheet
• Executive Summary Template
• Operational Plan Template
• Pitch Deck Template

As we have seen, writing a business report involves a lot of aspects. All of the time and energy is consumed in writing engaging content, and one tends to forget about the design element.

Yes, the design is a very important aspect of any report. When your report is visually appealing, it engages the reader and stands out in a room full of black and white text.

…and bit helps you do just that!

On bit, you can edit the document according to the type of report you created without compromising on the design. Play around with hundreds of fonts, themes, and color palettes with Bit to create an impact on your work!

Which was your last business report that really brought about a change? Which tool did you use to make it?

Tweet us @bit_docs and let us know!

Further reads:

7 Types of Reports Your Business Certainly Needs!

Performance Report: What is it & How to Create it? (Steps Included)

Formal Reports: What are they & How to Create them!

Business Documents: Definition, Types, Benefits & Steps to Create Them

Technical Report: Definition, Importance, and How to Write it?

16 Best Business Tools Every Business Needs in 2021

How to Write a Business Case: Step By Step Guide

Marketing Report: Definition, Types, Benefits & Things to Include!

Technical Report: What is it & How to Write it? (Steps & Structure Included)

Related posts

What is a marketing plan & how to create one for your business, creative process: what is it & how to figure out (tips & benefits), goal setting for 2023: the ultimate process for self improvement, top 11 screen recording software and tools that are highly advanced, incident report: what is it & how to write it the right way, how bit.ai makes a freelancer’s life easy.

About Bit.ai

Bit.ai is the essential next-gen workplace and document collaboration platform. that helps teams share knowledge by connecting any type of digital content. With this intuitive, cloud-based solution, anyone can work visually and collaborate in real-time while creating internal notes, team projects, knowledge bases, client-facing content, and more.

The smartest online Google Docs and Word alternative, Bit.ai is used in over 100 countries by professionals everywhere, from IT teams creating internal documentation and knowledge bases, to sales and marketing teams sharing client materials and client portals.

👉👉Click Here to Check out Bit.ai.

Recent Posts

Developer experience(dx): importance, metrics, and best practices, top 12 ai assistants of 2024 for maximized potential, maximizing digital agency success: 4 ways to leverage client portals, how to create wikis for employee onboarding & training, what is support documentation: key insights and types, how to create a smart company wiki | a guide by bit.ai.

Table of Contents

What is a project report, 5 steps to create a project report from scratch, project report objectives, project report components, common project report types, project report use cases, project report examples, opening and viewing reports with microsoft , change data in your report , change the report format , make your report , share your report , choose the right program, train to become a project leader today, how to create a project report: objectives, components, and more.

Managing a project is by no means an easy feat. Many moving parts can make it complicated to stay focused on the tasks and keep stakeholders up to date on the project status. This is why project reports are a useful tool for project managers .

These project reports can be used to provide direction for team members, offer status updates for partners or management teams, and successfully manage risk mitigation – to name just a few! 

Learn from experts who help you pass the examination post enrolling in Simplilearn's PMP training course. Sign-up today for PMP® Certification Training Course !

Let’s take a closer look at how to create a project report including its many objectives, components, and examples of project reports.

A project report is a comprehensive document that provides detailed information about a specific project. It typically outlines the project's objectives, scope, methodology, progress, findings, and outcomes. A project report often includes details about the project's goals, activities, timelines, resources used, challenges faced, and the results achieved. It serves as a formal record of the project's lifecycle, serving both as a documentation of the work done and as a communication tool to convey the project's status and outcomes to stakeholders, sponsors, or interested parties. Project reports are commonly used in various fields such as business, engineering, research, and academia to assess the effectiveness and success of a project.

Creating project reports is an integral part of evaluating project success. Documenting the lessons learned and sharing them with a larger team in an organized way can help with future projects. You can use different tools to put together your project report. Here are 7 basic steps involved in creating a project report - 

1. Know Your Objective 

Sit down, evaluate your objectives, and understand what you want to describe, explain, recommend, and prove with your report. Having set goals will not only help you proceed with your project report but also help readers understand your point of view. 

2. Recognize Your Audience

Your audience plays an essential role in making your project report a success. A formal annual report differs from a financial report: the language, representation of data, and analysis changes per your target audience . 

3. Data Collection 

The chances of you having a solid report is when data supports it. Data plays an essential role in making people believe in your derivations. Also, support your claims by citing sources such as case studies, surveys, interviews, etc. 

4. Structure the Report

A project report is further divided into certain sections. These 4 are the most common divisions of a project report:

• Summary: The summary gives the reader a download of all covered in the project report. Even though a summary is placed at the beginning of a project report, you can only write it once your entire report is complete. 
• Introduction: Mention the outline of the report, give context and mention the scope and methodologies used in the report. 
• Body: This is the lengthy section of the report as it contains background details, analysis, data, and graphics. 
• Conclusion: This section brings the entire project report together. 

5. Edit and Proofread 

Once your project report is ready, read it multiple times with some time gap. You can ask your co-workers to review it. 

Become a Project Management Professional

• 6% Growth In Jobs Of Project Management Profiles By 2024
• 22 Million Jobs Estimated For Project Management Professionals By 2027

PMP® Certification Training

• Access to Digital Materials from PMI
• 12 Full-Length Simulation Test Papers (180 Questions Each)

Post Graduate Program in Project Management

• Receive Post Graduate Program Certificate and Alumni Association Membership from UMass Amherst
• 8X higher live interaction in live online classes by industry experts

Here's what learners are saying regarding our programs:

Katrina Tanchoco

Shell - manila ,.

The interactive sessions make a huge difference as I'm able to ask for further clarifications. The training sessions are more engaging than the self-paced modules, it's easier now that i first decided to take up the online classroom training, and then followed it up with the self-paced learning (online and readings).

PHC Business Manager , Midlands and Lancashire Commissioning Support Unit

I wanted to transition into the Project Management field and wanted the right opportunity to do so. Thus, I took that leap forward and enrolled in this course. My learning experience was fantastic. It suited my learning style.

Every project report starts with a solid project report objective. Your objective should provide precise direction for the rest of the report. Consider what purpose you want your project report to serve. Are you describing new risks or explaining project delays? Or will your report focus on persuading management teams or stockholders to invest additional funds into the project? 

A thorough understanding of your objective will help guide you in writing the report and make the purpose of the report clear to all stakeholders.

Here are a few examples of project report objectives:

• Requesting approval for a new project
• Tracking the progress of the project
• Identifying and managing risks
• Managing costs and budgets
• Requesting financial assistance

Your project report will be bursting with essential information about your project. Although the content of your report will differ depending on the type of report you’re creating, keeping your report organized will make it easy for the reader to follow along without missing any critical points. Organize your data and content into sections that allow all stakeholders to quickly reference.

Consider including some of the following project report components:

Executive Summary 

The first section of your report will likely include an executive summary. The brief overview should provide all the essential takeaways from the report, allowing the reader to understand the report's contents without having to read through all of the project details.

Project Progress

This component includes real metrics that track your project’s progress. It offers an overview of the project's status and budget while identifying risks or issues that may have emerged. Helping project management and other stakeholders reflect on the project schedule and make amendments as needed.

Risks and Risk Management

What risks have developed that may affect the quality, timeline, or budget of your project? How will you control these emerging elements? It’s inevitable that all projects will face risks, so it’s how you intend to manage those risks that’s important to the project team and stakeholders. Include a detailed analysis of the risk, your proposed solutions, and how these new elements will affect the project as a whole. 

Are your financials where they need to be for the current status of your project? Will more capital be required to reach your goals effectively? Provide a detailed overview of the allocation of your budget including materials, labor, and operating costs. 

Reflect on your project goals. Is the project behind, ahead, or on schedule? How will any changes to your timelines affect your budget or resources? Include an overview of tasks that have already been completed and a comprehensive schedule of remaining tasks.

Resources may include materials, machinery, or even funding required to complete your project. Provide a detailed summary of your current resource allocation. What are detrimental resources for your project running low? Are there any excess amounts?  

Team Performance

Is your team completing tasks efficiently? Are there any skill or knowledge gaps that need to be addressed? Compare your team’s performance to your initial goals to identify the group’s progress.

A project report is a simple and detailed description of the essence of the project and its aims and aspirations. The business management team and stakeholders are kept updated on every development regarding the project; based on that, they prepare their strategy. This vital information keeps the communication line open between the management team and the stakeholders, providing them with a complete picture of every action concerning the project. 

A project report includes the necessary recommendations for all types of businesses, established and start-ups. Moreover, organizations use project reports to procure financial help from institutions. Project reports can be of various types that help everyone complete a project successfully. Based on the report, your team can take up any activity that benefits the project. 

