how to write brief report

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

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

Sounds familiar?

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

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

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

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

What is report writing?

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

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

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

Sounds easy enough, right? 

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

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

Types of reports

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

The most common types of reports are: 

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

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

How to write a report without feeling overwhelmed

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

These three stages are: 

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

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

Stage 1: Pre-writing 

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

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

Understand the purpose of your report

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

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

Research your topic

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

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

Make a report outline

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

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

Stage 2: Writing

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

Follow the proper report writing format

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

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

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

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

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

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

Reports should usually be written in the third person.

Edit and proofread the article

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

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

Stage 3: Post-writing

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

Format your report

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

Incorporate visuals

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

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

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

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

Share your report

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

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

How to add visuals to your report

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

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

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

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

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

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

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

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

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

Survey report template 

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

Research report template 

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

Corporate report template 

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

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

Case study report template

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

Marketing report template

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

Financial report template 

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

Annual report template 

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

See more report templates by creating a free Piktochart account . 

Quick checklist for better report writing

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

Purpose and audience

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

Structure and organization

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

Accuracy and analysis

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

Writing style and clarity

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

Acknowledgment and citation

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

Proofreading

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

Make engaging and effective reports quickly with Piktochart

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

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

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

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

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

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How to Write a Report

Last Updated: March 15, 2024 Fact Checked

This article was co-authored by Emily Listmann, MA and by wikiHow staff writer, Amy Bobinger . Emily Listmann is a private tutor in San Carlos, California. She has worked as a Social Studies Teacher, Curriculum Coordinator, and an SAT Prep Teacher. She received her MA in Education from the Stanford Graduate School of Education in 2014. There are 22 references cited in this article, which can be found at the bottom of the page. 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 8,735,053 times.

When you’re assigned to write a report, it can seem like an intimidating process. Fortunately, if you pay close attention to the report prompt, choose a subject you like, and give yourself plenty of time to research your topic, you might actually find that it’s not so bad. After you gather your research and organize it into an outline, all that’s left is to write out your paragraphs and proofread your paper before you hand it in!

Easy Steps to Write a Report

• Choose an interesting topic and narrow it down to a specific idea.
• Take notes as you research your topic. Come up with a thesis, or main theme of your report, based on your research.
• Outline the main ideas you’ll cover in your report. Then, write the first draft.

Sample Reports

Selecting Your Topic

• The guidelines will also typically tell you the requirements for the structure and format of your report.
• If you have any questions about the assignment, speak up as soon as possible. That way, you don’t start working on the report, only to find out you have to start over because you misunderstood the report prompt.

• For instance, if your report is supposed to be on a historical figure, you might choose someone you find really interesting, like the first woman to be governor of a state in the U.S., or the man who invented Silly Putty.
• If your report is about information technology , you could gather information about the use of computers to store, retrieve, transmit, and manipulate data or information.
• Even if you don’t have the option to choose your topic, you can often find something in your research that you find interesting. If your assignment is to give a report on the historical events of the 1960s in America, for example, you could focus your report on the way popular music reflected the events that occurred during that time.

Tip: Always get approval from your teacher or boss on the topic you choose before you start working on the report!

• If you’re not sure what to write about at first, pick a larger topic, then narrow it down as you start researching.
• For instance, if you wanted to do your report on World Fairs, then you realize that there are way too many of them to talk about, you might choose one specific world fair, such as the Panama-Pacific International Exposition, to focus on.
• However, you wouldn’t necessarily want to narrow it down to something too specific, like “Food at the Panama-Pacific International Exposition,” since it could be hard to find sources on the subject without just listing a lot of recipes.

Researching the Report

• If you don’t have guidelines on how many sources to use, try to find 1-2 reputable sources for each page of the report.
• Sources can be divided into primary sources, like original written works, court records, and interviews, and secondary sources, like reference books and reviews.
• Databases, abstracts, and indexes are considered tertiary sources, and can be used to help you find primary and secondary sources for your report. [5] X Research source
• If you’re writing a business report , you may be given some supplementary materials, such as market research or sales reports, or you may need to compile this information yourself. [6] X Research source

• Librarians are an excellent resource when you're working on a report. They can help you find books, articles, and other credible sources.
• Often, a teacher will limit how many online sources you can use. If you find most of the information you need in the library, you can then use your online sources for details that you couldn’t find anywhere else.

