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Writing Formal Reports

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

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

Let’s take a look at some of the parts of the report in greater detail.

The title page provides the audience with the:

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

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

A note on page numbers:

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

Letter of Transmittal

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

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

The letter of transmittal should be formatted as a  business letter . Some report writers prefer to send a memo of transmittal instead.

When considering your audience for the letter or memo of transmittal, make sure that you use a level of formality appropriate for your relationship with the reader. While all letters should contain professional and respectful language, a letter to someone you do not know should pay closer attention to the formality of the word choice and tone.

Table of Contents

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

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

Executive Summary

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

The executive summary should include a:

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

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

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

The executive summary is usually seen as the most important part of the report, and it should be written last. When you’re writing the executive summary, imagine that you’re sitting across from your most important audience member. If you only have a few minutes to talk to them, what do you want them to know? What would be most persuasive?

Introduction

The body of a formal report begins with an introduction. The introduction sets the stage for the report, clarifies what need(s) motivated it, and helps the reader understand what structure the report will follow.

Most report introductions address the following elements: background information, problem or purpose, significance, scope, methods, organization, and sources. As you may have noticed, some parts of a formal report fulfill similar purposes. Information from the letter of transmittal and the executive summary may be repeated in the introduction. Reword the information in order to avoid sounding repetitive.

To begin this section, type “BACKGROUND” or “INTRODUCTION” in all uppercase letters. This functional head should be followed by the information specified above (i.e., background information, problem or purpose, etc.). You do not need to utilize any first-level headings in this section.Because this section includes background information, it would be the appropriate place to address the needs of audiences that may need additional knowledge about the topic. Provide definitions of technical terms and instruction about the overall project if necessary. If you are uncertain if your audience needs a particular piece of information, go ahead and include it; it’s better to give your reader a little bit too much background than not enough.

Discussion of Findings

The Discussion of Findings section presents the evidence for your conclusions.

This key section should be carefully organized to enhance readability.

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

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

Use a Best Case/Worst Case organizational pattern when you think that the audience may lack interest in the topic. When examining a topic with clear alternatives to your proposed solution, consider using a Compare/Contrast pattern. Geographical patterns work effectively for topics that are discussed by location.

When describing the organization of the report in the first paragraph, broadly identify how the material in the report is organized rather than state that the report uses a specific pattern (e.g. Chronology, Geography). For example, write, “The research findings address curriculum trends in three provinces: (a) British Columbia, (b) Alberta, and (c) Ontario,” not, “This report uses a geographical organizational pattern.”

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

As you present, interpret, and analyze evidence, consider using both text and graphics. Take into account what will be easiest for your audience to understand.

Include citations for all quoted or paraphrased material from sources as well; check with your organization as to whether they prefer parenthetical citations or footnotes.

Integrating Graphics

Formal report authors use graphics to present data in different forms. Paragraphs of text and complex or numerical data tend to bog readers down, making graphics a beneficial enhancement. Graphics also make data easier to understand, so they sometimes make a stronger impact on the audience.

Knowing when—and how—to effectively employ graphics is the key to successfully integrating them. Keeping the audience in mind is also critical. You will learn more about creating charts and graphs in the chapter on Visual Communication Strategies .

Conclusions and Recommendations

The conclusions and recommendations section conveys the key results from the analysis in the discussion of findings section. Up to this point, readers have carefully reviewed the data in the report; they are now logically prepared to read the report’s conclusions and recommendations.

Type “CONCLUSIONS AND RECOMMENDATIONS” in all uppercase letters. Follow this functional head with the conclusions of the report. The conclusions should answer any research questions that were posed earlier in the report. Present the conclusions in an enumerated or bulleted list to enhance readability.

Recommendations offer a course of action, and they should answer any problem or research questions as well.  Think back to the expectations of your audience.  Have all of their requirements been addressed?

Works Cited

All formal reports should include a works cited page; his page documents the sources cited within the report. The recipient(s) of the report can also refer to this page to locate sources for further research.

It is acceptable to follow MLA (Modern Language Association), CMS (Chicago Manual of Style), or APA (American Psychological Association) documentation style for entries on this page. Arrange all sources alphabetically. Refer to the latest edition of the appropriate style handbook for more information about how to format entries for print and electronic sources on the  Works Cited page

While some of the formatting rules may seem tedious at first, they are necessary in order for your audience to better understand the report. Using a regulated format allows for a more universal organization that everyone will understand. Being aware of your audience’s needs and expectations will allow for a strong report that will satisfy your employee and demonstrate your competence in your field.

Test Your Knowledge

Understanding the parts of the report can be challenging, so test your knowledge by dragging the part of the report to its definition.

Image Description

Figure 11.1 image description:  This is a diagram of a report title page. Leave 2 inches between the top and the title of the report (which should be in uppercase letters), then write in the middle of the page who the report was prepared for. 3/4 of the way down the page, say who the report was prepared for. Then write the date submitted. [Return to Figure 11.1]

Figure 11.2 image description:  A sample table of contents and List of Figures. Use uppercase letters for major parts and use leaders to guide the reader’s eye to the page numbers. The list of figures should be separate from the table of contents. [Return to Figure 11.2]

Figure 11.3 image description:  A sample body page of an introduction. This one is separated into ‘PROBLEM’ (all in uppercase letters, bold, and in the center) and BACKGROUND. Each paragraph is single spaced with double spacing between paragraphs. [Return to Figure 11.3]

Business Writing For Everyone Copyright © 2021 by Arley Cruthers is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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Business Communication  - How to Write a Powerful Business Report

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

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Business Communication: How to Write a Powerful Business Report

Lesson 8: how to write a powerful business report.

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How to write a powerful business report

how to write report letter

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

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

The basics of a business report

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

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

The structure of a business report

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

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

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

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

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

Example of a business report

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

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

how to write report letter

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

Now let's look at the following page.

how to write report letter

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

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

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How To Write a Report: A Detailed Guide [+AI Method]

How To Write a Report: A Detailed Guide [+AI Method]

  • Table of contents

how to write report letter

Catherine Miller

Writers often wonder how to stand out from the crowd when writing a professional report.

Unlike articles or blogs, the informative, formal nature of reports can make them feel stiff and boring. And whether you want a top grade or to make an impact on your audience, another dull report probably won’t help.

how to write report letter

In my career I’ve written a range of reports for both internal and external audiences—and regularly read reports from industry leaders, too. Top reports are informative and educational, summarizing key information quickly so it’s easy to digest. But the best examples also use high-quality research and concise but compelling language to bring the subject matter to life. 

In this article, I’ll focus on general thematic reports, the kind you may be asked to write at college or work. I’ll give you the lowdown on how to write an effective report that still packs in the facts.

Types of reports

The term “report” comprises a wide genre of documents. If you’re used to other kinds of academic writing, it will help to understand the key qualities that reports share.

What sets reports apart

Reports are similar to other kinds of academic writing in many ways: you’ll still need strong research in the background, clear citations, and a formal language style , for example. 

But several details set reports apart from other forms. Reports:

  • Stick to the facts rather than veering into personal opinion or argument
  • Save interpretation and recommendations for the end of the piece
  • Use clear organizational techniques like bullet points, heading and subheadings, and charts or graphics
  • Use concise, clear language that can be easily skimmed

Common types of reports

Reports are used in a wide range of contexts, so make sure you’re writing the right kind of report for your purposes. Here’s an overview of some common types.

a chart listing the common types of reports and what they consist of

Pre-writing steps

Before you set pen to paper, it’s important to do your research and plan your report carefully. Giving yourself plenty of time for this stage will make the actual writing quicker and less rambling. 

1. Define the audience and purpose of the report

If you haven’t already been given a purpose for the report, be sure to define this before you begin. This can help you decide on the type of research you need to do and check if your report is fulfilling its goals while you draft.

Examples of common report aims:

  • To demonstrate your understanding of an academic topic or text
  • To improve understanding of the work your department is doing, so other departments in the same organization can build on your success
  • To raise awareness of a particular problem that your organization can solve

On top of this, ask yourself who your audience is and what is their level of prior knowledge relative to yours. Within a hierarchy, such as a company or school, the audience may be more senior than you (vertical reporting), or at the same level as you (lateral reporting). This can affect what information is relevant to include.

Additionally, note whether it’s an internal or external publication and what your audience might do with the information they learn from your report.

how to write report letter

Read the full article: Use AI to better define your audience

2. establish goals and objectives.

If you are writing your report for school or university, check the assessment guidelines for the report before you begin. You’ll need to include all the required elements. 

If you are writing for professional purposes, however, the goals and objectives may be up to you or your department to define. An objective for your report should ideally be SMART (Specific, Measurable, Achievable, Relevant and Time-Bound).

For example, a lead-generating report can be used for the aim of securing meetings with interested buyers by highlighting a problem that your company can solve, and the impact of your report can be measured by the number of downloads and subsequent meetings within a certain time period. 

An internal report could be used to inform a strategy meeting, and the impact could be measured in how many strategic recommendations are made as a result.

Read the full article: Develop your strategy and goals

3. research and gather information.

A report needs to be based on factual evidence, so the research stage is absolutely key to producing an informative piece. Firstly, you should review the major literature on the topic to make sure you can define and explain key terms and set out any needed context. 

For academic reports, your professor or institution may be able to provide a recommended reading list. Use your college library and make sure you find out which academic journals your institution subscribes to. You can often access these online using sites like JSTOR and Google Scholar . 

You may also want to include primary sources to add originality to your report and make it more appealing to your audience. These could include:

  • Original research such as interviews
  • Statistics you’ve compiled 
  • Details of experiments, tests, or observations you’ve made

It’s really helpful to keep organized notes during your research. Note any key quotations with page numbers, plus publication and author details for each text you reference or read. This will make it much easier to create your citations and bibliography later on. 

You could do this on paper or using flexible software like Notion or Evernote or specialist software like Mendeley or Zotero .

Read the full article: 8 Must-Have Tools for Researchers in 2023 (Including AI)

4. outline your report structure.

Creating an outline before you begin writing is key to successfully drafting a report. 

Start by noting down a skeleton framework, i.e. the main points you want to cover, which you will then develop as you write. In some cases, if you’re clear on what you might include in your report, this step might come before you start researching; alternatively, your main points might change during your research phase.

Although the exact layout of your report will depend on your objectives, a report should include the following sections:

  • Introduction
  • Summary of context 
  • Summary of your main topic or text
  • Bibliography

Additional sections that you may want to include, depending on context: 

  • An abstract — used in academic contexts. 
  • A summary of your findings — useful if you include your own original research (such as interviews or statistics)
  • Recommendations for further action or research

Read the full article: How to Properly Write an Outline Using AI

5. write the draft of your report.

Your first draft is your chance to develop the ideas you noted down during outlining. You might need to continue researching as you go, especially if you find that certain areas need more evidence or explanation.

Write your title and abstract

The title of your report should clearly and concisely state what it is about. Your audience may need to quickly select it from a list of other publications, so make sure to use keywords to make your work easy to identify. Remember that this is also your audience’s first impression of your writing!

You may also need to create an abstract for your work: a short summary of your research and findings, giving a quick statement about the problem and/or potential solution, a concise explanation of what you did to investigate it, and your findings in brief. You will probably want to write your abstract after finishing the rest of the report.

Create a table of contents

The table of contents should direct readers to each section of the report with page numbers. You may want to include hyperlinks to relevant sections if you are presenting your document electronically. 

Prepare your sections

Developing each section in full will form the bulk of your drafting work. Make sure each section is adding value to your report.

how to write report letter

‍ Balance analysis with facts

Report writing should be factual. There will be times when you need to draw conclusions and make recommendations. However, this analysis should not overwhelm the factual content of your report. Remember, this is not a persuasive opinion piece. Make sure your analysis is grounded in evidence, and keep your recommendations concise. 

Use clear language

A report should clearly inform the audience about the topic at hand. Keep your language precise and easy to understand. Keep sentences and paragraphs at a sensible length. If you use technical terms your audience might not know, include definitions. Try to avoid emotive language that can make the report sound like a persuasive essay. 