Status Reports

It talks about the progress going on with a project. It also states various significant activities associated with the project. This status report organizes the communication medium between the team and the stakeholders. It summarizes the finished tasks on the project at hand. It includes the budgetary details and the timeline of the project. It also helps identify the risks related to the project and measures to tackle them beforehand. The status report also keeps track of the events or actions or any activity taken in the past. Status reports are carried out weekly, daily, monthly, or quarterly. They help collect and distribute information about crucial activities in a project in a smooth manner. 

Progress Report

While executing a project, a progress report is inevitably carried out to update everything about the project. It usually includes things like if the project baseline is fulfilled. It indicates the initial plan you prepared along with your stakeholders about a project regarding the expectations, schedules, cost, deliverables , and scope of it. A progress report informs your stakeholders how much progress has been made in the above directions. 

You should prepare this status report in a specific manner by stating the project title, contact information, a summary of the status, and providing all the information about the budget, timeline, and expected completion date of the project. You can take the help of several such free templates available online to make the status report. 

Risk Reports

This type of report explains the risks associated with the project in a documented form. It covers details about risks that are managed already and the emerging ones. It includes the overall risk profile of the project. Risk reports identify and state potential risks that could alter the duration of the project and tips to manage them. 

Board Executive Reports

An executive report is a summary of the business plan of an organization for lending partners. It enables the team members to collect and combine the results of numerous research studies to help them decide on the project. It is the starting point of arranging a dialogue with the investors. It should be written in such a way that it creates the best impression in the minds of the lenders. It should be short and precise and comprehensively analyze the project. 

Cost Benefit Analysis Report

This kind of report helps organizations know if a particular project is possible or not. It will show you how much the project will benefit your organization against the investment. It will help you decide if a project is worth taking on for your organization and how much business profit it will get you at the end of the day. Alternatively, it will also help your organization better utilize its resources while progressing with the project. You can monitor your project expenses and spending to manage your funds better. 

Resource Reports

This report highlights the distribution of resources according to the project tasks. The team members and the investors get the necessary information by reading this report on how well the resources are distributed in the project. It will give detailed narration about which team is assigned to which task according to the date wise. This type of report is beneficial for an organization to know if there is over allocation of resources as this could harm the project. Overall allocation happens when there are insufficient resources to complete all the crucial activities of the project. 

Variance Reports

This report helps you compare your overall project plan with the project's end result. It uses metrics to inform you if your project is running according to the timeline, ahead of time, or running late. Moreover, it will streamline the data based on the comparisons you have made on the project. With the availability of various project management tools , preparing this kind of report has become easier now. It cuts down your hard work by creating the project activity report and conveying it to the stakeholders. 

Gap Analysis Report

This report will examine the project's current status in the context of schedule, cost, and labor and, subsequently, compare the targeted status. It discovers and examines the gap between these two aspects and prepares a strategy or action plan on how to do the needful to reach the targeted objectives. Every business, whether a budding one or an established one, will need this kind of gap analysis report to perform better in terms of projects. This report will tell you how to take the successful step to graduate to the next level of your business. This will tell you whether you are fulfilling your business objectives and using your resources carefully. 

There are several common use cases for project reports in project management. These include:

Project Status Report 

A project status report is used regularly throughout a project to communicate the project’s progress in conjunction with the original project plan. The status report of a project provides all stakeholders with updates on the project’s development and performance. Your status report may cover issues or risks that have emerged and include your amended project plan.

Project Tracking Report

A project tracking report offers real numbers, metrics, and other key indicators that measure the project’s overarching progress. This comprehensive report covers all aspects of the project, including project status, tasks, project team performance, and how much of the project has been completed.

Project Performance Report

Performance reports provide an overview of the project’s progress, a breakdown of resource allocation, and costs to date. Your performance report will help monitor the project’s current direction and forecast how well it will perform.  

Project Health Report

A health report offers an analysis of any problem areas or risks within your project. Completing a project health report can help identify any potential issues before they occur, saving you time, money, and resources.

Project Summary Report

A project summary report provides a quick snapshot of the project’s status. Along with tasks completed and a summary of financials, the brief report should include any key highlights or milestones and a glance at upcoming scheduled tasks. 

Project Time Tracking Report

Project time tracking reports help the team and all stakeholders better understand the time allocation for each task. It’s a useful tool for project managers to gauge their teams' efficiency and identify what areas need improvement. 

Not sure where to start with your next project report? Consulting the right project report example can help you gain the direction you need.

Click here for a status report example.

Using Project, one can easily create new reports or customize them for various types of project data without relying on any other application or software. MS Project offers dozens that you can use right away. You can also customize any report’s content and look or build a new one from scratch.

• Click the Report tab and then click the View Reports group. 
• Select the type of report you need.

For instance, if you have to open the Project Overview report, navigate Report > Dashboards > Project Overview.

Reports Dashboard Option

Reports are customizable. So, you choose the data that MS Project will show in any part of a report. Follow the steps below to change the data in your report:

• Click the chart or table you would like to alter. 
• Use the Field list pane present on the right side to select fields to filter and show data. 
• Also, clicking a chart displays three pop-up buttons on the right-hand side of the chart. You can opt for the Chart Elements or Chart Filters button to select elements and filter chart data.

For instance, take the previous Project Overview report as an example. You can change the % Complete chart and display critical subtasks rather than top-level summary tasks using the below-mentioned steps:

• Click anywhere in the % Complete chart.
• Now, in the Field List pane, navigate to the Filter box. 
• Select the Critical option.
• Next, pick level 2 in the Outline Level box. Let’s suppose that this is the first level of the outline with subtasks rather than summary tasks.
• The chart will reflect the change as you make your selections.

Changes in the % Complete Chart

Using Project, you can go from monotonous black-white to vivid effects and colors. With the Split view, you will be able to view the real-time report changes while you make the changes. To change the report format, take the following steps:

• Click the report (you can click anywhere).
• Now click Report Tools and click the Design tab. It will display options for changing the look of the entire report. 
• Using this tab, you can alter the color, font, or theme of the entire report. You can also include images, charts, shapes, or tables here.

Report Tools Options

• Clicking on individual elements such as tables, charts, and others of a report will display new tabs at the top of the screen for formatting that part. 

Table Styles

• Use the Drawing Tools Format tab to change shapes. 
• The Picture Tools Format tab will help you add picture effects.  
• You can configure and tweak tables using the Table Tools Design and Table Tools Layout tabs. 
• The Chart Tools Format and Chart Tools Design tabs help tweak charts. Also, clicking on a chart displays three buttons on the right side of the chart. You can use the Chart Styles button to modify the chart color or style. 

Suppose you plan to change the % Complete chart in the Project Overview report. Click anywhere in the chart and tap on the Chart Tools Design.

% Complete Chart

• From the Chart Styles, pick a new style for your chart. The option selected in the following image adds shadows to the columns and removes the lines.

Chart Styles in Chart Tools Design

• Next, you can click Chart Tools Design > Change Chart Type to add some depth.

• You can change the columns by clicking Column > 3-D Stacked Column.

• To add a background color, click Chart Tools Format > Shape Fill. Now pick a new color. You can explore more color options by clicking on more fill colors.

Color Options for Chart

• Alter bar colors by selecting the bars and then click the Chart Tools Format > Shape Fill option. Pick the color you want. 
• You can drag the numbers upwards to get them off the chart. 

The above-stated changes will be reflected as follows.

% Complete Chart on Making the Changes 

Take the following steps to create a new report. 

• Click the Report tab and then click New Report.
• Pick from the four options: 
• Blank: Provides a blank canvas that you can use to add charts, text, tables, and images using the Report Tools Design tab.
• Chart: It is suitable for comparing Actual Work, Work by default, and Remaining Work. Using the Field List pane, you can pick different fields for comparison or use the controls to alter the format and color of the chart.
• Table: It displays tabular information. Using the Field List pane, you can select what fields are to be displayed in the table.  
• Comparison: It gives you two charts side-by-side. Initially, they will have the same data. You can click on the chart and choose the information of your choice in the Field List pane. 

Types of New Report Styles

• Name your report and start adding information to it. All charts are fully customizable. You can easily add or delete elements to meet your needs.
• You can make your new report available for future projects by using the Organizer to copy this new report into the global template. 
• Click anywhere in the report.
• Navigate Report Tools Design > Copy Report.

Copy Report Option

• Now paste the report into any program of your choice. You might have to resize or align the report when you paste it elsewhere. You can also opt for the printing option for sharing hard copies. 

Are you looking to take your project management skills to the next level? Look no further than Simplilearn's comprehensive project management courses!

Our courses are designed to help professionals at every level of experience to develop and enhance their project management skills, whether you're just starting out in the field or looking to advance your career. With our courses, you'll gain practical, hands-on experience in managing projects from start to finish, and learn best practices and industry standards that will set you apart from the competition.

