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How to Write a Report (2023 Guide & Free Templates)

how to write a report, 2023 guide on how to write a report plus free templates

You have a report due in a few days, but you’re still procrastinating like a pro.

Sounds familiar?

If you’ve been staring at a blank page, wondering how to write a report the best way possible, you’re not alone. For many, writing a report, especially for the first time, can feel like rolling a giant boulder uphill.

The good news is that from a first draft to creating reports that people love to read is a skill you can develop and polish over time.

Whether you’re a student, a professional, or someone who wants to up their report-writing game, keep reading for a 2023 guide and step-by-step instructions on how to write a report. Plus, learn about the basic report format.

You’ll also get access to report templates that you can edit and customize immediately and learn about a tool to make reports online (no need to download software!). You can also jump right into customizing templates by creating a free account .

What is report writing?

Report writing is a way of communicating information, data, insight, or analysis. It’s an essential skill that will come in handy in various settings, from academic research or diving into historical events to business meetings.

But creating a report can be a bit intimidating at first.

In its simplest form, report writing starts with researching and gathering all the information, analyzing your findings, and presenting it in a way that’s easy for your audience to understand.

Sounds easy enough, right? 

Well, there’s a bit more to it than that. We’ll guide you through every step of the process to write an entire report from a rough draft and data in the next section. 

But first, let’s get to know the different types of reports.

Types of reports

Reports come in all shapes and sizes, and the type of report you write will depend on your specific goals and audience. Each type of report has its unique purpose, format, and style.

financial review report, how to write a report

The most common types of reports are: 

  • Academic report – These include school reports, book reports, thesis reports, or analytical reports between two opposing ideas.
  • Business report – Business reports range from annual reports to SWOT analyses . The goal of business reports is to communicate ideas, information, or insights in a business setting.
  • Research report –  Research reports are often more scientific or methodological in nature. They can take the form of case studies or research papers. 

Learn more : 20 Types of Reports and When to Use Them (Plus Templates)

How to write a report without feeling overwhelmed

Breaking down the report writing process into three stages can make it much more manageable for you, especially if it’s your first time to create one. 

These three stages are: 

  • Pre-writing stage
  • Writing stage
  • Post-writing stage

Let’s take a look at the steps for each stage and how to write a good report in 2023 that you can be proud of.

Stage 1: Pre-writing 

The pre-writing stage is all about preparation. Take some time to gather your thoughts and organize your main idea. Write a summary first.

Here are important steps to help you deal with the overwhelm of creating an insightful report. 

Understand the purpose of your report

Knowing your purpose will help you focus and stay on track throughout the process. Dig into the why of your report through these questions:

  • Who is your intended reader? Are you familiar with your audience’s language and how they think?
  • What are you trying to achieve with your report? Are you trying to inform, persuade, or recommend a course of action to the reader? 

Research your topic

It’s time to gather as much information as you can about your topic. This might involve reading books, articles, and other reports. You might also need to conduct interviews with subject matter experts.

Pro tip on how to write a report : Pick reputable sources like research papers, recently-published books, and case studies by trustworthy authors. 

Make a report outline

An outline is a roadmap for your report. It covers your title, introduction, thesis statement, main points, and conclusion. Organizing your thoughts this way will help you keep focus and ensure you cover all the necessary information.

example of a business report outline

While you can create a report without creating an outline, you could write a better report with an outline. An outline helps you organize your facts and important points on paper. 

Stage 2: Writing

Once you have completed the pre-writing stage, it’s time to write your report. 

Follow the proper report writing format

You will feel a lot of resistance at this point because this is where most of the tedious work of report writing happens. However, the process can be a breeze if you follow a proper structure and report writing format.

The structure of your report can vary depending on the type of report you’re creating, but the report writing format below can serve as a guide for anyone.

  • Title page. This is the first page of your report and should include the report’s title, the author’s name, the date of presentation or submission, and any other relevant information, such as your name or the organization’s name.
  • Table of Contents (TOC ). This section contains subsections of your report and their corresponding page numbering.  A well-written TOC will help readers navigate your report easily and find the information they need.
  • Brief summary . This part provides an overview of the report’s particular purpose, subject, methodology, key findings, and recommendations. This section is often called the executive summary in corporate reports.
  • Introduction . The introduction should provide background information about the topic and explain why the report was written. It should also state the aims and objectives of your report and give an overview of the methodology used to gather and analyze the data. Make sure you include a powerful topic sentence.
  • Main body. The main body of the report should be divided into subsections, each dealing with a specific aspect of the topic. These sections should be clearly labeled and organized in a logical order. In most reports, this is also the part where you explain and present your findings, analysis, and recommendations.
  • Conclusion. Summarize the main points of your report and provide a final summary, thought, or suggestions. Review your thesis statement. The conclusion also includes any limitations of the study and areas for further research or future action.
  • References . This section should include a list of all the sources cited in the report, like books, journal articles, websites, and any other sources used to gather information on your subject.
  • Appendices . In the appendices section, you should include any additional information relevant to the report but not in the article’s main body. This might consist of raw data, event details, graphs, charts, or tables.

With all these key report elements, your readers can look forward to an informative, well-organized, and easy-to-read report.

Pro tips: Remember to use clear and concise language in your essay. It is also required to follow a specific type of formatting set by your organization or instructor.

Plus, use the active voice when you can because it helps improve clarity. To write a report essay in a passive voice makes it sound less concise.

Reports should usually be written in the third person.

Edit and proofread the article

Once you have completed your first essay draft, take some time to edit and proofread your work. Look for spelling mistakes and grammar errors, as well as any areas where the flow of your article could be improved. Review your topic sentence.

If hiring a professional editor isn’t possible, have a colleague or someone else read your rough draft and provide feedback. You can also use tools like Grammarly and the Hemingway App . 

Stage 3: Post-writing

You’re almost there! This stage is about finalizing your report and ensuring it is ready to be shared. 

Format your report

Ensure your report is formatted correctly, with clear and easy-to-read fonts, headings, and subheadings.

Incorporate visuals

Adding visuals to your report article is another great way to help your audience understand complex information more easily.

From charts to illustrations, the right visual can help highlight and explain key points, events, trends, and patterns in your data, making it easier for the reader to interpret the information.

an example of a report that uses visuals effectively, written report

Want to check out more templates? Get access to the template gallery today .

However, it’s important to use visuals sparingly and ensure they are relevant and effectively support the texts. You will learn more about effectively incorporating visuals into your report as you scroll down below to the next sections. 

Share your report

Once your report is complete, share it with your audience. This might involve submitting it to your boss, presenting it to a group, or sharing it online.

A final note for this section: Remember to take your time, stay organized, and most importantly, have fun! Writing a report can be a rewarding experience, especially if you get positive feedback when you present.

How to add visuals to your report

Adding visuals to your report is more than just putting a graph or chart for every piece of information.

There are no hard and fast rules but use the pointers below as guidelines:

  • Each visual in your report should have a purpose. Don’t just add a pie chart or bar graph for the sake of adding one. Your visual of choice should offer clarity to readers that’s impossible to achieve with words alone. Piktochart’s report maker lets you search for free stock images and illustrations to add to any page with drag and drop.
  • Add captions, legends, or arrows to your visuals when possible. For more technical reports, graphics are either Tables or Figures. Number them in order of appearance (Figure 1, Figure 2, Table 1, etc.) and give each a descriptive title.
  • Place the visual close to the relevant text on the page.
  • Document the source of the visual, citing it in both the caption and references section if necessary.
  • Make the graphic stand out with colors, borders, boxes, spacing, and frames.

a report about customer satisfaction results with graphs, charts, and icons

Learn more : How to Improve Your Data Visualization Design in 6 Steps 

Write reports like a pro with Piktochart’s easy-to-edit report templates

Creating reports from scratch can be time-consuming. The great news is you don’t have to make reports from scratch like how it used to be in the 90s and early 2000s. Organizations of all shapes and sizes now understand that you can also create the perfect report with the help of templates.

For example, Piktochart offers a variety of fully customizable templates, allowing you to easily add your branding, colors, and text within the online editor. You can visualize your thesis statement and first draft in less than an hour. It’s also possible to start writing directly in the tool, adding graphics page by page.

These templates range from reports for school presentations to sales reports. By editing them, you can create professional-looking reports without the hassle of formatting and design.

Here are some examples of Piktochart’s professionally-designed templates. If you can’t pick one that matches your report writing format and needs, create a free Piktochart account to get access to more templates. 

Survey report template 

This survey report template includes clear visualizations, making your report findings easier to understand. From customer surveys to employee satisfaction reports, this template is quite versatile. 

an employee satisfaction survey report template by Piktochart

Research report template 

This research report template is perfect for anyone looking to create a thorough and professional research report. The template includes all the necessary sections to help you easily organize your research and present your findings in a concise document.

research report template by Piktochart

Corporate report template 

Looking for a corporate report template example with an editable table of contents and foreword? This template is the perfect fit!

Whether you’re presenting to investors or sharing information with your team, this corporate report template will help you create a polished and informative executive summary for any corporate organization.

corporate report template by Piktochart

Case study report template

Whether you’re conducting a business case study or an academic case study, this case study report template can help you earn your readers’ trust. This template is specifically designed with fashion as its main theme, but you can edit the photos and details to make it more on-brand with your niche.

case study report template

Marketing report template

Use this template to create comprehensive marketing reports. The template includes editable sections for social media, data from search engines, email marketing, and paid ads. 

monthly marketing report template by Piktochart

Financial report template 

With this customizable finance report template, you don’t need to make a financial report from scratch. Once you’ve written your content, save your report in PDF or PNG formats.

finance report template by Piktochart

Annual report template 

This annual report template is the right template for creating a professional and informative executive summary of your organization’s performance over the past year. This template was designed for HR annual reports, but you can also repurpose it for other types of yearly reports. 

annual review template by Piktochart showing how to write a report

See more report templates by creating a free Piktochart account . 

Quick checklist for better report writing

Before you submit or present your report, use the quick checklist below to help ensure that your report is well-structured, accurate, clear, and properly cited. Most of all, you must ensure that your report meets your audience’s expectations and has all the information and details they need. 

Purpose and audience

  • Does the report address its purpose and meet the needs of the intended audience?

Structure and organization

  • Is the material appropriately arranged in sections?
  • Have irrelevant details been removed?

Accuracy and analysis

  • Has all the material been checked for accuracy?
  • Are graphs and tables clearly labeled? Check the page numbers too.
  • Is the data in graphs or tables analyzed and explained in words?
  • Does the discussion or conclusion show how the results relate to the objectives mentioned in the introduction?
  • Have the results been compared with existing research from the literature survey?

Writing style and clarity

  • Is the report written in a tone that’s indicated in the brand style guide (for corporate reports)? Does it avoid colloquialisms or contractions? 
  • Does it follow the organization’s specific guidelines for writing style? 
  • Is it jargon-free and clearly written? Have you translated technical terms into simpler words?
  • Use the active voice when you can because it helps improve clarity. A written report in a passive voice may make it sound less concise. 

Acknowledgment and citation

  • Have all ideas and event data taken from or inspired by someone else’s work been acknowledged with a reference?
  • Have all illustrations and figures taken from someone else’s work been cited correctly?

Proofreading

  • Has the report been carefully proofread for typos, spelling errors, and grammatical mistakes?

Make engaging and effective reports quickly with Piktochart

Writing a report is a must-have skill for anyone looking to communicate more effectively in their personal and professional lives. 

With the steps we’ve provided in this guide, anyone can learn how to write a report that is informative, engaging, and comprehensive.

Plus, the free templates we highlighted are valuable for individuals looking to create reports quickly and efficiently. They can also be used to transform a longer report filled with texts into something more engaging and easy to digest.

Sign up for a free Piktochart account today, and look forward to writing reports with its library of modern, customizable report templates. 

Piktochart offers professionally designed templates for all your visual communication needs. It is your one-stop shop for presentations , posters , logos , email signatures , infographics , and more. Customize all templates according to your brand assets in seconds. Get started for free today.

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Blog Marketing 50+ Essential Business Report Examples with Templates

50+ Essential Business Report Examples with Templates

Written by: Sara McGuire May 29, 2023

50+ Business Report Templates Every Business Needs Blog Header

Reports may not be the most exciting communication format. But they’re important.

To make smart decisions about budgeting, marketing strategies, product development and growth strategies, you can’t rely on gut feeling alone.

And if you’re trying to sway stakeholders, creating a report with a simple, elegant design and creative data visualizations is guaranteed to impress.

This guide will deliver the most essential business report templates you can edit with Venngage, plus design tips and best practices.

Top business report templates (click to jump ahead):

What is a business report?

  • Annual reports
  • Project status reports
  • Budget reports
  • Sales reports
  • Marketing reports
  • Case studies
  • White papers
  • How to create a business report in 6 steps
  • What are the types of business reports
  • Business report template FAQs

A business report is a document that delivers important information about a company’s performance, financial health, a particular project, or other aspects that influence its decision-making process. 

Business reports come in various formats, such as PowerPoint presentations and online dashboards, offering more than just traditional files and spreadsheets.

They are crucial for organizations as they provide vital details that guide decision-making for business owners and managers.

They act as GPS, highlighting essential aspects like customer satisfaction, operational efficiency, and financial figures. Business reports serve different audiences and purposes, delivering information in a clear and engaging format for both internal and external stakeholders.

Want a quick rundown of some of the business report templates in this blog? Check out this video tutorial:

1. Annual Report Templates

An annual report is an all-encompassing document that allows you to reflect on your company’s past year, including:

  • Your company’s mission statement
  • Your company’s growth (financially, product-wise, culture-wise)
  • Your statement of income and cash flow
  • Your various business segments
  • Information about the company’s directors and executive officers
  • Information about your company’s stock and dividends
  • Wins and success stories

A lot of that sounds pretty dry, doesn’t it?

There’s actually a lot to be excited about in that list. You’re talking about how your company has grown, your wins (and maybe a few losses), and what’s on the horizon for the coming year.

You can bring that story to life in your annual report design  and we have business report samples to inspire you.

This annual business report example uses a variety of charts and unique sections like “program highlights” to tell the agency’s story:

National Agency Annual Report Template

Think about how you can represent your company visually:

  • Are there photos you can include of your business in action?
  • What fonts and colors reflect your business’s personality?
  • Are there icons you can use to illustrate certain concepts?

The below annual report design uses an energizing orange and yellow color scheme and cute icons. The format is highly visual and modern. All this reflects a dynamic company that’s optimistic about the future.

Food Corporate Annual Report Template

This company annual report template uses a mountain motif to reflect the company’s ambitious goals. Take a look at how the different sections of the report (“Strategy”, “Finance” and “Performance”) are color-coded to make the report easier to scan:

Annual Finance Report

In the business report example below, the sleek, modern design with bold color accents reflects design trends in the games industry, which would appeal to stakeholders.

Retro Year End Annual Report Template

The same design ideas can be applied to an annual report presentation.

Take this annual report presentation for a coffee shop company. The whole design reflects the coziness of a coffee shop, from the softly filtered photos to the old-fashioned font:

annual report templates

A few annual report best practices:

  • Create an eye-catching cover for your report
  • Tell your company’s story in your annual report design by using thematic visuals, like background images and icons
  • Pick a decorative font for headers and pair it with a more minimalist font for body text
  • Look for opportunities to visualize data using infographics , charts and pictograms

Related : Our blog post with 55+ annual report templates , plus design tips and best practices.

2. Project Status Report Templates

Communication is central in any project. Consultants, agencies and freelancers especially want to be as transparent as possible. That is why a project status report template is one of the business report examples we are sharing in the article.

A project status report is crucial for communicating updates on what you’ve accomplished and what’s still pending. It also helps you flag any issues, either current or on the horizon. This helps build trust with the client.

The project status report template below communicates key information in an easy-to-understand format.

business report templates

The above template lets you alert the client if the project is:

  • Suffering from budget or scope creep
  • On track in terms of schedule
  • Healthy or not i.e. milestones completed on schedule, issues resolved

You can add bullet points on the second page to quickly flag key issues that are impacting project success.

Related : Our post on how to write a project management plan .

Simple Project Status Report Templates

Avoid ad-hoc emails or meetings. Use a simple project status report template to present your latest work and keep everyone on the same page, without endless back and forth.

Simple Project Status Report Template

The project status report below would work well for weekly updates.

This template lets you quickly provide an overview to busy stakeholders, who’ll be able to spot key project issues and progress  at a glance.

business report templates

Project Status Report Template PPT

Big updates might require consultants to communicate the status of a project in person. The below presentation template uses charts and data visualization to get your key points across immediately.

Clients or other stakeholders can see what’s been accomplished and when, while the last slide leaves room for what’s still pending.

business report template

A few project status report best practices:

  • Include a summary of all important tasks currently in progress. If you have a weekly meeting with the client, this section will probably serve as the jumping-off point for your conversation.
  • Stakeholders should be able to tell at a glance if the project is way off schedule or there are too many unresolved issues.
  • Document all outstanding problems and concerns. It’s important to have a record in case you run into issues with the client later on.

Related : Our post with 30+  project plan examples plus design tips.

3. Budget Report Templates

This is Business 101: on a quarterly or yearly basis, you should be analyzing your budget, expenses and revenue.

A budget report typically breaks down:

  • The different categories of your budget
  • The last year or quarter’s spending for each category of your budget
  • Areas where you may need to cut or increase spending
  • Forecasts for the coming year or quarter

Business Monthly Expenses Template

A full budget report is a bit too dense to pass around a room during a meeting.

But, a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders up to speed.

Modern Monthly Budget Report Template

You can provide an overview of the last period’s spending by category, and highlight the amount you saved or exceeded the budget by.

For example, take a look at this summary budget report slide that uses a thematic background image to make it more engaging:

budget report templates

A quick summary page is also the perfect opportunity to creatively visualize data.

While tables are certainly efficient for comparing amounts spent, you could also use a more unusual visual like a bubble chart. This is because unique visuals make memorable business report examples.

budget report templates

Forecast Budget Template

A forecast is an essential business report that shows where a business is headed financially. It’s not a plan for the future, but rather its current short-term direction .

Use this forecast template to project your businesses’ revenue, and take appropriate action.

Modern Forecast Budget Template

A few budget report best practices:

  • Clearly label the period the report covers (monthly, quarterly, yearly)
  • Provide a brief description of each section of your report, to highlight important insights
  • Use a table to compare amounts of money saved vs. spent
  • Use bar charts, pie charts and bubble charts to visualize budget allotment
  • Highlight important insights using contrasting colors, bold fonts and icons

4. Sales Report Templates

If you aren’t tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.

Creating a sales report for different time periods can help you identify trends, as well as an opportunity for growth. Regularly reporting on your sales can also help your team stay focused on your goals.

What should be included in a sales report?

A sales report typically covers any of the following data:

  • An overview of sales goals and whether or not those goals are being met
  • Revenue and expenses
  • Sales forecasts for the upcoming periods (month, quarter, year)
  • Products and services that are selling the most and ones that are lagging
  • Number of leads and conversion rates for a given period
  • Any challenges or roadblocks

Weekly sales report template

Consider making  sales reporting  a segment of your weekly team meetings. You may want to provide a quick update for company-wide meetings and a more in-depth report for sales and marketing team meetings.

Here’s an example of what a quick weekly sales report could look like:

sales report templates

The slide simply covers the total sales for the week and compares them to previous weeks to highlight growth.

While this sales report presentation digs deeper into KPIs (key performance indicators) and conversions :

sales report templates

Monthly sales report template

For a monthly, quarterly or yearly sales report, you will probably want to go more in-depth into your metrics as you plan for upcoming periods.

That said, you don’t want to produce a 62-page text-heavy document no one will read. Surprise your client or boss with a fresh new way of doing things that are engaging and concise. You’ll differentiate yourself as an innovator.

For example, the following monthly sales report template uses a variety of charts and tables to keep the data fresh:

Gradient Monthly Sales Report Template

The below sales report template will help you visualize key sales metrics using pie charts, bar graphs and tables. The weighted text and icons help organize information in an easily digestible way.

business report templates

Making your sales report easily accessible will help build your reputation as someone who’s transparent and trustworthy.

A few sales report best practices:

  • Clearly identify the time period you are reporting on
  • Use descriptive section headers and include descriptions for any charts or tables that need more clarification
  • Provide context for readers, explain any major trends they should be aware of, any challenges your team encountered, and how the goals have been impacted
  • Use line charts and bar graphs to show changes over time and highlight trends
  • Emphasize key metrics in big, bold fonts (for example, the total sales for a given week)
  • Use contrasting colors to emphasize keywords or one point on a graph

Related :  5 ways to host a more successful sales demo  by using images.

5. Digital Marketing Report Templates

If you’re a SaaS or e-commerce business, I don’t have to tell you how important digital marketing is. It’s the thing that can make or break many small businesses.

In order to scale and grow your business , it’s important to make informed, deliberate digital marketing decisions.

That means always looking for ways to improve your search rankings, grow your social media engagement, and optimize your ad campaigns.

A ‘ digital marketing report ‘ is a pretty broad term for a report that could be an overview of all your digital marketing channels or one particular channel.