Sometimes it can be difficult to achieve all this while writing the first draft, so feel free to come back to improve on it in later drafts.

Use visuals to keep it interesting

Many reports use visuals like graphs, charts, photographs, or infographics. These can convey information quickly and engage your audience by breaking up the text. 

Simple graphs and charts can usually be made in spreadsheet software, but you may want to call on the skills of a graphic designer if your organization has the resources. Make sure to caption and number your graphics.

Cite your sources

Your institution or organization may stipulate a citation model, so double-check what is required before you begin. In general, quotations or anything else taken from another source should be properly cited, including the author’s name, title, and page number, plus other information, depending on format. Citations may be in-text or footnotes. 

It’s a good idea to add citations as you write, because going back and putting them in afterwards can be very fiddly and time-consuming. 

At the end of your report you will also need to provide a bibliography, which lists the texts you have cited. Citation software like Zotero or a bibliography generator like MyBib can make this easier.

Follow an appropriate format

Make sure to check the style guidelines provided by your academic institution or work organization. These might determine the page formatting you need to use (e.g. page numbering, page size, use of images, etc.). If no such guidelines exist, look at other reports from your field to determine what will be clear and useful for your audience.

Read the full article: Essay writing guide

6. edit, review and revise.

Reviewing and revising your work is one of the most important parts of the writing process, so make sure you give yourself plenty of time for this part and avoid rushing to meet a deadline. Review your content first, checking that each section has enough evidence and development, before moving on to editing for clarity and technical accuracy.

Using a reading and writing assistant like Wordtune can make editing at the phrase, sentence, or word level quicker and easier. Wordtune not only finds spelling, punctuation, and grammar errors, but it can also suggest changes to your vocabulary and sentence structure that make your work clearer and more compelling. You can even specify whether you want a more formal or casual tone — most reports should be formal in nature. 

Read the full article: The complete editing guide

Writing a report using an ai prompt (chatgpt + wordtune).

You can use this prompt to generate a useful report:

Please generate a comprehensive report on the topic "[Your Specific Topic Here]". Ensure the report adheres to the following structure and guidelines: Title: Craft a concise and descriptive title that encapsulates the essence of the report. Abstract: Provide a succinct summary (100-150 words) that encapsulates the main objectives, methodology, findings, and significance of the report. Table of Contents: List all the sections and relevant sub-sections of the report for easy navigation. Introduction: Introduce the topic, its background, relevance in today's context, and the primary objectives of this report. Body: Dive deep into the topic. This should include: Background/History: A brief history or background of the topic. Current Scenario: Present relevant data, facts, and figures. Analysis/Discussion: Discuss the implications of the data, any patterns observed, and their significance. Conclusion: Summarize the main findings, discuss their implications, and suggest recommendations or potential future research directions. Additionally, ensure that the content is: - Well-researched and cites reputable sources. - Coherent and logically structured. - Free from jargon, unless necessary, and is accessible to a general audience.

Make sure your next report has an impact

Whether your report is for academic or business purposes, you need to make sure it is well-researched, clearly expressed, and conveys the main points quickly and concisely to your audience. Careful planning and organization can make this process much easier, as well as leaving time to review and revise your work, either manually or with the help of software like Wordtune. Following these tips, your first report is sure to make an impact — and the more you write, the easier it will get.

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11.2 Writing a Formal Report

Report organization.

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

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

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

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

Activity 11.1 | Report Cover and Letter of Transmittal Binding Cover and Letter of Transmittal

Front Matter

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

The title page provides the audience with the:

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

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

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

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

Letter or Memo of Transmittal

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

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

A letter of transmittal should be formatted as a business letter. Some report writers prefer to send a memo of transmittal instead. When considering your audience for the letter or memo of transmittal, make sure that you use a level of formality appropriate for your relationship with the reader. While all letters should contain professional and respectful language, you should pay closer attention to the formality of the word choice and tone in a letter to someone you do not know. Figure 11.1 illustrates a report with a letter of transmittal.

Table of Contents

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

The words “TABLE OF CONTENTS” should appear at the top of the page in all uppercase and bolded letters. Type the titles of major report parts in all uppercase letters as well, double spacing between them. Secondary headings should be indented and single-spaced, using a combination of upper and lowercase letters. Figure 11.2 demonstrates the organization of a typical table of contents and executive summary for a report.

List of Figures and Tables

The list of figures has many of the same design considerations as the table of contents. Readers use the list of figures to find the illustrations, diagrams, tables, and charts in your report. Complications arise when you have both tables and figures. Strictly speaking, figures are illustrations, drawings, photographs, graphs, and charts. Tables are rows and columns of words and numbers; they are not considered figures. For longer reports that contain dozens of figures and tables each, create separate lists of figures and tables. Put them together on the same page if they fit. You can combine the two lists under the heading, “List of Figures and Tables,” and identify the items as figure or table as is done in Figure 11.2.

Executive Summary

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

The executive summary should include a:

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

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

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

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

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

Introduction

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

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

Because this section includes background information, it would be the appropriate place to address the needs of audiences that may need additional knowledge about the topic. Provide definitions of technical terms and instructions about the overall project if necessary. If you are uncertain if your audience needs a particular piece of information, go ahead and include it; it’s better to give your reader a little bit too much background than not enough. The organization of a typical introduction is illustrated in Figure 11.3.

Discussion of Findings

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

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

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

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

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

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

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

Conclusions and Recommendations

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

The difference between the conclusions and recommendation section is detailed in Chapter 12: Recommendation Report . All reports will contain a conclusion section, but not all reports will have a recommendation section. Whether a recommendation section is included or not depends on the type and purpose of the report.

Back Matters

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

Works Cited

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

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

Fundamentals of Business Communication Revised (2022) Copyright © 2022 by Venecia Williams & Nia Sonja is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

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Some academic assignments ask for a ‘report’, rather than an essay, and students are often confused about what that really means.

Likewise, in business, confronted with a request for a ‘report’ to a senior manager, many people struggle to know what to write.

Confusion often arises about the writing style, what to include, the language to use, the length of the document and other factors.

This page aims to disentangle some of these elements, and provide you with some advice designed to help you to write a good report.

What is a Report?

In academia there is some overlap between reports and essays, and the two words are sometimes used interchangeably, but reports are more likely to be needed for business, scientific and technical subjects, and in the workplace.

Whereas an essay presents arguments and reasoning, a report concentrates on facts.

Essentially, a report is a short, sharp, concise document which is written for a particular purpose and audience. It generally sets outs and analyses a situation or problem, often making recommendations for future action. It is a factual paper, and needs to be clear and well-structured.

Requirements for the precise form and content of a report will vary between organisation and departments and in study between courses, from tutor to tutor, as well as between subjects, so it’s worth finding out if there are any specific guidelines before you start.

Reports may contain some or all of the following elements:

  • A description of a sequence of events or a situation;
  • Some interpretation of the significance of these events or situation, whether solely your own analysis or informed by the views of others, always carefully referenced of course (see our page on Academic Referencing for more information);
  • An evaluation of the facts or the results of your research;
  • Discussion of the likely outcomes of future courses of action;
  • Your recommendations as to a course of action; and
  • Conclusions.

Not all of these elements will be essential in every report.

If you’re writing a report in the workplace, check whether there are any standard guidelines or structure that you need to use.

For example, in the UK many government departments have outline structures for reports to ministers that must be followed exactly.

Sections and Numbering

A report is designed to lead people through the information in a structured way, but also to enable them to find the information that they want quickly and easily.

Reports usually, therefore, have numbered sections and subsections, and a clear and full contents page listing each heading. It follows that page numbering is important.

Modern word processors have features to add tables of contents (ToC) and page numbers as well as styled headings; you should take advantage of these as they update automatically as you edit your report, moving, adding or deleting sections.

Report Writing

Getting started: prior preparation and planning.

The structure of a report is very important to lead the reader through your thinking to a course of action and/or decision. It’s worth taking a bit of time to plan it out beforehand.

Step 1: Know your brief

You will usually receive a clear brief for a report, including what you are studying and for whom the report should be prepared.

First of all, consider your brief very carefully and make sure that you are clear who the report is for (if you're a student then not just your tutor, but who it is supposed to be written for), and why you are writing it, as well as what you want the reader to do at the end of reading: make a decision or agree a recommendation, perhaps.

Step 2: Keep your brief in mind at all times

During your planning and writing, make sure that you keep your brief in mind: who are you writing for, and why are you writing?

All your thinking needs to be focused on that, which may require you to be ruthless in your reading and thinking. Anything irrelevant should be discarded.

As you read and research, try to organise your work into sections by theme, a bit like writing a Literature Review .

Make sure that you keep track of your references, especially for academic work. Although referencing is perhaps less important in the workplace, it’s also important that you can substantiate any assertions that you make so it’s helpful to keep track of your sources of information.

The Structure of a Report

Like the precise content, requirements for structure vary, so do check what’s set out in any guidance.

However, as a rough guide, you should plan to include at the very least an executive summary, introduction, the main body of your report, and a section containing your conclusions and any recommendations.

Executive Summary

The executive summary or abstract , for a scientific report, is a brief summary of the contents. It’s worth writing this last, when you know the key points to draw out. It should be no more than half a page to a page in length.

Remember the executive summary is designed to give busy 'executives' a quick summary of the contents of the report.

Introduction

The introduction sets out what you plan to say and provides a brief summary of the problem under discussion. It should also touch briefly on your conclusions.

Report Main Body

The main body of the report should be carefully structured in a way that leads the reader through the issue.

You should split it into sections using numbered sub-headings relating to themes or areas for consideration. For each theme, you should aim to set out clearly and concisely the main issue under discussion and any areas of difficulty or disagreement. It may also include experimental results. All the information that you present should be related back to the brief and the precise subject under discussion.

If it’s not relevant, leave it out.

Conclusions and Recommendations

The conclusion sets out what inferences you draw from the information, including any experimental results. It may include recommendations, or these may be included in a separate section.

Recommendations suggest how you think the situation could be improved, and should be specific, achievable and measurable. If your recommendations have financial implications, you should set these out clearly, with estimated costs if possible.

A Word on Writing Style

When writing a report, your aim should be to be absolutely clear. Above all, it should be easy to read and understand, even to someone with little knowledge of the subject area.

You should therefore aim for crisp, precise text, using plain English, and shorter words rather than longer, with short sentences.

You should also avoid jargon. If you have to use specialist language, you should explain each word as you use it. If you find that you’ve had to explain more than about five words, you’re probably using too much jargon, and need to replace some of it with simpler words.

Consider your audience. If the report is designed to be written for a particular person, check whether you should be writing it to ‘you’ or perhaps in the third person to a job role: ‘The Chief Executive may like to consider…’, or ‘The minister is recommended to agree…’, for example.

A Final Warning

As with any academic assignment or formal piece of writing, your work will benefit from being read over again and edited ruthlessly for sense and style.

Pay particular attention to whether all the information that you have included is relevant. Also remember to check tenses, which person you have written in, grammar and spelling. It’s also worth one last check against any requirements on structure.

For an academic assignment, make sure that you have referenced fully and correctly. As always, check that you have not inadvertently or deliberately plagiarised or copied anything without acknowledging it.

Finally, ask yourself:

“Does my report fulfil its purpose?”

Only if the answer is a resounding ‘yes’ should you send it off to its intended recipient.

Continue to: How to Write a Business Case Planning an Essay

See also: Business Writing Tips Study Skills Writing a Dissertation or Thesis

Structure of a Report and Sample Report in Letter Format

A report helps the business organization to make its strategy. Every kind of report has a particular structure so, a detailed discussion about the structure of a report as well as some sample reports in letter format given below:

Table of Contents

Structure of a Report

There are three (3) ways in which a report can be organized

  • Letter from
  • Memorandum form
  • Letter text combination form

1. Letter from:

This form is used in the case of brief and informal reports. Its main parts are:

  • Salutation;
  • Complimentary close;

The body of the letter can be divided into the following parts:

  • Introduction : Here the writer states the problem.
  • Findings : Here the finding of the investigation are presented.
  • Recommendation : After the findings, recommendations are given in the last paragraph of the body.