Program Name PMP® Certification Training Course PMP Plus Post Graduate Program In Project Management glyph Icons All Geos All Geos All Geos University PMI Simplilearn University of Massachusetts Amherst Course Duration 90 Days of Flexible Access to Online Classes 36 Months 6 Months Coding experience reqd No No No Skills you wll learn 8+ PM skills including Work Breakdown Structure, Gantt Charts, Resource Allocation, Leadership and more. 6 courses including Project Management, Agile Scrum Master, Implementing a PMO, and More 9+ skills including Project Management, Quality Management, Agile Management, Design Thinking and More. Additional Benefits -Experiential learning through case studies -Global Teaching Assistance -35PDUs -Learn by working on real-world problems -24x7 Learning support from mentors -Earn 60+ PDU’s -3 year course access Cost $$ $$$$ $$$$ Explore Program Explore Program Explore Program

Become a digital-age project leader with Simplilearn’s PMP® Certification Training . Created to align with the Project Management Professional (PMP®) certification, you’ll learn the frameworks, tools, and skills to drive successful projects.

In this course, you will learn how to manage quality and risk, create effective strategies, implement best practices, and ultimately, deliver results.

1. What is a project report and its significance?

A project report summarizes a project's key aspects, including its goals, timeline, budget, progress, and outcomes. It provides project managers with critical information to monitor and evaluate the project's performance, identify potential risks and challenges, and communicate progress to stakeholders.

2. What is the format of a project report?

A project report format is completely customizable depending on the project requirements and your choices. However, it should focus on the specific objectives of the project, its methodology,  major findings, and progress. 

3. How do you prepare a project report?

Preparing a project report is simple. Click Report > New Report and choose from the four options. Now, give a suitable name to the report and start adding information. 

4. What is a project report with an example?

A project report is a document providing detail on the project’s overall status or specific aspects of its performance. Irrespective of the report type, it contains project data based on economic, financial, technical, managerial or production aspects. For example, a Cost Overview report tells the current cost status of the project. It also reveals planned costs, remaining costs, cumulative costs, actual costs, and percentage of completion to help understand if the project is within budget.

5. How do you write a complete project report?

Writing a complete project report entails a proper start and closure, including

• Labeling the document and writing the project overview 
• Including a section for the project’s scope 
• A well-formulated project performance analysis.
• Highlighting the project’s accomplishments, results, and outcomes.

Our Project Management Courses Duration And Fees

Project Management Courses typically range from a few weeks to several months, with fees varying based on program and institution.

Get Free Certifications with free video courses

Project Management

Learn from industry experts with free masterclasses.

How to Successfully Ace the PMP Exam on Your First Attempt in 2024

Career Masterclass: How to Successfully Ace the PMP Exam on Your First Attempt in 2024

Career Fast-track

Panel Discussion: The Startup Career Strategy - The Highs and Lows

Recommended Reads

Project Management Interview Guide

How to Create a Google Analytics Report?

What is Google Data Studio and How to Create Report On It?

Report: The Future of IT Jobs in India

Communicating Project Status to an Executive

How to Create a Maven Project in Eclipse

Get Affiliated Certifications with Live Class programs

• PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.

ONES Project

ONES TestCase

ONES Resource

ONES Automation

ONES Performance

ONES Account

DevOps toolchain

Agile & DevOps

Waterfall management

Hybrid management

Performance management

Resource management

Work management

Knowledge-based management

Productivity

Feature releases

The Definitive Guide To Project Reporting: Best Practices And Expert Tips

What Is Project Reporting?

What Makes Project Reporting Important?

Understanding what is and isn’t working, quantifying the progress.

A Communication Tool For Stakeholders

Types of project reports, project status report, project health report, team availability report, risk report, tips and best practices for effective project reporting, maintain data accuracy, ensure regular project reporting, keep it simple, focus on visuals, the final word.

Tammy Mar 05, 2024

Tammy Oct 12, 2023

Lisa Sep 26, 2023

Business Writing in Action

Learning objectives.

By the end of this section, you will be able to:

• Discuss the main parts of a report.
• Understand the different types of reports.
• Write a basic report.

What Is a Report?

Reports are documents designed to record and convey information to the reader. Reports are part of any business or organization; from credit reports to police reports, they serve to document specific information for specific audiences, goals, or functions. The type of report is often identified by its primary purpose or function, as in an accident report, a laboratory report, a sales report, or even a book report. Reports are often analytical, or involve the rational analysis of information. Sometimes they simply “report the facts” with no analysis at all, but still need to communicate the information in a clear and concise format. Other reports summarize past events, present current data, and forecast future trends. While a report may have conclusions, propositions, or even a call to action, the demonstration of the analysis is the primary function. A sales report, for example, is not designed to make an individual sale. It is, however, supposed to report sales to date, and may forecast future sales based on previous trends. This chapter is designed to introduce you to the basics of report writing.

Types of Reports

Reports come in all sizes, but are typically longer than a page and somewhat shorter than a book. The type of report depends on its function. The function of the report is its essential purpose, often indicated in the thesis or purpose statement. The function will also influence the types of visual content or visual aids, representing words, numbers, and their relationships to the central purpose in graphic, representational ways that are easy for the reader to understand. The function may also contribute to parameters like report length (page or word count) or word choice and readability. “Focusing on the content of your longer business documents is not only natural but necessary because doing so helps ensure complete, correct information” (Bovee & Thill, 2010).

Reports vary by function, and they also vary by style and tradition. Within your organization, there may be employer-specific expectations that need to be addressed to meet audience expectations. This chapter discusses reports in general terms, focusing on common elements and points of distinction, but reference to similar documents where you work or additional examination of specific sample reports may serve you well as you prepare your own report.

Informational or Analytical Report?

There are two main categories for reports, regardless of their specific function or type. An informational report informs or instructs and presents details of events, activities, individuals, or conditions without analysis. An example of this type of “just the facts” report is a police accident report. The report will note the time, date, place, contributing factors like weather, and identification information for the drivers involved in an automobile accident. It does not establish fault or include judgmental statements. You should not see “Driver was falling down drunk” in a police accident report. Instead, you would see “Driver failed sobriety tests and breathalyzer test and was transported to the station for a blood sample.” The police officer is not a trained medical doctor and is therefore not licensed to make definitive diagnoses, but can collect and present relevant information that may contribute to that diagnosis.

The second type of report is called an analytical report. An analytical report presents information with a comprehensive analysis to solve problems, demonstrate relationships, or make recommendations. An example of this report may be a field report by a Center for Disease Control (CDC) physician from the site of an outbreak of the H1N1 virus, noting symptoms, disease progression, steps taken to arrest the spread of the disease, and to make recommendations on the treatment and quarantine of subjects.

Table 13.3 “Types of Reports and Their Functions” includes common reports that, depending on the audience needs, may be informational or analytical.

Table 13.3 Types of Reports and Their Functions

How Are Reports Organized?

Reports vary by size, format, and function. You need to be flexible and adjust to the needs of the audience while respecting customs and guidelines. Reports are typically organized around six key elements:

• Whom the report is about and/or prepared for
• What was done, what problems were addressed, and the results, including conclusions and/or recommendations
• Where the subject studied occurred
• When the subject studied occurred
• Why the report was written (function), including under what authority, for what reason, or by whose request
• How the subject operated, functioned, or was used

Pay attention to these essential elements when you consider your stakeholders, or those who have an interest in the report. That may include the person(s) the report is about, whom it is for, and the larger audience of the business, organization, or industry. Ask yourself who the key decision makers are who will read your report, who the experts or technicians will be, and how executives and workers may interpret your words and images. While there is no universal format for a report, there is a common order to the information. Each element supports the main purpose or function in its own way, playing an important role in the representation and transmission of information.

Table 13.4 Ten Common Elements of a Report

Here is a checklist for ensuring that a report fulfills its goals.

• Report considers the audience’s needs
• Format follows function of report
• Format reflects institutional norms and expectations
• Information is accurate, complete, and documented
• Information is easy to read
• Terms are clearly defined
• Figures, tables, and art support written content
• Figures, tables, and art are clear and correctly labeled
• Figures, tables, and art are easily understood without text support
• Words are easy to read (font, arrangement, organization)
• Results are clear and concise
• Recommendations are reasonable and well-supported
• Report represents your best effort
• Report speaks for itself without your clarification or explanation

Key Takeaway

Informational and analytical reports require organization and a clear purpose.

1. Find an annual report for a business you would like to learn more about. Review it with the previous reading in mind and provide examples. Share and compare with classmates.

2. Write a report on a trend in business that you’ve observed, and highlight at least the main finding. For example, from the rising cost of textbooks to the Unnamed Publisher approach to course content, textbooks are a significant issue for students. Draw from your experience as you bring together sources of information to illustrate a trend. Share and compare with classmates.