A digital marketing report that covers all your main marketing channels  could include any (or all) of the following data:

  • An overview of your current digital marketing strategy
  • Your main marketing goals and whether or not they are being met
  • An overview of your conversion metrics, including the number of leads, paid vs. organic leads, and your cost per conversion
  • An overview of your traffic metrics, organized by channel
  • An SEO overview , including any chhttps://growthbarseo.com/anges in rankings for target keywords
  • An overview of PPC campaigns you’re running, including clickthrough rate, ROI and cost per click
  • An overview of your social media channels, including engagement metrics and leads from specific channels

For example, take a look at this digital marketing report template that dedicates one page to each channel. Note how the company’s branding has also been incorporated into the design by using the brand’s colors and visuals that reflect the computer theme:

digital marketing report templates

In a digital marketing report that focuses on one specific marketing channel, you will probably want to go more in-depth into each metric.

For example, in a social media report, you should cover:

  • A comparison of your performance on specific social media channels like Facebook, Twitter and YouTube (you could try visualizing it with a  comparison infographic )
  • Specific engagement metrics like impressions, clicks, subscriber count, likes and comments
  • An overview of your followers, including demographic information like age, gender and profession
  • Conversion metrics from each specific social media channel

The below social media report visualizes some of these key metrics.

business report templates

As a consultant, you may be gifted in social media marketing but totally flummoxed by all things design. Look better than you are by using the above template. It’ll help you present your findings in a way that’s effective and professional, while still managing to be playful and engaging.

If you’re concerned about organizing information by channel, here’s an example of a social media marketing report presentation that uses colored columns to make it easy to scan for a specific channel’s metrics:

digital marketing report templates

A few digital marketing report best practices:

  • Provide an overview of the performance of all your channels, or a particular channel
  • Organize your report by channel (“Organic Search”, “Social Media”, “PPC”) or by specific campaigns/projects
  • If your report is long enough, include a table of content to make it easier for readers to navigate your report
  • Use bar charts and tables to compare your performance on different marketing channels
  • Use icons to emphasize key information and visualize different channels (for example, different social media networks)
  • Try to communicate your information concisely and focus on only one topic per page or slide

Related : Our post on what is a marketing plan and how to write and design one for maximum effectiveness.

6. Competitor Analysis Templates

Get the attention of marketers with a competitor analysis report. The best reports show exactly what a company must face off (and beat) to be successful.

A competitor analysis report usually has the following sections:

  • Product summary
  • Competitor strengths and weaknesses
  • Competitor strategies and objectives
  • Outlook: is the market growing? Flat? Splintering into niche segments?

The following competitor analysis template neatly organizes these categories into compact sections and highlights important stats. Stakeholders can quickly compare them with their own company’s numbers and get an immediate sense of how they measure up.

business report templates

Using a pre-designed competitor analysis template is also a great idea for consultants who want to set themselves apart from big consulting firms or boutiques. Visualizing data is a way to set yourself apart as numbers-focused, unique and innovative, as in this business report example.

business report templates

A few competitor analysis report best practices:

  • If you’re listing all competitors, add those entering the market in the next year as well as indirect competitors who sell to the same customers as yours.
  • Find customer satisfaction surveys for competitors (usually carried out by trade press) and include their findings.
  • Talk to the sales department to get a sense of the competitor’s customers.
  • Do informal research on the competitor’s strengths and weaknesses. Talk to journalists who cover this specific industry. Don’t just rely on online information.

Related : Our post on how to create a competitor analysis report (with templates).

7. Case Study Templates

One of the business report examples on our list is the business case study. Though not a report exactly, a case study analyzes a particular aspect of a company or a situation it faced. A consultant may need to write one as part of a corporate training program they’re developing.

Case studies usually focus on one of these situations:

  • Startup or early-stage venture
  • Merger, joint venture, acquisition
  • Market entry or expansion
  • New project or product
  • Pricing optimization
  • Profitability
  • Industry landscape
  • Growth strategy

What makes case studies unique is how they tell a story. They include background information on the company, a protagonist or key players, the situation and outcomes.

The below case study template has plenty of space for this narrative while using icons and numbers to highlight key details.

Bold Social Media Business Case Study Template

Make sure to include a conclusion that contains your key findings. Why did the protagonist make the decisions she made? What were the outcomes? What can we learn from this? Circle back to the key question the case study raises and answer it.

Business case study template

Business case studies are usually teaching tools to show how real companies approached a particular scenario or problem. The case study usually reflects a business theory and demonstrates its real-life application.

For example, the following business case study template shows how a crafts retailer uses earned media to drive engagement-heavy traffic.

Light Simple Business Case Study Template

This is another version of the above case study. Notice the changes in branding in this business report example that sets it apart from the previous template.

Blue Simple Business Case Study Template

Marketing case study template

Case studies are a powerful form of marketing as they show a potential customer how existing customers are already using your product or service to meet their goals.

For example, this social media marketing case study illustrates how Toy Crates used content marketing to radically increase their sales:

Coral Content Marketing Case Study Template

A few case study best practices:

  • Outline any constraints and challenges the protagonist of the case study faced that affected her decision (such as a tight deadline).
  • Attach supporting documentation, such as financial statements.
  • Include an original title, such as “Design Thinking and Innovation at Apple.” The title should mention the company and the subject of the case study.

Related : Our post on how to write and design a case study .

8. Growth Strategy Templates

Setting goals for your business might seem easy in theory… but setting ambitious yet realistic goals can actually be quite challenging.

At Venngage, we follow these 5 steps to set our goals:

  • Identifying and set high-level goals.
  • Understand which inputs and outputs impact those goals.
  • Run experiments to impact those inputs.
  • Validate those experiments.
  • Foster accountability for the results within the team.

For a more in-depth look at this process read our  growth strategy guide .

For example, if you’re a SaaS company, your high-level goals would probably be a specific number for revenue, a number of daily active users or employee count, like in the business report template below:

Company Growth Infographic Template

Once you’ve identified your high-level goals, the next step is to identify your OKRs (Objective Key Results), the metrics that impact your goals. Generally, you will probably want to break down your OKRs by channel.

So, if one of your goals is to hit a certain number of daily active users, your OKRs could be organized by:

  • Acquisition OKRs, like organic traffic and paid traffic
  • Conversion OKRs, like conversion rate
  • Retention OKRs, like retention rate

Once you’ve identified your OKRs, you can come up with experiments to run that will impact those OKRs.

At Venngage, we use a weekly sprint to plan, execute and analyze our growth experiments. But I know other companies that use longer sprints, like two-week or month-long sprints.

Before you run an experiment, you should validate that it’s an experiment worth running. You can do that by identifying which goal it impacts, what resources the experiment will require, and how much effort you anticipate it will take to run the experiment.

This is the exact marketing sprint validator template that our marketing team uses when we schedule growth experiments:

business report templates

After you’ve run a growth experiment, it’s extremely important to track your results.

At the end of every sprint, take a good chunk of time to analyze your experiments to see what learnings you can take from them. Then, classify an experiment as a “Winner” or “Loser” based on whether or not the results lined up with your hypothesis.

You can use your results from the sprint that just ended to inform your experiments in the upcoming print.

Here’s an example of a sprint release and results template that you could use. Note how each experiment is owned by a team member to foster accountability for the process and results:

business report templa

A few growth strategy report best practices:

  • Divide your growth strategy reports into color-coded columns based on goals, OKRs, or stages in a sprint
  • Use icons like checkmarks and x’s to identify winning experiments and losing experiments
  • Include brief descriptions on each template, to make it easy to understand
  • Attribute each growth experiment to a team member, to foster accountability for the process and results
  • Use your company colors, fonts and logo to maintain consistent branding across all of your communications

Related : Our complete guide to developing a growth strategy checklist.

The Team Alignment Handbook

9. Market Research Report Templates

Even after you’ve launched your business, it’s a good idea to do regular market research. You can use your research to plan and refine your marketing strategies, to identify new prospective customers and product plan.

Market research generally involves gathering information about the needs, problems and wants of your customers. This research can help you come up with your customer personas and specific problems you want to solve with your product or service.

You can conduct market research in two ways:

  • Qualitative research (calls, focus groups)
  • Survey research

For example, many consultants struggle to get buy-in from various stakeholders. The boss may be constantly changing the scope of the project based on a whim, such as the latest article he’s scoured from the internet! Employees may be set in their ways and resistant to incorporate consultants into their workflow.

One way to get clients on board and build trust is to provide stats and research that support your recommendations.

Here’s a market research business report example that lays out the industry landscape and gives clear guidance on the way forward, all backed up by facts.

business report templates

This cheerful, icon-heavy market research report should help energize reluctant stakeholders. Packaging new (and sometimes daunting) information in fresh ways can help break through resistance.

business report templates

You may also want to look at competitor statistics and industry trends. This template includes a competitor case study, including website analytics, and a SWOT analysis :

business report templates

When it comes to creating your market research report, you may want to do an in-depth overview of all of your market research. Or you may want to focus on one area of your research, such as your survey results.

Survey Report Template

This survey report template helps visualize your findings; the pictogram and chart make the findings easy to understand.

Survey Data Infographic Report TemplateSurvey Data Infographic Report Template

The one-slide market research report identifies the demographics of the survey participants. The report categorizes participants by their jobs, locations, and the topics that they find most engaging. Note how each persona is visualized using an icon:

market research report templates

This business report example highlights how you can give your team and stakeholders a quick overview of your main market and what topics they’re interested in.

One of the purposes of a market research report is to present any conclusions that you came to after analyzing the data.

These could be conclusions about who your target customers are, areas where you can expand your business, and customer needs that aren’t currently being met. The below business report example visualizes this data and also provides space to draw your own conclusions.

business report templates

Here’s an example of a market research report template that emphasizes key findings in the larger text before providing supporting data:

market research report templates

A few market research report best practices:

  • Use icons to illustrate your customer personas
  • Use charts and graphs to compare demographic information like customer age, gender, location, and occupations
  • Include the main conclusions you came from after analyzing your data
  • If your market research report is long enough, include a table of contents
  • Include a brief summary of your data collection methods , including the sample size

10. White Paper Templates

White papers are great tools to educate and persuade stakeholders. Consultants can also use them to improve their reputation vis-a-vis big consulting firms and boutique firms or use them as lead magnets  in Facebook ads etc.

As always, a polished design is much more likely to engage senior leaders or potential clients.

A business report template or consulting report template is the fastest way to produce something that’s both attractive and easy to understand.

The below consulting report example has a full page dedicated to visuals. It’s the perfect way to break up the text and let it breathe. It also reinforces the information.

business report templates

Browse our library of thousands of professional, free stock photos to swap in images that suit your topic best. Or upload your own.

Our editor makes it simple to adapt any of our business and consulting report templates to your needs. Change the text, fonts, photos, icons, colors, anything you want.

The next business report template is perfect for marketers and marketing consultants. It has an inviting and fun (but still professional) cover page that quickly communicates the content marketing process using icons.

business report templates

Venngage has an extensive library of thousands of custom, modern and diverse icons you can swap into the above consulting report example. For instance, you could add the Twitter or Facebook logo or a “thumbs up” icon.

Then, click on the template’s chart or graph (pages four and five) to add your own data.

Struggling with organizing information in your reports?  It’s important for consultants and marketers to find a way to communicate key takeaways, and not overwhelm your reader with data.

The below consulting report template uses filled text boxes and icons on the third page to highlight top findings.

business report templates

Different-colored headers also help create a hierarchy of information and add more variety to the design.

A few white paper best practices:

  • Create an eye-catching white paper cover page using a background in bold color, photos or icons.
  • Add a key takeaways section, with a header and bullet points.
  • Visualize data using charts and pictograms in order to highlight key data.
  • Incorporate your branding into your white paper template (brand colors and logo).

Related : Our blog post with 20+  white paper examples  for even more templates and design tips.

11. Project Plan Templates

A project plan is the best way to keep a project on track.

But, showcasing the steps towards completing a project and showing how each step is actionable and measurable can be tough. 

This is especially difficult if you’re a consultant and you don’t have company templates to rely on.

The below  project plan template is a simple way to visualize what needs to happen, and when.

business report templates

The above highly organized project plan template uses bar graphs, icons and color-coding to present information in an accessible way. Once you enter the editor, click on the bar graph to customize the schedule.

The project timeline below also uses icons and color-coding to organize information, though in a slightly different way.

Projects suffer when there’s confusion about deadlines and what’s required at each step. This timeline from a business report sample makes it crystal clear what tasks belong to what step and how long each step should take.

business report templates

A timeline is a perfect way for your team or client to refer back to the project schedule without having to read through tons of text.

You can also revise your timeline as the project progresses to reflect changes in the schedule.

The below consulting report template has a more traditional format for a project plan. Still, like the timelines, this business report sample relies heavily on visuals to create an easily scannable and understandable project overview.

business report templates

Scope creep is the enemy of any project’s success (and the bane of many consultant’s existence). That’s why it’s so important to define the project from the very beginning. The consulting report template above has a section to do just that.

Of course, projects change and evolve. The project report below will help you raise any issues as soon as they happen and present solutions. That way, stakeholders can make a decision before the project schedule is seriously derailed.

business report templates

Check out our blog post with  15+ project plan templates  for even more examples and design tips.

A few project plan best practices:

  • Plot your project schedule visually using a timeline.
  • Use color to categorize tasks and milestones.
  • Use icons to illustrate steps in a process.
  • Insert charts to track the duration of each phase of a project.
  • Pick a flexible template that you can update as the project progresses and things change.

Related : Our post on the four phases of the project life cycle .

12. Business Proposal Templates

A business proposal  is a document that presents your product or service as the solution to a client’s problem. The goal of a business proposal is to persuade a prospective client to buy your product or service. These proposals can be either solicited or unsolicited.

The contents of a business proposal report will vary depending on the problem. 

Typically, a business proposal will include these sections:

  • Information about your company (mission, qualifications, competitive edge)
  • A detailed description of your client’s problem 
  • The cost of your product/service 
  • The methodology of how you propose to solve the client’s problem
  • A timeline of your approach to solving the problem

A few business report examples and design tips:

Create an engaging title page for your business proposal. Think of it as the cover of a book or a movie poster. This will be your prospective client’s first impression of your business.

Use a design that tells a story about your company’s mission and the people you serve. For example, the cover for this business proposal template shows a happy team working together:

Bold Blue Business Proposal Template

Meanwhile, this simple business proposal example uses icons to illustrate what the company does. The motif is carried throughout the rest of the proposal design:

Modern Business Proposal Template

Use visuals to highlight the emotion behind the problem

Businesses are made up of people, and people are emotionally charged. When identifying the problem, use imagery to highlight the frustration, confusion, or dissatisfaction behind the problem. This will show empathy towards the people you’re proposing your solution to.

This business report sample page from a business proposal contrasts one image to illustrate the “problem” with a more cheerful image for the “solution”:

Modern Design Business Proposal Template

This marketing business proposal uses a variety of visuals like icons, bold typography and photos to tell a story:

Social Media Marketing Proposal Template

Related : Our post on  consulting proposal templates or our guide to creating a business proposal .

How to create a business report in 6 steps?

Creating a business report can seem daunting, especially if you’ve never done it before. don’t let the word “business” intimidate you – these steps can be used for writing a report in any field!

Step 1: Define the purpose and scope of your report

Know the purpose of your report. Are you aiming to share the results of a project? Analyze performance? Recommend specific actions? Whatever the goal, keep it in mind as you go through the process. Also, consider the scope of your report. Decide what information you’ll be including, as well as what you can leave out.

Example: Let’s say your boss wants a report on your team’s sales performance during the last quarter. Your purpose might be to analyze the numbers and identify trends, areas for improvement, or opportunities for growth.

Step 2: Gather relevant data and information

Now that you know what you’re aiming for, it’s time to gather the information you’ll need. This might involve pulling data from internal systems, interviewing colleagues, or even conducting your research. Remember, the quality of your report depends on the accuracy and relevance of the information you provide, so double-check your sources and make sure you’ve got everything you need.

Example: For our sales performance report, you’ll need to collect data on product sales, individual and team performance, and any factors that may have influenced sales during the quarter.

Step 3: Organize your content

Next up is organizing all that information into a logical and easy-to-follow structure. This will depend on the specific requirements of your report, but some common components are an introduction, executive summary, main body, conclusion, and recommendations. A clear and logical structure helps readers easily understand and follow your report.

Example: In a sales performance report, you might start with an executive summary highlighting sales growth (or declines), outline individual team member’s performance, and then delve into a more detailed analysis of factors and trends.

Step 4: Write the report

When writing your report, start by developing a clear and concise writing style, avoiding jargon and buzzwords. Keep your audience in mind – make sure your report is easily digestible for your intended readers.

Example: When writing about sales performance, share facts and figures in simple terms that everyone can understand. Instead of saying, “Our sales team demonstrated a 12.3% compound annual growth rate,” say, “Our sales team increased their sales by 12.3% each year.”

Step 5: Add visual aids

To make your report more engaging and easier to understand, consider adding visual aids like graphs, charts, or images. These can help break up large blocks of text and highlight key findings or trends.

Example: For your sales performance report, you might create a bar chart showing sales growth over time or a pie chart displaying individual team members’ contributions.

Step 6: Review and refine

Last but not least, review your report. Does it achieve the purpose you set at the beginning? Are there any gaps in the information? Are there areas that could be clearer or more concise? Address any issues you find and refine your report until it meets your goals and is easy to understand for your target audience.

Example: In your sales performance report, if you find that you haven’t adequately explored the impact of a new product launch on sales, go back and add that analysis to provide a more comprehensive view.

What are the types of business reports?

Different types of business reports cater to various purposes, including monitoring performance, making decisions, and more, offering a range of options beyond standard reports.

1. Informational reports

The primary purpose of informational reports is, well, to inform. These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions. 

Examples include daily sales reports, inventory levels, or even project updates. This is the essential “just the facts, ma’am” type of report you need to stay in the loop.

2. Analytical reports

Analytical reports give you a more in-depth look at the data to help you make decisions. These reports come with all the bells and whistles – charts, graphs, and recommendations based on thorough analysis. Analytical reports are what you whip out when you need to decide whether to invest in a new project, evaluate your marketing efforts, or diagnose challenges within the company. The goal of such a report is to help you make smarter decisions for the growth and development of your business.

3. Summaries & reviews:

If you’re a little short on time and need a quick overview of your business’s performance, summary reports are your best bet. These reports condense the crucial details from other reports at regular intervals (monthly, quarterly, or annually) and present them in a digestible format. 

4. Research reports

As the name suggests, these in-depth reports dig into specific topics or issues relevant to your business. Research reports are great when exploring new markets, considering new product development, or requiring a detailed evaluation of business practices. These reports act as guides for making major decisions that could significantly impact your company’s direction and success.

5. Progress reports

Let’s say you’ve got a fantastic project idea underway. You’ll need to keep track of every stage of it to ensure it’s smooth sailing ahead. Enter progress reports. They track the achievements, setbacks, and future plans of ongoing projects. These are essential for keeping everyone – from employees to investors – in the loop.

Business report template FAQs

1. what are the best practices for creating a business report.

You could open up Google doc, record your metrics and make a few points of analysis, send it to your team and call it a day. But is that the most effective way to report on your findings?

Many people may not even read those types of reports. Not to mention, a plain old report probably won’t impress stakeholders.

It’s important to brand yourself (and stand out from your competition). And then there’s the ever-important need to create buy-in from stakeholders and convince them of your recommendations.

That’s why it pays to make your reports as engaging as possible. That means visualizing data , processes , and concepts to make them easier to understand and more fun to look at, as you’ve seen from the business report examples in this post.

business report template

You can do that easily by getting started with a  business report template  or consulting report template .

There are two big reasons why it’s a good idea to create a highly visual business report:

  • You will be able to organize, analyze and summarize your findings .
  • You will be able to communicate your reports more effectively with your team, stakeholders and customers.

For example, the below business report template shows four different ways you can visualize information. It’s much more captivating and easily digested than a block of text.

business report template

And don’t worry about how time-consuming designing a report might be. If you start with a solid business report template, you can repurpose that template over and over again.

Use the template as a framework, then customize your information and design to fit your specific needs. Then, use a  chart tool  to convert cumbersome data into clear visuals.

Just like in the above business report sample, you’ll have a succinct, powerful (and polished) report that stakeholders can understand at a glance.

2. How do you design a business report template?

Incorporate your branding into the design

Part of building a strong brand is using consistent branding across all of your content, both internal and public-facing. You can incorporate your branding into your business report design by importing your logo and using your brand colors and fonts.

Our My Brand Kit feature automatically imports company logos and fonts from any website. You can then apply them to your design with one click.

Stick to only one topic per page or slide

When creating a report, it’s easy to try and cram a bunch of text onto one page. But then you run the risk of creating an impenetrable wall of text.

Instead, focus on only one topic per page or slide. If you find that even that makes your page look too cramped, then try breaking up your information into two pages or looking for ways to better summarize your information .

Put functionality first

When you’re designing a business report, you should look for opportunities to visualize data and creatively present information. That being said, the primary goal of your business report should still be to communicate information clearly.