Tip: Writing a report can take longer than you think! Don't put off your research until the last minute , or it will be obvious that you didn't put much effort into the assignment.

• Examples of authoritative online sources include government websites, articles written by known experts, and publications in peer-reviewed journals that have been published online.

• If you’re using a book as one of your sources, check the very back few pages. That’s often where an author will list the sources they used for their book.

• Remember to number each page of your notes, so you don’t get confused later about what information came from which source!
• Remember, you’ll need to cite any information that you use in your report; however, exactly how you do this will depend on the format that was assigned to you.

• For most reports, your thesis statement should not contain your own opinions. However, if you're writing a persuasive report, the thesis should contain an argument that you will have to prove in the body of the essay.
• An example of a straightforward report thesis (Thesis 1) would be: “The three main halls of the Panama-Pacific International Exposition were filled with modern creations of the day and were an excellent representation of the innovative spirit of the Progressive era.”
• A thesis for a persuasive report (Thesis 2) might say: “The Panama-Pacific International Exposition was intended as a celebration of the Progressive spirit, but actually harbored a deep racism and principle of white supremacy that most visitors chose to ignore or celebrate.”

• The purpose of an outline is to help you to visualize how your essay will look. You can create a straightforward list or make a concept map , depending on what makes the most sense to you.
• Try to organize the information from your notes so it flows together logically. For instance, it can be helpful to try to group together related items, like important events from a person’s childhood, education, and career, if you’re writing a biographical report.
• Example main ideas for Thesis 1: Exhibits at the Court of the Universe, Exhibits at the Court of the Four Seasons, Exhibits at the Court of Abundance.

Tip: It can help to create your outline on a computer in case you change your mind as you’re moving information around.

Writing the First Draft

• Try to follow any formatting instructions to the letter. If there aren't any, opt for something classic, like 12-point Times New Roman or Arial font, double-spaced lines, and 1 in (2.5 cm) margins all around.
• You'll usually need to include a bibliography at the end of the report that lists any sources you used. You may also need a title page , which should include the title of the report, your name, the date, and the person who requested the report.
• For some types of reports, you may also need to include a table of contents and an abstract or summary that briefly sums up what you’ve written. It’s typically easier to write these after you’ve finished your first draft. [14] X Research source

• Example Intro for Thesis 1: “The Panama-Pacific International Exposition (PPIE) of 1915 was intended to celebrate both the creation of the Panama Canal, and the technological advancements achieved at the turn of the century. The three main halls of the PPIE were filled with modern creations of the day and were an excellent representation of the innovative spirit of the Progressive era.”

• Typically, you should present the most important or compelling information first.
• Example topic sentence for Thesis 1: At the PPIE, the Court of the Universe was the heart of the exposition and represented the greatest achievements of man, as well as the meeting of the East and the West.

Tip: Assume that your reader knows little to nothing about the subject. Support your facts with plenty of details and include definitions if you use technical terms or jargon in the paper.

• Paraphrasing means restating the original author's ideas in your own words. On the other hand, a direct quote means using the exact words from the original source in quotation marks, with the author cited.
• For the topic sentence listed above about the Court of the Universe, the body paragraph should go on to list the different exhibits found at the exhibit, as well as proving how the Court represented the meeting of the East and West.
• Use your sources to support your topic, but don't plagiarize . Always restate the information in your own words. In most cases, you'll get in serious trouble if you just copy from your sources word-for-word. Also, be sure to cite each source as you use it, according to the formatting guidelines you were given. [18] X Research source

• Your commentary needs to be at least 1-2 sentences long. For a longer report, you may write more sentences for each piece of commentary.

• Avoid presenting any new information in the conclusion. You don’t want this to be a “Gotcha!” moment. Instead, it should be a strong summary of everything you’ve already told the reader.

Revising Your Report

• A good question to ask yourself is, “If I were someone reading this report for the first time, would I feel like I understood the topic after I finished reading?

Tip: If you have time before the deadline, set the report aside for a few days . Then, come back and read it again. This can help you catch errors you might otherwise have missed.

• Try reading the report to yourself out loud. Hearing the words can help you catch awkward language or run-on sentences you might not catch by reading it silently.

• This is a great trick to find spelling errors or grammatical mistakes that your eye would otherwise just scan over.