• English for Business Success. Authored by : Anonymous. Provided by : Anonymous. Located at : http://2012books.lardbucket.org/books/english-for-business-success/ . License : CC BY-NC-SA: Attribution-NonCommercial-ShareAlike

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

9.4 Reports

Learning objectives.

• Know the basic components of a report
• Understand the different types of reports and when to use them
• Write a basic report

Reports are documents designed to record and convey information to the reader. Reports are part of any business or organization; from credit reports to police reports, they serve to document specific information for specific audiences, goals, or functions. Reports should be made for making decisions or persuasion, investigative purposes, evaluations, and updates and progress details (Forrest, 16).

BIG Writing

The Journal of Applied Corporate Finance published an article on BIG writing. BIG is an acronym for a writing technique that stands for “Business is Good”. BIG writing is “the fundamental discipline of business writing. It recognizes that every organization has a few—say, three to five—core messages that form the basis for all of its communication” (Sheldon & Willett, 100). When writing reports, use the BIG writing method. This means that each report you write should be specific to your organization and relevant. Reports should be kept simple and memorable and always reflect your company values.

There are three fundamental business (BIG) writing rules to keep in mind when writing reports:

• Use the appropriate tone/voice for your audience – cater to your readers knowledge and language.
• Put the key message at the beginning – getting to the point shows you respect your audience and their time
• Keep it simple – eliminate fluff and unnecessary details

How to Write a Report

Report writing is not as overwhelming when you break it down into manageable steps. There are 6 phases of report writing, as defined by training and development consultant, Clare Forrest.

The preliminary phase of report writing begins with less writing and more critical thinking. Your should be defining your objectives and readership (Forrest, 16). This means you need to determine why you are writing the report and who you are writing it for.

This phase is about researching your data. Gather information and prepare it for the next phase (Forrest, 16).

Organize your data and make sense of it all. At this point, a clear path should be forming.

Structure your entire report. You will be using the 10 common elements of organizing your report from later in this chapter.

Write the report. Using BIG writing techniques, write your report.

Proofread, use proper grammar, and ensure information accuracy.

Types of Reports and When to Use Them

Reports come in all sizes, but are typically longer than a page and somewhat shorter than a book. The type of report depends on its function. The function of the report is its essential purpose, often indicated in the thesis or purpose statement. The function will also influence the types of visual content or visual aids, representing words, numbers, and their relationships to the central purpose in graphic, representational ways that are easy for the reader to understand. Use BIG writing in order to choose the report type and content that best represents your business.

Informational Report

An informational report informs or instructs and presents details of events, activities, individuals, or conditions without analysis. An example of this type of “just the facts” report is a police accident report. The report will note the time, date, place, contributing factors like weather, and identification information for the drivers involved in an automobile accident. It does not establish fault or include judgmental statements. You should not see “Driver was falling down drunk” in a police accident report. Instead, you would see “Driver failed sobriety tests and breathalyzer test and was transported to the station for a blood sample.” The police officer is not a trained medical doctor and is therefore not licensed to make definitive diagnoses, but can collect and present relevant information that may contribute to that diagnosis.

Analytical Report

An analytical report presents information with a comprehensive analysis to solve problems, demonstrate relationships, or make recommendations. An example of this report may be a field report by a Center for Disease Control (CDC) physician from the site of an outbreak of the H1N1 virus, noting symptoms, disease progression, steps taken to arrest the spread of the disease, and to make recommendations on the treatment and quarantine of subjects.

Organizing a Report

There are 10 common elements for to a business report. Yours could be varied and more detailed, but may include these pages, in order:

• Cover: Like the cover of a book, sometimes a picture, image, or logo is featured to introduce the topic to the reader.
• Title Fly: This optional page includes the title only.
• Title Page: This includes the label, report, features title, author, affiliation, date, and sometimes for whom the report was prepared.
• Table of Contents: A list of the main parts of the report and their respective page numbers
• Abstract: An Informational abstract highlights the topic, methods, data, and results. Descriptive abstracts contain all of the informational abstract without statements of conclusion or recommendations.
• Introduction: Introduces the topic of the report
• Body: Includes background, methodology, analysis, and recommendations
• Conclusion: Concise presentation of findings
• References: Bibliography or Works Cited
• Appendix: Related supporting materials

Key Takeaway

Just like when writing a cover letter or résumé, you should keep your perspective audience in mind. Your information should be accurate, complete, and organized. Keep your reports simple and effective using BIG writing techniques and the 6 phases for report writing.

• Find an annual report for a business you would like to learn more about. Review it with the previous reading in mind and provide examples. Share and compare with classmates.
• Write a report on a trend in business that you’ve observed, and highlight at least the main finding. For example, from the rising cost of textbooks to the online approach to course content, textbooks are a significant issue for students. Draw from your experience as you bring together sources of information to illustrate a trend. Share and compare with classmates.

Bovee, C., & Thill, J. (2010). Business communication essentials: A skills-based approach to vital business English (4th ed.). Upper Saddle River, NJ: Prentice Hall.

Sheldon, M., & Willett, J. (2008). BIG writing: The fundamental discipline of business writing. Journal  of Applied Corporate Finance, 20 (3), 100-106. doi:10.1111/j.1745-6622.2008.00197.x

Forrest, C. (2004). Report writing: A tried, tested and successful approach. Training Journal, , 16.

Business Communication for Success: GVSU Edition Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

4.5 Reports

Formal reports are a common genre that you’ll come across in technical communication, and they exist across a wide range of fields, industries, and audiences. Reports address a specific, guiding question or claim and present clear research and evidence in order to address that question or support that claim. Reports can make a recommendation based on the data gathered and presented, or reports can simply present findings and leave recommendations or conclusions up to the reader.

You report will follow what is known as the IMRD structure, which is described in detail below. The major sections of your report are the introduction (I), the methods section (M), the results section (R) and the discussion section (D). While a report genre is fairly consistent in terms of organization, structure, and content, you’ll still need to make decisions based on the rhetorical situation and your audience, their knowledge, their expectations, and their needs. You might be asked to create a report, or you might create one based on your own proposal. Either way, reports are another way to address a problem, and they are purpose-driven and tailored to a specific audience.

Diversity, equity, and inclusion

In many ways, a report is the most structured and straightforward genre that you will work with this semester. However, there is still plenty of room for creativity, and there is still a need to consider how your formatting and content choices are concerned with diversity, equity, and inclusion.

How is a report related to diversity equity and inclusion? When writing a report, here are some of the decisions you will make that involve diversity, equity, and inclusion:

• You will make decisions about the content and focus
• You will make choices about how to conduct and include research and data
• You will choose how to format your report, including the use of visuals and graphics and headings

As we have discussed already in this text, even seemingly objective, logos-driven, “voiceless” genres are not actually socially or politically neutral. All pieces of communication, every text, contains a point of view. Even when you rely on data to tell a story, you are choosing which data to include and helping your readers to see the story in the data. Your own experience, bias, and point of view impacts your writing: effective technical communicators are aware of these things and work to account for them in their texts.

Just like with proposals, reports rely on research and citation. In fact, reports are built around research: you may collect your own data (empirical or primary research) or you may use data and research previously gathered and published (secondary research). Remember that the way you ask a question determines, in part, what the answer can be. In other words, as you develop questions and choose how to gather and present data, you make choices that impact the conclusions you will reach. As such, it is so important to consider how your worldview and experiences impact the way you frame a question. This is yet another reason that it is important to get feedback and to listen to diverse perspectives during your research process!

As you learn more about the genre of formal reports, keep in mind how you can use research as a way to approach questions with an open mind, and how you can invite other voices and experiences into each part of your research process.

IMRD structure

Most formal reports, including the report that you write for WRIT 3562W, follow what’s known as IMRD structure: Introduction, Methods, Results, Discussion . Each section follows the genre conventions described below, but once again, be sure that you balance genre expectations with flexibility and responsiveness to your purpose and audience.

Introduction

In the introduction, you tell your reader what the report is about: what is your central question or problem or claim? Give the reader, in this section, any background information and research that they might need in order to better understand your focus. For example, if your report investigates an unknown, show your reader, through summarizing and synthesizing relevant sources, that this unknown is important and that it contributes to a problem in some way. Show your reader what past research has done to establish this problem as timely and important, and show how an unknown grows out of the literature.

Your introduction should include, likely towards the end, some forecasting . Tell your reader, directly and explicitly, what they can find in the rest of the report. Consider this section a “mini outline” for your reader. You can be very clear and direct, saying something like:

In what follows, I first describe my methods of interview, survey, and library research, explaining…Then, I share my findings that…Finally, I discuss the significance of my data and recommend…

This type of forecasting helps your reader not only understand how your report is organized, but also what your report covers. Your introduction should be very clear, direct, and concise, and forecasting helps to set the reader’s specific expectations.