The sample is given below to give an idea about the structure of a report.

Sample Report in Letter Form

Sample Report in Letter Format

2. Memorandum form

Following the memorandum, form is a simple way of presenting the report. Here the formalities are not maintained. The date is mentioned at the top, it is followed by the name of the receiver, the name of the writer, and the subject of the report. Next follows the actual text and the conclusion.

A sample of the Memorandum form

3. letter text combination form.

Long and formal reports are written in the letter text combination form. This form includes three (3) major parts:

  • Introductory parts
  • The body of the report
  • Appended parts

The complete part of such report is as follows:

(i) Introductory parts

1. Title Page : It contains the title of the report, the names of the reader and report writer and the date of submission,

2. Authorization Letter : If you receive a letter authorizing you to do research and write a report, you should provide a copy of this letter after the title page. Such a letter includes objectives, the area of research, time & cost, submission date, and any other instructions.

3. Letter of Transmittal : Such a letter transmits the report to the render. Such a letter shows the date of submission of a report, the name and position of the writer, an overview of the report, an invitation for the reader’s comments, and suggestions.

4. Acknowledgment : This part appreciates the person or organizations from whom support and help were taken to produce the report.’

5. Table of Contents : The table of contents acts as a map of the report for the reader. It helps to identify particular topics.

6. List of Illustrations and Graphs : If the report contains many illustrations and graphs then such a list provides respective page numbers and titles.

7. Executive Summary or Abstract : An abstract is a summary of a report. It tells the reader what the report is about. It summarizes the important parts of the entire report. As a result, busy executives can save time as no need to read every page of the report.

(ii) The body of the Report:

1. Introduction : It is the first part of the body of the report. This part introduces the reader to the problem at hand. This part includes. Authorization for the report The need and purpose of the report.

The scope of the study with a clear description of the limitation I Statement of the problem I Developing Hypothesis Methodology to solve the problem I Definition of special terms and symbols.

2. Description : This part of the report contains all the information you have collected. The main function of this part is to present data in an organized form. It may involve charts, graphs, statistical tables with proper explanation.

3. Conclusion : The writer on the basis of facts and data, draws something as a result, such a result is the conclusion.

4. Recommendations : The recommendation is the writer’s opinion based on the conclusions of the report. Recommendations must be realistic, i.e. they should be based on the facts and events contained in the report.

(iii) Appended parts:

1. List of References : The list of references contain the complete record of any secondary sources used in the report. Such a list can be arranged alphabetically or chronologically.

2. Bibliography : A bibliography is a list of books and Journals which are consulted before or during the preparation of a report.

3. Glossary : A glossary is a list of some technical or special words with their explanation.

4. Appendix : Statistical data, charts, and diagrams that are not included in the main body of the report are included here.

5. Index : An index is an alphabetical list of subjects of the report. An index helps the reader to locate any topic easily and quickly.

Related Content of Report Writing:

  • Definition of Graphical Representation of Report
  • An Effective Structure of a Market Report
  • Definition and Uses of Formal Reports
  • Internal Report Template
  • Informal Report Example for Business
  • Difference Between Formal and Informal Reports
  • Importance of Market Report for Market Research
  • Principles of a Market Report for Market Research
  • Advantages and Disadvantages of Graphical Representation of Data
  • Difference Between Informational Report and Analytical Report
  • Importance of Market Report for Marketing of Agricultural Product
  • Types of Market Report
  • Market Research Report Template, Sample, Example, and Format
  • Market Report Definition
  • Essential Features of a Market Report
  • Annual Report Template, Sample, Example, and Format
  • Internal Control Questionnaire to Evaluate Internal Control Structure
  • Formal Report Example / Format / Template / Sample
  • How to Write an Informal Report Step by Step
  • How to Write a Formal Report Effectively
  • Steps to Write a Report Effectively
  • Effective Business Report Writing Methods
  • Purposes / Objectives / Significance / Importance of Report
  • Principles / Qualities of a Good Report
  • Parts of Informal Report

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

Author's avatar

Table of contents

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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Hey, we’re Databox. Our mission is to help businesses save time and grow faster. Click here to see our platform in action. 

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At Databox, we’re obsessed with helping companies more easily monitor, analyze, and report their results. Whether it’s the resources we put into building and maintaining integrations with 100+ popular marketing tools, enabling customizability of charts, dashboards, and reports, or building functionality to make analysis, benchmarking, and forecasting easier, we’re constantly trying to find ways to help our customers save time and deliver better results.

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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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how to write report letter

For companies

Apr 24, 2023

How to send a report in an email with 8 samples and a template

Writing report emails is a solid skill and something easy to learn for everyone. Here we outline the report email format and provide 8 samples that you can use straight away.

Blog writer

Lawrie Jones

Table of contents

We all love reports, right?

Regular reporting is critical for keeping companies working hard and achieving objectives.

They're a great way to show we've accomplished something, and that's worth shouting about!

So if you've spent time collating figures and creating a report, make sure to craft a clear report email to deliver it.

A professional report email offers insights into the information, provides crucial context, and clarifies any issues that need attention. Writing report emails is a solid skill and easy for everyone to learn.

Report emails follow a standard format with a logical structure that's simple to master — and we will show you how.

In this guide to writing report emails, we outline the report message format and provide 8 samples you can use immediately.

How to write a report email

Before we explain how to send a report, here's what not to do...

Inexperienced emailers will create long messages which go into a massive amount of detail to prove they've done something. This is a rookie error that takes time and wastes effort.

Effective reports emails should provide the following (and nothing more):

  • Details of what the report is (and why it matters)
  • Dates, times, and information covered in the report
  • A breakdown of key issues (in professional terms, this is called a precis)
  • Highlight any problems, anomalies, challenges, or successes
  • Set out the next steps

This provides a simple snapshot of essential information for your boss, customer, or client.

Following this format works because you're adding value to the email, sifting through it to provide what they need.

If they want more, they can read the report, right?

But how do you deliver this information? Thankfully, there's a widely accepted format which we outline below (you're welcome!).

Report email format

The report email format provides a standard structure to introduce your report, include all the details above, offer contact details for further conversations, and include a polite and professional sign-off.

To make it as simple as possible, we can break down the report email format into three parts:

  • Report email subject line
  • Report email body
  • How to end a report email

1. Report email subject lines

Keep your report email subject lines as easy to follow as possible. It's essential to outline what's included in the email. You can also add extra information, such as the dates or times covered and any actions you may require.

Here are some report email subject line examples:

  • Daily report – (Insert date)
  • May Progress Report & Project Update
  • Monthly Sales Report – Month –
  • (Time/Date) Incident Report – Action Required
  • Urgent Incident Report – PLEASE READ

2. Report email body copy

We'll assume that if you send someone a report, they'll know who you are and why you're messaging. This enables us to ignore some (but not all) pleasantries associated with professional emails.

We still start each message with a professional greeting (Hi, Hello, etc.) along with the person's name, and then hit them with the purpose of the message:

  • Attached here is my daily activity report. This covers the date (insert date).

As we've explained above, it's worth providing a short breakdown of what's included:

  • To make it easy, I've outlined some of the key things you should know here:
  • (Bullet points are a great way to list information)

3. Ending a report email

You've delivered the detail, data, and information, so your job is almost done.

At the end of each email, it's polite to offer the chance to chat about the report and its contents:

  • I'm happy to provide any additional information or answer any questions you might have about this report. You can contact me at (insert details).

Now, finish with a professional sign-off (kind regards, yours, etc.), and you're (nearly) done.

Our final piece of advice is: ALWAYS REMEMBER TO INCLUDE ATTACHMENTS.

We've all rushed off an email and hit send without remembering to send the related documents . No matter how great your report messages are, they're worthless without the attachment!

8 report email examples

Understanding how to write a report email and doing it are two different things, which is why reviewing our samples is so important.

In this section, we share 8 report email samples and an explanation about each email, including what we include and why.

Check out these report email messages and learn how to put these principles into practice. We break these samples into subsections covering monthly reports, daily reports, and incident reports.

How to write a monthly report email

Monthly reports are a major headache for many of us, but at least writing emails should now be much simpler.

Our monthly report sample messages make it clear what's being included and pick out the highlights for your time-poor boss.

1. Sample email to send a monthly report

Monthly reports can include performance, sales, and attendance figures. Your boss will be expecting your monthly statement, so we highlight the essentials and leave them to read the report for more info.

  • Insert your highlights

2. Monthly working hours report email sample

Logging your hours is the most important email you'll send each month because it'll ensure you get paid.

Like the report email sample above, we provide a breakdown of the essential information your boss will need to know. We also push for the next steps – such as getting your salary sorted out and payment date.

3. Monthly performance report email sample

Performance reports are a chance to highlight what's gone well and what could be improved. In this monthly performance report email sample, we skip over the details and keep things short and sweet.

How to write a daily report email

The daily report email format is similar to those used to send a monthly report. However, you can make some minor tweaks to ensure it's the right length. Given that you'll be sending these every day (the clue is in the name), it's worth developing a template you can use. This will provide consistency your boss will welcome and cut down massively on time spent creating them.

How do you create a template? Here are two daily report samples to get you started...

4. Sample email to send daily report

This daily report email sample focuses more on details and completed tasks. In contrast, the previous monthly report sample focuses more on the bigger picture and outcomes that were accomplished.

  • Add your tasks...
  • ...but don't include everything

5. Daily activity report sample email to boss

Activity reports provide a snapshot of everything you've achieved that day. It could cover calls answered, clients messaged, deliveries made, or something else. This sample provides a standard and formal way to deliver your activity report. You can cut and paste this each day; just remember to fill in the gaps.

Sample emails for submitting a report

Depending on your job, you may be required to send special reports at some time. Examples can include incident reports, inventory logs, and bug reports.

These are different from the transactional messages above but will require some context, explanation, and information about the next steps. Check out the samples below to see how this is done.

6. Incident report email sample

If you've identified a fault or experienced an outage, you'll need to provide an incident report. These reports clarify the causes of an incident, its impact, and the actions you're taking to ensure it never happens again.

7. Inventory report email sample

Inventory reports provide details on the stocks and supplies you have in your business (and those that are running low!). Here's how to write an email to send an inventory report

  • Item name + quantity needed

8. Bug report email sample

Next time you find a pesky bug affecting software, use this sample email for a bug report. Raising awareness of bugs is great, but your customer or colleague will want to know what action you're taking to fix the problem.

Report email template

If the report email samples here aren't hitting the spot, this template is what you need. This customizable report email template can be cut, pasted, edited, and updated to suit your circumstances.

  • List out your key points

Writing report emails using Flowrite's AI-assisted email writer is the fastest way to do your duty of sending reports. This is how it works:

Our Chrome extensions works where you work (Gmail, Outlook, WhatsApp, etc.) so you can stay efficient while working on your reports.

Final report

OK, so now we are on the same page.

While writing report emails isn't exciting, they are pretty easy, so they shouldn't take too long to create (especially if you use our samples or customizable template).

The core of an excellent report email is the same as any piece of professional correspondence: being clear, consistent, and conveying essential information as quickly as possible.

Write it, send it, and get on with the rest of your day.

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Examples

Incident Report Letter

how to write report letter

Whenever an incident arises in a certain area or district, the local police would usually note that down in their blotter (a logbook that is often used to note the certain accident) and provide the gist of what went down in that certain accident. An incident report provides the parties concerned with a clear outlook on how the incident occurred and what can be done to prevent it from occurring again in the near future. Here is a list of templates that you can use to properly draft an incident report . Keep scrolling!

What is an Incident Report Letter?

An Incident Report Letter is a formal document detailing an event or occurrence, typically used in workplaces or institutions. It outlines the facts, circumstances, and repercussions of an incident, such as accidents, injuries, security breaches, or any noteworthy event. This letter provides a clear account of what transpired, including date, time, location, individuals involved, and a description of the incident. It serves as a record for future reference, investigation, or legal purposes.

Best Example of Incident Report Letter?