• Ask your helper questions like, “Do you understand what I am saying in my report?” “Is there anything you think I should take out or add?” And “Is there anything you would change?”

• If you have any questions about the assignment requirements, ask your instructor. It's important to know how they'll be grading your assignment.

Expert Q&A

You Might Also Like

• ↑ https://libguides.reading.ac.uk/reports/writing-up
• ↑ https://emory.libanswers.com/faq/44525
• ↑ https://opentextbc.ca/writingforsuccess/chapter/chapter-7-sources-choosing-the-right-ones/
• ↑ https://libguides.merrimack.edu/research_help/Sources
• ↑ https://www.wgtn.ac.nz/__data/assets/pdf_file/0010/1779625/VBS-Report-Writing-Guide-2017.pdf
• ↑ https://www.library.illinois.edu/hpnl/tutorials/primary-sources/
• ↑ https://libguides.scu.edu.au/harvard/secondary-sources
• ↑ https://learningcenter.unc.edu/tips-and-tools/taking-notes-while-reading/
• ↑ https://wts.indiana.edu/writing-guides/how-to-write-a-thesis-statement.html
• ↑ https://libguides.usc.edu/writingguide/outline
• ↑ https://ecampusontario.pressbooks.pub/engl250oer/chapter/10-4-table-of-contents/
• ↑ https://writingcenter.unc.edu/tips-and-tools/thesis-statements/
• ↑ https://www.yourdictionary.com/articles/report-writing-format
• ↑ https://www.monash.edu/rlo/assignment-samples/assignment-types/writing-an-essay/writing-body-paragraphs
• ↑ https://www.grammarly.com/blog/5-most-effective-methods-for-avoiding-plagiarism/
• ↑ https://wts.indiana.edu/writing-guides/using-evidence.html
• ↑ https://www.student.unsw.edu.au/writing-report
• ↑ https://writingcenter.unc.edu/tips-and-tools/revising-drafts/
• ↑ https://writing.wisc.edu/handbook/grammarpunct/proofreading/
• ↑ https://opentextbc.ca/writingforsuccess/chapter/chapter-12-peer-review-and-final-revisions/
• ↑ https://writingcenter.unc.edu/tips-and-tools/editing-and-proofreading/

About This Article

It can seem really hard to write a report, but it will be easier if you choose an original topic that you're passionate about. Once you've got your topic, do some research on it at the library and online, using reputable sources like encyclopedias, scholarly journals, and government websites. Use your research write a thesis statement that sums up the focus of your paper, then organize your notes into an outline that supports that thesis statement. Finally, expand that outline into paragraph form. Read on for tips from our Education co-author on how to format your report! Did this summary help you? Yes No

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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

Report Writing Format, Tips, Samples and Examples

Pankaj dhiman.

• Created on December 11, 2023

How to Write a Report: A Complete Guide (Format, Tips, Common Mistakes, Samples and Examples of Report Writing)

Struggling to write clear, concise reports that impress? Fear not! This blog is your one-stop guide to mastering report writing . Learn the essential format, uncover impactful tips, avoid common pitfalls, and get inspired by real-world examples.

Whether you’re a student, professional, or simply seeking to communicate effectively, this blog empowers you to craft compelling reports that leave a lasting impression.

Must Read: Notice Writing: How to write, Format, Examples

What is Report Writing ?

Report Writing – Writing reports is an organized method of communicating ideas, analysis, and conclusions to a target audience for a predetermined goal. It entails the methodical presentation of information, statistics, and suggestions, frequently drawn from study or inquiry.

Its main goal is to inform, convince, or suggest actions, which makes it a crucial ability in a variety of professional domains.

A well-written report usually has a concise conclusion, a well-thought-out analysis, a clear introduction, a thorough methodology, and a presentation of the findings.

It doesn’t matter what format is used as long as information is delivered in a logical manner, supports decision-making, and fosters understanding among stakeholders.

Must Read : Article Writing Format, Objective, Common Mistakes, and Samples

Format of Report Writing 

• Title Page:
• Title of the report.
• Author’s name.
• Date of submission.
• Any relevant institutional affiliations.
• Abstract/Summary:
• A brief overview of the report’s key points.
• Summarizes the purpose, methods, results, and conclusions.
• Table of Contents:
• Lists all sections and subsections with corresponding page numbers.