In your methods section, you describe your methods, in as much detail and as clearly as you can, so that your reader has a very clear understanding of how you gathered your data. You can include relevant information (if you conducted a survey, how many people did you survey? How did you find participants? How did respondents complete the survey? What types of questions did you ask? Why was survey appropriate given your research questions?).

This section can be tricky, because you need to display your results without editorializing them. So, do not tell your reader why they are significant or what they mean: instead, very clearly show your reader what you found.

This is a section where visuals are often very important for the reader’s understanding. Many readers can more easily understand data displayed visually than a long block of text describing that same data. Be sure that you do, however, include text along with your visuals, to tell your reader what that visual means or how they need to interpret it. Tell your reader a story about the data (without adding your own opinions or arguments).

Remember that even though this section should not contain an argument or interpretation of results, you are still controlling a narrative for your reader, even as you choose how to display your data or what data points to focus on. Consider ethics and social justice as you create this section: how can you be sure that your results are reflective of what you’ve found? How do concerns of equity and bias and inclusion impact how you frame this section?

In this section, you make sense of the results for your reader, you interpret their significance and tie your findings back to your initial question or focus, and you make recommendations and conclusions.

It is important, in this section, to openly acknowledge any limitations in your research: acknowledging limitations not only helps you to build a credible ethos, but it also allows your report to openly address diversity, equity, and inclusion. It prevents you from making any sweeping generalizations based on your findings, and helps you to check your own implicit bias.

Your discussion section often also includes recommendations; keep in mind that you may end up recommending further research based on your findings.

Watch this video on IMRD structure in formal reports.

Front and back matter

In addition to the introduction, methods, results, and discussion sections, your reports will contain front matter and back matter .

Front Matter for this report should include the following:

• Cover letter of transmittal
• Table of Contents
• Executive Summary
• List of any figures or tables included in the report

Back Matter for this report may include:

• References of any sources you used, including personal interviews, internet sources, and library sources.
• List of interview questions
• Any other documents relevant to the report

Watch this video on front and back matter in technical reports.

Data displays

Finally, your report will contain visuals, or graphics, to help your reader better understand your content. Graphics are used to reinforce important ideas or to help readers understand complex concepts. When creating graphics, consider the following guidelines detailed: [1]

• A graphic should tell a story
• A graphic should reinforce the written text, not replace it
• A graphic should be ethical
• A graphic should be labeled and placed properly

Writers need to choose the appropriate type of graphic for the data they want to convey. For example, to show different parts of a whole, you would choose a pie chart, but to display a trend, you would choose a line graph. In addition, when dealing with cross-cultural audiences, you need to use symbols that translate internationally.

When using a graphic in your text, make sure that you tell a complete story by explaining to the reader  how  they should read that graphic. Place it into context and explain the significance. Numbers, without context, mean very little to a reader; what does it mean, for example, that there were 500 cases of influenza related hospitalizations in Minnesota in the last year? What did those numbers look like in previous years, or for other illnesses? What is the total population, for comparison? Make sure that you give complete information so that your reader understands the significance of the data you choose to display. Remember, too, that different types of graphics tell different stories (like the example of a pie chart versus a line graph above). If you wanted to tell a story about the loon population over the last 10 years in Minneapolis, what type of graphic might you use?

For graphics to reinforce, and not replace, written text, be sure that you directly refer to it in your text. For example, you might frame a graphic in your text by including something like:

As illustrated in the graph below, the bison population has decreased by X % over the past 5 years and Y % over the last 10 years. These numbers are significant when compared to the bison population over the last 100 years in Minnesota. Consider the stark differences in sections A and B, below.

After this type of text, above, the graphic should show the reader what they might expect to see, and again explain clearly what it is they are looking at. Another way to integrate a graphic into a text is to make sure that it is clearly labeled and placed appropriately. If you introduce “Figure A” in a paragraph, don’t make the reader wait until the next page to finally see Figure A.

Finally, graphics displaying data should be ethical. Be sure not to mislead your reader when you choose how to display data by including appropriate information and labeling graphics appropriately. For example, if you survey 100 people in Minneapolis and 10 indicated that they are already aware of the ways in which the bison extermination in Minnesota was strategic and aided by technical communication, is it fair to say that “According to a survey, 10% of individuals in Minneapolis are already aware of the ways in which the bison extermination in Minnesota was strategic and aided by technical communication”? Why might this be misleading?

Along with graphics that display data and that help your reader to visualize your research, images can sometimes make a powerful point and be useful in formal reports. Keep in mind, though, that images should not be decorative, but should be illustrative of your research or help the reader to better understand some finding, question, or conclusion that you discuss in your report.

Conducting research

For this report, you’ll need to conduct both primary (empirical) and secondary research, which we also discussion in  Section 1, cluster 1.5. 

Primary research refers to data that you gather, sort (or code), and analyze yourself. Some methods of primary research that you might use for this report would be conducting a survey or an interview. When you conduct primary research you are gathering your own data to help better understand some unknown or question. For example, if I want to understand how parents in a particular neighborhood in Minneapolis feel about sending their children back to school during a global pandemic, I might create a survey or interview and figure out how to get feedback from parents in that neighborhood.

Take a look at this resource from the Purdue OWL: What is Primary Research and How Do I Get Started? 

Read through this resource from the Writing Commons about Empirical Research Methods .

You can read more about qualitative research methods on Writing Commons.

Finally, take a look at these resources on conducting interviews and survey research .

Secondary research refers to using data and research gathered from other authors or sources: in other words, secondary research might be something like library research. Finding sources that help you to understand your research question and summarizing what other authors have found is secondary research. You have very likely conducted secondary research many times already, searching through published sources to answer a question and find information. For example, let’s say you want to know more about what parents across the country have to say about sending their kids back to school during a global pandemic. Rather than creating and conducting your own survey (primary research), you can look for results of surveys that have already been published and made available. Secondary research relies on what other researchers have found and allows us to work collaboratively by sharing findings and comparing data.

Keep in mind that when conducting secondary research it is so important to attribute your information to the source by using accurate citation practices. Take another look at Section 1.5 as you gather research for your formal report.

Reading and Activity: Conducting Research

Think back to the chapter from Young, Becker, and Pike that you read in the activity at the end of cluster 4.4 . [2] In this text, they claim that research questions begin with a dissonance, or a felt discomfort, when something that a researcher believes or has experienced does not align with something they read, another claim, or a new experience. They also make a point of saying that there are only problems for someone–problems do not exist out in the world, independent of people, waiting to be discovered. In other words, we identify problems not only from external sources but from internal world views.

Describe one cognitive dissonance–or problem–that you’ve experienced. Try to think of a time when you read an article for a class, or read a post on a relative’s social media account, or heard someone describe something that did not align with your own world views, your own beliefs or knowledge, or your own experience. Describe the dissonance, as best as you can. It might look something like:

“On the one hand, I notice that flowers come in a variety of colors, and that bees seem drawn to certain colors over others. On the other hand, this article I’ve just read claims that bees and all invertebrates are colorblind. If bees are colorblind, what is the biological significance of the colorful nature of flowers?”

From this dissonance, come up with as many researchable questions as you can. Remember that not every question is researchable. Remember, too, that the way you phrase a question will impact how that question can be answered. For example, the question “are bees drawn to certain colors?” leads to a different line of research than the question “are bees colorblind?”

Each problematic situation or dissonance can lead to any number of distinct research questions. Once you have created a list of some questions, pick one and consider how you might go about researching that question. What types of sources would you consult? What type of empirical research would you design?

Alone or with a partner, sketch out a research plan that includes the following:

• A specific empirical research plan that involves gathering your own data through some method like survey, interview, etc. Explain why this method is a good fit for your specific research question.
• A specific library research plan that includes some key words you will use to find existing research, or questions that will help you to guide your library research. Think about what types of sources you will consult, such as which journals, or which disciplines (psychology, ecology, writing studies, etc.). Explain why these key search terms, these specific journals, or these disciplines are a good fit for your question.
• A brief outline of how your formal report will be organized, including what you might include in your Introduction (who is your target audience? what is your guiding question? what background research or information do you need?), your Methods section (what methods are you using and why are they a good fit for your project?), your Results section (what types of visuals or information might you include in this section?), and your Discussion section (what will you include in your discussion that you will NOT include in the Results section?).
• Johnson-Sheehan, J. (2018). Technical communication today (6th ed.). Pearson. ↵
• Young, R., Becker, A., Pike, K. (1970). “Identifying and Stating the Problem.” Rhetoric: Discovery and change . New York: Harcourt, Brace & World. ↵

Introduction to Technical and Professional Communication Copyright © 2021 by Brigitte Mussack is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

Share This Book

What is Report Writing? Parts, Types, Structure, Process

• Post last modified: 4 June 2023
• Reading time: 30 mins read
• Post category: Business Communication

• What is Report Writing?

Report writing is a formal style of presenting objective facts and information. There can be various types of reports, such as academic reports, science reports, business reports, technical reports, and news reports. A report can be verbal or written. However, a written report is more formal than a verbal report.