[Your Name]

[Your Position]

[Company/Organization Name]

[City, State, ZIP Code]

[Email Address]

[Phone Number]

[Today’s Date]

[Recipient’s Name]

[Recipient’s Position]

Dear [Recipient’s Name],

Subject : Incident Report Regarding [Describe Incident Briefly]

I am writing to report an incident that occurred on [Date] at approximately [Time] in [Location]. I was a witness to the event and wanted to provide a detailed account for documentation purposes.

Incident Details:

  • Date: [Date]
  • Time: [Time]
  • Location: [Specific Location]
  • Description: [Provide a thorough description of the incident, including what happened, who was involved, and any resulting damages or injuries.]

Actions Taken:

  • Immediate Response: [Detail any immediate actions taken to address the situation, such as first aid, contacting authorities, or securing the area.]
  • Witnesses: [List any witnesses or individuals present during the incident.]
  • Documentation: [Mention any photographs, video recordings, or other documents related to the incident.]

Recommendations:

  • Preventive Measures: [Suggest any recommendations or preventive measures to avoid similar incidents in the future.]

Please find attached [if applicable: photographs, additional documentation] for your reference.

I am available to provide further information or clarification if needed. Thank you for your prompt attention to this matter.

[Contact Information]

1. Free Incident Report Letter Example

Free Incident Report Letter

  • Apple Pages
  • Google Docs

Free Download

2. Free Incident Report Letter in Workplace

Free Incident Report Letter in Workplace

3. Security Incident Report Example

Security Incident Report Template

Size: 34.8 KB

4. Simple Workplace Incident Report Example

Simple Workplace Incident Report

Size: 39.9 KB

5. IT Incident Report Example

IT Incident Report

Size: 56.2 KB

6. Restaurant Incident Report Example

Restaurant Incident Report

Size: 89.8 KB

7. Free Daycare Incident Report Example

Free Daycare Incident Report

Size: 43 KB

 8. Construction Incident Report Example

Construction Incident Report1

Size: 41.8 KB

9. Simple Security Incident Report Example

Simple Security Incident Report

Size: 36.6 KB

10. Free Incident Report Example

Incident Report

Size: 33.4 KB

11. Free Sample Incident Report Letter In Hospital

Free Incident Report Letter In Hospital

12. Free Incident Report Letter In Office

Free Incident Report Letter In Office

13. General Incident Report Example

General Incident Report

Size: US, A4

14. Construction Incident Report Example

Construction Incident Report2

15. Workplace Incident Report Example

Workplace Incident Report

16. Behavior Incident Report Example

Behaviour Incident Report

17. Sample School Incident Report Example

School Incident Report

18. Employee Incident Report Example

sample of incident report letter sample of incident report letter incident report sample incident report sample 82948128

Size: 55 KB

Following Protocol

1. obtain the proper forms from your institution.

Each company follows a different procedure on how incident reports should be written. It is best to try and get the proper forms issued from your respective supervisor or officer in-charge. If it does have a specific format, then it is best you analyze as to how it is written.

  • If the company you are working for has no specific format on how a general incident report should be written, then it is best if you write your own or learn as to how other people write their incident reports to have a basis.
  • Always learn to proofread and double-check with the content of your report. If you would want your incident report to look neat and tidy, you might as well use a computer to encode the necessary data rather than writing it by hand. You may also like police report examples

2. Start the report as soon as possible

Have you ever heard: “Striking the iron while it is hot”? It shares the same philosophy. If you wait a day or two before you start filling up the incident report, Your memory might start getting a little hazy. The best time to draft up an incident report would be an hour or less after it happened while your memory is still fresh. You may also check out service report examples

3. Provide the basic facts

As mentioned before, in the police blotter, the gist of the accident is given which normally involves the 5Ws and 1H: what, when, where, who, why (sometimes) and how. Here are some other details that you might want to include in the incident report:

  • The time, date and location of the incident (be specific; write the exact street address, etc.)
  • Your name and ID number.
  • Names of other members of your organization who were present. You may also see employee report examples & samples

4. Include a line about the general nature of the incident

Explain in detail the events that seemed to transpire before the event, during the event and what happened after the incident. Did something strange catch your eye? Were you able to get a call from a certain someone? Write that down.

  • For example, you could write that you were called to a certain address after a person was reported for being drunk and disorderly.
  • Note that you should not write what you think might have happened. Stick to the facts, and be objective. You may also like formal report examples & samples

19. General Incident Report Example

incident report sample report on the fire accident 3 728 cb1340102303

Size: 76 KB

Describing What Happened

1. write a first-person narrative telling what happened.

After following protocol as to how you will go about writing your report , it is then time to draft your incident report. Remember to sequence all the events that have transpired in order so that the concerned parties can be able to keep track properly of what happened first to what happened last.

  • When identifying the names of the people who were involved in the accident, make sure that their full names are being used and that included with these names are the date of birth, race, gender, and reference a government-issued identification number. Start a new paragraph to describe each person’s actions separately. Make sure that the 5Ws and 1H questions are answered to provide a complete picture of the report. You may also check out  monthly report examples & samples
  • For example, when the police officer mentioned above arrives at the residence where he got the call, he could say: “Upon arrival, the officer observed an Asian male, now known as Mao Tze Dong; born on April 5, 1924, with a Beijing Driver’s License 00789142536, screaming and yelling at a local Chinese, Si Ma Guang, in the front lawn of the above location The Forbidden City. The officer separated both parties involved and conducted field interviews. The officer was told by Mr. Mao Tze Dong that he had come home from work and discovered that dinner was not made for him. He then stated that he became upset at his friend Mr. Si Ma Guang for not having the dinner ready for him.” You may also see consulting report examples
  • Try to include direct quotes from other significant witnesses and all concerned personnel involved in the incident. For example, in the above scenario, the officer could write “Si Ma Guang said to me ‘Chairman Mao was mad because I didn’t have dinner ready right on time.’”
  • If there are gruesome details that you find to be disturbing, it is best if you include that in the general report to show transparency and to understand the gravity of the situation at hand. The picture might not be pretty, but it still has to paint either way. Only by presenting the big picture can they do organization do something about it.

2. Be thorough

It is not only your job to be accurate, but also to be thorough and precise on the reactions that you see. For example, instead of saying “when I arrived, his face was red,” you could say, “when I arrived, he was yelling, out of breath, and his face was red with anger.” The second example is better than the first because many reasons can explain why his face was red at the time. It can be that he was blushing or maybe laughing too hard.

3. Be accurate

As mentioned before, accuracy is very important. If you are positive that you saw a certain action with your own two eyes, then list that down. If it came from an eyewitness, it is best if you indicate in the report for it to be verified by the local authorities. And since it came from a source that is not your own, it is better to classify that as a not proven fact. Check out termination letter examples & samples too.

  • Additionally, if you are reporting what the witness told you, you should write down anything that you remember about the witness’s demeanor. If their statements cause controversy later, your report can prove useful. You may also see medical report examples & samples. For example, it would be helpful to know that a witness appeared excited while telling you what happened, or if they seemed very calm and evenhanded.

4. Be clear

Make sure that when you write, it is straight to the point. Do not try to use flowery language to make your report sound pretty. You are not aiming to write a book. Although it is important to keep the report short and simple, it should also be concise and clear with sufficient details so that it will not be confusing later on what you are trying to file in the report.

  • Avoid technical or legal terminologies: For example, say “personal vehicle” instead of “P.O.V.” (personally owned vehicle), and “scene of the crime” instead of the typical numbered code that police typically use to notify others of their arrival. You may also like quality report examples
  • Use short, to-the-point sentences that emphasize facts and that don’t leave room for interpretation. Instead of writing “I think the suspect wanted to get back at his wife, because he seemed to have ill intentions when he walked up to her and grabbed her,” write “The suspect [insert name] walked over to his wife [name] and forcefully grabbed her by the wrist.”

5. Be honest

Transparency is very critical in writing your report. When you are being honest in your report, it means that you are not hiding something. It means that everything that you have to report is already listed down, giving a full and complete report on what occurred. You may also see report form examples & samples

20. Incident Report Sample Letter Example

Incident Report Sample Letter Example

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21. Work Incident Report Sample Example

Work Incident Report Sample Example

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22. Example Incident Report Writing

Example Incident Report Writing

23. Incident Report Email Sample Example

Incident Report Email Sample Example

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24. Basic Incident Report Example

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Polishing the Report

1. double-check the basic facts.

In journalism, you would have already committed a grave sin if you reported something that you have not double-checked what your source has said. Once that article gets published, it may be retracted, but that the responsibility for getting it wrong will fall on you and you alone. It will be like you have lied directly to the public. So, make sure that your facts are right. See  expense report examples & samples as well.

2. Edit and proofread your report

No one likes to read a disorganized and grammatically incorrect report . So, try to proofread and make adjustments to your report.

3. Submit your incident report.

Once you are done with your report, submit it to your designated officer or superior in-charge. Upon submission, the usual procedure will most probably involve a board meeting with all concerned parties before a resolution can be made. Take a look at the  research report examples available online for more.

In an incident report, what you see is truly what you get. That’s why honesty is very crucial in making these kinds of reports so that the present administration of the organization can take action to prevent another incident like that from ever occurring again. You may also see management report examples.

Tips for Writing an Incident Report

  • Prompt Reporting: Record details promptly after the incident while the information is fresh and accurate.
  • Clarity and Objectivity: Be clear and factual in your descriptions, avoiding assumptions or personal opinions. Stick to the facts.
  • Chronological Order: Present the sequence of events in chronological order, detailing what happened before, during, and after the incident.
  • Details Matter: Include specifics such as date, time, location, individuals involved, and any witnesses present.
  • Describe the Incident: Provide a thorough description of what occurred, including the actions leading up to the incident and its aftermath.
  • Use Clear Language: Use simple, understandable language. Avoid jargon or technical terms that might not be universally understood.
  • Include Witnesses: Note the names and contact information of any witnesses and their accounts of the incident.
  • Document Evidence: Attach any supporting evidence such as photographs, videos, or relevant documents that support your report.
  • Immediate Actions Taken: Detail any immediate actions taken to address the situation or mitigate its impact.
  • Follow Company Procedures: Adhere to organizational protocols and guidelines for reporting incidents.
  • Recommendations: Provide recommendations for preventive measures or improvements to prevent similar incidents in the future.
  • Review and Finalize: Review the report for accuracy and completeness before submitting it to the appropriate authorities or management.

How do you write an incident report letter?

Header Information:

  • Include your name, position, and contact details.
  • Date and address the recipient (e.g., supervisor, HR department).

Introduction:

  • Start with a clear and concise description of the incident’s date, time, and location.

Description of the Incident:

  • Present a detailed, objective account of the event. Describe what happened before, during, and after the incident.
  • Include specific actions, individuals involved, and any resulting injuries or damages.

Immediate Actions Taken:

  • Outline any immediate measures or interventions implemented to address the situation.

Witness Statements/Evidence:

  • Include statements from witnesses if available. Attach supporting evidence such as photos, videos, or documents.

Recommendations for Prevention:

  • Offer suggestions on preventive measures to avoid similar incidents in the future.

Conclusion:

  • Recap the main points and express readiness to provide further information if needed.
  • Sign off professionally with your name, position, and contact information.

What are the 4 types of incident reports?

  • Employee Incident Reports: Detail incidents involving employees, such as accidents, injuries, or conflicts within the workplace.
  • Medical Incident Reports: Document medical-related incidents like patient injuries, medication errors, or medical emergencies in healthcare settings.
  • Security Incident Reports: Record security-related incidents, including thefts, vandalism, or breaches of security protocols.
  • Property Damage Incident Reports: Describe incidents involving damage to property, whether within a workplace or other settings, such as accidents or vandalism.

What happens when you write an incident report?