Use design elements such as icons or fonts  in different sizes, weights and colors to highlight, emphasize and categorize information, not obscure it. If a page you’re working on looks cluttered or confusing, take another stab at it.

Remember that functionality comes first, and that includes using the right visuals for your information.

3. What is the best business report maker?

You can make a business report online using a number of tools. As we have mentioned, a great business report is visually appealing, includes icons, images, clear fonts, easy-to-understand charts and graphs, as well as being branded.

Venngage is the one-stop design solution when it comes to creating reports. The business report examples in this article highlight how easy it is to design a variety of reports for every type of organization and activity. Make design simple by using Venngage.

More business communication guides:

  • The Ultimate Guide to Consulting Proposals (2024)
  • 20+ White Paper Examples [Design Guide + White Paper Templates]

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How to Write a Business Report: A Step By Step Guide with Examples

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Peter Caputa

Enjoy reading this blog post written by our experts or partners.

If you want to see what Databox can do for you, click here .

With so much experience under your belt, you already know a lot about business reporting.

So, we don’t want to waste your time pointing out the obvious because we know what you need.

Secrets. Tricks. Best practices.sales rep drilldown business report

The answer to how to write a mind-blowing business report that you don’t need to spend hours and days writing.

A business report that will immediately allow you to identify your strengths and weaknesses.

A report that’ll help you learn more about your business and do more accurate forecasting and planning for the future.

We believe we have just that right here.

With this comprehensive guide, you’ll create effective sales, analytical, and informative business reports (and business dashboards ) that will help you improve your strategies, achieve your goals, and grow your business.

So, let’s dive in.

What Is a Business Report?

Importance of creating business reports, types of business reports, what should be included in a business report, how to write a business report: an 11-step guide.

  • Business Report Examples

profitwell-dashboard-template-databox-cta

Although there’s a variety of business reports that differ in many aspects, in short, a business report definition would be the following:

A business report is an informative document that contains important data such as facts, analyses, research findings, and statistics about a business with the goal to make this information accessible to people within a company.

Their main purpose is to facilitate the decision-making process related to the future of the business, as well as to maintain effective communication between people who create the reports and those they report to.

A good business report is concise and well-organized, looks professional, and displays the relevant data you can act on. The point is to reflect upon what you’ve achieved so far (typically, over the past month, quarter or year) and to use the data to create a new strategy or adjust the current one to reach even more business goals.

Business reports should be objective and based on the data. When stating the facts, people rely on numbers rather than giving descriptions. For instance, instead of saying “our conversion rate skyrocketed”, you would display the exact percentages that back up that claim.

Business reporting matters for several reasons, among which the most important ones are:

Recognizing Opportunities to Grow

Detecting issues and solving them quickly, evaluating a potential partner, having a paper trail, keeping things transparent for the stakeholders, setting new company goals.

In fact, over half of the companies that contributed to Databox’s state of business reporting research confirmed that regular monitoring and reporting brought them significant concrete benefits.

If you never look back at what you’ve achieved, you can’t figure out what you’ve done well and what you can leverage in the future for even better results.

When you analyze a specific aspect of your business over a specific time period and present the data you gathered in a report, you can detect an opportunity to grow more easily because you have all the information in one place and organized neatly.

Is it time to introduce new products or services? Is there a way to enhance your marketing strategy? Prepare a report. Can you optimize your finances? Write a financial business report . Whatever decision you need to make, it’s easier when you base it on a report.

Reports are essential for crisis management because they can introduce a sense of calmness into your team. Putting everything on paper makes it easier to encompass all the relevant information and when you know all the facts, you can make a more accurate and effective decision about what to do next.

Writing business reports regularly will also help you identify potential issues or risks and act timely to prevent damage and stop it from escalating. That’s why monthly reporting is better than doing it only once a year.

Having an insight into your finances , operations and other business aspects more regularly allows you to have better control over them and mitigate potential risks more effectively.

Different types of business reports may be accessible to the general public. And if they’re not, specific situations may require a company to send them over to the person requesting them. That may happen if you’re considering a partnership with another company. Before making the final decision, you should learn about their financial health as every partnership poses a certain risk for your finances and/or reputation. Will this decision be profitable?

Having an insight into a company’s business report helps you establish vital business relationships. And it goes the other way around – any potential partner can request that you pull a business report for them to see, so writing business reports can help you prove you’re a suitable business partner.

In business, and especially in large companies, it’s easy to misplace information when it’s communicated verbally. Having a written report about any aspect of your business doesn’t only prevent you from losing important data, but it also helps you keep records so you can return to them at any given moment and use them in the future.

That’s why it’s always good to have a paper trail of anything important you want to share with colleagues, managers, clients, or investors. Nowadays, of course, it doesn’t have to literally be a paper trail, since we keep the data in electronic form.

Writing business reports helps you keep things transparent for the stakeholders, which is the foundation of efficient communication between these two sides.

You typically need to report to different people – sometimes they’re your managers, sometimes they’re a client. But your company’s stakeholders will also require an insight into the performance of your business, and relying on reports will help you maintain favorable business relationships. A business report shows you clearly how your company is performing and there isn’t room for manipulation.

Once you set business goals and the KPIs that help you track your progress towards them, you should remember they’re not set in stone. From time to time, you’ll need to revisit your goals and critical metrics and determine whether they’re still relevant.

When you write a business report and go through it with your team members or managers, you have a chance to do just that and determine if you’re efficient in reaching your goals. Sometimes, new insights will come up while writing these reports and help you identify new objectives that may have emerged.

Depending on your goals and needs, you’ll be writing different types of business reports. Here are five basic types of business reports .

Informational Report

Analytical report, research report, explanatory report, progress report.

Informational reports provide you with strictly objective data without getting into the details, such as explaining why something happened or what the result may be – just pure facts.

An example of this type of business report is a statement where you describe a department within your company: the report contains the list of people working in this department, what their titles are, and what they’re responsible for.

Another example related to a company’s website could look like this Google Analytics website traffic engagement report . As we explained above, this report shows objective data without getting too much into the details, so in this case, just the most important website engagement metrics such as average session duration, bounce rate, sessions, sessions by channel, and so on. Overall, you can use this report to monitor your website traffic, see which keywords are most successful, or how many returning users you have, but without further, in-depth analysis.

Google Analytics Website Engagement Dashboard Template

Analytical reports help you understand the data you’ve collected and plan for the future based on these insights. You can’t make business decisions based on facts only, so analytical reports are crucial for the decision-making process.

This type of business report is commonly used for sales forecasting. For instance, if you write a report where you identify a drop or an increase in sales, you’ll want to find out why it happened. This HubSpot’s sales analytics report is a good example of what metrics should be included in such a report, like average revenue per new client or average time to close the deal. You can find more web analytics dashboard examples here.

HubSpot CRM – Sales Analytics Overview

From these business reports, you can find out if you will reach your goals by implementing your current strategy or if you need to make adjustments.

Research is critical when you’re about to introduce a change to your business. Whether it’s a new strategy or a new partner, you need an extensive report to have an overview of all important details. These reports usually analyze new target markets and competition, and contain a lot of statistical data.

While not the same, here is an example of an ecommerce dashboard that could help track each part of a campaign in detail, no matter whether you are launching a new product, testing a new strategy, and similar. Similar to a research report, it contains key data on your audience (target market), shows your top-selling products, conversion rate and more. If you are an online store owner who is using paid ads, you can rely on this report to monitor key online sales stats in line with Facebook Ads and Google Analytics. See more ecommerce dashboards here.

Shopify + Facebook Ads + Google Analytics (Online Sales overview) Dashboard Template

As you might guess from its name, you write the explanatory report when it’s necessary for you to explain a specific situation or a project you’ve done to your team members. It’s important to write this report in a way that everyone will be able to understand.

Explanatory reports include elements like research results, reasons and goals of the research, facts, methodology, and more. While not exactly an explanatory report, this example of a HubSpot marketing drilldown report is the closest thing to it, as it helps marketers drill into an individual landing page performance, and identify how good their best landing pages are at converting, or which ones have the best performance.

HubSpot Marketing Landing Page Drilldown

A progress report is actually an update for your manager or client – it informs them about where you stand at the moment and how things are going. It’s like a checkpoint on your way towards your goal.

These reports may be the least demanding to write since you don’t need to do comprehensive research before submitting them. You just need to sum up your progress up to the point when the report was requested. This business report may include your current results, the strategy you’re implementing, the obstacles you’ve come across, etc. If this is a marketing progress report you can use marketing report templates to provide a more comprehensive overview.

In many companies, progress reports are done on a weekly or even daily basis. Here is an example of a daily sales report from Databox. HubSpot users can rely on this sales rep drilldown business report to see how individual each sales rep is performing and measure performance against goals. Browse through all our KPI dashboards here.

HubSpot CRM (Sales Rep Drilldown) dashboard template

What does a great business report look like? If you’re not sure what sections your report should have, you’ll learn what to include in the following lines.

Business Report Formatting

Different types of reports require different lengths and structures, so your business report format may depend on what elements your report needs to have. For example, progress reports are typically pretty simple, while analytical or explanatory reports are a different story.

However, most reports will start with a title and a table of contents, so the person reading the report knows what to expect. Then, add a summary and move on to the introduction. After you’ve written the body and the conclusion, don’t forget to include suggestions based on your findings that will help your team create an actionable plan as you move forward.

After that, list the references you used while creating the report, and attach any additional documents or images that can help the person reading the report understand it better.

This outline may vary depending on what kind of report you’re writing. Short business reports may not need a table of contents, and informative reports won’t contain any analyses. Also, less formal reports don’t need to follow a strict structure in every situation.

Business Report Contents

When it comes to the contents of your report, keep in mind the person who’s going to read it and try to balance between including all the relevant information, but not overwhelming the reader with too many details.

  • The introduction to the report should state the reason why you’re writing it, and what its main goal is. Also, mention what methodology and reporting software you’ve used, if applicable.
  • The body of the report is where you’ll expose all your key findings, explain your methodology, share the important data and statistics, and present your results and conclusion.
  • The conclusion , similarly to the summary you’ll add at the beginning of the report, briefly singles out the most important points and findings of the report.

If you decide to include more sections like recommendations, this is where you’ll suggest the next steps your team or the company may want to take to improve the results or take advantage of them if they’re favorable.

PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?

As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:

  • Recurring Revenue. See the portion of your company’s revenue that is expected to grow month-over-month.
  • MRR overview. View the different contributions to and losses from MRR from different kinds of customer engagements.
  • Customer overview . View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
  • Growth Overview . Summarize all of the different kinds of customer transactions and their impact on revenue growth.
  • Churn overview. Measure the number and percentage of customers or subscribers you lost during a given time period.

If you want to track these in ProfitWell, you can do it easily by building a plug-and-play dashboard that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.

profitwell-dashboard-template-preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your Profitwell account with Databox. 

Step 3: Watch your dashboard populate in seconds.

Note : Other than text, make sure you include images, graphs, charts, and tables. These elements will make your report more readable and illustrate your points.

Whether you’re writing a specific type of business report for the first time or you simply want to improve the quality of your reports, make sure you follow this comprehensive guide to writing an effective business report.

  • Do Your Research
  • Create an Outline
  • Determine Formatting Guidelines
  • Think of an Engaging Title
  • Write the Introduction
  • Divide the Body of the Report into Sections
  • Choose Illustrations
  • Conclude Effectively
  • Gather Additional Documentation
  • Add a Summary
  • Proofread Your Work

Step 1: Do Your Research

A well-planned report is a job half done. That means you need to do research before you start writing: you need to know who you’re writing for and how much they know about the topic of your report. You need to explore the best business dashboard software and templates you can use for your report.

Also, if you believe you will need additional resources and documents to add in the appendix, you should do it during this phase of report writing.

Step 2: Create an Outline

Once you’ve gathered the resources, it’s time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don’t have a clear plan.

Moreover, the report shouldn’t be complicated to read, so sticking to a plan will allow you to keep it concise and clear, without straying from the topic.

Step 3: Determine Formatting Guidelines

Most companies have their in-house formatting that every official document has to follow. If you’re not sure if such rules exist in your company, it’s time you checked with your managers.

If there arent’ any guidelines regarding formatting, make sure you set your own rules to make the report look professional. Choose a simple and readable format and make sure it supports all the symbols you may need to use in the report. Set up proper headings, spacing, and all the other elements you may need in Word or Google Docs.

Pro tip: Google Docs may be easier to share with people who are supposed to read your business report.

Step 4: Think of an Engaging Title

Even if you’re writing a formal business report, the title should be clear and engaging. Reports are typically considered dull as they’re a part of official business documentation, but there’s no reason why you can’t make them interesting to read. Your title should suit the report topic and be in different font size so the reader can recognize it’s a title. Underneath the title, you should add the name of the author of the report.

Step 5: Write the Introduction

A good introductory paragraph for a business report should explain to the reader why you’ve written the report. Use the introduction to provide a bit of background on the report’s topic and mention the past results if there’s been a significant improvement since your last report.

Step 6: Divide the Body of the Report into Sections

As this will be the most comprehensive part of your report, make sure you separate the data into logical sections. Your report is supposed to tell a story about your business, and these sections (such as methodology, hypothesis, survey, findings, and more) will help the data look well-organized and easy to read.

Step 7: Choose Illustrations

Of course, each of these sections should be followed with charts, graphs, tables, or other illustrations that help you make a point. Survey results are typically best displayed in pie charts and graphs, and these enable the reader to visualize the data better. From the formatting point of view, breaking the long text sections with illustrations makes the report more readable.

Pro tip: Using centralized dashboard solutions like Databox can bring your reporting game to the next level. Sign up for a forever-free trial now to see how you can use Databox to track and visualize performance easier than ever before .

Step 8: Conclude Effectively

Finish your report with a to-the-point conclusion that will highlight all the main data from the report. Make sure it’s not too long, as it’s supposed to be a summary of the body of the report. In case you don’t want to add a specific section for recommendations, this is where you can include them, along with your assessments.

Step 9: Gather Additional Documentation

If you’ve determined what additional documents, images, surveys, or other attachments you may need for your report, now is the time to collect them. Request access to those you may not be able to get on time, so you have everything you need by the deadline. Copy the documents you can use in the original form, and scan the documents you need in electronic format.

Step 10: Add a Summary

The summary is usually at the top of the report, but it’s actually something you should write after your report is completed. Only then will you know exactly what your most relevant information and findings are, so you can include them in this brief paragraph that summarizes your report’s main points.

The summary should tell the reader about the objective of the report, the methodology used, and even mention some of the key findings and conclusions.

Step 11: Proofread Your Work

It may seem like common sense, but this final step of the process is often overlooked. Proofreading your work is how you make sure your report will look professional because errors can ruin the overall impression the reader will form about your work, no matter how great the report is.

Look for any spelling or grammatical mistakes you can fix, and if you’re not sure about specific expressions or terminology, use Google to double-check it. Make sure your writing is to-the-point and clear, especially if you’re writing for people who may not know the industry so well. Also, double-check the facts and numbers you’ve included in the report before you send it out or start your reporting meeting.

Business Report Examples (with Ready-to-Use Templates)

Here, we’re sharing a few business reporting examples that you can copy, along with ready-to-use and free-to-download templates. If you don’t know where to start and what to include in different types of business reports, these business report examples are a great way to get started or at least get some inspiration to create yours.

Activity Report Example

Annual report example, project status report example, financial report example, sales report example, marketing report example.

Note : Each of the business report templates shared below can be customized to fit your individual needs with our DIY Dashboard Designer . No coding or design skills are necessary.

For reporting on sales activity, HubSpot users can rely this streamlined sales activity report that includes key sales metrics, such as calls, meetings, or emails logged by owner. This way, you can easily track the number of calls, meetings, and emails for each sales rep and identify potential leaks in your sales funnel. Check all our sales team activity dashboards here. Or if you are looking for dashboards that track general sales performance, browse through all Databox sales dashboards here.

Activity Report Example

If you’re preparing for annual reporting, you will benefit from choosing this HubSpot annual performance report . It contains all the relevant metrics, such as email and landing page performance, new contacts, top blog posts by page views, and more. See all our performance dashboard templates here.

Annual Report Example

Project status reports can be very similar to progress reports. If you’re in need of one of those, here’s an example of a Project overview dashboard from Harvest that shows that can help you create simple, but well-organized report based on metrics that matter: hours tracked, billable hours, billable amount split by team members., and more. Check out more project management dashboard templates we offer here.

Project Status Report Example

Are you creating a financial report? You will find this QuickBooks + HubSpot integration a great choice for a financial performance dashboard that makes creating a report simple. This dashboard focuses on the essential financial report

ting metrics and answers all your revenue-related questions. See all Databox financial dashboards here.

Financial Report Example

If you’re tracking your sales team’s monthly performance, this sales report template will help you prepare an outstanding report. Check out all the vital productivity KPIs, track your progress towards your goals, and understand well how your current sales pipeline is performing. See all sales performance dashboards we have available here.

Sales Report Example

Marketing reports can be easily prepared by using this monthly marketing report template . With HubSpot’s reporting, you can determine where your website traffic is coming from, how your landing pages and specific blog posts are performing, and how successful your email campaigns are. Browse all Databox marketing dashboards or marketing report examples here.

Marketing Report Example

Create a Professional Business Report in No Time with Databox

Does creating a business report still sound like a daunting task? It doesn’t have to be with Databox.

In times when we’re all trying to save our time and energy for things that matter rather than scattering valuable resources on tedious, repetitive tasks, it’s critical to optimize your business process. And we want to help you do just that.

Using a business reporting dashboard enables you to track data from all the different tools you’re using – but in one place. With Databox, you can monitor and report on performance in a single dashboard that is optimized for all your favorite devices and you can create streamlined and beautiful dashboards even if you are not that tech-savvy. (no coding or design skills are required).

Automating business reporting has never been easier. And with Databox, you can do exactly that in just a few clicks. Sign up now and get your first 3 business dashboards for free.

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Stefana Zarić is a freelance writer & content marketer. Other than writing for SaaS and fintech clients, she educates future writers who want to build a career in marketing. When not working, Stefana loves to read books, play with her kid, travel, and dance.

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What Are Business Reports & Why They Are Important: Examples & Templates

Business reports examples and templates for managers by datapine

Table of Contents

1) What Is A Business Report?

2) Types Of Business Reports

3) Business Reports Examples & Samples

4) Why Do You Need Business Reports?

5) How To Setup A Business Report?

6) Challenges Of Business Reports

In your daily operations, you likely notice your processes and ‘activities’ constantly changing – sales trends and volume, marketing performance metrics, warehouse operational shifts, or inventory management changes, among many others.

All these little alterations in your organizational activities are impacting the global well-being of your company, your warehouse, your restaurant, or even your healthcare facility. Whether you manage a big or small company, business reports must be incorporated to establish goals, track operations, and strategy to get an in-depth view of the overall company state.

But with so much information being collected daily from every department, static business reports created manually will not give your company the fresh insights it needs to stay competitive. Businesses that want to succeed in today’s crowded market need to leverage the power of their insights in an accessible and efficient way. This is where modern business reports created with interactive data visualizations come to the rescue. 

Traditional means of reporting are tedious and time-consuming. Due to how the human brain processes information, presenting insights in charts or graphs to visualize significant amounts of complex information is more accessible and intuitive.  Thanks to modern, user-friendly online data analysis tools armed with powerful visualizations, companies can benefit from interactive reports that are accessible and understandable for everyone without needing prior technical skills.

Here, we take the time to define a business report, explore visual report examples, and look at how to create them for various needs, goals, and objectives. In the process, we will use online data visualization software to interact with and drill deeper into bits and pieces of relevant data. Let's get started.

What Is A Business Report?

A business report is a tool that helps collect and analyze historical and current data from a company’s operations, production, and more. Through various types of business reports, organizations make critical decisions to ensure growth and operational efficiency.

To understand the best uses for these reports, it’s essential to properly define them. According to authors Lesikar and Pettit, “A corporate-style report is an orderly, objective communication of factual information that serves some organizational purpose”. It organizes information for a specific business purpose. While some reports will go into a more detailed approach to analyzing the functionality and strategies of a department, other examples of business reports will be more concentrated on the bigger picture of organizational management, for example, investor relations. That’s where the magic of these kinds of reports truly shines: no matter for which company goal you need, their usage can be various and, at the same time, practical.

Traditional business reports are often static and text reach (bullet points, headings, subheadings, etc.). Classically formatted in sections such as the summary, table of contents, introduction, body, and conclusion, this report format is no longer the most efficient when it comes to extracting the needed insights to succeed in this fast-paced world. On one hand, by the time these reports have been finished, the insights included within them might not be useful anymore. On the other hand, the fact that it is mostly text and numbers makes them hard to understand, making the analysis strategy segregated and inefficient.  

The visual nature of modern business dashboards leaves all the aforementioned issues in the past. Thanks to interactive data visualizations and modern business intelligence solutions , the analysis sequence can be done fast and efficiently while empowering non-technical users to rely on digital insights for their decision-making process. 

Your Chance: Want to test professional business reporting software? Explore our 14-day free trial. Benefit from great business reports today!

Types Of Business Reports?