Table of Content

• 1 What is Report Writing?
• 2 Report Writing Definition
• 3 Report Writing Advantage
• 4.1 Introduction
• 4.2 Background
• 4.3 Findings
• 4.4 Conclusions
• 4.5 Recommendations
• 5.1 Informational reports
• 5.2 Analytical reports
• 5.3 News reports
• 6.2 Remaining details
• 6.3 Informational news report
• 6.4 Analytical news report
• 6.5 Additional details
• 6.6 Concluding sentence
• 7.1 Identify
• 7.2 Research
• 7.3 Organise
• 8 Feasibility Reports
• 9.1 Cover letter
• 9.2 Executive summary
• 9.3 Proposal
• 9.4 Pricing information
• 9.5 Terms and conditions

Report Writing Definition

Report writing is the process of organizing and presenting information in a clear, concise, and objective manner for a specific audience. It involves gathering data, analyzing it, and presenting it in a format that is easy to understand and relevant to the topic at hand. – The University of Wisconsin Writing Center

Report writing is the art of communicating information that has been acquired through research or investigation in a formal, structured manner. It involves synthesizing information, drawing conclusions, and making recommendations based on the findings. – The American Management Association

Report writing is the process of creating a document that provides information, analysis, and recommendations on a particular topic or issue. It requires the ability to organize and present data in a logical and meaningful way, as well as to convey complex ideas in a clear and concise manner. – The International Business Communication Standards (IBCS)

Report Writing Advantage

A written report also provides the following advantages:

• A written report presents a formal record of a transaction, which is not possible in a verbal report.
• A written report conveys a message without any distortion. On the other hand, a message can be easily misrepresented in a verbal report.
• A written report is more convenient for lengthy and distant communication.
• A written report requires a reader to think before responding to a message.
• Facts, figures and statistical data can be better represented graphically in a written report.

However, writing a report is not as easy as drafting a formal e-mail. A report is a brief, precise document. It is written for a specific audience with some specific objective. To write a report, you need to first thoroughly understand the purpose of report writing, then research information from various sources, verify the validity of information, analyse information, and then present findings or results. These findings must be reported objectively without personal biases.

A well-written report must have an effective objective analysis. Based on the analysis, you can recommend possible courses of action for the future. However, it is up to the report reader to accept the recommendations.

Therefore, while report writing, you must pay attention to why you are writing the report and who has asked you to write the report. This will help you investigate the information appropriately.

Parts of a Report

Following are the main sections of a formal report :

Introduction

Conclusions, recommendations.

This section indicates the purpose of the report, who has ordered the report, how the data is collected, and whether any recommendations are provided. In addition, the introduction section may also provide information on who has written the report and the date on which it is submitted.

This section provides the background of a problem or a situation on which the report is written. In case the report is too lengthy, then instead of introduction, an executive summary should be written.

The purpose of an executive summary is to enable top executives and managers to get a quick snapshot of a long report without reading the entire report. Therefore, the executive summary comes before introduction. Of course, then there would be no background section.

This is the longest section of a report, which is written after the investigation is over. This section presents factual information without any interpretation or suggestions.

Each finding is summarised as a conclusion in this section. In the above sample report, there are four conclusions based on the summary of each paragraph in the findings section. These conclusions are listed numerically in the same order as the corresponding findings.

The final section provides a numbered list of recommendations, which are based on the list of the conclusion. Each recommendation uses the verb should. This is because the writer is simply giving suggestions and not making a decision. Therefore, the verb should is used instead of the verb will. However, there are exceptions:

• To give a strong recommendation: Use the verb must. For example, ‘The team managers must ensure that the break hours are not shortened.’
• To give a weak recommendation: Use the verb could. For example, ‘Having a coffee dispenser in the facility could boost the staff morale.’

Types of Reports

Reports exist in our academics and workplaces in so many forms that we may not even be aware of them. For example, a student submits a laboratory report to communicate the methods and results of scientific experiments conducted in a lab.

Academicians and business people use research reports to view scientific studies of an issue or a problem. Policy-makers read field study reports to read about the ground situation from branch offices and manufacturing plants. Similarly, there are progress reports, technical reports, functional reports, case studies, etc.

All these reports share the attributes, principles, and format of report writing, which are described above. These reports can be organised into three groups:

Informational reports

Analytical reports, news reports.

An informational report is used to objectively present information without any analysis. Examples of informational reports include the First Information Report (FIR), annual reports, monthly financial reports, or employee attrition reports. These reports only report the facts as they are.

For example, the police write an FIR to record details about a cognisable offence, such as personal details of the complainant/informant, place, date and time of occurrence, offence, description of the accused, witnesses, and complaint.

Similarly, a company presents an annual report to its shareholders to present details of its business activities and finances of the previous financial year. An informational report presents objective facts without analysing the reasons and conditions behind the reported situation.

For example, if someone wants to study information on a field trip, then he can ask for a site visit report. Similarly, if a manager wants to view the feedback of a training programme, then he can ask for the training feedback report from the trainer. If the head of a department wants to get an update on the different projects in his department, he can ask for progress reports from different project managers.

An analytical report evaluates a problem or an issue and presents the outcomes of analysis to explain the causes of the problem, demonstrate relationships, or make recommendations.

For example, a scientific or market research report studies a problem scientifically by developing a hypothesis, gathering data, analysing data, and presenting findings and conclusions.

Similarly, a feasibility analysis report studies a problem and predicts whether the current solution or alternatives will be practical or will produce the desired outcome. Whenever you need to make a critical decision, then an analytical report is prepared. These reports help the decision-maker(s) analyse the prevailing situation.

For example, a company wants to decide where to open a branch office in a particular area. In this situation, an analytical report can evaluate the details of the property, such as infrastructure, land cost, competitive stores, etc., and then recommend the best site from the available options.

If you are working as or aspire to be a journalist, then you may need to write a press report. A press report is a newsworthy article in a newspaper, magazine or website. It is different from the press release by companies. A press release is an official statement of a company on an important subject or event. A press release generally focuses on one particular subject, such as a milestone, a launch, an anniversary, etc.

On the other hand, a press report discusses the subject in detail. A press release is a marketing tool used by companies to keep the general public and the media updated about its newsworthy occasions. It helps build a company’s visibility in the minds of its customers and community at large.

A press release is generally prepared by a company’s marketing or Public Relations (PR) team, whereas a press report is written by an independent journalist. Therefore, a press report presents more objective information than a press release, which is a company’s promotional mouthpiece. Just like informational and analytical reports, a press report requires considerable research on a subject before it is written credibly.

The author must ask the 5 Ws and 1 H – who, what, where, why, when, and how. Questions arise in the following manner:

• What happened?
• Where did it happen?
• When did it happen?
• Who was involved?
• Why did it happen?
• How did it happen?

After finding the answers, he must note down all the relevant facts that must be mentioned in the news report. These facts can be organised into the following three groups:

• Vital and interesting facts
• Not vital but interesting facts
• Not vital, not interesting, but related facts

By organising information into the above groups, the author will be able to include all the relevant facts into the news report. The facts must be specific. If there are gaps in the story and the related information is not available, then questions can be marked against them so that these can be researched further.

Next, the author must decide the type of news report he wants to write – informational or analytical. The former will provide objective and straightforward information, whereas the latter will also provide the author’s opinion on the subject.

After determining the type of news report to write, the author must create an outline or structure of the report. The most common structure is an inverted triangle, where the most important information is at the top.

A news report must provide the information that the readers want as soon as possible. If the news report is for a newspaper, then the most important news must be above the “fold”. The “fold” is the crease in the newspaper when it is folded in half. All the engaging stories are above the fold. Similarly, on a website, the most important information is at the top of the screen before one has to scroll down.

A news report must be written according to the audience. The author should ask the 5Ws with respect to the audience reaction, such as:

• Who is the audience?
• Where is the audience?
• What does the audience want to read?
• Why do they want to read it?
• When will they read it?

Structure of News Report

Finally, the structure of a news report is as follows:

Remaining details

Informational news report, analytical news report, additional details, concluding sentence.

The leading sentence of a news report is the most important section. It should tell what the news report is all about, why it is important, and what information the rest of the news report provides.

These provide the basic information of what happened, where it happened, when it happened, who was involved, and why it was remarkable.

In this report, the remaining details provide more information about the newsworthy item.

In this report, the remaining details also provide the opinion of the author.

These details help the reader learn more about the newsworthy item, such as additional facts about the subject, contact information, or interview quotes. These details comprise transitional elements that help build the flow of information. In an analytical report, these can also include counter-arguments and their authors.

The news report should end with a concluding sentence, which repeats the leading statement or a statement mentioning future developments.

Report Writing Process

This process will ensure that your report is accurate, clear, comprehensive and credible.