  • Documentation: The incident is documented in detail, including the date, time, location, individuals involved, and a description of what happened.
  • Investigation: The report may prompt an investigation by relevant authorities, supervisors, or designated personnel to determine the cause and circumstances surrounding the incident.
  • Preventive Measures: Recommendations for preventive measures to avoid similar incidents in the future might be implemented based on the report’s findings.
  • Follow-Up Actions: Depending on the severity and nature of the incident, corrective actions, training, or disciplinary measures may be taken.
  • Records and Compliance: The incident report becomes part of official records, ensuring compliance with organizational protocols, legal requirements, or industry regulations.

General FAQs

1. what is an incident report.

In any organization, a hospital, or assisted living, an incident report or accident report is very important. It is a report that is filled out to record details of an unexpected event that occurs at the facility, such as an injury to a patient, unusual work behavior, etc.

2. What is the purpose of using an Incident Report?

The goal of the incident report is to document the exact details of the event while they are fresh in the minds of those who witnessed it. This information may be useful in the future when dealing with such situations again. Organizations can be ready to face these issues without hesitation.

3. Who should write an Incident Report?

If you are a security guard or a police officer who is present at the scene where the incident has occurred, then you must write a detailed and accurate report, since it is an important aspect of your job. It gives a thorough account of what happened without missing crucial facts.

4. What are the 5 elements of a good incident report?

A good incident report includes clear details of what happened, the date/time/location, involved individuals, witnesses, and immediate actions taken, plus preventive recommendations for future incidents.

5. What is considered an incident report?

An incident report is a formal document detailing occurrences like accidents, injuries, security breaches, or noteworthy events, providing a factual account for organizational records and potential investigations.

6. What should you not write in an incident report?

In an incident report, avoid speculation, personal opinions, blaming, assumptions, or subjective details. Stick to facts, clarity, and objectivity for accurate documentation and analysis.

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Joining Report Letter

Most millennials are always looking for jobs. Having a job has become a necessity in today’s society. Students start working from an early age to become independent and make their parents proud. So they give interviews at various companies and are always in search of good job opportunities. They also keep on hopping around different jobs to get some initial growth in their career. In such a case, when they get a new job offer, they have to write a joining report to the employer if they wish to accept the job offer. Writing a joining report letter is considered a mark of respect towards your employer and has become a compulsion.

Joining Report Letter

What is a Joining Report Letter?

Whenever you start a new job, you can write a letter to your employer informing him that you have accepted the job offer and are ready to start on the date mentioned. A joining letter is written in acknowledgment of the offer letter you have received from the employer. In most cases, getting a job is a very cheerful moment for a person. In such a case, you should definitely know how to write a joining report letter. Read further to get an idea of the same.

How to Write a Joining Report Letter?

A joining report letter should always be written in a formal format. Make sure you have a polite and respectful tone while writing the letter. Follow the format given below to write a joining report letter whenever you may need to write one.

  • The letter starts with the ‘From’ address, which is the sender’s address.
  • The date has to be mentioned on which the letter was written.
  • Next is the ‘To’ address, which is the address of your employer.
  • The subject of the letter-joining letter
  • A salutation is done, e.g. ‘Dear Sir/Ma’am, ‘Respected Sir/Ma’am.
  • Then the main body of the letter is written, which states the reason you are writing the letter. You have to inform your employer that you have accepted the job offer and that you are available to join from (date) on (time).
  • Express gratitude towards your employer. (I am highly obliged, appreciative, etc.)
  • End the letter with Yours faithfully, Yours sincerely, Yours truly.
  • The signature of the person sending the letter and his name in block letters.
  • The contact number of the person sending the letter
  • Email address of the person sending the letter.
  • Attach a signed copy of your offer letter and any relevant documents that may be needed by your employer.

Example: Joining Report Letter 1

Sudhir Sharma

124, Pearl Apartment

Shivaji Park

Delhi-517281

Date – 12 July 2022

H.R. Manager

Minute Made LTD.

Sub: Joining application

I am Sudhir Sharma. I am writing this letter in response to your offer letter number ED/TY/0912.

I would like to inform you that I am ready to accept the job opportunity provided by you as a junior executive in your prestigious company. I will join the company on July 15, 2022. I have signed the offer letter and have attached it with this letter.

I assure you that I will give my best at the job. I am looking forward to gaining experience and building my future in your company. I will submit all the relevant documents required on my joining day itself.

I am highly grateful for the job opportunity you have provided me with.

Yours sincerely,

(Signature)

Contact number – 909090××××

Email address – [email protected]

Attachments:

Signed Offer Letter

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Example: Joining Report Letter 2

Sudha Kumari

Raheja Building No 4

Sagar Lodge

Lucknow – 416272

Date- 4 October 2022

The Principal

St. Mary’s High School

Sub: Joining application -Sudha Kumari

Dear Ma’am,

I am Sudha Kumari, a resident of Lucknow. I am writing this letter in response to the offer letter number GH/LK1234 which was sent by you.

I would like to inform you that I have accepted the offer letter sent by you and I am ready to join your prestigious school as a primary school teacher on October 10th, 2022 at 7 a.m. I have attached a duly signed offer letter with this letter.

I am very glad that you gave me an opportunity to serve your school as a primary teacher. I assure you that I will do my absolute best to serve the school. I am looking forward to gaining a lot of experience from your school.

I have also attached all the required documents you mentioned in the offer letter. Please contact me at my phone number or email address if any documents are still required.

I am highly appreciative of the job opportunity you have provided me with.

Contact number -787878××××

Attachments –

Duly signed offer letter

SSC and HSC Mark sheets

Mark sheets for BAF and B.Ed.

Experience certificate

Relieving Letter

Aadhar card

Frequently Asked Questions on Joining Report Letters

Question 1. When is a joining report letter written and is it compulsory to write one?

Answer. Whenever you start a new job, you can write a joining report letter to your employer informing him that you have accepted the job offer and are ready to start on the date mentioned and at the time specified. It is compulsory to write a joining report letter. By doing so, you are informing the employer about your acceptance of the job offer.

Question 2. What details should we mention while writing a joining report letter?

Answer. A joining report letter is written in acknowledgment of the offer letter given to you by the employer. You have to mention the offer letter number in response to which you are writing this letter. You have to mention that you have accepted the job offer and are ready to join on (date) and (time). Also, don’t forget to mention if you have attached anything with the letter.

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How to Write an Incident Report: Format, Examples & Tips

Last Updated: April 19, 2024 Fact Checked

Incident Report Template and Example

Following protocol, describing what happened, polishing the report.

This article was co-authored by Clinton M. Sandvick, JD, PhD . Clinton M. Sandvick worked as a civil litigator in California for over 7 years. He received his JD from the University of Wisconsin-Madison in 1998 and his PhD in American History from the University of Oregon in 2013. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 1,242,478 times.

If you're a security guard or police officer deployed to the scene of an incident, writing up a detailed and accurate report is an important part of doing your job correctly. A good incident report gives a thorough account of what happened without glossing over unsavory information or leaving out important facts. It's crucial to follow the appropriate protocol, describe the incident clearly, and submit a polished report.

How do you write an incident report?

Note the time, date, and location of the incident on the form. Include your full name and ID number, as well. Write a first person narrative explaining what happened at the scene, be honest, clear, and concise as you go. Then, proofread your incident report and revise any mistakes before submitting it.

how to write report letter

  • Follow any instructions that accompany the forms. Each organization uses a different format, so pay attention to the guidelines.
  • In some cases you're responsible for filling out a form issued by your institution. In other cases you'll be asked to type or write up the report on your own.

Tip: If possible, do your write up using word processing software. It will look neater, and you'll be able to use spell check to polish it when you're finished. If you write your report by hand, print clearly instead of using cursive. Don't leave people guessing whether your 7s are actually 1s.

Step 2 Provide the basic facts.

  • The time, date and location of the incident (be specific; write the exact street address, etc.).
  • Your name and ID number.
  • Names of other members of your organization who were present

Step 3 Include a line about the general nature of the incident.

  • For example, you could write that you were called to a certain address after a person was reported for being drunk and disorderly.
  • Note that you should not write what you think might have happened. Stick to the facts, and be objective.

Step 4 Start the report as soon as possible.

  • Use the full names of each person included in the report. Identify all persons the first time they are cited in your report by listing: first, middle, and last names; date of birth, race, gender, and reference a government issued identification number. In subsequent sentences, you can then refer to them using just their first and last names: "Doe, John" or "John Doe". Start a new paragraph to describe each person's actions separately. Answer the who, what, when, where, and why of what happened.
  • For example, when the police officer mentioned above arrives at the residence where he got the call, he could say: "Upon arrival the officer observed a male white, now known as Doe, John Edwin; date of birth: 03/15/1998; California Driver's License 00789142536, screaming and yelling at a female white,know known as, Doe, Jane, in the front lawn of the above location (the address given earlier). The officer separated both parties involved and conducted field interviews. The officer was told by Mr. John Doe that he had came home from work and discovered that dinner was not made for him. He then stated that he became upset at his wife Mrs. Jane Doe for not having the dinner ready for him."
  • If possible, make sure to include direct quotes from witnesses and other people involved in the incident. For example, in the above scenario, the officer could write “Jane said to me ‘Johnny was mad because I didn’t have dinner ready right on time.'”
  • Include an accurate description of your own role in the course of what occurred. If you had to use physical force to detain someone, don't gloss over it. Report how you handled the situation and its aftermath.

Step 2 Be thorough.

  • For example, instead of saying “when I arrived, his face was red,” you could say, “when I arrived, he was yelling, out of breath, and his face was red with anger.” The second example is better than the first because there are multiple reasons for someone’s face to be red, not just that they are angry.
  • Or, instead of saying “after I arrived at the scene, he charged towards me,” you should say “when I arrived at the scene I demanded that both parties stop fighting. After taking a breath and looking at me, he began to run quickly towards me and held his hand up like he was about to strike me.”

Step 3 Be accurate.

  • For example, if a witness told you he saw someone leap over a fence and run away, clearly indicate that your report of the incident was based upon a witness account; it is not yet a proven fact.
  • Additionally, if you are reporting what the witness told you, you should write down anything that you remember about the witness's demeanor. If their statement's cause controversy later, your report can prove useful. For example, it would be helpful to know that a witness appeared excited while telling you what happened, or if they seemed very calm and evenhanded.

Step 4 Be clear.

  • Keep your writing clear and concise.
  • Additionally, do not use legal or technical words: For example, say “personal vehicle” instead of “P.O.V.” (personally owned vehicle), and “scene of the crime” instead of the typical numbered code that police typically use to notify others of their arrival.
  • Use short, to-the-point sentences that emphasize facts and that don't leave room for interpretation. Instead of writing "I think the suspect wanted to get back at his wife, because he seemed to have ill intentions when he walked up to her and grabbed her," write "The suspect [insert name] walked over to his wife [name] and forcefully grabbed her by the wrist."

Step 5 Be honest.

  • Do not try to make sure that statements in your report match those of your colleagues. Individually filed reports guarantee that more than one account of an incident survives. Incident reports can appear later in a court of law. If you alter the facts of your report to match those of another, you can be penalized.

Step 2 Edit and proofread your report.

  • Check it one more time for spelling and grammar errors.
  • Remove any words that could be seen as subjective or judgmental, like words describing feelings and emotions.

Step 3 Submit your incident report.

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  • ↑ https://www.indeed.com/career-advice/career-development/work-incident-report
  • ↑ https://www.csus.edu/campus-safety/police-department/_internal/_documents/rwm.pdf
  • ↑ https://www.nfic.org/docs/WrittingEffectiveIncidentReports.pdf
  • ↑ https://openoregon.pressbooks.pub/ctetechwriting/chapter/accident-and-incident-reports/
  • ↑ https://oer.pressbooks.pub/opentrailstechnicalwriting/chapter/writing-incident-reports/

About This Article

Clinton M. Sandvick, JD, PhD

If you need to write an incident report, start writing down the basic facts you need to remember as soon as possible, so you don’t start to forget details. Include the time, date, and location of the incident, as well as your name and work ID number and the names of anyone else who was present. Start by describing the general nature of the incident, then write out a detailed, first-person account of what happened. Include as many details as you can. Keep reading for tips on editing and polishing your report. Did this summary help you? Yes No

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Joining Report Letter

Joining report letter | check the format and sample letters for it.