Before creating your business outcome reports, it is important to consider your core goals and objectives. This way, you can pick the correct type of report for each situation. Here, we present you with five common types of visual reports that you can use for different analytical purposes. 

1. Analytical reports

Analytical reports are reporting tools that use qualitative and quantitative data to analyze the performance of a business strategy or as support when a company needs to make important decisions. A modern analytical dashboard created with top reporting software can include statistics, historical data, as well as forecasts, and real-time information. Let’s look into it with a sales example. 

This dashboard is an example of one of the most common types of business reports: analytical reports

**click to enlarge**

This visually appealing business analysis report contains relevant sales KPIs to measure performance, such as the average revenue per unit, the customer lifetime value, acquisition costs, and some sales targets to be met. The value of this analytical report lies in the fact that you get a lot of relevant metrics in a single dashboard. The data can be filtered and explored on different time frames such as daily, weekly, monthly, or quarterly, depending on the discussion that it needs to support.   

With this kind of sample in hand, managers can quickly understand if they are meeting their targets, find improvement opportunities, get a bigger picture of their sales, and find efficient ways to proceed with new strategies.  

2. Research reports

Next in our types of business reports that we will discuss is a research report. Companies often use these kinds of reports to test the viability of a new product, study a new geographical area to sell, or understand their customer’s perception of their brand image. To generate this type of report, managers often contact market research agencies to gather all the relevant information related to the studied topic. This brand analysis dashboard is a great example.

A brand analytics dashboard as an example of research business reports

The image above is a business report template of a brand analysis. Here, we can see the results of a survey that was conducted to understand the brand’s public perception on different topics. The value of this market research dashboard lies in its interactivity. Often, research reports are depicted in long and static PowerPoint presentations. With a modern market research dashboard like this one, all the info can be filtered upon need, and the whole presentation of results can be done on one screen. For example, if you want to know the brand awareness of a particular region or age group, you just have to click on the graphs, and the entire dashboard will be filtered based on this information. Like this, the analysis sequence is fast, interactive, and efficient. 

3. Industry reports

Following on from the research topic, our next type is an industry report. Benchmarks and targets are excellent ways to measure a company’s performance and success. But, these targets need to be based on realistic values, especially considering how crowded and competitive today’s markets are. For this purpose, companies perform industry reports. By getting a clear picture of the average industry numbers, such as the competitive landscape, industry size, economic indicators, and trends, they can plan smart strategies and create realistic targets for performance. 

Technavio Global Ice Cream Market 2020-2024

Let's take this industry report by Technavio about the Global Ice Cream Market as an example. Here, we can see relevant numbers concerning the ice cream market, how COVID-19 impacted it, and what is expected to happen between the years 2020-2024. For example, the business report sample shows that the pandemic has positively impacted the ice cream market and that it grew 4.33% during 2020. The report also shows that there is increasing popularity of plant-based ice cream and that this trend is driving market growth. This is invaluable information for an ice cream company as they can invest in new products with almost certain success.

4. Progress reports

Next, we have progress reports. Unlike our other examples, this type of business report is not necessarily based on deep research or advanced analytics but rather on delivering a clear picture of the performance of a particular area or business goal. Their visual nature makes them the perfect tool to support meetings or business discussions as they provide a glance into the status of different metrics. A common use of progress reports is with KPI scorecards . Let’s look at an example. 

A balanced scorecard showing financial and customer objectives, learning and growth, and internal objectives.

The image above is a business report example of a balanced scorecard. The goal here is to quickly understand the development of metrics related to 4 key business areas: financial, customers, learning and growth, and internal objectives. Each of these metrics is displayed in a current value and compared to a set target. Paired with this, the template has five colors for the performance status. This allows anyone who uses this report to quickly understand just by looking at the colors if the target is being met.

5. By business function

Getting a bigger picture of a company’s performance is a great benefit of the best business reports. But, apart from helping the company as a whole, the real value of these reports lies in the fact that they empower departments to leverage the power of data analysis for their decision-making process. Instead of the sales department, human resources, or logistics, your entire organization will be data-driven. Let’s look at it with a business report example by function on marketing.  

Business report example by function: a marketing performance dashboard

Created with modern marketing dashboard software , this example entirely focuses on the development of marketing campaigns.  With metrics such as the total number of impressions, clicks, acquisitions, and cost per acquisition being depicted on intuitive gauge charts, you quickly get a clear understanding of the performance of your campaigns. Through this, you can spot any inefficiencies before they become bigger issues and find improvement opportunities to ensure your marketing efforts are paying off. If you want to dig even deeper, this interactive business report can be filtered for specific campaigns so you only see related insights, making this dashboard the perfect tool to support team meetings. 

Business Report Examples And Templates

We’ve answered the question, ‘What is a business report?’ and now, it’s time to look at some real-world examples.

The examples of business reports that we included in this article can be utilized in many different industries; the data can be customized based on the factual information of the specific department, organization, company, or enterprise. Interdepartmental communication can then effectively utilize findings, and the content can be shared with key stakeholders.

Now that we know what they are, let's go over some concrete, real-world instances of visuals you will need to include in your reports.

1. Visual financial business report example

This first example focuses on one of the most vital and data-driven departments of any company: finance. It gathers the most essential financial KPIs a manager needs to have at his fingertips to make an informed decision: gross profit margin, operational expenses ratio (OPEX), both earning before interests (EBIT) and net profit margins, and the income statement. Next to these are the revenue evolution over a year compared to its target predefined, the annual evolution of operational expenses for various internal departments as well as the evolution of the EBIT compared to its target.

Visual of a financial business report example for top-management

The different sets of visual representations of data can clearly point out particular trends or actions that need to be taken to stay on the financial track of a company. All your financial analysis can be integrated into a single visual. When the presentation becomes interactive, clicks will provide even deeper insights into your financial KPIs and the desired outcomes to make a company healthy in its financial operations. The importance of this finance dashboard lies in the fact that every finance manager can easily track and measure the whole financial overview of a specific company while gaining insights into the most valuable KPIs and metrics. Empowering a steadfast and operation-sensitive plan is among the most important goals a company can have, and finance is right in the middle of this process.

Thanks to all this information displayed on a single dashboard, your report is greatly enhanced and backed with accurate information for you to make sound decisions. It becomes easier to implement a solid and operation-sensitive management plan.

2. Visual investor's business report layout

As mentioned earlier, holding an account of your activity, performance, and organization’s assets is important for people outside of the company to understand how it works. When these people are investors, it is all the more critical to have a clean and up-to-date report for them to know how successful is the company they invest in and for you to increase your chances of having more funds. This example provides just that: an exact overview of the most important insights and specific values in a particular time frame.

Visual of a finance KPIs business executive dashboard example for investors

Calculating and communicating KPIs about the overall company situation is what this investors’ relationship dashboard tries to focus on. You learn about the return on equity and return on asset, the debt-equity ratio, and the working capital ratio, but also see the evolution of a share price over time. Each of these metrics is crucial for a potential shareholder, and if they are not monitored regularly and kept under control, it is easy to lose investors’ interest. Tracking them and visualizing them through a modern dashboard is a competitive advantage for your investors’ reports. You can even see on this visual a clear set of data, so you don’t have to dig through numerous amounts of spreadsheets, but clearly see the specific development over time, the percentage gained or lost, ratios, and returns on investments. Not to be limited just to these data, you can always customize and make sample business reports for your specific needs.

3. Visual management report example

The management KPIs presented below focus on the revenue and customer overview seen through a specified quarter of a year. With just a click, you can easily change your specific date range and make an overview of different months or years.

Management business report showing the important KPIs to C-level executives

When analyzing insights on a more specific level, you can easily spot if the revenue is approaching your target value, compare it to the previous year, and see how much of the target you still need to work on. The average number of your revenue per customer compared to your targets can also identify on a more specific level how much you need to adjust your strategy based on your customers’ value. If you see your values have exceeded your goals, you can concentrate on KPIs that haven’t yet reached your target achievement. In this specific example, we have gained insights into how to present your management data, compare them, and evaluate your findings to make better decisions.

This clear overview of data can set apart the success of your management strategy since it is impossible to omit vital information. By gathering all your findings into a single CEO dashboard , the information presented is clear and specific to the management’s needs. The best part of this example report is seen through its interactivity: the more you click, the more data you can present, and the more specific conclusions you can look for.

These report templates that we have analyzed and presented in this article can be a roadmap to effectively create your own report or customize your data to tailor your needs and findings.

4. SaaS management dashboard

The next in our rundown of dynamic business report examples comes from our specialized SaaS metrics dashboard .

A business report example visualizing the number of paying customers, ARPU, CAC, CLTV, and MRR over the course of a month

A SaaS company report example that packs a real informational punch, this particular report format offers a panoramic snapshot of the insights and information every ambitious software-as-a-service business needs to succeed.

With visual KPIs that include customer acquisition costs, customer lifetime value, MMR, and APRU, here, you will find everything you need to streamline your company’s initiatives at a glance. This is an essential tool for both short- and long-term evolution.

5. Sales KPI dashboard

Niche or sector aside, this most powerful of online business reports samples will empower your sales team to improve productivity while increasing revenue on a sustainable basis.

A monthly sales report template focused on high-level metrics such as revenue, profits, costs, incremental sales, accumulated revenue, up/cross-sell rates, etc.

A powerful daily business activity report as well as a tool for long-term growth, our sales dashboard boasts a cohesive mix of visualizations built to boost your business's bottom line.

With centralized access to sales graphs and charts based on churn rates, revenue per sales rep, upselling & cross-selling, and more, this is a company report format that will help you push yourself ahead of the pack (and stay there). It’s a must-have tool for any modern sales team.

6. Retail store dashboard company report example

Retail is another sector that pays to utilize your data to its full advantage. Whatever branch of retail you work in, knowing how to generate a report is crucial, as is knowing which types of reports to work with.

Example of a business report for an online retail store that displays return reasons, total orders, top sellers, average order per customer, etc.

Our interactive retail dashboard is one of our finest visual report examples, as it offers a digestible window of insight into the retail-centric unit as well as transaction-based information that can help you reduce costs while boosting your sales figures over time.

Ideal for target setting and benchmarking as well as strategy formulation, this is an unrivaled tool for any retailer navigating their activities in our fast-paced digital age. If you’re a retailer looking for steady, positive growth, squeezing every last drop of value from your retail metrics is essential—and this dashboard will get you there.

7. Customer service team dashboard

As a key aspect of any successful organizational strategy, optimizing your customer service communications across channels is essential. That’s where our customer service analytics report comes into play.  

Business reporting example for customer service team performance

Making your customer service efforts more efficient, effective, and responsive will not only drastically improve your consumer loyalty rates but also set you apart from your competitors.

One of the best ways to achieve a mean, lean, well-oiled consumer-facing machine is by giving your customer service representatives the tools to perform to the best of their abilities at all times. Armed with a balanced mix of KPIs to track and enhance service performance, this most powerful of business report samples will help you drive down response times while improving your first call resolution rates. It’s a combination that will result in ongoing growth and success.

8. Employee performance dashboard

In addition to your customers, your employees are the beating heart of your organization. Our employee dashboard will give you the power to track the ongoing value and productivity of your internal talent.

Employee performance depicted with business reporting processes.

An ideal formal business report example for any modern HR department, this telling dashboard will give you deep insight into how your employees perform and behave over specific timeframes.

Here, you can examine trends in absenteeism rates, track overtime hours by age group, monitor your training costs, and explore peaks and troughs in productivity across the entire workforce. This melting pot of at-a-glance information will empower you to provide training exactly where it’s needed and get to the heart of any issue that’s affecting productivity or engagement levels. 

Working with this business report format example consistently will ultimately ensure you get the very best return on investment (ROI) from your internal talent.

9. Marketing KPI dashboard

Without a solid multichannel marketing strategy, it’s unlikely that you’ll ever see a consistently healthy ROI from your promotional efforts. Shooting in the dark regarding marketing will also see you fall behind the competition. Enter our marketing dashboard .

Marketing business report for management, with main KPIs about costs and revenue

This business report format template brimming with insight, lets you set accurate performance benchmarks while uncovering a wealth of insight from one intuitive dashboard.

To optimize your promotional campaigns and activities, talking to specific audience segments and using the right touchpoints at precisely the right time is essential. Without a targeted approach, all you’re doing is throwing your time and money away.

This effective company report example offers a balanced overview of your campaigns’ performance by offering the tools to dig deep into vital metrics like cost per acquisition (CPA), customer lifetime value (CLTV), and ROI.

This perfect storm of metrics will show you where your communications or campaigns are failing to drive engagement and where they’re yielding positive results. Armed with this critical information, you can optimize all of your efforts to make the biggest possible impact across channels. An essential report design for any modern organization looking to scale swiftly and consistently.

10. Warehouse KPI dashboard

Being a warehouse manager or decision-maker is a high-pressure job where every decision counts. To keep your fulfillment activities and initiatives fluid, functional, and primed for organizational growth, sweating your data correctly is a must.

A business report example focused on the warehouse performance in the logistics industry

Our warehouse KPI dashboard is a business report sample that aids both real-time decision-making and longer-term strategic planning.

With a powerful selection of logistics-based KPIs, this highly visual business report structure features metrics based on on-time shipment rates, a breakdown of warehouse costs, the number of shipments made over a specified timeframe, and a perfect order rate.

By making this kind of business reports formats a core part of your daily operations, you can eliminate unnecessary costs or activities while boosting overall productivity and significantly improving the success, as well as accuracy, of your warehouse operations. It is an invaluable tool that will help consistently deliver on your fulfillment promises, improving your brand reputation in the process.

11. Cybersecurity dashboard

In our hyper-connected digital age, failing to invest in adequate cybersecurity solutions is the same as leaving your front door wide open when you’re on holiday.

Business report template tracking relevant IT metrics for cybersecurity

To avoid the devastating impact of organizational cyber attacks or informational breaches,  our cyber security IT dashboard will ensure your company is fortified from every angle. This most vital of business report examples will help you fend off any prospective acts of cybercrime while monitoring for any attacks or abnormalities in real-time.

Here, you can keep on top of your cybersecurity rating, track your phishing test success rates, understand how long it takes you to identify an attack (and improve your responsivity), look at how often you backup your company's sensitive information, and discover the most common intrusion rates related to your company from a cohesive space. It’s an essential analysis tool designed to keep your company safe, secure, and happy.

12. CEO dashboard

The CEO is the highest leadership position in an organization. As such, they need to get a complete overview of the entire operations and performance to ensure everything is running smoothly and on track to meet expected goals. Our next example is a scorecard report tracking relevant metrics related to finances, marketing, customer service, and human resources. 

Business report template tracking metrics for the CEO

What makes this template so valuable for the CEO is the fact that it offers a long-term view with benchmarks for quarterly and annual performance. This way, leadership can evaluate the development of the different strategies and spot any inefficiencies at a glance by looking at the green or red colors depicted on each KPI. Plus, each section of the scorecard offers a detailed breakdown of additional information to help dive deeper into the reasons behind a specific result. 

For instance, we can see that there is an increase in the total expenses in the current quarter. However, when taking a deeper look at the yearly breakdown, we can see that the operating expenses ratio has been decreasing for the past three months. Therefore, the quarterly increase is nothing to worry about.

13. Manufacturing production dashboard 

As a production company, you must ensure every aspect of the process is efficiently carried out at its maximum capacity. This means, ensuring machines are working properly, the right amounts of products are being produced, and the least amount are being returned by customers. Our next template aims to help with that task by offering a 360-degree view into a company’s production processes.

Manufacturing business report template displaying main manufacturing KPIs to keep the pulse of your factory

With insights into production volume vs. quantity ordered, top 5 machines by production volume, and return items by reason, the manufacturing manager can spot inefficiencies and identify trends to optimize production and ensure the highest possible ROI. 

For example, looking at the top machines by production can help you spot the ones that might need some maintenance and plan that maintenance time without affecting production. On the other hand, analyzing the returned items by reason can also help improve customer experience and satisfaction. If you see a large amount of returns due to a broken product, it means you need to improve the quality of your materials or the packaging when they are sent to the customer to keep it safer. 

14. IT project management dashboard

Completing a project successfully relies heavily on the team being connected to keep tasks moving at the expected speed. The issue is that it often involves multiple meetings that end up taking a lot of time that could be implemented actually completing the tasks. Our next sample aims to tackle that issue by providing a real-time overview of project development metrics.

IT business reports: project management overview

At the top of the report, we see a breakdown of the different stages of the project with a development percentage and a projected launch date. This is great information to have as it can inform the team about the status of the entire project and any external stakeholders as well.

We then get insights into the project budget, overdue tasks, upcoming deadlines, and employee workload. This is invaluable information that can help optimize any bottlenecks and increase overall efficiency. For instance, we can see that Georg and Nancy are 10+ days overdue with their tasks which is not good for the project. However, a deeper look shows us that these two employees are the ones with the biggest workload, which means they might need some help from other team members to speed up their tasks.

15. HR diversity dashboard 

Diversity in the workplace has become a big priority for organizations and prospective talents. Each year, more and more businesses realize the value of having employees from different backgrounds and cultures as a way to boost their strategies and overall growth. That being said, to be considered a diverse company, you need to ensure your workforce feels comfortable and that the same opportunities are being given to all. Enters our last business report template.

a full report example

The template above offers a view into different diversity management metrics from recruitment to talent management. Through this insightful report, HR managers can test the success of their diversity strategies and spot any areas of improvement to ensure the highest level of employee satisfaction. The template is highly interactive and offers insights into diversity by gender, ethnicity, and disabilities.

Analyzing the content of the report, we can see that black employees are the ones with the highest voluntary turnover rate. This is something that needs to be looked into to find the reasons why these employees are not feeling comfortable at the company. On the other hand, we can see that the organization is 1% above the 2% industry standard for hiring employees with disabilities. This is a great indicator, and it can translate into a low 7% of voluntary leaves by these workers.

Now that we’ve looked at report samples, let’s consider the clear-cut business-boosting benefits of these essential analytical tools. These perks will make your company stronger, more fluent, and more efficient on a sustainable basis.

Why Do You Need Business Reports?

Why do you need business reports? 1. Risk assessment & opportunity, 2. Trends & connections, 3. Business Intelligence, 4. Buy-in, 5. Operational efficiency,6. Specificity, 7. Accuracy & consistency, 8. Engagement, 9. Benchmarking, 10. Communication

These reports also enable data collection by documenting the progress you make. Through them, you have the means to compare different periods and activity, growth, etc. You can better see which products or services are more successful than others, which marketing campaign outperforms which other, and which markets or segments require more attention. Collecting all this data is indispensable – and by doing so, you build a paper trail of your past (or, namely, a data trail). They let people outside the company (like banks or investors) know about your activity and performance and enable stakeholders to understand your organization’s tangible and intangible assets.