Before writing a report, identify the following parameters:

• Issue or problem : Identify the issue or problem to analyse.
• Audience : Identify who the audience is. Find out their background information. Determine why they would want to read the report.
• Purpose : Determine the purpose for which the report will be used.
• Scope and limitations : Identify the scope of the report. Determine the limitations of report writing.
• Expectations : Determine expectations regarding the format or structure of the report. Identify the models available for report writing. Determine whether there is a style guide and/or a marketing guide.

To research the facts or information for report writing:

• Plan : Make a draft plan on how to analyse the problem and present the objective of the report.
• Collect data: Collect information based on the purpose of the report.
• Analyse : Finally, analyse and evaluate the collected information.

After gathering and analysing the required information, organise it as follows:

• Main points : Identify the main points of the report. These main points should be supported by adequate evidence.
• Additional information : Identify the supporting information that analyses and confirms the main points. This information should be placed in appendices.
• Logical structure : Organise the entire information into a logical structure to help the readers easily navigate to the desired part of the report.
• Write : After deciding the logical structure of the report, fill in the elements of the report, including executive summary, main body, introduction and conclusion.
• Revise : Finally, verify if it is appropriate for the problem, audience, and purpose.

Feasibility Reports

A feasibility report is a written document that analyses the proposed solution and examines whether it is feasible considering various types of constraints such as financial, social, environmental, social, technical, and legal that can make it impossible for a solution to be opted.

Feasibility reports assess the practicality of following a particular course of action for a project. It advises whether it will be feasible to opt for a particular course of action or will this proposal or plan work? These are written internal reports that advise on consolidating departments or to organise a wellness programme for employees or to outsource company’s accounting or social media or to move the manufacturing unit to a new location.

Some companies hire a professional consultant to write feasibility reports in order to investigate a problem. These reports help in deciding whether to proceed or reject the proposed option.

• Overview of the Project
• Objectives of the Project
• The Need for the Project
• Overview of Existing Systems and Technologies
• Scope of the Project
• Deliverables
• Financial Feasibility
• Technical Feasibility
• Resource and Time Feasibility
• Risk Feasibility
• Social/Legal Feasibility
• Considerations

Proposal Writing

A business proposal is defined as a written document from a seller that offers a particular service or product to a prospective buyer. Business proposals are important in scenarios where a buyer might consider multiple prices in a transaction.

A good business proposal considers the buyer’s requirements and puts forth the seller’s proposal in a way that favours the seller’s products and services, and persuades the buyer about the offer. A business proposal is a critical document as it determines the difference between success and failure in a venture. Business proposals can be:

• Solicited : These are requested by clients themselves or submitted in response to an advertisement published by the client. Solicited business proposals generally have a better chance of success since they are tailored to the requirements of the person receiving the proposal.
• Unsolicited : These are submitted to potential clients even though they did not request for one. These are non-specific proposals and have no direct connection to the client’s requirements. Sellers use them to market a product or service to a prospective customer.

Because proposals are time-consuming, it is the best to start with available templates if possible. You will save a lot of time if you start with a proposal template that matches what you need and then customise it according to your requirements.

A business proposal includes various sections which are defined as follows:

Cover letter

Executive summary, pricing information, terms and conditions.

In the other article, you studied writing cover letters for a job application. A business proposal also needs a cover letter because a good cover letter will stimulate interest in the proposal. Make sure to highlight your positives and personalise them to the client to whom you are sending the business proposal.

This is where you give the client a ‘problem statement’ to help him identify the challenges and requirements in his business. This is because in order to persuade the client to do business with you, you first need to make sure that the client realises they have those needs. Then you briefly state how you will be able to help them meet those requirements.

The proposal is the part where you offer a detailed solution to the challenges and needs of the prospective client. This is the main reason for submitting a business proposal so it should be as detailed as possible, addressing all the needs of the client.

You should explain to the client all services that you can provide. You should tailor your list of services to suit the particular client’s needs but include other services that you may provide. Also include an estimated project schedule and time frame.

Most buyers consider the price of services before offering a contract. Thus, getting accurate pricing information is crucial. However, two points must be kept in mind. One it is important to be exact with the pricing and the second is to never negotiate below what you think the project is worth.

For smaller projects, a ‘fee summary’ will do the job. But a ‘fee schedule’ is needed for bigger projects, where payments need to be broken down to specific milestones.

It is in your interest to get legal counsel to review the proposal as this will cover your business against claims.

Business Communication Notes

( Click on Topic to Read )

• What is Business Communication?
• What is Communication?

Types of Communication

• 7 C of Communication
• Barriers To Business Communication
• Oral Communication
• Types Of Non Verbal Communication
• What is Written Communication?
• What are Soft Skills?
• Interpersonal vs Intrapersonal communication
• Barriers to Communication
• Importance of Communication Skills
• Listening in Communication
• Causes of Miscommunication
• What is Johari Window?
• What is Presentation?

Communication Styles

• Channels of Communication

Hofstede’s Dimensions of Cultural Differences and Benett’s Stages of Intercultural Sensitivity

• Organisational Communication
• Horizontal C ommunication
• Grapevine Communication
• Downward Communication
• Verbal Communication Skills
• Upward Communication
• Flow of Communication
• What is Emotional Intelligence?
• What is Public Speaking?
• Upward vs Downward Communication
• Internal vs External Communication
• What is Group Discussion?
• What is Interview?
• What is Negotiation?
• What is Digital Communication?
• What is Letter Writing?
• Resume and Covering Letter
• What is Business Meeting?
• What is Public Relations?
• What Is Market Segmentation?
• What Is Marketing Mix?
• Marketing Concept
• Marketing Management Process
• What Is Marketing Environment?
• What Is Consumer Behaviour?
• Business Buyer Behaviour
• Demand Forecasting
• 7 Stages Of New Product Development
• Methods Of Pricing
• What Is Public Relations?
• What Is Marketing Management?
• What Is Sales Promotion?
• Types Of Sales Promotion
• Techniques Of Sales Promotion
• What Is Personal Selling?
• What Is Advertising?
• Market Entry Strategy
• What Is Marketing Planning?
• Segmentation Targeting And Positioning
• Brand Building Process
• Kotler Five Product Level Model
• Classification Of Products
• Types Of Logistics
• What Is Consumer Research?
• What Is DAGMAR?
• Consumer Behaviour Models
• What Is Green Marketing?
• What Is Electronic Commerce?
• Agricultural Cooperative Marketing
• What Is Marketing Control?
• What Is Marketing Communication?
• What Is Pricing?
• Models Of Communication
• What is Sales Management?
• Objectives of Sales Management
• Responsibilities and Skills of Sales Manager
• Theories of Personal Selling
• What is Sales Forecasting?
• Methods of Sales Forecasting
• Purpose of Sales Budgeting
• Methods of Sales Budgeting
• Types of Sales Budgeting
• Sales Budgeting Process
• What is Sales Quotas?
• What is Selling by Objectives (SBO) ?
• What is Sales Organisation?
• Types of Sales Force Structure
• Recruiting and Selecting Sales Personnel
• Training and Development of Salesforce
• Compensating the Sales Force
• Time and Territory Management
• What Is Logistics?
• What Is Logistics System?
• Technologies in Logistics
• What Is Distribution Management?
• What Is Marketing Intermediaries?
• Conventional Distribution System
• Functions of Distribution Channels
• What is Channel Design?
• Types of Wholesalers and Retailers
• What is Vertical Marketing Systems?
• What i s Marketing?
• What i s A BCG Matrix?
• 5 M’S Of Advertising
• What i s Direct Marketing?
• Marketing Mix For Services
• What Market Intelligence System?
• What i s Trade Union?
• What Is International Marketing?
• World Trade Organization (WTO)
• What i s International Marketing Research?
• What is Exporting?
• What is Licensing?
• What is Franchising?
• What is Joint Venture?
• What is Turnkey Projects?
• What is Management Contracts?
• What is Foreign Direct Investment?
• Factors That Influence Entry Mode Choice In Foreign Markets
• What is Price Escalations?
• What is Transfer Pricing?
• Integrated Marketing Communication (IMC)
• What is Promotion Mix?
• Factors Affecting Promotion Mix
• Functions & Role Of Advertising
• What is Database Marketing?
• What is Advertising Budget?
• What is Advertising Agency?
• What is Market Intelligence?
• What is Industrial Marketing?
• What is Customer Value
• What is Consumer Behaviour?
• What Is Personality?
• What Is Perception?
• What Is Learning?
• What Is Attitude?
• What Is Motivation?
• Consumer Imagery
• Consumer Attitude Formation
• What Is Culture?
• Consumer Decision Making Process
• Applications of Consumer Behaviour in Marketing
• Motivational Research
• Theoretical Approaches to Study of Consumer Behaviour
• Consumer Involvement
• Consumer Lifestyle
• Theories of Personality
• Outlet Selection
• Organizational Buying Behaviour
• Reference Groups
• Consumer Protection Act, 1986
• Diffusion of Innovation
• Opinion Leaders
• What is Business Law?
• Indian Contract Act 1872
• Essential Elements of a Valid Contract
• Types of Contract
• What is Discharge of Contract?
• Performance of Contract
• Sales of Goods Act 1930
• Goods & Price: Contract of Sale
• Conditions and Warranties
• Doctrine of Caveat Emptor
• Transfer of Property
• Rights of Unpaid Seller
• Negotiable Instruments Act 1881
• Types of Negotiable Instruments
• Types of Endorsement
• What is Promissory Note?
• What is Cheque?
• What is Crossing of Cheque?
• What is Bill of Exchange?
• What is Offer?
• Limited Liability Partnership Act 2008
• Memorandum of Association
• Articles of Association
• What is Director?
• Trade Unions Act, 1926
• Industrial Disputes Act 1947
• Employee State Insurance Act 1948
• Payment of Wages Act 1936
• Payment of Bonus Act 1965
• Labour Law in India
• What is Brand Management?
• 4 Steps of Strategic Brand Management Process
• Customer Based Brand Equity
• What is Brand Equity?