A joining report letter is a letter from the candidate to the employer accepting the job offer and confirming the date and time of joining. In this digitalised world, everything has become online, but it is also a sweet gesture if you can send a letter stating that you have accepted the offer. In case you have not received the joining letter, you can write an application to your employer requesting to issue the joining letter.

Table of Contents

How to write a joining report letter, application for joining letter, frequently asked questions on joining report letter.

A joining report letter can be written to the HR, your recruiter, or your reporting manager. It is basically a formal letter that states that you have accepted the job offer and the terms and conditions of the job. It expresses your desire and willingness to join the organisation. You can refer to the below-provided sample letters before you write the joining letter to your employer.

Joining Report Letter Sample

In case you are not very sure about the joining report letter format, you can refer to the samples of a joining report letter and an application for a joining letter given below. After that, you can attempt your own version of the letter.

Stadium Road, Adarsh Nagar

1st March, 2022

Asmita Reddy

Senior Human Resources Manager

Palm Designs Pvt. Ltd

Stadium Road, Sector B

Hyderabad – 541263

Sub: Joining letter

Dear Madam,

I am writing this letter in reference to the offer letter (OL00000) you sent me on 25th February, 2022. I would like to let you know that I accept the job offer for the position of Content Editor, and I am ready to join on 5th March, 2022. I have accepted the terms and conditions mentioned and signed the offer letter. I am thankful for this wonderful opportunity, and I hereby assure you that I will work sincerely and put my skills to good use.

I am attaching the relevant documents along with this letter.

(Signature)

Contact No.: 1234567

Attachments

  • Signed offer letter

Netra Tripathy

#75 Kamalam, B.Narayanapura, 1st Main Road

Mahadevpura, Bangalore – 560048

Pratyush Yadav

Senior HR Manager

Rankopedia Pvt. Ltd

Mahadevpura

Bangalore – 560016

Subject: Request for the issuance of joining letter

Dear Pratyush,

I am writing this letter to inform you that I have accepted the job offer for the post of Content Writer in your esteemed organisation. I have sent you the signed copy of the offer letter (OL0972) on the 22nd of February, 2022. I was informed that I would receive the joining letter from Mr. Karandeep Singh (Senior Manager) by 28th February, but I have not received it yet. I request you to kindly issue the joining letter at the earliest so that I can continue with the further processes without any delay.

NETRA TRIPATHY

Contact: 999999

What is a joining report letter?

A joining report letter is a formal letter from the candidate to the employer informing that the candidate has accepted the offer letter, and the terms and conditions of the job.

How do I write a joining report letter?

While writing the joining report letter, do mention the start and end dates of your leave period, mention your job role, employee ID and other relevant details. You can refer to the sample letter below.

I am writing this letter to inform you that I have accepted the offer (offer number__) for the post of ____ and I shall be joining the office on _____(date) at ____(time). I am glad to accept the offer, and I shall remain grateful to you.

What is the difference between a joining letter and an appointment letter?

An appointment letter is sent by the employer to the candidate who has been offered the job and has accepted the job offer. On the other hand, a joining letter is a formal letter that the candidate submits to the employer accepting the job offer, and the terms and conditions of the job, confirming the date of joining.

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OPINION: 70 years after Brown vs. Board decision, key takeaways remain buried

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Even as we approach the 70th anniversary of Brown vs. Board this May, key parts of its history remain buried. Reporting has begun to engage with some of the lost, and often complex, aspects of Brown’s legacy, such as the mass firing of Black educators following the Brown decision.

At least one critical piece , however, still remains largely unknown: NAACP lawyers submitted a letter with evidence about segregation’s impact on white students as well as Black students.

In the letter, signed by more than 30 social scientists , Thurgood Marshall and his team at the NAACP warned that, in addition to its more well-known harms to Black educational opportunity, segregation also has detrimental effects on white children.

If school integration is going to reach its full potential — for schools and for democracy in general — we should take a close look at this neglected letter and its chilling resonances with contemporary society. The letter notes that “segregation imposes upon individuals a distorted sense of social reality” that can take shape in different ways for white students.

As we approach a milestone for Brown, let’s seize this opportunity to recommit to one of its primary goals: integrated public schools as “the very foundation of good citizenship.”

This requires thinking about Brown more expansively than we have in the past. Thinking of school integration not as an individual benefit for one group of students but as an essential component of a healthy multicultural democracy.

Related: Any educational reform that ignores segregation is doomed to failure

Indeed, research clearly illustrates that white students in diverse schools gain social awareness and intercultural understanding among other benefits. In a recent study , my colleagues at the University of Massachusetts and I compared white students in segregated white schools with those in racially diverse schools. We found that the latter reported higher levels of civic engagement and a sense of belonging.

This is just one example in a long history of social science research that connects racial contact to enhanced participation in a diverse democracy — including increased sociocultural empathy and reduced belief in stereotypes.

Revisiting Brown, 70 years later

The Hechinger Report takes a look at the decision that was intended to end segregation in public schools in an exploration of what has, and hasn’t, changed since school segregation was declared illegal.

The NAACP letter warns that those on the top of a social hierarchy can experience “confusion, conflict [and] moral cynicism” when trying to reconcile a contradiction between the stated “importance of justice and fair play by the same persons and institutions who, in their support of racial segregation and related practices, seem to be acting in a prejudiced and discriminatory manner.”

It notes that those majority members, in their effort to make sense of this apparent paradox, may “develop patterns of guilt feelings” or embrace “rigid stereotypes.”

Others may “attempt to resolve this conflict by intensifying their hostility toward the minority group,” the letter notes.

And in perhaps its most prophetic line, the letter warns that racial hostility is often accompanied by an “uncritical idealization of all authority figures” and “the development of a social climate within which violent outbreaks of racial tensions are likely to occur.”

If that sounds familiar, it’s for good reason. And it’s deeply troubling. Consider the recent steady rise of hate incidents that the Southern Poverty Law Center has labeled the “Trump effect.”

The former president’s current campaign is even more explicit in its embrace of racial stereotypes and dictatorial rule .

Surely, part of Trump’s support is connected to those “feelings of hostility” the letter described.

We see this today in efforts to ban curriculum on the history of school desegregation or even to outlaw any analysis of racism that inspires feelings of “discomfort, guilt, anguish, or any other form of psychological distress.”  

Our current political climate might look different if the court had emphasized the benefits for all students in its final Brown ruling; of course, it did not .

Related: OPINION: Why segregation and racial gaps in education persist 70 years after the end of legal segregation

Segregation’s impact on white students is noticeably absent from one of the decision’s most iconic lines: “Segregation of white and colored children in the public schools hasa detrimental effect upon the colored children.”

Taking its cues from the court ruling, our country pursued Brown’s mandate narrowly , as an often one-way form of desegregation. Families of color bore a disproportionate burden — long bus rides, the white mobs — because it was presumed that desegregation was for their benefit only.

Thankfully, there are vibrant existing venues for a more expansive conception of school integration, much of which is organized by the National Coalition on School Diversity .

In some cities, youth organizers are carrying forward the similarly forgotten legacy of student protest for school integration. The student organizing operates according to a reimagined notion of Brown’s mandate, described as the 5 Rs of real integration : race and enrollment, resources, relationships, restorative justice and representation.

There are also efforts underway across the country to organize white and/or affluent parents — of course, the chief opponents of desegregation — to choose racially diverse schools for their children.

Research gives us reason to feel hopeful that these kinds of efforts can usher in a new era of school integration. Recent polling illustrates that white parents opposed to school integration are likely to change their opinions after learning more about the impact of segregation on white children: the exact results the NAACP letter warned us about 70 years ago.

We need to address segregation as a collective challenge and create a new approach that breaks from the one-sidedness of the past. Even as Brown turns 70, it’s not too late.

The seeds were planted long ago, and our current moment gives us plenty of motivation to help them grow.

Peter Piazza is a research assistant professor at the University of Massachusetts Amherst and an associate director of the university’s Beyond Test Scores Project.

This story about Brown vs. Board of Education was produced by The Hechinger Report , a nonprofit, independent news organization focused on inequality and innovation in education. Sign up for Hechinger’s newsletter .

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Did ChatGPT write your resume and cover letter?: How to answer the most obvious job interview AI question

By emily larcher,cnbc • published may 16, 2024 • updated on may 16, 2024 at 12:30 pm.

  • Studies show that a significant number, though by no means a majority, of job hunters are using artificial intelligence like ChatGPT to write resumes and cover letters.
  • The use of gen AI in the job hunt is especially prevalent among younger workers.
  • AI can be a valuable writing partner, but job seekers will need to be prepared to explain how and why they used it in the job application process.

Recent surveys show that artificial intelligence is playing a greater role in the job application process. Use of generative AI tools like ChatGPT is becoming more common as a writing partner for resumes and cover letters.

It's no surprise. It may be a good idea. Submitting materials as part of the job application process is a task that can cause anxiety and which people have an inclination to put off. Many job seekers fear their resume may not stand out from the crowd, or may include embarrassing errors that even after proofreading they somehow missed in a rush to apply. AI can ease some of these concerns and be a productive writing partner.

So far, the surveys suggest that roughly one-fifth of job seekers are relying on AI. A survey out this week from ResumeTemplates found that 22% of Gen Z job applicants used ChatGPT to create a resume or cover letter. An earlier survey conducted by ResumeBuilder found that in the past year, 18% of U.S. job seekers say that they used ChatGPT to craft resumes and cover letters, as well as prepare for interviews. In its survey, usage dips to 9% among job seekers in the 45 to 54 year-old age bracket.

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Use of AI to write resumes and cover letters remains controversial. Some career experts say the big problem is that job seekers are using tools like ChatGPT the wrong way. As a hiring manager and founder of a career development business recently told CNBC Make It , "no matter how exciting this new technology is, humans are still in charge of the hiring process. Which is why having a robot write   your resume is a recipe for disaster."

There is a risk that use of ChatGPT and similar tools leads to the production of resumes and cover letters that all start to look exactly the same .

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Importantly, the ResumeTemplates survey found that 77% of job seekers who used AI said they made edits to what ChatGPT provided.

In the end, the situation is similar to what's happening in education. Banning use of ChatGPT and other gen AI among students is a losing battle for teachers. Better to help students understand how to use AI as a tutoring tool to improve their own unique performance. Editing a first draft of a resume or cover letter produced by an AI — the same way that a student might an essay — is an important step. But even if a job seeker is successful in creating a resume or cover letter with an AI that stands out, that still won't prepare them for the final step: when human resources or a hiring manager asks them point blank whether they used AI in the job application process.

Here's how career experts say you should handle that.

Career expert advice on using AI to get hired

ChatGPT can in fact help you land a job, according to those who have used it. The first thing to know is that fear that hiring firms will look down upon use of AI is not a given, by any stretch. The recent ResumeBuilder survey found that over half (55%) of job seekers stated that potential employers lauded their use of AI during job interviews. Only 29% of job seekers said they believed their use of AI with prospective employers led them to not be hired.

Any job interview question about AI should be seen as a chance to pivot the conversation. When HR or a hiring manager asks about use of AI in production of a cover letter or resume, the onus is on the job seeker to pivot the AI conversation to make a more compelling point, says Marissa Morrison, v.p. of people at ZipRecruiter. Applicants should have a talking point prepared to show that their use of AI is an example of their familiarity with, and embrace of, technology trends. Morrison said job seekers that are open about their AI use for "administrative and automated tasks" can demonstrate they are prepared to create new avenues of productivity on the job — a key goal of organizations in AI adoption. 

Don't deny use of AI, and be knowledgeable about how a hiring firm uses it. Vicki Salemi, career expert for Monster.com, says job seekers should start with honesty — denying the use of AI won't get you anywhere. She also focused on how to pivot the AI conversation. Specifically, ahead of any interview, job seekers should research and be knowledgeable about a specific company's scope of AI use, and bring an AI conversation with HR or hiring managers back to that company-specific case. 