  • Risk assessment & opportunity: With a business report, you can increase the understanding of risks and opportunities within your company . Sample reports accentuate the link between financial and non-financial performance: they streamline processes, reduce costs, and improve overall cohesion in an informed, commercially ‘safe’ way.
  • Trends & connections: Business report samples can help you compare your performance to other internal units or companies in the same sector. On a more specific level, a report template can help you dig thoroughly into operational metrics and details and discover correlations that would be otherwise overlooked. In today’s hyper-connected digital age, gaining a deeper insight into your data will empower you to formulate strategies that will accelerate key areas of your business growth through trend identification. This fact alone highlights the importance of a business analysis report.
  • Business intelligence (BI): If used correctly, the best BI tools will answer a vital question: ‘Will I survive on the market?’ By creating a business report of a company built to improve your BI activities and answer essential organizational questions, you will gain the ability to tackle deeper specific insights that can bring operational value and control the overall expenditures. By knowing how to set up such a report with specific samples and templates, you can provide building blocks to establish a successful business intelligence strategy.
  • Buy-in: While there are many different types of business reports for a company, they all have one common trait: gathering data and tracking the business activities related to something specific. By working with the right reports, users can perform in-depth visual analyses of many key areas or functions and provide informed recommendations that will ultimately improve efficiency and encourage innovation. Regardless of how good or beneficial an idea might be , getting buy-in from senior executives or external partners is often a major roadblock to progress. However, a good report template presents a level of depth and presentation that is both factual and convincing and will encourage buy-in from the people with the power to sign off on new strategies, initiatives, or ideas.
  • Operational efficiency: The more factual the report is, the clearer the data. When your data is well organized and crystal clear, it’s possible to interpret your business activities cost-effectively, reducing the time required to analyze findings while saving countless working hours sifting through metrics for actionable insights. A good template presents an in-depth analysis where the writers show how they have interpreted their findings. For example, a marketing report can reduce the time needed to analyze a specific campaign, while an HR report can provide insights into the recruiting process and evaluate, for example, why the cost per hire increased?
  • Specificity: When you create a business information report, you are giving yourself a key opportunity to address specific issues that are often used when decisions need to be made. As author Alan Thomson says, “A company report conveys information to assist in business decision-making. [It] is the medium in which to present this information.” They have several purposes: some record information to plan for the future, some record past information to understand a situation, and others present a solution to a pressing problem. Some executive dashboards are for daily usage, while a monthly business report template will help you pinpoint your activities on a more gradual, incremental basis.  They are all essential to commercial success, as they bring clarity to complex analysis. As mentioned earlier, the clearer the data, the more cost-effective results will be, so keeping in mind the exact data to incorporate into this kind of report should be essential in deciding what kind of report to generate. You can find multiple key performance indicator examples in different industries, which should be considered when creating that kind of report. You can also generate an interdepartmental report or between businesses to compare industry values and see how your company stands in the market.
  • Accuracy & consistency: In The Age of Information, data is a vast landscape, and if you want to use it to your advantage, aiming for consistency and accuracy is key. If your data is off or presents hit-and-miss findings, it could cost your company in the long run.  Working with an online dashboard tool to produce your reports is an incredible advantage for the ease of use, the time saved, and, most importantly, the accuracy of the information you will use. As you work with real-time data, everything on your report will be up-to-date, and the decisions you will take will be backed with the latest info. Business report examples are significantly helpful when you need to explore your data and perform data analyses to extract actionable insights. They will deliver an important added value to your report thanks to the visualization of your findings, bringing more clarity and comprehension to the analyses, which is their primary purpose.
  • Engagement: As intuitive, digestible, and visual tools, business-centric reporting tools are easier to understand and tell a story that is far more likely to resonate with your audience.  While exploring your data, with deeper insights generated with just a few clicks, the report doesn’t have to be dull, boring, and lost in hundreds of pages or spreadsheets of data. If you create a report that is clean and customized, you will bring more value than by printing or searching through a spreadsheet. Achieving a design like this is simple with the right KPI dashboard software . Imagine yourself in a meeting with 200 pages of analysis from the last 5 years of business management. One participant asks you a specific question regarding your operational costs dating 3 years back. And you’re sitting there, trying to find that specific piece of information that can make or break your business meeting. With business dashboards , you cannot go wrong. All the information you need is generated with a click, within a click.
  • Benchmarking: If you know how to set up a business-centric report with efficiency, you will gain the ability to set defined, accurate benchmarks. By frequently setting targets based on your most important organizational goals and working with visual reporting tools, you will keep your organization flowing while catalyzing your overall growth and productivity levels.
  • Communication: One of the best uses of these tools is improving internal collaboration and communication. By gaining 24/7 access to your most essential business data while enhancing the way you analyze and present it, you will empower everyone in the business with better access to information, which, in turn, will enhance internal communication and collaboration.
  • Innovation: The intuitive nature of these reports makes them the most efficient way to steer a progressive analytical strategy. As such, it’s easier (and quicker) to uncover hidden insights, spot trends, and hone in on critical information. It’s this speed, ease, and accuracy that frees creativity and improves innovation across the organization, accelerating growth as a result.

These reports can also be of many different types, but they all have one common trait: gathering data and tracking the organizational activities related to something specific. From there, their author(s) will often perform an analysis and provide recommendations to the organizations.

How To Generate A Business Report

Top 10 steps on how to do a business report

The primary importance of a corporate-centric report lies in gaining confidence and clarity. Before starting to create it, it’s vital to establish the goals and the audience. Knowing who you want to direct it to is key in its elaboration, from the tone, vocabulary/jargon you choose to the data you will focus on. A report to external stakeholders, to the CEOs, or to the technical engineers’ team will be drastically different from one another.

Likewise, the scope varies according to the objective of the report. State beforehand the needs and goals to direct you on the right path. It should be impartial and objective, with a planned presentation or dashboard reporting tool , which enables an interactive flow of data and immediate access to every piece of information needed to generate clear findings.

To help you write your daily, weekly, or monthly business-centric report template with confidence, let’s go over some essential steps and tips you should focus on:

1. Consider your audience

First of all, if you want to understand how to do a business report the right way, you have to think of your audience from the outset. Your reporting efforts must make sense and offer direct value to the end viewer or user - otherwise, they’ll be meaningless. That said, it’s critical that you take the time to consider who will use the reporting tool most and which information or features will add the most value, helping improve the organization in the process. Take the time to understand your audience, and your reporting tools will not only meet expectations but exceed them - one well-placed visualization at a time.

2. Determine and state the purpose

As we stated in the previous paragraph, defining the needs of your audience is vital to reporting success. As we said, a report usually assists in decision-making and addresses certain issues. You can state them at the beginning of the report. The more clear and specific the goal, the better the content will be. You won’t lose time adjusting information when you present your purpose in a clear and well-defined manner.

3. Use a mix of real-time and historical data

Another key component of this report is making sure you’re free of any informational blind spots. So many companies work with one form of metric, stunting their organizational progress in the process. To drill down deep into detailed pockets of information and gain a panoramic view of specific trends or patterns, working with a balanced mix of historical and real-time data is key. Doing so will empower you to capitalize on potential strengths while learning from historical weaknesses. This balanced approach will also give you the tools to develop strategies that return the best possible ROI while making powerful decisions under pressure.

4. Set actionable targets and goals

Once you’ve curated your informational sources and defined your audience, you should set actionable goals. Setting the right benchmarks will help you track your ongoing success with pinpoint accuracy while defining goals or targets will give you the insight you need to work with the right KPIs while ensuring your company is moving in the right direction. Taking the time to set actionable goals and targets that align with your organizational strategy will ensure your reports offer a consistently healthy ROI.

5. Define your reporting frequency

Another key component of successful organizational reporting is deciding how often you will analyze your metrics and information. Depending on the function or the goals you’re looking to achieve, you should decide whether your dashboard will serve as a daily, weekly, monthly, or quarterly reporting tool. Setting the right frequency will ensure your analytical strategy is fully streamlined while connecting you with the insights that count most at exactly the right time. The best modern reporting tools also offer automated functionality, helping to monitor insights and offer alerts without human intervention - the best way to save time while ensuring you never miss a critical piece of information again.

6. Gather and organize the information

Now that the purpose and scope are clearly defined, you can start gathering the data in any form that can address the issue. Thanks to that information, you will carry out data analysis to understand what lies beneath and to extract valuable insights. These findings need to be balanced and justifiable – what significance they have to the report's purpose. Identifying key performance indicators for a specific company, organizing, comparing, and evaluating them on the needed level, can be one of the most important parts of creating this kind of report. An example of a business report that shows how to extract and define your analysis can be found above in the article, where we presented our visuals.

7. Present your findings

Explain how you uncovered them and how you interpreted them that way. Answer the original issue by detailing the action to take to overcome it and provide recommendations leading to a better decision-making process. A best practice to present the insights you have drawn out is using dashboards that communicate data visually in a very efficient way. A dashboard software like datapine can precisely answer that need while helping you with data exploration at the same time, which is a crucial part. When you click on a specific part of the dashboard, you can easily access your data in a more in-depth approach.

Comparing your findings is also one of the features you can use if you are asking yourself what has changed in relation to a specific period. When you assess these datasets in just a few clicks on your monitor, the whole reporting process and measurement of your strategy can be done in minutes, not days. Evaluating findings in today’s digital world has become one of the main focuses of businesses wanting to stay competitive in the market. The faster you can do that, the more information you gain, and the more successful your actions will become.

8. Align your visualizations

Expanding on presenting your findings, it’s also important to get your design elements right when considering how to write a business report. As a rule of thumb, your most essential at-a-glance insights should be at the top of your dashboard, and you should aim to be as clean, concise, and minimal as possible with your presentation to avoid cluttering or confusion. To improve your visual storytelling and bring every key element of your report together cohesively, getting your dashboard design just right is vital. Our essential guide to data visualization methods will help to steer your efforts in the right direction.

9. Proofread your reports

When you’re looking at a polished example of a business report, you’ll notice that every element of design and content is immaculate and makes complete logical sense. That said, to get the best returns for your analytical efforts, proofreading your reports is vital. Work through your report with a fine-toothed comb and ask trusted colleagues in your organization to do the same. Once you’ve carefully proofread your entire report, you can collectively tighten up any sloppy design elements, typos, misleading copy, and bad visual placements. Doing so is vital because it will make your examples of business reports slick, actionable, accurate, and built for success.

10. Be responsive

While modern reporting dashboards are dynamic and interactive in equal measure, it’s important that you also remain robust and responsive when writing a business-based report. What does this mean, exactly? It means that in the digital age, the landscape is always changing. As such, if you want to get the most from your reports or dashboards, you must commit to editing and updating them according to the changes around you. In an informational context, what is relevant today may be redundant tomorrow, so to remain powerful and relevant, your reports must always be optimized for success. When you write a business-style report, you should understand that, to some extent, you will need to rewrite it repeatedly. Remember, commit to regularly assessing your reports, and success will be yours for the taking.

You can easily find a sample of a business report on the Internet, but not all of them fit your needs. Make sure, at any moment, that the report you want to create is accurate, objective, and complete. It should be well-written, in a way that holds the reader’s attention and meets their expectations, with a clear structure.

Common Challenges Of Business Reports

Common challenges of generating business reports

As we just learned from the previous section, generating a successful report requires carefully following some steps and considerations. This often comes with challenges and limitations that users face during the generation and analysis process. To help you be aware of those challenges and how to overcome them efficiently, we will list some of the most common ones below. 

  • Data quality 

All the time and effort dedicated to the reporting process will be for nothing if you are not working with high-quality information. Believe it or not, according to recent reports , 41% of companies cite inconsistent data across technologies as their biggest challenge. With only 16% labeling the data they are using as “very good”. 

This presents a huge challenge as the consequences of poor data quality can be quite expensive since organizations are basing their most important strategic decisions on unreliable insights.  

To prevent this issue from affecting you, it is essential to invest time and money in implementing a thoughtful data quality management plan to ensure your information is constantly checked under specified guidelines. Putting extra attention to the cleaning and constant manipulation of the information is also a huge aspect of the process. 

  • Lack of data literacy 

Another big challenge that businesses face when implementing reporting practices is the level of literacy of their employees. As mentioned earlier in the post, the success of the entire process relies heavily on the entire workforce being involved in it and collaborating with each other. The issue is that generating a report and analyzing the data can be very intimidating for non-technical employees who often don’t have the necessary skills or confidence to integrate data-driven activities into their daily work. 

That is why carrying out a careful analysis of the literacy level across your workforce can help you understand the actual situation and offer training instances to anyone who needs it. Paired with that, investing in self-service BI tools that allow any user, regardless of their technical knowledge, to generate a business report with just a few clicks is a great way to approach this challenge. 

  • Long generation processes 

It is not a secret that manually generating a business report can take a lot of time and effort. In fact, in some cases, when a report is finally completed, the information in it might not be entirely valuable anymore. Luckily, this challenge has been tackled a long time ago thanks to the power of automation. 

Modern online reporting tools offer users the possibility to automatically generate a report in a matter of seconds, eliminating any form of manual work. All they need to do is connect their data sources, select the KPIs they want to display, and enjoy a visually appealing and fully functional report in just a few clicks. This enables organizations to focus on the important part, which is extracting powerful insights to inform their strategies. 

  • Static vs. interactive business reports 

Traditionally, these reports generated with tools such as Excel or PowerPoint have been static and full of text and complex numbers. Making it impossible to extract deeper conclusions from them or act on fresh insights. This is not to say that they are completely unuseful, but their historical and static perspective makes them less effective, especially considering how agile decision-making can represent a huge competitive advantage for organizations today.  

To help you make the most out of your data-driven efforts and tackle this common limitation,  we recommend you invest in tools that offer dynamic reports. BI reporting tools , such as datapine, give you the ability to generate interactive real-time reports, like the ones we saw earlier, which can be easily filtered to explore different periods or lower levels of data. This will give you the power to extract deeper and fresh insights to boost your strategies and growth. 

  • Ensuring data security and privacy 

In the digital age we live in, we need to be fully aware of the risks of using online tools to manage our business’s operations. Studies have shown an increasing trend in cyberattacks and data breaches that has left decision-makers concerned about how they manage their sensitive data. One of these attacks can significantly impact an organization’s reputation but also incur considerable costs that can be hard to come back from. According to recent research, these types of breaches cost businesses an average of $4.35 million in 2022. 

All of this makes security and privacy a big challenge for businesses of all sizes. Especially regarding their report-related activities, as they contain sensitive information about the company and its clients. Luckily, modern SaaS BI tools offer high levels of security to help you keep your data secure at all times, from the moment it is generated to the time it is shared with different stakeholders. Therefore, it is important to consider this topic before investing in such a tool. 

Key Takeaways Professional Business Reports  

"Once we know something, we find it hard to imagine what it was like not to know it." - Chip & Dan Heath , Authors of Made to Stick, Switch.

We live in a data-driven world, and as a business, it’s up to you to move with the times. If you ignore the power of smart data analytics, you are only stunting your own commercial progress.

We’ve explored many shining business reports examples, and one thing is abundantly clear: if you embrace the power of digital reporting, your company will be bigger, better, and exponentially more informed. The more confident and informed you are as a business, the better you will be able to respond to constant change. In today’s digital world, it doesn’t matter what sector you work in. If you’re rigid in your approach to data, you will get left behind. Digital reporting dashboards are the only way forward.

So, you now know what business reports are, how to structure and write them , and how they can benefit your business. Committing to the right reporting and information delivery can have a significant impact on your organization and orientate its strategy better. For more ideas about business reporting in a more specific, function-related way, you can dig deeper into some of our popular articles on sales reports and marketing reports !

Don’t miss out on that opportunity and start now with datapine’s online reporting software , and benefit from a free 14-day trial ! You won’t regret it.

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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.

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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. 🎯

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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. 

Define the Statuses depending on your team in ClickUp

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. 

workload view in clickup

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.

milestones in clickup

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. 📈

Final Project Report Template

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. 

Project Status Report Template

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.

Digital Marketing Report Template

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.

Employee Daily Activity Report Template

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.

Campaign Report Template

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!

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Status.net

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.

project status report

Click Here to Download Project Status Report XLSX

project update report

Click Here to Download Project Update Report DOC

project updated report 2

Click Here to Download Project Update Report 2 DOCX

general project report

Click Here to Download General Project Report DOCX

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Templates on ProsperForms:

project status report form template

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monthly status report form template

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Research Method

Home » Research Report – Example, Writing Guide and Types

Research Report – Example, Writing Guide and Types

Table of Contents

Research Report

Research Report

Definition:

Research Report is a written document that presents the results of a research project or study, including the research question, methodology, results, and conclusions, in a clear and objective manner.

The purpose of a research report is to communicate the findings of the research to the intended audience, which could be other researchers, stakeholders, or the general public.

Components of Research Report

Components of Research Report are as follows:

Introduction

The introduction sets the stage for the research report and provides a brief overview of the research question or problem being investigated. It should include a clear statement of the purpose of the study and its significance or relevance to the field of research. It may also provide background information or a literature review to help contextualize the research.

Literature Review

The literature review provides a critical analysis and synthesis of the existing research and scholarship relevant to the research question or problem. It should identify the gaps, inconsistencies, and contradictions in the literature and show how the current study addresses these issues. The literature review also establishes the theoretical framework or conceptual model that guides the research.

Methodology

The methodology section describes the research design, methods, and procedures used to collect and analyze data. It should include information on the sample or participants, data collection instruments, data collection procedures, and data analysis techniques. The methodology should be clear and detailed enough to allow other researchers to replicate the study.

The results section presents the findings of the study in a clear and objective manner. It should provide a detailed description of the data and statistics used to answer the research question or test the hypothesis. Tables, graphs, and figures may be included to help visualize the data and illustrate the key findings.

The discussion section interprets the results of the study and explains their significance or relevance to the research question or problem. It should also compare the current findings with those of previous studies and identify the implications for future research or practice. The discussion should be based on the results presented in the previous section and should avoid speculation or unfounded conclusions.

The conclusion summarizes the key findings of the study and restates the main argument or thesis presented in the introduction. It should also provide a brief overview of the contributions of the study to the field of research and the implications for practice or policy.

The references section lists all the sources cited in the research report, following a specific citation style, such as APA or MLA.

The appendices section includes any additional material, such as data tables, figures, or instruments used in the study, that could not be included in the main text due to space limitations.

Types of Research Report

Types of Research Report are as follows:

Thesis is a type of research report. A thesis is a long-form research document that presents the findings and conclusions of an original research study conducted by a student as part of a graduate or postgraduate program. It is typically written by a student pursuing a higher degree, such as a Master’s or Doctoral degree, although it can also be written by researchers or scholars in other fields.

Research Paper

Research paper is a type of research report. A research paper is a document that presents the results of a research study or investigation. Research papers can be written in a variety of fields, including science, social science, humanities, and business. They typically follow a standard format that includes an introduction, literature review, methodology, results, discussion, and conclusion sections.

Technical Report

A technical report is a detailed report that provides information about a specific technical or scientific problem or project. Technical reports are often used in engineering, science, and other technical fields to document research and development work.

Progress Report

A progress report provides an update on the progress of a research project or program over a specific period of time. Progress reports are typically used to communicate the status of a project to stakeholders, funders, or project managers.

Feasibility Report

A feasibility report assesses the feasibility of a proposed project or plan, providing an analysis of the potential risks, benefits, and costs associated with the project. Feasibility reports are often used in business, engineering, and other fields to determine the viability of a project before it is undertaken.

Field Report

A field report documents observations and findings from fieldwork, which is research conducted in the natural environment or setting. Field reports are often used in anthropology, ecology, and other social and natural sciences.

Experimental Report

An experimental report documents the results of a scientific experiment, including the hypothesis, methods, results, and conclusions. Experimental reports are often used in biology, chemistry, and other sciences to communicate the results of laboratory experiments.

Case Study Report

A case study report provides an in-depth analysis of a specific case or situation, often used in psychology, social work, and other fields to document and understand complex cases or phenomena.

Literature Review Report

A literature review report synthesizes and summarizes existing research on a specific topic, providing an overview of the current state of knowledge on the subject. Literature review reports are often used in social sciences, education, and other fields to identify gaps in the literature and guide future research.

Research Report Example

Following is a Research Report Example sample for Students:

Title: The Impact of Social Media on Academic Performance among High School Students

This study aims to investigate the relationship between social media use and academic performance among high school students. The study utilized a quantitative research design, which involved a survey questionnaire administered to a sample of 200 high school students. The findings indicate that there is a negative correlation between social media use and academic performance, suggesting that excessive social media use can lead to poor academic performance among high school students. The results of this study have important implications for educators, parents, and policymakers, as they highlight the need for strategies that can help students balance their social media use and academic responsibilities.

Introduction:

Social media has become an integral part of the lives of high school students. With the widespread use of social media platforms such as Facebook, Twitter, Instagram, and Snapchat, students can connect with friends, share photos and videos, and engage in discussions on a range of topics. While social media offers many benefits, concerns have been raised about its impact on academic performance. Many studies have found a negative correlation between social media use and academic performance among high school students (Kirschner & Karpinski, 2010; Paul, Baker, & Cochran, 2012).

Given the growing importance of social media in the lives of high school students, it is important to investigate its impact on academic performance. This study aims to address this gap by examining the relationship between social media use and academic performance among high school students.

Methodology:

The study utilized a quantitative research design, which involved a survey questionnaire administered to a sample of 200 high school students. The questionnaire was developed based on previous studies and was designed to measure the frequency and duration of social media use, as well as academic performance.

The participants were selected using a convenience sampling technique, and the survey questionnaire was distributed in the classroom during regular school hours. The data collected were analyzed using descriptive statistics and correlation analysis.

The findings indicate that the majority of high school students use social media platforms on a daily basis, with Facebook being the most popular platform. The results also show a negative correlation between social media use and academic performance, suggesting that excessive social media use can lead to poor academic performance among high school students.

Discussion:

The results of this study have important implications for educators, parents, and policymakers. The negative correlation between social media use and academic performance suggests that strategies should be put in place to help students balance their social media use and academic responsibilities. For example, educators could incorporate social media into their teaching strategies to engage students and enhance learning. Parents could limit their children’s social media use and encourage them to prioritize their academic responsibilities. Policymakers could develop guidelines and policies to regulate social media use among high school students.

Conclusion:

In conclusion, this study provides evidence of the negative impact of social media on academic performance among high school students. The findings highlight the need for strategies that can help students balance their social media use and academic responsibilities. Further research is needed to explore the specific mechanisms by which social media use affects academic performance and to develop effective strategies for addressing this issue.

Limitations:

One limitation of this study is the use of convenience sampling, which limits the generalizability of the findings to other populations. Future studies should use random sampling techniques to increase the representativeness of the sample. Another limitation is the use of self-reported measures, which may be subject to social desirability bias. Future studies could use objective measures of social media use and academic performance, such as tracking software and school records.

Implications:

The findings of this study have important implications for educators, parents, and policymakers. Educators could incorporate social media into their teaching strategies to engage students and enhance learning. For example, teachers could use social media platforms to share relevant educational resources and facilitate online discussions. Parents could limit their children’s social media use and encourage them to prioritize their academic responsibilities. They could also engage in open communication with their children to understand their social media use and its impact on their academic performance. Policymakers could develop guidelines and policies to regulate social media use among high school students. For example, schools could implement social media policies that restrict access during class time and encourage responsible use.