You Might Also Like

Difference between upward and downward communication.

What is Business Communication? Process, Types, Importance, Barriers

What is Upward Communication? Advantages, Disadvantages

What is Grapevine Communication? Types, Advantages

What is digital communication website, social media, blogging as tool of communication.

Barriers to Communication: Types, How to Overcome

What is Business Meeting? Need, Importance, Conduct, Role of Participants

Flow of Communication: Internal and External

What is Oral Communication? Advantages, Disadvantages, Imp

Leave a reply cancel reply.

You must be logged in to post a comment.

World's Best Online Courses at One Place

We’ve spent the time in finding, so you can spend your time in learning

Digital Marketing

Personal growth.

Development

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

8.4 Progress Reports

Progress reports are useful documents for informing project leads, managers, and clients on the status of your work on a project over a specific period of time. “It is generated at timed intervals (for example, once a month) or on completion of key stages. It records accomplishments to date and identifies any challenges or concerns. It is usually written by the project lead and is one to two pages long” (Cruthers, 2020).  Whoever is paying for the project wants to know whether tasks are being completed on schedule and on budget. With the information contained in progress reports, the readers can make important decisions regarding staffing, financing, equipment or tools, along with time allocation depending on whether a project is on schedule or not. Progress reports answer the following questions for the reader:

• How much of the work is complete?
• What part of the work is currently in progress?
• What work remains to be done?
• When and how will the remaining work be completed?
• What changes, problems or unexpected issues, if any, have arisen?
• How is the project going in general?

( Progress Report: How to Write, Structure and Make it Visually Attractive , 2021)

Knowledge Check

Purpose of a Progress Report

The main function of a progress report is informative; however, such reports may also be persuasive when reassuring clients and supervisors that you are making progress, that the project is going smoothly, and that it will be completed by the expected date — or when giving reasons why any of those might not be the case. They also do the following:

• Provide a brief look at preliminary findings or in-progress work on the project
• Give your clients or supervisors a chance to evaluate your work on the project and to suggest or request changes
• Give you a chance to discuss problems in the project and thus to forewarn the recipients
• Force you to establish a work schedule, so that you will complete the project on time

Format of a Progress Report

Depending on the size of the progress report, the length and importance of the project, and the recipient, a progress report can take forms ranging from a short informal conversation to a detailed, multi-paged report, to an infographic. Most commonly, progress reports are delivered in the following forms:

• Memo report : a short, semi-formal report to someone within your organization (can range in length from 1-4 pages)
• Letter report : a short, semi-formal report sent to someone outside your organization
• Formal report: a long, formal report sent to someone within or outside of your organization
• Presentation : an oral presentation given directly to the target audience
• Infographic: a visual narrative of your progress created with charts and graphs

Organizational Patterns for Progress Reports

The recipient of a progress report wants to see what you’ve accomplished on the project, what you are working on now, what you plan to work on next, and how the project is going in general. The information is usually arranged with a focus either on time or on task, or a combination of the two:

• Focus on time: shows time period (previous, current, and future) and tasks completed or scheduled to be completed in each period
• Focus on specific tasks: shows the order of tasks (defined milestones) and progress made in each time period
• Focus on larger goals : focuses on the overall effect of what has been accomplished

Information can also be arranged by report topic. You should refer to established milestones or deliverables outlined in your original proposal, contract, or job specifications. Whichever organizational strategy you choose, your report will likely contain the elements described below.

1. Introduction

Review the details of your project’s purpose, scope, and activities. The introduction may also contain the following:

• date the project began; date the project is scheduled to be completed
• people or organization working on the project
• people or organization for whom the project is being done
• overview of the contents of the progress report

2. Project status

This section (which could have sub-sections) should give the reader a clear idea of the current status of your project.  It should review the work completed, work in progress, and work remaining to be done on the project, organized into sub-sections by time, task, or topic. These sections might include the following:

• description of work completed to date, referencing work reported in previous progress reports
• timeline for when remaining work will be completed
• problems encountered or issues that have arisen that might affect completion, direction, requirements, or scope

3.  Conclusion

The final section provides an overall assessment of the current state of the project and its expected completion, usually reassuring the reader that work will progress (even if you have encountered some challenges). It can also alert recipients to unexpected changes in direction or scope, or problems in the project that may require intervention.

4.  References  section if required.

Progress reports can be create for any type of project. Please see Figure 8.4.1 below for an example of a short progress report (formatted as a memo report) relating to the adaption of this textbook.

Sample Progress Report–Memo Format

To: Tom Bartsiokas, Coordinator

From: Robin Potter, Professor

Date: March 29, 20XX

Subject: Status of the Adaption of the EAC594 OER Text

Progress on the adaption of the EAC594 OER textbook is going well and is expected to be completed as planned by September 20XX.

Using the TEC400 OER textbook as the foundation for the EAC594 OER text, I have been tasked with adapting the text so that it suitable for our degree-level business communication subjects at Seneca. Adaption involved revising the text so it addresses the needs of business communication students. Such revisions include

• changing content to make the text context-specific for business students
• adding chapters on types of correspondence
• adding examples and sample documents specific to business communication
• removing content most related to technical communication contexts
• adapting chapter-specific PowerPoint slide decks so they align to the new EAC594 OER text

Work Completed

As of March 20XX, I have adapted content up to Chapter 8 and removed chapters that pertained to technical communication in particular. Four chapters pertaining to the unit on correspondence have been created for this EAC594 OER:

• Chapter 7.2 Message Structure
• Chapter 7.3 Positive and Neutral Messages
• Chapter 7.4 Persuasive Messages
• Chapter 7.5 Negative Messages

Problems Encountered

At present no problems that prevent the continuation of the work on the project have arisen. Generally, the Pressbooks software is easy to use, so the project remains on track.

Work to be Completed

Sections 9 and 10 along with the appendices will be adapted before the end of the Winter term, as planned. If time permits, I will add a chapter on intercultural communication; otherwise, it will be added when I resume work on the project in the Spring term. After the completion of the chapters, the text will be ready for your review and for our technical expert, Tricia Hylton, to begin adding the 5HP interactive and visual content.

I expect to complete the adaption of the PowerPoint slide decks that will accompany the EAC594 OER text by the end of June 20XX.

By September 20XX, we will have a text ready for a fall pilot by our business communication faculty. I look forward to their feedback as well as the feedback of our students.

Please let me know if you require additional information.

Figure 8.4.2   Example of a progress report

To view other examples of progress reports, visit David McMurrey’s Online Technical Writing.

Note: Some contents of this chapter have been adapted from McMurrey, David. (1997-2017). Online Technical Writing: Progress Reports. https://mcmassociates.io/textbook/progrep.html  Creative Commons Attribution 4.0 International License

Cruthers, A. (2020). Business writing for everyone. https://kpu.pressbooks.pub/businesswriting/chapter/types-of-reports/

EssayShark. (2017). Six steps on how to write a progress report.  https://essayshark.com/blog/infographic-6-steps-on-how-to-write-a-progress-report/

Ewald, T. (2017). Writing in the technical fields: A practical guide (2nd ed.). Oxford University Press.

McMurrey, D. (1997-2017). Online technical writing: Examples, cases, and models. https://mcmassociates.io/textbook/models.html   Creative Commons Attribution 4.0 International License

Piktochart. (2021). Progress reports: How to write, structure, and make it visually attractive [Video]. Youtube. https://www.youtube.com/watch?v=yQTje_GYhb4

Communication Essentials for Business Copyright © 2019 by Suzan Last (Original Author) Robin L. Potter (Adapter) Tricia Nicola Hylton (H5P) is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

Share This Book