Be skeptical of working for any company that is dismissive of AI . Job seekers should be on the lookout for companies that may be a bad fit — any organization that is dismissive of AI may not be where a worker wants to grow in a career long-term. Julia Toothacre, resume and career strategist for ResumeBuilder, said no matter how much a job seeker may need a position, this is not a red flag to be ignored given where most of the market is going with AI deployment. As with the other experts, Toothacre says job seekers should practice talking about how they not only embrace, but "own" AI and are prepared to leverage it in "understanding job efficiency standards." 

Most important of all: Never use AI as a "crutch." What ChatGPT, or any other AI tool, should not be is a "crutch" to generate resumes and cover letters tailored to job postings, says Katie McGinnis, vice president of human resources at online learning company Udacity. Employers can easily spot when an applicant relied solely on AI for resumes and cover letters. McGinnis says to be as specific as possible during job interviews about AI skills, "just as you would any other technical skills."

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Exclusive: Democrats Urge Biden to Investigate Grocery Store Price-Fixing

US-POLITICS-SOTU-BIDEN

A group of Democratic lawmakers are calling on President Joe Biden to investigate grocery store chains for price manipulation, writing in a letter sent Monday morning that he should use executive authority to take additional enforcement action to address rising food prices without the help of Congress.

The letter, shared exclusively with TIME, comes after a report from the Federal Trade Commission (FTC) found that major grocery chains seemed to take advantage of supply chain disruptions during the pandemic to hike up prices to increase their profits. Sen. Elizabeth Warren, a Massachusetts Democrat who led the letter and is one of its signatories, has called for more competition and stronger enforcement of antitrust laws to bring down grocery prices for families—but her proposed legislation on the topic has been largely stalled in Congress.

She’s now hoping that Biden will leverage his executive authority to initiate a thorough investigation into the alleged price-fixing practices of major grocery store chains. “Big food companies want to keep these huge profits and they're hiring plenty of lobbyists to keep Congress from acting,” Warren tells TIME in an interview. “Congress has stalled out on doing work that it could do to help families lower costs… and the President has the tools to fight back.”

Sens. Richard Blumenthal (D-Conn.), Cory Booker (D-N.J.), Martin Heinrich (D-N. Mex.), Bernie Sanders (I-Vt.), and Peter Welch (I-Vt.) also signed on to the letter requesting Biden’s intervention, along with 35 House Democrats. The lawmakers outlined several proposals in their letter that the Biden Administration could take—from encouraging the FTC to issue guidance on potential violations of price discrimination laws, to creating a joint task force to investigate food price manipulation throughout the supply chain.

As Biden seeks re-election, he has been hard pressed to construct an accessible story about how his economic policies are affecting real Americans. Polling data shows that the public remains deeply displeased by the prices they pay for food, which have gone up 21% in the last three years. And the majority of voters continue to rank inflation at the top of their list of issues facing the country, with most voters concerned about inflation naming “the cost of food and groceries” as the main source of their angst.

Research shows that from January 2020 to January 2024, the grocery expenses for a family of four on a “thrifty food plan” increased by 50%, while major supermarket conglomerates saw revenue spikes of up to 36% during this timeframe. “Purchasing food isn't a choice, it's a necessity,” says Lindsay Owens, the executive director of the Groundwork Collaborative, a left-leaning think tank that released a report in February on the key drivers of grocery inflation. “There's no getting around a trip to the grocery store in modern America, so I think Congress and the Biden Administration are rightly focused on what they can do, what suite of tools they have at their disposal for bringing down food and grocery prices for Americans, particularly when food and grocery prices are being kept artificially high because of market manipulation, collusion, and price gouging.”

The letter underscores what many progressive Democrats and liberal economic minds see as an urgent need for regulatory intervention to level the playing field in the food and grocery sector, ensuring fair competition and affordable prices for consumers nationwide. Studies have found that corporate profits account for more than 50% of current inflation as many American families are being hit with higher costs for groceries. In the food industry alone, four retailers —Walmart, Kroger, Costco, and Albertsons—account for over a third of national grocery sales, potentially allowing dominant retailers to extract more favorable prices and terms from suppliers.

The letter highlights several exclusionary practices that may be employed by dominant grocery firms, including slotting fees for product placement, category captain arrangements that skew market dynamics, and rebates incentivizing purchasing from dominant firms—all of which the lawmakers say effectively shut out smaller suppliers and drive up costs for American families. They claim that such practices may violate existing antitrust laws and regulations, including the Sherman Act, the Clayton Act, and the Robinson-Patman Act—which together prohibit monopolistic behavior, certain anti-competitive practices, and price discrimination.

To address these concerns, the lawmakers propose that the Biden Administration encourage the FTC to promulgate a rule under Section 5 of the FTC Act, aimed at prohibiting or curbing exclusionary contracting in the food industry. They also urge the Administration to work with the U.S. Department of Agriculture (USDA) to take similar action under the Packers & Stockyards Act, a law designed to ensure fair competition and prevent deceptive practices in the livestock and poultry industries.

“Our letter is about pointing out areas that exist in the law, but have long been underused,” Warren says of the proposals sent to Biden’s desk. “Now is the perfect moment to move.”

In their letter, the group of lawmakers proposed the Biden Administration also encourage the FTC to issue guidance on potential violations of the Robinson-Patman Act and Section 5 of the FTC Act within the food industry, and to investigate and enforce those violations where merited. While the FTC already does provide general guidance on antitrust laws and regulations, the proposal calls for more targeted guidance for industry stakeholders and consumers on what constitutes violations, and to take legal action against companies found to engage in anti-competitive practices or deceptive conduct.

The lawmakers also noted the importance of collaboration between regulatory bodies in addressing corporate practices that inflate consumer prices, proposing in the letter that Biden create a joint task force between the Commodity Futures Trading Commission (CFTC) and the FTC that aims to synergize their resources and tools to effectively address anti-competitive behaviors.

Additionally, they urge Biden to direct the Department of Justice (DOJ) and FTC to scrutinize and potentially block mergers and acquisitions in the food and agricultural sectors, aiming to prevent further consolidation, while also encouraging the DOJ to prosecute actors in these sectors for price-fixing and other anti-competitive behavior. 

The FTC has already taken such steps, suing to block a merger between two large grocery-store chains, Kroger and Albertsons, under Biden’s presidency. Critics of the merger argued that it would diminish competition and potentially lead to increased prices for consumers.

A White House spokesperson noted that the Administration does not play a role in or comment on enforcement actions but pointed to another example of Biden’s DOJ blocking a merger that would have raised prices for lettuce and packaged salads, and also suing to address price-fixing of chicken, pork, and turkey meats.

The Biden Administration has also taken other steps to lower grocery costs, updating the Thrifty Food Plan to offer an extra $36 per month to low-income individuals on SNAP, partnering with over 30 state attorneys general to address anticompetitive behavior and price gouging in food and agricultural markets, and finalizing a rule to make meat and poultry markets more competitive for farmers and ranchers. During his State of the Union address, Biden complained about shrinkflation—the practice of firms reducing product or portion sizes while keeping package prices the same—using smaller Snickers bars and less chips as an example. “Too many corporations raise prices to pad the profits, charging more and more for less and less,” Biden said. “The snack companies think you won't notice if they change the size of the bag and put a hell of a lot fewer—same size bag—put fewer chips in it.”

New polling data from the progressive think tank Data for Progress suggests that it could help Biden politically if he took action to address rising food prices without the help of Congress, with 69% of voters saying in mid-May they believe the government should do more to regulate grocery stores that raise prices to maximize profits and 71% saying they support governmental regulation targeting corporate food producers. Three-quarters of voters also said they think the government should take additional action to crack down on food producers and large grocery stores that illegally charge higher prices to smaller grocery stores.

Warren stressed that Biden is “fully committed to lowering costs for families” and is “willing to take on giant corporations to do that.” 

“That's who Joe Biden is and what he fights for,” she adds. “This effort around stopping giant food companies from cheating consumers is just one more piece of Joe Biden's effort to bring down costs for American families.”

A White House spokesperson did not address whether the Administration will heed the calls in the letter and take additional action when asked by TIME, but noted “the President supports fair and vigorous antitrust enforcement.”

Progressive Democrats, led by Warren, introduced federal legislation earlier this year that would make it “unlawful for a person to sell or offer for sale a good or service at a grossly excessive price” during an “exceptional market shock.” But the anti‐​price‐​gouging legislation is unlikely to become law due to concerns from Republicans that it would effectively allow the FTC to control prices and prolong shortages for many goods and services.

Warren and the other Democrats who support cracking down on price gouging are now turning to Biden to use his executive authority to bypass Congress.

“The White House has been responsible for picking up tools that have been left to rust for decades,” Warren says. “They are now using those tools to lower costs for American families. Our letter points out there are even more tools available and reminds the White House that there will be plenty of support in Congress if the Administration will pick those tools up and use them.”

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How to Write a Letter Of Support (With Examples)

  • How To Ask For A Letter Of Recommendation
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  • Letters Of Support

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Summary. To write a letter of support , introduce yourself and then respectfully explain why the individual or organization you’re writing about deserves the reader’s backing. This letter can help students get scholarships, nonprofits get funding, and governments get reelected.

Letters of support are important considerations to make when applying for a job , for acceptance to a university, or for an organization looking for funding to support a goal.

The objective of these letters is relatively the same: to convince the person who reads them to take a specific action.

Being able to write a successful supporting letter is a great skill to have. In this article, we will go over how to write one, give an example, and give you tips to write the best support letter.

Key Takeaways

A letter of support can boost a student’s, organization’s, or government’s credibility.

Introduce yourself and then write your main points about why you support the individual or organization.

Be persuasive, but brief and respectful in your support letter.

Letters of support with examples

What Is a Letter of Support?

How to write a letter of support, professional letter of support example, tips for writing an effective letter of support, support letter faq.

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A letter of support is a document used to bolster your credibility through a third-party testimonial. Letters of support are essential to students, businesses, and governments. For each, letters of support are used for different reasons.

For example, an organization or business might be looking for funding. A government may be applying for a grant to achieve a specific goal in a set amount of time. A student may be looking for their acceptance to a school, and a letter of support could help give them the additional credibility needed.

Letters of support can make or break an individual’s chances of getting what they want. That’s why you’ll want to make sure your letters are both effective and persuasive .

Make sure you know what your specific goal is so that you can best instruct the narrative, whether you are writing one or requesting one.

Although it may seem simple and straightforward to write a letter of support, there are a few details to be aware of before you dive in. Remember, writing a persuasive letter is the best chance you have of getting financial support for the goal you’re trying to achieve.

The header. Start the letter of support by including a heading on the top-left side of the letter. Here you can include the writer ’s name, institution, and the date of writing.

Salutation. Put the correct salutation in your letter, and be sure you are addressing the recipient correctly. Research to find out if they go by Dr., Mrs., Mr., or Ms., and address them with, “Dear.”

The introduction. The first thing you’ll want to do is introduce yourself . Who are you, and why should the reader care?

Next, be sure you clearly state your intent in the first few sentences and highlight your relationship with the applicant or the importance of your cause.

The body. The body of the letter should answer the question, “Why?” Whether it is what a student was like in class or why funding is necessary for a new initiative, it should clearly and articulately answer the “why” for the reader.

The conclusion. The ending of your letter of support should summarize your key points and restate the value of their support while offering any final details that could sway your reader.

As a best practice, a letter of support should be no longer than two pages in length, except for specific circumstances. Be sure to either ask for or provide any additional details or requirements that must be in the letter before the writer begins their process.

Letters of support can make a massive difference for applying students or certain causes, so it’s important to make sure you’re articulating your key points effectively. Use the template above as a starting point, but make an effort to personalize the letter as much as you can.

When requested and submitted, letters of support can be extremely influential in determining an acceptance or whether your project is worthy of funding.

Consider three parts – your opening, which identifies the project and who you are supporting, a middle that indicates the relationship between the writer and the funding effort, as well as closing remarks .

Lastly, remember to ensure all letters of support are addressed to the same person at the same address and that all terminology such as project or company names is being used correctly.