References:

  • Kirschner, P. A., & Karpinski, A. C. (2010). Facebook® and academic performance. Computers in Human Behavior, 26(6), 1237-1245.
  • Paul, J. A., Baker, H. M., & Cochran, J. D. (2012). Effect of online social networking on student academic performance. Journal of the Research Center for Educational Technology, 8(1), 1-19.
  • Pantic, I. (2014). Online social networking and mental health. Cyberpsychology, Behavior, and Social Networking, 17(10), 652-657.
  • Rosen, L. D., Carrier, L. M., & Cheever, N. A. (2013). Facebook and texting made me do it: Media-induced task-switching while studying. Computers in Human Behavior, 29(3), 948-958.

Note*: Above mention, Example is just a sample for the students’ guide. Do not directly copy and paste as your College or University assignment. Kindly do some research and Write your own.

Applications of Research Report

Research reports have many applications, including:

  • Communicating research findings: The primary application of a research report is to communicate the results of a study to other researchers, stakeholders, or the general public. The report serves as a way to share new knowledge, insights, and discoveries with others in the field.
  • Informing policy and practice : Research reports can inform policy and practice by providing evidence-based recommendations for decision-makers. For example, a research report on the effectiveness of a new drug could inform regulatory agencies in their decision-making process.
  • Supporting further research: Research reports can provide a foundation for further research in a particular area. Other researchers may use the findings and methodology of a report to develop new research questions or to build on existing research.
  • Evaluating programs and interventions : Research reports can be used to evaluate the effectiveness of programs and interventions in achieving their intended outcomes. For example, a research report on a new educational program could provide evidence of its impact on student performance.
  • Demonstrating impact : Research reports can be used to demonstrate the impact of research funding or to evaluate the success of research projects. By presenting the findings and outcomes of a study, research reports can show the value of research to funders and stakeholders.
  • Enhancing professional development : Research reports can be used to enhance professional development by providing a source of information and learning for researchers and practitioners in a particular field. For example, a research report on a new teaching methodology could provide insights and ideas for educators to incorporate into their own practice.

How to write Research Report

Here are some steps you can follow to write a research report:

  • Identify the research question: The first step in writing a research report is to identify your research question. This will help you focus your research and organize your findings.
  • Conduct research : Once you have identified your research question, you will need to conduct research to gather relevant data and information. This can involve conducting experiments, reviewing literature, or analyzing data.
  • Organize your findings: Once you have gathered all of your data, you will need to organize your findings in a way that is clear and understandable. This can involve creating tables, graphs, or charts to illustrate your results.
  • Write the report: Once you have organized your findings, you can begin writing the report. Start with an introduction that provides background information and explains the purpose of your research. Next, provide a detailed description of your research methods and findings. Finally, summarize your results and draw conclusions based on your findings.
  • Proofread and edit: After you have written your report, be sure to proofread and edit it carefully. Check for grammar and spelling errors, and make sure that your report is well-organized and easy to read.
  • Include a reference list: Be sure to include a list of references that you used in your research. This will give credit to your sources and allow readers to further explore the topic if they choose.
  • Format your report: Finally, format your report according to the guidelines provided by your instructor or organization. This may include formatting requirements for headings, margins, fonts, and spacing.

Purpose of Research Report

The purpose of a research report is to communicate the results of a research study to a specific audience, such as peers in the same field, stakeholders, or the general public. The report provides a detailed description of the research methods, findings, and conclusions.

Some common purposes of a research report include:

  • Sharing knowledge: A research report allows researchers to share their findings and knowledge with others in their field. This helps to advance the field and improve the understanding of a particular topic.
  • Identifying trends: A research report can identify trends and patterns in data, which can help guide future research and inform decision-making.
  • Addressing problems: A research report can provide insights into problems or issues and suggest solutions or recommendations for addressing them.
  • Evaluating programs or interventions : A research report can evaluate the effectiveness of programs or interventions, which can inform decision-making about whether to continue, modify, or discontinue them.
  • Meeting regulatory requirements: In some fields, research reports are required to meet regulatory requirements, such as in the case of drug trials or environmental impact studies.

When to Write Research Report

A research report should be written after completing the research study. This includes collecting data, analyzing the results, and drawing conclusions based on the findings. Once the research is complete, the report should be written in a timely manner while the information is still fresh in the researcher’s mind.

In academic settings, research reports are often required as part of coursework or as part of a thesis or dissertation. In this case, the report should be written according to the guidelines provided by the instructor or institution.

In other settings, such as in industry or government, research reports may be required to inform decision-making or to comply with regulatory requirements. In these cases, the report should be written as soon as possible after the research is completed in order to inform decision-making in a timely manner.

Overall, the timing of when to write a research report depends on the purpose of the research, the expectations of the audience, and any regulatory requirements that need to be met. However, it is important to complete the report in a timely manner while the information is still fresh in the researcher’s mind.

Characteristics of Research Report

There are several characteristics of a research report that distinguish it from other types of writing. These characteristics include:

  • Objective: A research report should be written in an objective and unbiased manner. It should present the facts and findings of the research study without any personal opinions or biases.
  • Systematic: A research report should be written in a systematic manner. It should follow a clear and logical structure, and the information should be presented in a way that is easy to understand and follow.
  • Detailed: A research report should be detailed and comprehensive. It should provide a thorough description of the research methods, results, and conclusions.
  • Accurate : A research report should be accurate and based on sound research methods. The findings and conclusions should be supported by data and evidence.
  • Organized: A research report should be well-organized. It should include headings and subheadings to help the reader navigate the report and understand the main points.
  • Clear and concise: A research report should be written in clear and concise language. The information should be presented in a way that is easy to understand, and unnecessary jargon should be avoided.
  • Citations and references: A research report should include citations and references to support the findings and conclusions. This helps to give credit to other researchers and to provide readers with the opportunity to further explore the topic.

Advantages of Research Report

Research reports have several advantages, including:

  • Communicating research findings: Research reports allow researchers to communicate their findings to a wider audience, including other researchers, stakeholders, and the general public. This helps to disseminate knowledge and advance the understanding of a particular topic.
  • Providing evidence for decision-making : Research reports can provide evidence to inform decision-making, such as in the case of policy-making, program planning, or product development. The findings and conclusions can help guide decisions and improve outcomes.
  • Supporting further research: Research reports can provide a foundation for further research on a particular topic. Other researchers can build on the findings and conclusions of the report, which can lead to further discoveries and advancements in the field.
  • Demonstrating expertise: Research reports can demonstrate the expertise of the researchers and their ability to conduct rigorous and high-quality research. This can be important for securing funding, promotions, and other professional opportunities.
  • Meeting regulatory requirements: In some fields, research reports are required to meet regulatory requirements, such as in the case of drug trials or environmental impact studies. Producing a high-quality research report can help ensure compliance with these requirements.

Limitations of Research Report

Despite their advantages, research reports also have some limitations, including:

  • Time-consuming: Conducting research and writing a report can be a time-consuming process, particularly for large-scale studies. This can limit the frequency and speed of producing research reports.
  • Expensive: Conducting research and producing a report can be expensive, particularly for studies that require specialized equipment, personnel, or data. This can limit the scope and feasibility of some research studies.
  • Limited generalizability: Research studies often focus on a specific population or context, which can limit the generalizability of the findings to other populations or contexts.
  • Potential bias : Researchers may have biases or conflicts of interest that can influence the findings and conclusions of the research study. Additionally, participants may also have biases or may not be representative of the larger population, which can limit the validity and reliability of the findings.
  • Accessibility: Research reports may be written in technical or academic language, which can limit their accessibility to a wider audience. Additionally, some research may be behind paywalls or require specialized access, which can limit the ability of others to read and use the findings.

About the author

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Muhammad Hassan

Researcher, Academic Writer, Web developer

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Lab Report Format: Step-by-Step Guide & Examples

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

In psychology, a lab report outlines a study’s objectives, methods, results, discussion, and conclusions, ensuring clarity and adherence to APA (or relevant) formatting guidelines.

A typical lab report would include the following sections: title, abstract, introduction, method, results, and discussion.

The title page, abstract, references, and appendices are started on separate pages (subsections from the main body of the report are not). Use double-line spacing of text, font size 12, and include page numbers.

The report should have a thread of arguments linking the prediction in the introduction to the content of the discussion.

This must indicate what the study is about. It must include the variables under investigation. It should not be written as a question.

Title pages should be formatted in APA style .

The abstract provides a concise and comprehensive summary of a research report. Your style should be brief but not use note form. Look at examples in journal articles . It should aim to explain very briefly (about 150 words) the following:

  • Start with a one/two sentence summary, providing the aim and rationale for the study.
  • Describe participants and setting: who, when, where, how many, and what groups?
  • Describe the method: what design, what experimental treatment, what questionnaires, surveys, or tests were used.
  • Describe the major findings, including a mention of the statistics used and the significance levels, or simply one sentence summing up the outcome.
  • The final sentence(s) outline the study’s “contribution to knowledge” within the literature. What does it all mean? Mention the implications of your findings if appropriate.

The abstract comes at the beginning of your report but is written at the end (as it summarises information from all the other sections of the report).

Introduction

The purpose of the introduction is to explain where your hypothesis comes from (i.e., it should provide a rationale for your research study).

Ideally, the introduction should have a funnel structure: Start broad and then become more specific. The aims should not appear out of thin air; the preceding review of psychological literature should lead logically into the aims and hypotheses.

The funnel structure of the introducion to a lab report

  • Start with general theory, briefly introducing the topic. Define the important key terms.
  • Explain the theoretical framework.
  • Summarise and synthesize previous studies – What was the purpose? Who were the participants? What did they do? What did they find? What do these results mean? How do the results relate to the theoretical framework?
  • Rationale: How does the current study address a gap in the literature? Perhaps it overcomes a limitation of previous research.
  • Aims and hypothesis. Write a paragraph explaining what you plan to investigate and make a clear and concise prediction regarding the results you expect to find.

There should be a logical progression of ideas that aids the flow of the report. This means the studies outlined should lead logically to your aims and hypotheses.

Do be concise and selective, and avoid the temptation to include anything in case it is relevant (i.e., don’t write a shopping list of studies).

USE THE FOLLOWING SUBHEADINGS:

Participants

  • How many participants were recruited?
  • Say how you obtained your sample (e.g., opportunity sample).
  • Give relevant demographic details (e.g., gender, ethnicity, age range, mean age, and standard deviation).
  • State the experimental design .
  • What were the independent and dependent variables ? Make sure the independent variable is labeled and name the different conditions/levels.
  • For example, if gender is the independent variable label, then male and female are the levels/conditions/groups.
  • How were the IV and DV operationalized?
  • Identify any controls used, e.g., counterbalancing and control of extraneous variables.
  • List all the materials and measures (e.g., what was the title of the questionnaire? Was it adapted from a study?).
  • You do not need to include wholesale replication of materials – instead, include a ‘sensible’ (illustrate) level of detail. For example, give examples of questionnaire items.
  • Include the reliability (e.g., alpha values) for the measure(s).
  • Describe the precise procedure you followed when conducting your research, i.e., exactly what you did.
  • Describe in sufficient detail to allow for replication of findings.
  • Be concise in your description and omit extraneous/trivial details, e.g., you don’t need to include details regarding instructions, debrief, record sheets, etc.
  • Assume the reader has no knowledge of what you did and ensure that he/she can replicate (i.e., copy) your study exactly by what you write in this section.
  • Write in the past tense.
  • Don’t justify or explain in the Method (e.g., why you chose a particular sampling method); just report what you did.
  • Only give enough detail for someone to replicate the experiment – be concise in your writing.
  • The results section of a paper usually presents descriptive statistics followed by inferential statistics.
  • Report the means, standard deviations, and 95% confidence intervals (CIs) for each IV level. If you have four to 20 numbers to present, a well-presented table is best, APA style.
  • Name the statistical test being used.
  • Report appropriate statistics (e.g., t-scores, p values ).
  • Report the magnitude (e.g., are the results significant or not?) as well as the direction of the results (e.g., which group performed better?).
  • It is optional to report the effect size (this does not appear on the SPSS output).
  • Avoid interpreting the results (save this for the discussion).
  • Make sure the results are presented clearly and concisely. A table can be used to display descriptive statistics if this makes the data easier to understand.
  • DO NOT include any raw data.
  • Follow APA style.

Use APA Style

  • Numbers reported to 2 d.p. (incl. 0 before the decimal if 1.00, e.g., “0.51”). The exceptions to this rule: Numbers which can never exceed 1.0 (e.g., p -values, r-values): report to 3 d.p. and do not include 0 before the decimal place, e.g., “.001”.
  • Percentages and degrees of freedom: report as whole numbers.
  • Statistical symbols that are not Greek letters should be italicized (e.g., M , SD , t , X 2 , F , p , d ).
  • Include spaces on either side of the equals sign.
  • When reporting 95%, CIs (confidence intervals), upper and lower limits are given inside square brackets, e.g., “95% CI [73.37, 102.23]”
  • Outline your findings in plain English (avoid statistical jargon) and relate your results to your hypothesis, e.g., is it supported or rejected?
  • Compare your results to background materials from the introduction section. Are your results similar or different? Discuss why/why not.
  • How confident can we be in the results? Acknowledge limitations, but only if they can explain the result obtained. If the study has found a reliable effect, be very careful suggesting limitations as you are doubting your results. Unless you can think of any c onfounding variable that can explain the results instead of the IV, it would be advisable to leave the section out.
  • Suggest constructive ways to improve your study if appropriate.
  • What are the implications of your findings? Say what your findings mean for how people behave in the real world.
  • Suggest an idea for further research triggered by your study, something in the same area but not simply an improved version of yours. Perhaps you could base this on a limitation of your study.
  • Concluding paragraph – Finish with a statement of your findings and the key points of the discussion (e.g., interpretation and implications) in no more than 3 or 4 sentences.

Reference Page

The reference section lists all the sources cited in the essay (alphabetically). It is not a bibliography (a list of the books you used).

In simple terms, every time you refer to a psychologist’s name (and date), you need to reference the original source of information.

If you have been using textbooks this is easy as the references are usually at the back of the book and you can just copy them down. If you have been using websites then you may have a problem as they might not provide a reference section for you to copy.

References need to be set out APA style :

Author, A. A. (year). Title of work . Location: Publisher.

Journal Articles

Author, A. A., Author, B. B., & Author, C. C. (year). Article title. Journal Title, volume number (issue number), page numbers

A simple way to write your reference section is to use Google scholar . Just type the name and date of the psychologist in the search box and click on the “cite” link.

google scholar search results

Next, copy and paste the APA reference into the reference section of your essay.

apa reference

Once again, remember that references need to be in alphabetical order according to surname.

Psychology Lab Report Example

Quantitative paper template.

Quantitative professional paper template: Adapted from “Fake News, Fast and Slow: Deliberation Reduces Belief in False (but Not True) News Headlines,” by B. Bago, D. G. Rand, and G. Pennycook, 2020,  Journal of Experimental Psychology: General ,  149 (8), pp. 1608–1613 ( https://doi.org/10.1037/xge0000729 ). Copyright 2020 by the American Psychological Association.

Qualitative paper template

Qualitative professional paper template: Adapted from “‘My Smartphone Is an Extension of Myself’: A Holistic Qualitative Exploration of the Impact of Using a Smartphone,” by L. J. Harkin and D. Kuss, 2020,  Psychology of Popular Media ,  10 (1), pp. 28–38 ( https://doi.org/10.1037/ppm0000278 ). Copyright 2020 by the American Psychological Association.

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Examples

Report Writing

a full report example

You don’t necessarily have to have great writing skills when you’re writing a report. You just need to know some basic techniques and guidelines along the way to make a truly compelling one.

Furthermore, it is essential and utmost practical to learn and practice business writing when it comes to making reports . It is best to start practicing and writing your reports, so in the long run it won’t be overwhelming for you. You may refer to the examples below for writing a report.

What is Report Writing? Report writing is a structured and formal method of writing, aimed at conveying information or findings in a clear, concise, and factual manner. It typically involves presenting research, analysis, or findings on a specific topic, often for business, scientific, or academic purposes. Reports are characterized by their organized format, including sections such as introduction, methodology, results, and conclusion, and are designed to be easily navigable and comprehensible for the intended audience.

Structure/Format of Report Writing

Title of the report. Your name or the name of the author. Date of submission. Any relevant organizational or departmental information.

Executive Summary

A brief overview of the report’s main points, findings, and recommendations. Usually, this section is written last but placed at the beginning.

Table of Contents

A list of report sections and their page numbers for easy navigation.

Introduction

Clearly state the purpose and scope of the report. Provide background information and context.

Methodology (if applicable)

Describe the research methods, data sources, and tools used to gather information.

Findings/Results

Present the main data, facts, or findings in a structured and organized manner. Use headings, subheadings, and visuals like charts and tables to enhance clarity.
Interpret the data and explain its significance. Discuss trends, patterns, or relationships observed in the findings.
Summarizes the main points of the report and the findings. It may also restate the purpose or objective.

The Best Example of Report Writing

Title: Market Research Report – Consumer Preferences for Mobile Phones Introduction: This report presents the findings of a market research study conducted to understand consumer preferences for mobile phones in the fictitious market of “Techville.” Methodology: We conducted a survey of 500 Techville residents, using both online and in-person questionnaires. The survey included questions about brand preferences, desired features, and price sensitivity. Findings: 1. Brand Preferences: 40% of respondents favored Brand A. 30% preferred Brand B. 20% had no specific brand preference. 10% liked other brands. 2. Desired Features: 60% of participants emphasized camera quality. 25% considered battery life a top priority. 15% prioritized processing speed. 3. Price Sensitivity: 70% of respondents were willing to pay up to $500 for a mobile phone. 20% were willing to spend between $500 and $800. 10% indicated a budget of over $800. Analysis: The results indicate a strong preference for Brand A, likely due to its reputation for camera quality. The demand for longer battery life and affordability in the $500 price range is significant. Conclusion: Consumers in Techville exhibit a clear brand preference and prioritize camera quality, battery life, and affordability when choosing mobile phones. Recommendations for manufacturers include improving camera features and offering budget-friendly options.

Short Report Writing

Title: Quarterly Sales Performance Report Q1 2024 Title Page Report Title: Quarterly Sales Performance Report Q1 2024 Prepared for: XYZ Company Prepared by: Sales Analysis Team Date: April 10, 2024 Executive Summary: A concise overview highlighting the key findings of the sales performance in the first quarter of 2024, showing a 15% increase in sales compared to Q1 of the previous year, with a significant growth in online sales channels. Introduction: Brief introduction to the report, outlining its purpose – to analyze sales performance in Q1 2024 and compare it with Q1 2023. Findings: Overall Sales: Total sales revenue increased by 15% compared to Q1 2023. Highest-selling products were A and B. Sales Channels: Online sales grew by 25%, contributing to 60% of total sales. In-store sales saw a modest growth of 5%. Regional Performance: Region X recorded the highest sales growth (20%). Regions Y and Z showed steady performance. Conclusion: The first quarter of 2024 showed a robust increase in sales, driven primarily by a significant uptick in online sales and strong performance in Region X.

Report Writing for Students

Topic: “The Impact of Online Learning on Student Performance” Executive Summary The report aims to analyze the effects of online learning on student performance. It focuses on academic achievements, student engagement, and adaptability to online platforms. Introduction This report investigates the impact of online learning, which has become increasingly prevalent due to recent global changes. The main objective is to understand how online learning affects students’ academic performance. Methodology Data was collected through surveys and interviews from a sample of 200 high school students. The study also analyzed academic records from the past two academic years. Findings Academic Performance: 60% of students showed improved grades, indicating a positive impact of online learning on academic achievements. Engagement: There was a 30% increase in student engagement in online activities and discussions. Adaptability: Approximately 70% of the students found it easy to adapt to online learning platforms. Analysis The findings suggest that online learning has a significant positive impact on student performance. Enhanced engagement and adaptability to digital platforms contribute to this improvement. Conclusion Online learning has proven to be effective in enhancing student performance. Its flexibility and accessibility play a key role in this success.

How Do You Write a Work Report Example?

[Your Name] [Your Position] [Your Department] [Your Organization] [Date] Title: Monthly Sales Performance Report – October 2023 Executive Summary: This report provides an overview of the sales performance for the month of October 2023, including key achievements, challenges, and recommendations for improvement. Key Achievements: Total sales revenue for October: $500,000, surpassing the target of $450,000. Sales team achieved a 15% growth in the Southeast region. Successful launch of a new product, contributing $50,000 in revenue. Challenges Faced: Increased competition in the Southwest region resulted in a 5% decline in sales. Delays in product shipments from the supplier affected inventory levels. Customer complaints regarding product quality and delivery times increased by 10%. Sales Team Performance: Sales team members achieved their individual sales targets, with an average of 110% attainment. The top-performing sales representative for the month was [Name], exceeding their target by 20%. Recommendations: Address quality and delivery issues to improve customer satisfaction. Implement a proactive inventory management system to avoid future supply chain disruptions. Introduce sales training on objection handling and customer relationship management to enhance performance. Conclusion: October 2023 saw remarkable sales growth and some notable challenges. Addressing these issues and building on our achievements will be essential for sustaining our positive momentum.