Letter of Support Sample Teresa Morris Lego Company 1275 Peachtree St. NE Atlanta, GA 30309 Dear Mrs. Morris, I am pleased to be writing a letter of support for my colleague Alyssa Bauble’s proposal for the development of the Boys Girls Club of America to the Lego Company to fund the Choice Program to encourage secondary schooling for low-income children. We strongly support this grant application and the focus on encouraging our city’s children by increasing access to affordable or free schooling options. As an organization whose mission is to better the lives of the youth across America through creativity and play, we know your true passion is fostering the brilliant minds of tomorrow. We’ve long admired your initiatives across your organization to fund projects that have greatly benefited the children of our country. Through this letter, we acknowledge the specific roles and responsibilities we will fulfill in this partnership. In the event you agree to the funding, we would expect our role in this project to include: Forming a true partnership to grant access for low-income youth to apply for scholarships or receive grants to attend secondary schooling. Gathering input from the children on ways to improve in the future. Study this roll-out as a national benchmark to model other programs with the potential to spread across the country. Creative and innovative ideas on how best to encourage membership. The Boys Girls Club of America will take responsibility to lead the Choice Program’s overall goals and strategy, as well as the day-to-day operations. We look forward to working with you in educating the youth of our communities. Sincerely, Lara Michigan Senior Director, Club Activities Boys Girls Club of America

Because this letter is so important, there are a few details you’ll want to take into consideration when you ask someone to write one or write one yourself:

Keep it short. When crafting your letter of support , ensure you are as concise as possible. Use short phrases when you can and direct language that gets to the point quickly.

Use proper formatting. An important letter requires attention to detail. Remember, first impressions are everything. Be sure that you format your letter, so it’s as visually appealing and easy to read as possible.

Proofread. Since first impressions are everything , make sure you proofread your letter for any spelling or grammatical errors. If your letter is dotted with mistakes, it will tarnish the letter’s credibility and be a turn-off for your reader.

Be persuasive, but not pushy. Because this is a persuasive letter, you’ll want to make sure that comes through in the tone of your letter. Be sure to stay away from pushy or rough language.

Try not to stress fundraising. Making fundraising the focal point of your letter could be a detriment to your cause. Instead of focusing on the money, keep your primary focus on the support you need for the proposed projects, such as education support.

Give them an out. As with any letter of request , it’s essential to ensure your reader has a way out, should they choose not to participate.

What is in a letter of support?

A letter of support contains an introduction of the writer and several persuasive main points. Whether it’s talking about how great the student was in class or how effective a nonprofit is, a support letter is trying to get the writer and the reader on the same page as far as the credibility of the letter’s subject.

Why is a letter of support required?

A letter of support is required to back up your claims about your credibility on an application. Students, businesses, nonprofits, and governments can benefit from letters of support when they’re applying for universities, scholarships, grants, or other programs.

Some applications may even require a support letter.

Who should write a letter of support?

Qualified people who have interacted with and are in support of the individual or organization they’re writing about should write a letter of support. Often organizations and individuals will ask you to write a letter of support, or you can offer them one for them to use if they want to.

Tufts Office of the Vice Provost for Research – How to Write an Effective Letter of Support

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Caitlin Mazur is a freelance writer at Zippia. Caitlin is passionate about helping Zippia’s readers land the jobs of their dreams by offering content that discusses job-seeking advice based on experience and extensive research. Caitlin holds a degree in English from Saint Joseph’s University in Philadelphia, PA.

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31-year-old joined the Air Force at 18—now he lives in Italy and has $500,000 saved up to retire in 7 years

By ryan ermey,cnbc and lauren shamo,cnbc • published may 16, 2024 • updated on may 16, 2024 at 12:34 pm.

This story is part of CNBC Make It's  Millennial Money  series, which details how people around the world earn, spend and save their money.

In 2011, like many 18-year-olds, Darren Thedieck wasn't sure what he wanted. He thought briefly about studying to become a dentist, "but I was nowhere close to that," he says. Plus, he was worried about the prospect of racking up student debt.

Knowing he wanted to travel the world and seeking financial stability, he enlisted in the U.S. Air Force, hoping to maybe get into the medical field that way.

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Instead, he was encouraged to work in IT — a potentially lucrative field in the private sector — at an E-1 Basic Airman's base pay of about $1,400 a month.

Thedieck, now 31, is still in the military, and has gotten an awful lot of what he's wanted ever since.

Travel the world? Check. After basic training and a stint in Las Vegas, Thedieck took assignments in England, South Korea, Germany and his current posting in Aviano, Italy — about an hour's drive from Venice.

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He's gotten financial stability too. Thedieck has steadily risen in rank and pay over his 12-plus years in the military while dutifully stashing away cash in a variety of investment accounts. Between his base pay and allowances, he pulled in $9,134 in March, which works out to an annual income of about $110,000.

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Cramer's Lighting Round: Abercrombie & Fitch is a buy

He's been slowly but surely working toward a degree in finance using military tuition assistance, and in 2017 began teaching free personal finance classes for fellow servicemembers online and in person.  

Another person he helped with money management: his wife Naudia, who he met in Germany in 2021. At the time, she had about $25,000 in student, credit card and automotive debt.

"Me being a finance guy, I kind of got that conversation going early on in our relationship. We got together and made a plan to cut unnecessary expenses," Thedieck says. "And although we didn't completely join our finances together at that point, we started working on a monthly budget for her in order to enable her to aggressively pay down her debt."

By the time the couple got married last April — a destination wedding in Denmark — they were debt free.

The couple welcomed their first child in February, and Thedieck already has bright plans for the future. His investments currently total more than $500,000 — a figure he hopes to push to $1 million in the next five years.

A few years after that, he'll be eligible for retirement from the military with a pension worth half his base pay. Early retirement at age 38 will just be the start of his second act.

Saving on a military salary

Thedieck was interested in saving and investing long before he joined the Air Force.

"Our family didn't have a whole lot of money coming up," he says. "I had to see my mom struggle at times financially. Part of that inspired me to do better for myself financially."

By 16, he was working at grocery stores and reading about how he could get the money he saved to grow. "Some of my early influences were through books — Warren Buffett, Benjamin Graham, figures of that nature," he says.

Thedieck says his family's low cost of living in Italy allows them to save on a single military salary.

Though he admits he didn't necessarily start with the titans of the investing world. "I went to the bookstore and picked up, plain and simple, 'Stock Investing for Dummies.'"

At 18, he opened a Roth individual retirement account, and soon began maximizing his contributions. He also began contributing to his Thrift Savings Plan — the government's version of a 401(k).

Thedieck credits the prodigious amount he's invested in part to the way that he's compensated. "The pay structure in the military allows me to aggressively save because a lot of the income that I get in the form of allowances aren't taxed," he says. "It's very tax-advantageous to serve in the military."

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In March, Thiedeck's base pay was about $4,650. From there, he sees deductions for federal taxes, Medicare, Social Security and group life insurance. He also receives three more sources of income in the form of entitlements: about $460 for food, $3,294 for housing, utilities and home maintenance and a $729 cost-of-living allowance.

When you live abroad, those allowances can go an awfully long way, Thedieck says.

"Cost of living in Italy is actually pretty affordable in comparison to most parts of the United States," he says. "In rent alone, we're in a pretty nice house — a four-bed, two-bath — and we pay roughly € 1,650 which translates to about $1,800 [per month]."

How he spends his money

The low cost of living has helped Darren and Naudia keep their budget under control, but it's taken planning as well.

Naudia left her job at Service Credit Union when the couple moved to Italy in 2023, both to prepare for the arrival of their child and to avoid working visa red tape in a new country. Moving to one salary has made things a little trickier, but still manageable, Thedieck says.

"That's forced us to be even more intentional with our finances and how we spend and save," he says. "Now that we're down to one income, we actually conduct monthly financial meetings as a family."

Here's where their money went in March 2024.

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  • Housing and utilities: $2,279 for rent, Wi-Fi, electricity and home fuel
  • Savings and investments: $2,230 deposited into his TSP and taxable brokerage account
  • Groceries: $737
  • Discretionary: $683 on household items, wellness treatments, entertainment and travel
  • Dining: $543 on meals, coffee and drinks
  • Car repair: $350
  • Insurance: $145 on health, dental, auto and life policies
  • Subscriptions: $50 for Apple, Disney, Netflix and Spotify
  • Phones: $24

At a glance, a few expenses on that list feel low while others seem to be downright missing.

No debt paydown? Thedieck and his wife own their vehicles outright. Naudia is debt-free after aggressively paying down her loans, and Thedieck never had any debt in the first place. He also pays off his credit card balance multiple times per month.

He's been working toward his bachelor's degree using $4,500 a year worth of tuition assistance rather than paying out of pocket or using his GI Bill. As a result, he may be able to transfer his benefit to his child, who could attend college on the military's dime.

The cost of raising a child is partially reflected in the couple's household and grocery bills, but other baby expenses have been very low thanks to the generosity of the community on base. They still haven't gone through all the diapers Naudia received at her baby shower.

Thedieck and his wife, Naudia, have monthly budget meetings to go over their past and future spending.

"We have spent roughly $500 of our own money on our baby, from a 3-in-1 combo stroller to various smaller items," Thedieck says. "Everything else has been received through our registry and friends' donations." 

Of course, the couple is willing to spend on things that matter to them. Throughout his career in the military, Thedieck has been willing to spend on travel, and says the budget gets a little looser when he and Naudia are on the road together.

"We want to make the most of those moments and not think so much about how much it costs to do things, but put more value on the experiences," Thedieck says. The same goes for spending on health and wellness.

They're even willing to extend the food budget if it means indulging in a few more macchiatos or savoring the local cuisine. For Thedieck, it's all about finding a balance between spending and saving.

"I understood from an early age that I wanted to prepare a secure future for myself, especially in anticipation of a family," he says. "But I also realize the importance of living in the now and making the most of that. So I tried to travel as much as I could, while also setting myself up for the future."

Future plans and FIRE

For many savers, "the future" is code for retirement, and for Thedieck it is, too. He's just planning for it to arrive sooner than most.

Thedieck is aiming for FIRE, short for financial independence retire early.

Adherents to the FIRE movement aim to stash a large portion of their income into investment accounts. The goal is to reach their so-called FIRE number — the amount in your portfolio from which you can safely withdraw a certain percentage, often 4%, in perpetuity each year to totally cover your living expenses.

As a member of the military, Thedieck's road looks a little different since he'll have an extra source of income in the form of a half-base-pay pension.

how to write report letter

If he wanted, Thedieck could supplement that income with withdrawals from his investing accounts. He currently invests $1,300 a month into a taxable brokerage account and another $930 into his TSP. All told, his mix of investments is currently worth more than $500,000.

Right now, though, the plan is for that money to provide a financial "cushion" for the family, Thedieck says. Instead of full retirement after military life, both he and Naudia plan to take off in a new direction.

Naudia plans to go back to work. Thedieck, meanwhile, hopes to launch his financial classes as a small business while also taking on a new rank: stay-at-home dad.

"I'm going to run my online finance business for a little bit. That'll allow me that benefit to stay at home, run that, but also just kind of hang out and relax and enjoy my life a little bit more, just by taking care of our children as well as the household," Thedieck says.

Thedieck plans to retire from the military at age 38. He hopes to be a stay-at-home-dad while working on his online finance business.

Until then, Thedieck and his family will go wherever the Air Force stations him. Once he retires, though, the plan is to move back to Europe, where cost of living is low and opportunities to travel are abundant.

While Portugal holds appeal as a home base, "we had the idea to move every six months to a year to new locations in Europe," Thedieck says. "We've talked about living in London for a year, living in Dublin, Ireland, for a year, places like that, so that we can kind of get a feel for what the life is like."

The experience, the couple hopes, will be enriching not only for them, but for their child, along with any more they might have on the way.

"While it might be a little bit more frequent moving for them, it'll really offer them so many diverse opportunities that American children just don't get by being home."

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    Though he admits he didn't necessarily start with the titans of the investing world. "I went to the bookstore and picked up, plain and simple, 'Stock Investing for Dummies.'"