Report Writing Topics with Samples

  • Report on an Event
  • Report on Independence Day
  • Report on Teachers Day
  • Report on Road Accident
  • Report on Accident Report on Car
  • Report on Field Visit
  • Report on Global Warming
  • Report on Social Media
  • Report on Sports Day
  • Report on Blood Donation Camp
  • Report on Fire Accident
  • Report on Earthquake
  • Report on Diwali Celebrations
  • Report on Industrial Visit
  • Report on Science Exhibition

Types of Report Writing

Report writing varies widely depending on its purpose and audience. Here are some common types of report writing:

Academic Reports

  • Purpose: Analyze or discuss academic topics, report experimental research.
  • Characteristics: Clear structure (introduction, body, conclusion), methodology, findings, analysis.
  • Examples: Research reports, lab reports, book reviews.

Business Reports

  • Purpose: Inform management decisions, present business data, provide recommendations.
  • Characteristics: Professional tone, structured, data analysis, conclusions, recommendations.
  • Examples: Annual reports, sales reports, financial analysis reports.

Technical Reports

  • Purpose: Communicate technical or scientific information.
  • Characteristics: Detailed, technical language, graphs/charts, results, conclusions.
  • Examples: Engineering reports, scientific study reports, technical evaluation.

Progress Reports

  • Purpose: Update on the status of a project or activity.
  • Characteristics: Periodic updates, focuses on progress, challenges, future plans.
  • Examples: Project status reports, performance reports.

Analytical Reports

  • Purpose: Analyze issues/problems, interpret data, provide recommendations.
  • Characteristics: Data-driven, analysis, interpretation, conclusions, recommendations.
  • Examples: Market analysis reports, policy analysis, feasibility studies.

Formal Reports

  • Purpose: Provide thorough, structured information or research.
  • Characteristics: Long, detailed, formal structure, extensive appendices.
  • Examples: Compliance reports, annual general reports, in-depth research reports.

Informal Reports

  • Purpose: Routine internal communication within an organization.
  • Characteristics: Shorter, less structured, in forms like memos or emails.
  • Examples: Internal updates, brief summaries, memos.

Proposal Reports

  • Purpose: Propose plans, projects, ideas, seek approval or persuade.
  • Characteristics: Persuasive tone, outlines proposals, benefits, feasibility, implementation steps.
  • Examples: Business proposals, research proposals, project proposals.

Each type serves a specific purpose and audience, and the style and format can vary significantly from one type to another. Understanding the specific requirements of the type of report you are writing is crucial for effective communication.

Elements/What to Include in a Report Writing

1. Title Page: Includes the report’s title, the author’s name, date, and other relevant information.

2. Abstract or Executive Summary: A concise overview summarizing the main points, findings, objectives, and conclusions of the report.

3. Table of Contents: Lists all the report’s sections, headings, and subheadings along with their page numbers.

4. Introduction: Introduces the topic, outlines the purpose of the report, and provides background information.

5. Methodology: Describes the methods and procedures used in gathering data or information for the report.

6. Findings or Body: The main part of the report, presenting the data or information found, structured in a logical format with clear headings.

7. Analysis: Involves interpreting the findings, discussing implications, patterns, or problems identified during research.

8. Conclusion: Summarizes the main findings, restating the purpose and highlighting the key points of the report.

1. Formal Report Writing

Formal Report

  • Google Docs
  • Apple Pages

Size: US, A4

2. Free Annual Report Example

Annual Report

3. Sample Audit Report Example

Audit Report

4. Weekly Status Report Example

Weekly Status Report

5. Annual Financial Report Example

Annual Financial Report

6. Consulting Report Example

Consulting Report

7. Free Monthly Report Example

Monthly Report1

8. Report Writing Examples

Report Writing Examples

lboro.ac.uk

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9. Effective Report Writing Example

Effective Report Writing

Size: 169 KB

10. Sample Business Report Writing  Example

Business Report Example

wac.colostate.edu

Size: 151 KB

11. Undergraduate Project Report Writing Example

Project Writing Sample

bradford.ac.uk

Size: 244 KB

12. Scientific Report Writing Example

Scientific Report

Size: 206 KB

13. Newspaper Report Writing Example

Newspaper Report

eastmidlandsnetball.co.uk

Size: 365 KB

What Is the Purpose of a Report?

There are two purposes of a report that is done in formal writing and these are on information and communication.

With these two hand in hand, one of the contributing effects of the purpose of a report is help you decide on making the right decisions.

Second would be to develop good relationships in your work due to the effective information and communication that has been transmitted by the report example .

Third and last would be the supervising on the acquired information based on the report on whether if it meets the actual standard of the organization.

14. Effective Formal Report Writing Example

Formal Writing

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Size: 58 KB

15. Basic Audit Report Writing Example

Audit Report Example

health.govt.nz

Size: 529 KB

16. Sample Research Report Writing Example

Research Report Sample

dlsweb.rmit.edu.au

Size: 87 KB

17. Example Student Report Writing

Report Example for Students

stat-athens.aueb.gr

Size: 27 KB

18. Free Technical Report Writing Example

Technical Writing Sample

discountpdh.com

Size: 71 KB

19. Free Incident Report Writing Example

Incident Report Example

miottawa.org

Size: 122 KB

The Difference between Essay and Report Writing

Although they tend to mean the same thing which is to write about a particular topic, they greatly vary in terms of style and content.

Essay Writing: Essay writing is more on dealing with the writers’ own personal opinion and subjective understanding regarding the topic he/she is writing about.

Report Writing: While on the other hand, report writing is more concern with the facts and is well detailed in explaining and delivering the purpose of the information through a systematic and organized way.

How To Write a Report in 7 Steps

Writing a report involves a series of structured steps to ensure clarity, coherence, and effectiveness. Here’s a detailed guide to the process:

1. Understand the Assignment

  • Clarify the Purpose: Determine the primary goal of your report – is it to inform, analyze, persuade, or recommend?
  • Know Your Audience: Tailor the content, language, and complexity based on who will read the report.

2. Choose and Research Your Topic

  • Select a Topic: If not assigned, choose a topic relevant to the report’s purpose.
  • Conduct Research: Gather information from reliable sources. Note down important points, data, and references.

3. Create an Outline

  • Structure Your Report: Plan the layout with headings and subheadings. Common sections include Introduction, Methodology, Findings, Conclusion, and Recommendations.
  • Organize Your Points: Arrange your information logically, ensuring a coherent flow.

4. Write the Introduction

  • Introduce the Topic: Provide background information and context.
  • State the Purpose: Clearly articulate the aim of the report.
  • Outline the Structure: Briefly mention how the report is organized.

5. Develop the Body

  • Methodology: Explain how you gathered or processed information.
  • Findings: Present your data or information clearly, using charts or graphs if necessary.
  • Analysis: Interpret the findings, discussing implications or problems.

6. Conclude and Recommend

  • Summarize Key Points: Briefly restate the main findings.
  • Draw Conclusions: Link the findings back to the report’s purpose.
  • Make Recommendations: Suggest possible actions or next steps, if applicable.

7. Revise and Finalize

  • Review Content: Check for completeness, accuracy, and clarity.
  • Edit for Grammar and Style: Ensure the report is free of grammatical errors and maintains a formal tone.
  • Format the Report: Consistently apply formatting rules, and include a title page, contents page, and references.

What are the do’s and don’ts of report writing?

Faq’s, how should i write a report.

To write a report, clarify its purpose, gather relevant information, organize your thoughts logically, use a formal tone, provide clear, concise content, cite sources, and proofread meticulously for accuracy and clarity.

What is simple report writing?

Simple report writing is a concise and straightforward method of conveying information or findings in a clear and direct manner, often without extensive analysis or elaborate formatting.

What should be included in a report?

A report should include a clear purpose, structured sections (introduction, methodology, findings, analysis, recommendations, conclusion), relevant data, citations, visuals (if needed), and adhere to a specific format.

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Analyze Report: How to Write the Best Analytical Report (+ 6 Examples!)

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Varun Saharawat is a seasoned professional in the fields of SEO and content writing. With a profound knowledge of the intricate aspects of these disciplines, Varun has established himself as a valuable asset in the world of digital marketing and online content creation.

Organizations analyze reports to improve performance by identifying areas of strength and weakness, understanding customer needs and preferences, optimizing business processes, and making data-driven decisions!

analyze report

Analyze Report: Picture a heap of bricks scattered on the ground. Individually, they lack purpose until meticulously assembled into a cohesive structure—a house, perhaps?

In the realm of business intelligence , data serves as the fundamental building material, with a well-crafted data analysis report serving as the ultimate desired outcome.

However, if you’ve ever attempted to harness collected data and transform it into an insightful report, you understand the inherent challenges. Bridging the gap between raw, unprocessed data and a coherent narrative capable of informing actionable strategies is no simple feat.

Table of Contents

What is an Analyze Report?

An analytical report serves as a crucial tool for stakeholders to make informed decisions and determine the most effective course of action. For instance, a Chief Marketing Officer (CMO) might refer to a business executive analytical report to identify specific issues caused by the pandemic before adapting an existing marketing strategy.

Marketers often utilize business intelligence tools to generate these informative reports. They vary in layout, ranging from text-heavy documents (such as those created in Google Docs with screenshots or Excel spreadsheets) to visually engaging presentations.

A quick search on Google reveals that many marketers opt for text-heavy documents with a formal writing style, often featuring a table of contents on the first page. In some instances, such as the analytical report example provided below, these reports may consist of spreadsheets filled with numbers and screenshots, providing a comprehensive overview of the data.

Also Read: The Best Business Intelligence Software in 2024

How to Write an Analyze Report?

Writing an Analyze Report requires careful planning, data analysis , and clear communication of findings. Here’s a step-by-step guide to help you write an effective analytical report:

Step 1: Define the Purpose:

  • Clearly define the objective and purpose of the report. Determine what problem or question the report aims to address.
  • Consider the audience for the report and what information they need to make informed decisions.

Step 2: Gather Data:

  • Identify relevant sources of data that can provide insights into the topic.
  • Collect data from primary sources (e.g., surveys, interviews) and secondary sources (e.g., research studies, industry reports).
  • Ensure that the data collected is accurate, reliable, and up-to-date.

Step 3: Analyze the Data:

  • Use analytical tools and techniques to analyze the data effectively. This may include statistical analysis, qualitative coding, or data visualization.
  • Look for patterns, trends, correlations, and outliers in the data that may provide insights into the topic.
  • Consider the context in which the data was collected and any limitations that may affect the analysis.

Step 4: Organize the Information:

  • Structure the report in a logical and coherent manner. Divide the report into sections, such as an introduction, methodology, findings, analysis, and conclusion.
  • Ensure that each section flows logically into the next and that there is a clear progression of ideas throughout the report.

Step 5: Write the Introduction:

  • Start with an introduction that provides background information on the topic and outlines the scope of the report.
  • Clearly state the purpose and objectives of the analysis.
  • Provide context for the analysis and explain why it is relevant and important.

Step 6: Present the Methodology:

  • Describe the methods and techniques used to gather and analyze the data.
  • Explain any assumptions made and the rationale behind your approach.
  • Provide sufficient detail so that the reader can understand how the analysis was conducted.

Step 7: Present the Findings:

  • Present the findings of your analysis in a clear and concise manner.
  • Use charts, graphs, tables, and other visual aids to illustrate key points and make the data easier to understand.
  • Provide context for the findings and explain their significance.

Step 8: Analyze the Data:

  • Interpret the findings and analyze their implications.
  • Discuss any patterns, trends, or insights uncovered by the analysis and explain their significance.
  • Consider alternative explanations or interpretations of the data.

Step 9: Draw Conclusions:

  • Draw conclusions based on the analysis and findings.
  • Summarize the main points and insights of the report.
  • Reiterate the key takeaways and their implications for decision-making.

Step 10: Make Recommendations:

  • Finally, make recommendations based on your conclusions.
  • Suggest actionable steps that can be taken to address any issues identified or capitalize on any opportunities uncovered by the analysis.
  • Provide specific, practical recommendations that are feasible and aligned with the objectives of the report.

Step 11: Proofread and Revise:

  • Review the report for accuracy, clarity, and coherence.
  • Ensure that the writing is clear, concise, and free of errors.
  • Make any necessary revisions before finalizing the report.

Step 12: Write the Executive Summary:

  • Write a brief executive summary that provides an overview of the report’s key findings, conclusions, and recommendations.
  • This summary should be concise and easy to understand for busy stakeholders who may not have time to read the entire report.
  • Include only the most important information and avoid unnecessary details.

By following these steps, you can write an analytical report that effectively communicates your findings and insights to your audience.

Also Read: Analytics For BI: What is Business Intelligence and Analytics?

Analyze Report Examples

Analyze Report play a crucial role in providing valuable insights to businesses, enabling informed decision-making and strategic planning. Here are some examples of analytical reports along with detailed descriptions:

1) Executive Report Template:

An executive report serves as a comprehensive overview of a company’s performance, specifically tailored for C-suite executives. This report typically includes key metrics and KPIs that provide insights into the organization’s financial health and operational efficiency. For example, the Highlights tab may showcase total revenue for a specific period, along with the breakdown of transactions and associated costs. 

Additionally, the report may feature visualizations such as cost vs. revenue comparison charts, allowing executives to quickly identify trends and make data-driven decisions. With easy-to-understand graphs and charts, executives can expedite decision-making processes and adapt business strategies for effective cost containment and revenue growth.

2) Digital Marketing Report Template:

In today’s digital age, businesses rely heavily on digital marketing channels to reach their target audience and drive engagement. A digital marketing report provides insights into the performance of various marketing channels and campaigns, helping businesses optimize their marketing strategies for maximum impact. 

This report typically includes key metrics such as website traffic, conversion rates, and ROI for each marketing channel. By analyzing these KPIs, businesses can identify their best-performing channels and allocate resources accordingly. For example, the report may reveal that certain channels, such as social media or email marketing, yield higher response rates than others. Armed with this information, businesses can refine their digital marketing efforts to enhance the user experience, attract more customers, and ultimately drive growth.

3) Sales Performance Report:

A sales performance report provides a detailed analysis of sales activities, including revenue generated, sales volume, customer acquisition, and sales team performance. This report typically includes visualizations such as sales trend charts, pipeline analysis, and territory-wise sales comparisons. By analyzing these metrics, sales managers can identify top-performing products or services, track sales targets, and identify areas for improvement.

4) Customer Satisfaction Report:

A customer satisfaction report evaluates customer feedback and sentiment to measure overall satisfaction levels with products or services. This report may include metrics such as Net Promoter Score (NPS), customer survey results, and customer support ticket data. By analyzing these metrics, businesses can identify areas where they excel and areas where they need to improve to enhance the overall customer experience.

5) Financial Performance Report:

A financial performance report provides an in-depth analysis of an organization’s financial health, including revenue, expenses, profitability, and cash flow. This report may include financial ratios, trend analysis, and variance reports to assess performance against budgeted targets or industry benchmarks. By analyzing these metrics, financial managers can identify areas of strength and weakness and make strategic decisions to improve financial performance .

6) Inventory Management Report:

An inventory management report tracks inventory levels, turnover rates, stockouts, and inventory costs to optimize inventory management processes. This report may include metrics such as inventory turnover ratio, carrying costs, and stock-to-sales ratios. By analyzing these metrics, inventory managers can ensure optimal inventory levels, minimize stockouts, and reduce carrying costs to improve overall operational efficiency.

7) Employee Performance Report:

An employee performance report evaluates individual and team performance based on key performance indicators (KPIs) such as sales targets, customer satisfaction scores, productivity metrics, and attendance records. This report may include visualizations such as performance scorecards, heatmaps, and trend analysis charts to identify top performers, areas for improvement, and training needs.

Also Check: Analytics & Insights: The Difference Between Data, Analytics, and Insights

Why are Analyze Report Important?

Analyze Report are important for several reasons:

  • Informed Decision Making: Analytical reports provide valuable insights and data-driven analysis that enable businesses to make informed decisions. By presenting relevant information in a structured format, these reports help stakeholders understand trends, identify patterns, and evaluate potential courses of action.
  • Problem Solving: Analytical reports help organizations identify and address challenges or issues within their operations. Whether it’s identifying inefficiencies in processes, addressing customer complaints, or mitigating risks, these reports provide a framework for problem-solving and decision-making.
  • Business Opportunities: Analytical reports can uncover new business opportunities by analyzing market trends, customer behavior, and competitor activities. By identifying emerging trends or unmet customer needs, businesses can capitalize on opportunities for growth and innovation.
  • Performance Evaluation: Analytical reports are instrumental in evaluating the performance of various aspects of a business, such as sales, marketing campaigns, and financial metrics. By tracking key performance indicators (KPIs) and metrics, organizations can assess their progress towards goals and objectives.
  • Accountability and Transparency: Analytical reports promote accountability and transparency within an organization by providing objective data and analysis. By sharing insights and findings with stakeholders, businesses can foster trust and confidence in their decision-making processes.

Overall, analytical reports serve as valuable tools for businesses to gain insights, solve problems, identify opportunities, evaluate performance, and enhance decision-making processes.

Types of Analyze Report

  • Financial Analyze Report: These reports analyze the financial performance of an organization, including revenue, expenses, profitability, and cash flow. They help stakeholders understand the financial health of the business and make informed decisions about investments, budgeting, and strategic planning.
  • Market Research Reports: Market research reports analyze market trends, consumer behavior, competitive landscape, and other factors affecting a particular industry or market segment. They provide valuable insights for businesses looking to launch new products, enter new markets, or refine their marketing strategies .
  • Performance Analysis Reports: These reports evaluate the performance of various aspects of an organization, such as sales performance, operational efficiency, employee productivity, and customer satisfaction. They help identify areas of improvement and inform decision-making to enhance overall performance.
  • Risk Assessment Reports: Risk assessment reports analyze potential risks and vulnerabilities within an organization, such as financial risks, operational risks, cybersecurity risks, and regulatory compliance risks. They help stakeholders understand and mitigate risks to protect the organization’s assets and reputation.
  • SWOT Analysis Reports: SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis reports assess the internal strengths and weaknesses of an organization, as well as external opportunities and threats in the business environment. They provide a comprehensive overview of the organization’s strategic position and guide decision-making.
  • Customer Analysis Reports: Customer analysis reports examine customer demographics, purchasing behavior, satisfaction levels, and preferences. They help businesses understand their target audience better, tailor products and services to meet customer needs, and improve customer retention and loyalty.
  • Operational Efficiency Reports: These reports evaluate the efficiency and effectiveness of operational processes within an organization, such as production, logistics, and supply chain management. They identify bottlenecks, inefficiencies, and areas for improvement to optimize operations and reduce costs.
  • Compliance and Regulatory Reports: Compliance and regulatory reports assess an organization’s adherence to industry regulations, legal requirements, and internal policies. They ensure that the organization operates ethically and legally, mitigating the risk of fines, penalties, and reputational damage.

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Analyze Report FAQs

What is an analytical report.

An analytical report is a document that presents data, analysis, and insights on a specific topic or problem. It provides a detailed examination of information to support decision-making and problem-solving within an organization.

Why are analytical reports important?

Analytical reports are important because they help organizations make informed decisions, solve problems, and identify opportunities for improvement. By analyzing data and providing insights, these reports enable stakeholders to understand trends, patterns, and relationships within their business operations.

What types of data are typically included in analytical reports?

Analytical reports may include various types of data, such as financial data, sales data, customer feedback, market research, and operational metrics. The specific data included depends on the purpose of the report and the information needed to address the topic or problem being analyzed.

How are analytical reports different from other types of reports?

Analytical reports differ from other types of reports, such as descriptive reports or summary reports, in that they go beyond presenting raw data or summarizing information. Instead, analytical reports analyze data in-depth, draw conclusions, and provide recommendations based on the analysis.

What are the key components of an analytical report?

Key components of an analytical report typically include an introduction, methodology, findings, analysis, conclusions, and recommendations. The introduction provides background information on the topic, the methodology outlines the approach used to analyze the data, the findings present the results of the analysis, the analysis interprets the findings, and the conclusions and recommendations offer insights and actionable steps.

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Inflation Cooled Slightly, Offering Some Relief for Consumers and the Fed

Prices climbed 3.4 percent in April from a year earlier, a moderation after some hot inflation readings this year. Stocks rose as investors bet that the Federal Reserve could cut interest rates sooner.

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a full report example

+3.6% excluding

food and energy

+3.4% in April

Ben Casselman

Ben Casselman

What to know about the inflation report.

A closely watched measure of inflation eased last month, an encouraging sign for the economy after three straight months of uncomfortably rapid price increases.

The Consumer Price Index climbed 3.4 percent in April, down from 3.5 percent in March, the Labor Department said Wednesday. The “core” index — which strips out volatile food and fuel prices in order to give a sense of the underlying trend — rose 3.6 percent last month, down from 3.8 percent a month earlier. It was the lowest annual increase in core inflation since early 2021.

The slowdown will likely come as welcome news to consumers, and as a relief to policymakers at the Federal Reserve, who have been concerned that they were losing ground in their fight against inflation. But economists cautioned that one month of encouraging data was far from enough to set those worries to rest.

“I would characterize it as a small step in the right direction,” said Stephen Stanley, chief U.S. economist at Santander.

Both overall and core prices rose 0.3 percent from the previous month, down from 0.4 percent in February and March.

Inflation fell rapidly last year, giving rise to hopes that the Fed was on the verge of succeeding in its effort to rein in price increases without causing a recession, and that the central bank could soon begin cutting interest rates. But progress has since stalled, and investors have all but given up hope of rate cuts before September.

The encouraging inflation report on Wednesday is unlikely to change those expectations. But it could be a step toward giving policymakers confidence that inflation is returning to normal, which they have said they need before they begin cutting rates, which are currently set at about 5.3 percent.

“I think there will be something of a sigh of relief from the Fed, but at the same time there’s still work to be done,” said Sarah House, senior economist at Wells Fargo. She noted that services prices, in particular, continued to rise quickly in April, albeit more slowly than they had in recent months.

The report is also likely to be met with relief at the White House after what has been a rough recent run of inflation data for President Biden. Grocery prices fell outright in April, and are up just 1.1 percent over the past year, encouraging signs of progress in what has been one of the most painful categories of inflation for families.

But the report also provided fodder for Republicans. Gasoline prices rose a seasonally adjusted 2.8 percent in April from March.

Still, while Wednesday’s report contained some mixed signals, it did at least stop the bleeding after several months of bad news.

Had the data come in hotter than anticipated yet again, it could have led policymakers to conclude that high rates needed more time to bring inflation to heel. Speaking at an event in Amsterdam on Tuesday , Jerome H. Powell, the Fed chair, reiterated that recent inflation readings had made him more cautious about cutting rates.

“We did not expect this to be a smooth road, but these were higher than I think anybody expected,” he said. “What that has told us is that we will need to be patient and let restrictive policy do its work.”

Any further delay would be bad news for investors, who have been eagerly anticipating lower rates, and for low- and moderate-income Americans, who are increasingly struggling to manage the burden of higher borrowing costs. Data from the Federal Reserve Bank of New York on Tuesday showed that a rising share of borrowers are falling behind on their credit card bills as rates on those debts have skyrocketed.

Wednesday’s report showed improvement in some of the categories that had driven the recent uptick in inflation. Health insurance costs, which jumped in March, rose more slowly in April. Car insurance rates, too, rose more slowly, although still at an uncomfortably rapid clip.

But prices in one key part of the economy remained stubborn: housing. For more than a year, forecasters have been predicting that the government’s measure of housing inflation would ease, citing private-sector data showing rent increases slowing.

Instead, housing costs in the Consumer Price Index have continued to rise more quickly than before the pandemic, a pattern that continued in April.

“The initial reaction from the market to this data is that this is a relief, and it’s good news, because we’re not re-accelerating,” said Blerina Uruci, chief U.S. economist at T. Rowe Price. “But when I look at the details, it seems to suggest a degree of stickiness in inflation,” in part because of housing.

Still, the latest data could restore some confidence that policymakers will be able to keep bringing down inflation without causing a recession. The Fed had seemed on track to do that last year, defying predictions that high interest rates would inevitably cause a large increase in unemployment.

But as the fight has dragged on, some economists have become more concerned that the Fed will prove unable to control inflation fully without slowing the economy so much that people lose their jobs. Job growth slowed more than expected in April, and the unemployment rate has gradually crept up.

“The labor market has held up so well,” Ms. House said. “But the longer we keep interest rates where they are, the more I get worried about the labor market side.”

Jeanna Smialek and Jim Tankersley contributed reporting.

J. Edward Moreno

J. Edward Moreno

Stocks are rising in early trading as investors celebrate the inflation data, which has boosted hopes of Fed rate cuts this year. The S&P 500 is up about 0.5 precent and the tech-heavy Nasdaq Composite is up about 0.3 percent. The Russell 2000 index, which measures smaller companies more exposed to changes in the economy, is up 1.3 percent.

S&P 500

Jim Tankersley

Jim Tankersley

No boasting over the inflation numbers from President Biden today. “Fighting inflation and lowering costs is my top economic priority,” he said in a statement. “I know many families are struggling, and that even though we’ve made progress we have a lot more to do.”

Biden has been trying for months to find the right balance between claiming credit for economic gains and expressing solidarity with voters struggling with high prices . Here, he’s leaning into the “feel your pain” side of the equation .

Former President Donald J. Trump’s campaign is, not surprisingly, hitting Biden on today’s report. “Joe Biden’s poll numbers continue to sink as prices for the American people continue to rise,” Karoline Leavitt, the campaign press secretary, said in a statement.

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Lydia DePillis

Lydia DePillis

Volatile energy costs — especially gasoline — led the increase in inflation in April, but it was partly counterbalanced by categories such as vehicles and some food items.

a full report example

Monthly changes in April

Gasoline (all types)

Motor vehicle insurance

Cereals and bakery products

Hospital services

Medical care commodities

Rent of primary residence

Food away from home

All items excl. food, energy

Dairy, related products

Alcoholic beverages

Physicians’ services

Tobacco products

Motor vehicle repair

Electricity

Nonalcoholic beverages

New vehicles

Meats, poultry, fish, eggs

Fruits, vegetables

Airline fares

Used cars, trucks

Piped utility gas service

a full report example

All items excluding food and energy

Dairy and related products

Tobacco and smoking products

Motor vehicle maintenance and repair

Nonalcoholic beverages and materials

Meats, poultry, fish and eggs

Fruits and vegetables

Used cars and trucks

Madeleine Ngo

Madeleine Ngo

Food price gains moderated in April.

Food inflation eased in April, providing some relief to grocery shoppers struggling to deal with higher costs.

Overall, food prices were flat compared with the prior month, a slowdown from March, when prices rose 0.1 percent. Grocery prices fell 0.2 percent in April after remaining flat for two straight months. The cost of dining out rose 0.3 percent for the second month.

Compared to a year earlier, food inflation climbed 2.2 percent in April, the same rate it rose in March . Still, that is a faster rate than prices were rising before the pandemic.

Prices for fruits and vegetables declined 0.8 percent over the month after increasing 0.1 percent in March. Meats, poultry and fish prices fell 0.1 percent, down from an increase of 0.6 percent the month before. Some products saw more rapid price gains. Costs for cereal and cereal products increased 2.2 percent over the month, and prices for ice cream and related products rose 3.3 percent in April.

Egg prices declined 7.3 percent over the month. That was a reversal from the two months prior, when they rose 4.6 percent in March and 5.8 percent in February. Economists have mostly attributed the recent rise in egg prices to bird flu outbreaks hitting commercial farms.

Although egg prices declined in April, David Ortega, a food economist at Michigan State University, said there was still a lot of uncertainty surrounding bird flu outbreaks, and he expected prices to rise in the coming months if outbreaks continue to worsen.

Overall food inflation has cooled over the past several months as transportation and raw material costs have moderated. Economists have said they expect overall food inflation to continue easing in the coming months.

Still, the high cost of food has posed a political problem for President Biden ahead of the election. Although food prices have been rising at a slower rate in recent months, economists have said consumers might not be taking much comfort with that fact because prices are still significantly higher than they were a few years ago.

Meanwhile, retail sales came in weaker than expected, in a potential sign that high prices are continuing to depress purchases. The flat number came after a strong February and March, however, so it may not add up to real evidence of a downturn.

Jeanna Smialek

Jeanna Smialek

Blerina Uruci, chief U.S. economist at T. Rowe Price, said that she thought that the Fed still hasn’t “seen a sufficient deceleration to feel confident,” and said that she is forecasting a rate cut in December — but predicating that on cool inflation readings over the summer.

“I don’t think there is any benefit right now to signaling too strongly in either direction for the Fed,” she said.

Joe Rennison

Joe Rennison

Renewed signs of cooler inflation have bolstered hopes of rate cuts this year. Investors have tilted their bets toward September for when the Fed will first cut interest rates, based on prices in interest rate futures markets, with another cut expected by the end of December.

“This is the first good C.P.I. report in four months and the market likes it,” said Gary Pzegeo, head of fixed income at CIBC Private Wealth US.

Paul Ashworth, chief North America economist for Capital Economics, said, “all things considered, this is consistent with the Fed cutting interest rates in September,” in a note he wrote to clients.

Of interest to parents of young children, the cost of daycare and preschool rose 0.4 percent over the month. It has been rising slightly faster in the pandemic era than it had been in the years before, though it is less volatile than other categories.

One reason why: According to a report out today from Child Care Aware of America, the supply of new daycares hasn’t kept up with demand as parents go back to work in person.

This report ends what has been a rough run of inflation data for President Biden. White House officials would love to see even more cooling in price growth, but they will welcome this reading as a start.

I would expect Biden and his team to highlight falling grocery prices — progress on an issue that consumers are paying an enormous amount of attention to.

Airfares appear to have resumed their downward slide, after having risen sharply in the second half of last year. They have declined 1.2 percent over the past two months.

Housing inflation held steady in April, as a more marked slowdown remains elusive.

Housing inflation remained unchanged in April, offering little comfort for Federal Reserve policymakers as they look for further evidence that inflation more broadly is slowing down in a sustainable way.

Economists have been closely watching housing inflation, which makes up about a third of Consumer Price Index inflation. They have expected it to cool meaningfully, but so far it has moderated only slowly.

Forecasters have been looking for a slowdown because market-based rents on new leases have cooled notably, and economists have expected that to slowly feed into official inflation data. But the government’s inflation figures capture more than just new rents: They try to represent what is happening to all rental units, including those with existing leases, and also estimate how much it would cost to rent owner-occupied housing.

It is taking an unexpectedly long time for the slowdown in real-time rents to move into those measures, though it is slowly happening. The Bureau of Labor Statistics’ rent of primary residence index picked up 0.4 percent in April from the previous month, in line with its March gain. And a measure that tracks how much it would cost someone who owns their house or apartment to rent it climbed by 0.4 percent, also unchanged.

That pace of increase is slower than last year, but it is also a reminder that it is taking time to turn the tide on housing inflation.

Economists broadly still expect official housing inflation measures to moderate this year. Rent growth on existing leases must eventually slow down to look more like the rent growth on new leases, the logic goes, because otherwise people who are facing big rent jumps will simply move.

But there is uncertainty around both when that moderation will happen and how extensive it will be. And some economists have been eyeing a recent tick up in at least one measure of new leases — a nervousness that is likely to linger in light of the new data.

One component pushing up the headline inflation index was energy, which has been bouncing around a lot since peaking in 2022. It rose 1.1 percent over the month and is up 2.6 percent since last year.

The two-year Treasury yield, which is sensitive to changes in interest rate expectations, fell sharply after the numbers were released, as investors appear to have dialed back how long they expect interest rates to stay elevated for.

The dollar is also sharply weaker, a welcome sign for many countries around the world.

Stocks are rallying, as investors welcome a return to the trend of cooling inflation data. Futures on the S&P 500, which allow investors to trade before the official start of trading, rose 0.5 percent in premarket trading, on course to push the index to a fresh record high.

Emily Flitter

Emily Flitter

This inflation report shows that car insurance prices are still rising, but at a slower rate than last month. The index for motor vehicle insurance rose 1.8 percent in April, after a 2.6 percent rise in March.

Even though it’s slowing, the rise in car insurance is still staggering compared with other inflation components. Car insurance prices haves risen by 22.6 percent over the last year. Insurers have just recently gotten permission to adjust their prices to conditions that have since faded, and now they’re hoping to start turning a profit again.

One of the biggest drags on inflation came from cars — prices for used vehicles were down 1.4 percent over the month, and the cost of new vehicles declined 0.4 percent.

The combined used and new vehicles index is now down about three percent from its peak in May of last year.

Food prices were flat in April compared with the previous month, a slowdown from March, when prices rose 0.1 percent. Grocery prices also fell 0.2 percent, providing some relief to consumers.

Egg prices fell 7.3 percent in April, a reversal after prices rose 4.6 percent the month before.

Jason Karaian

Jason Karaian

The numbers are in: U.S. consumer prices rose 3.4 percent in the year through April, a slight downtick in the inflation rate. That’s roughly in line with what economists expected.

We are all watching closely to see what happens with rent and a measure of rent that applies to homeowners this morning. Economists have been waiting for months (and months) for it to come down.

Stocks are mixed as investors await the inflation data. The S&P 500 is flat in premarket trading. The tech-heavy Nasdaq Composite is down slightly, after some lukewarm news from big tech companies like Apple and Amazon.

A positive report could be enough to push the S&P 500 back up to another record high, after a brief blip in this year’s rally.

The Fed chair’s confidence in cooling inflation is ‘not as high’ as before.

Jerome H. Powell, the Federal Reserve chair, reiterated Tuesday that policymakers were poised to hold interest rates steady at a high level as they waited for evidence that inflation is slowing further.

Fed officials entered 2024 expecting to make interest rate cuts, having lifted borrowing costs sharply to a more than two-decade high of 5.3 percent between 2022 and the middle of last year. But stubbornly rapid inflation in recent months has upended that plan.

Central bankers have been clear that rate cuts this year are still possible, but they have also signaled that they are planning to leave interest rates on hold for now as they wait to make sure that inflation is genuinely coming under control.

Speaking during a panel discussion in Amsterdam, Mr. Powell said officials had been surprised by recent inflation readings.

“We did not expect this to be a smooth road, but these were higher than I think anybody expected,” Mr. Powell said on Tuesday of recent inflation readings. “What that has told us is that we will need to be patient and let restrictive policy do its work.”

Mr. Powell said that he expected continued growth and a strong labor market in the months ahead, and that he believed inflation would begin to slow again.

But, he said, “my confidence in that is not as high as it was, having seen these readings in the first three months of the year.”

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  • 09 May 2024

Cubic millimetre of brain mapped in spectacular detail

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Rendering based on electron-microscope data, showing the positions of neurons in a fragment of the brain cortex. Neurons are coloured according to size. Credit: Google Research & Lichtman Lab (Harvard University). Renderings by D. Berger (Harvard University)

Researchers have mapped a tiny piece of the human brain in astonishing detail. The resulting cell atlas, which was described today in Science 1 and is available online , reveals new patterns of connections between brain cells called neurons, as well as cells that wrap around themselves to form knots, and pairs of neurons that are almost mirror images of each other.

The 3D map covers a volume of about one cubic millimetre, one-millionth of a whole brain, and contains roughly 57,000 cells and 150 million synapses — the connections between neurons. It incorporates a colossal 1.4 petabytes of data. “It’s a little bit humbling,” says Viren Jain, a neuroscientist at Google in Mountain View, California, and a co-author of the paper. “How are we ever going to really come to terms with all this complexity?”

Slivers of brain

The brain fragment was taken from a 45-year-old woman when she underwent surgery to treat her epilepsy. It came from the cortex, a part of the brain involved in learning, problem-solving and processing sensory signals. The sample was immersed in preservatives and stained with heavy metals to make the cells easier to see. Neuroscientist Jeff Lichtman at Harvard University in Cambridge, Massachusetts, and his colleagues then cut the sample into around 5,000 slices — each just 34 nanometres thick — that could be imaged using electron microscopes.

Jain’s team then built artificial-intelligence models that were able to stitch the microscope images together to reconstruct the whole sample in 3D. “I remember this moment, going into the map and looking at one individual synapse from this woman’s brain, and then zooming out into these other millions of pixels,” says Jain. “It felt sort of spiritual.”

Rendering of a neuron with a round base and many branches, on a black background.

A single neuron (white) shown with 5,600 of the axons (blue) that connect to it. The synapses that make these connections are shown in green. Credit: Google Research & Lichtman Lab (Harvard University). Renderings by D. Berger (Harvard University)

When examining the model in detail, the researchers discovered unconventional neurons, including some that made up to 50 connections with each other. “In general, you would find a couple of connections at most between two neurons,” says Jain. Elsewhere, the model showed neurons with tendrils that formed knots around themselves. “Nobody had seen anything like this before,” Jain adds.

The team also found pairs of neurons that were near-perfect mirror images of each other. “We found two groups that would send their dendrites in two different directions, and sometimes there was a kind of mirror symmetry,” Jain says. It is unclear what role these features have in the brain.

Proofreaders needed

The map is so large that most of it has yet to be manually checked, and it could still contain errors created by the process of stitching so many images together. “Hundreds of cells have been ‘proofread’, but that’s obviously a few per cent of the 50,000 cells in there,” says Jain. He hopes that others will help to proofread parts of the map they are interested in. The team plans to produce similar maps of brain samples from other people — but a map of the entire brain is unlikely in the next few decades, he says.

“This paper is really the tour de force creation of a human cortex data set,” says Hongkui Zeng, director of the Allen Institute for Brain Science in Seattle. The vast amount of data that has been made freely accessible will “allow the community to look deeper into the micro-circuitry in the human cortex”, she adds.

Gaining a deeper understanding of how the cortex works could offer clues about how to treat some psychiatric and neurodegenerative diseases. “This map provides unprecedented details that can unveil new rules of neural connections and help to decipher the inner working of the human brain,” says Yongsoo Kim, a neuroscientist at Pennsylvania State University in Hershey.

doi: https://doi.org/10.1038/d41586-024-01387-9

Shapson-Coe, A. et al. Science 384 , eadk4858 (2024).

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Nasa wants a cheaper mars sample return—boeing proposes most expensive rocket, "to reduce mission complexity, this new concept is doing one launch.".

Stephen Clark - May 11, 2024 12:31 am UTC

The Space Launch System rocket lifts off on the Artemis I mission.

NASA is looking for ways to get rock samples back from Mars for less than the $11 billion the agency would need under its own plan, so last month, officials put out a call to industry to propose ideas.

Boeing is the first company to release details about how it would attempt a Mars Sample Return mission. Its study involves a single flight of the Space Launch System (SLS) rocket, the super heavy-lift launcher designed to send astronauts to the Moon on NASA's Artemis missions.

Jim Green, NASA's former chief scientist and longtime head of the agency's planetary science division, presented Boeing's concept Wednesday at the Humans to Mars summit, an annual event sponsored primarily by traditional space companies. Boeing is the lead contractor for the SLS core stage and upper stage and has pitched the SLS, primarily a crew launch vehicle, as a rocket for military satellites and deep space probes.

Green, now retired, said the concept he and Boeing engineers propose would reduce the risks of Mars Sample Return. With one mission, there are fewer points of potential failure, he said.

"To reduce mission complexity, this new concept is doing one launch," Green said.

This argument makes some sense, but the problem is SLS is the most expensive rocket flying today. Even if NASA and Boeing introduce cost-cutting measures, NASA's inspector general reported last year it's unlikely the cost of a single SLS launch would fall below $2 billion. The inspector general recommended NASA consider buying commercial rockets as an alternative to SLS for future Artemis missions.

NASA's Perseverance rover, operating on Mars since February 2021, is collecting soil and rock core samples and sealing them in 43 cigar-size titanium tubes. The rover has dropped the first 10 of these tubes in a depot on the Martian surface that could be retrieved by a future sample return mission. The remaining tubes will likely remain stowed on Perseverance in hopes the rover will directly hand off the samples to the spacecraft that comes to Mars to get them.

Boeing says a single launch of the Space Launch System rocket could carry everything needed for a Mars Sample Return mission.

In his remarks, Green touted the benefits of launching a Mars Sample Return mission with a single rocket and a single spacecraft. NASA's baseline concept involves two launches, one with a US-built lander and a small rocket to boost the rocket samples back off the surface of Mars, and another with a European spacecraft to rendezvous with the sample carrier in orbit around Mars, then bring the specimens back to Earth.

"This concept is one launch vehicle," he said. "It's the SLS. What does it do? It's carrying a massive payload. What is the payload? It's a Mars entry and descent aeroshell. It has a propulsive descent module."

The lander would carry everything needed to get the samples back to Earth. A fetch rover onboard the lander would deploy to drive out and pick up the sample tubes collected by the Perseverance rover. Then, a robotic arm would transfer the sample tubes to a container at the top of a two-stage rocket called the Mars Ascent Vehicle (MAV) sitting on top of the lander. The MAV would have the oomph needed to boost the samples off the surface of Mars and into orbit, then fire engines to target a course back to Earth.

Boeing has no direct experience as a prime contractor for any Mars mission. SpaceX, with its giant Starship rocket designed for eventual Mars missions, and Lockheed Martin, which has built several Mars landers for NASA, are the companies with the technology and expertise that seem to be most useful for Mars Sample Return.

NASA is also collecting ideas for Mars Sample Return from its space centers across the United States. The agency also tasked the Jet Propulsion Laboratory, which was in charge of developing the original dead-on-arrival concept, to come up with a better idea. Later this year, NASA officials will reference these new proposals as they decide how to proceed with Mars Sample Return, with the goal of getting samples back from Mars in the 2030s.

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    Sponsor: Rep. Ciscomani, Juan [R-AZ-6] (Introduced 05/14/2024) Committees: House - Veterans' Affairs; Natural Resources; Armed Services: Latest Action: House - 05/14/2024 Referred to the Committee on Veterans' Affairs, and in addition to the Committees on Natural Resources, and Armed Services, for a period to be subsequently determined by the Speaker, in each case for consideration of such ...