Introduction:

• Provides background information on the subject.
• Clearly states the purpose and objectives of the report.
• Methodology:
• Details how the information was gathered or the experiment conducted.
• Includes any relevant procedures, tools, or techniques used.
• Findings/Results:
• Presents the main outcomes, data, or observations.
• Often includes visual aids such as charts, graphs, or tables.
• Discussion:
• Analyzes and interprets the results.
• Provides context and explanations for the findings.

Conclusion:

• Summarizes the key points.
• May include recommendations or implications.

Must Read: Directed Writing: Format, Benefits, Topics, Common Mistakes and Examples

Report Writing Examples – Solved Questions from previous papers

Example 1: historical event report.

Question : Write a report on the historical significance of the “ Battle of Willow Creek ” based on the research of Sarah Turner. Analyze the key events, outcomes, and the lasting impact on the region.

Solved Report:

Title: Historical Event Report – The “Battle of Willow Creek” by Sarah Turner

This report delves into the historical significance of the “Battle of Willow Creek” based on the research of Sarah Turner. Examining key events, outcomes, and the lasting impact on the region, it sheds light on a pivotal moment in our local history.

Sarah Turner’s extensive research on the “Battle of Willow Creek” provides a unique opportunity to explore a critical chapter in our local history. This report aims to unravel the intricacies of this historical event.

Key Events:

The Battle of Willow Creek unfolded on [date] between [opposing forces]. Sarah Turner’s research meticulously outlines the sequence of events leading to the conflict, including the political climate, disputes over resources, and the strategies employed by both sides.

Through Turner’s insights, we gain a nuanced understanding of the immediate outcomes of the battle, such as changes in territorial control and the impact on the local population. The report highlights the consequences that rippled through subsequent years.

Lasting Impact:

Sarah Turner’s research underscores the enduring impact of the Battle of Willow Creek on the region’s development, cultural identity, and socio-political landscape. The report examines how the event shaped the community we know today.

The “Battle of Willow Creek,” as explored by Sarah Turner, emerges as a significant historical event with far-reaching consequences. Understanding its intricacies enriches our appreciation of local history and its role in shaping our community.

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Report writing Samples

 book review report.

Title: Book Review – “The Lost City” by Emily Rodriguez

“The Lost City” by Emily Rodriguez is an enthralling adventure novel that takes readers on a captivating journey through uncharted territories. The author weaves a tale of mystery, discovery, and self-realization that keeps the reader engaged from beginning to end.

Themes and Characters:

Rodriguez skillfully explores themes of resilience, friendship, and the pursuit of the unknown. The characters are well-developed, each contributing uniquely to the narrative. The protagonist’s transformation throughout the story adds depth to the overall theme of self-discovery.

Plot and Pacing:

The plot is intricately crafted, with twists and turns that maintain suspense and intrigue. Rodriguez’s ability to balance action scenes with moments of introspection contributes to the novel’s well-paced narrative.

Writing Style:

The author’s writing style is engaging and descriptive, allowing readers to vividly envision the settings and empathize with the characters. Dialogue flows naturally, enhancing the overall readability of the book.

“The Lost City” is a commendable work by Emily Rodriguez, showcasing her storytelling prowess and ability to create a captivating narrative. This novel is recommended for readers who enjoy adventure, mystery, and character-driven stories.

Must Read: What is Descriptive Writing? Learn how to write, Examples and Secret Tips

Report Writing Tips

Recognise your audience:

Take into account your target audience’s expectations and degree of knowledge. Adjust the content, tone, and language to the readers’ needs.

Precision and succinctness:

To communicate your point, use language that is simple and unambiguous. Steer clear of convoluted sentences or needless jargon that could confuse the reader.

Logical Structure:

Organize your report with a clear and logical structure, including sections like introduction, methodology, findings, discussion, and conclusion.

Use headings and subheadings to improve readability.

Introduction with Purpose:

Clearly state the purpose, objectives, and scope of the report in the introduction.

Provide context to help readers understand the importance of the information presented.

Methodology Details:

Clearly explain the methods or processes used to gather information.

Include details that would allow others to replicate the study or experiment.

Presentation of Findings:

Give a well-organized and structured presentation of your findings.

Employ graphics (tables, graphs, and charts) to support the text and improve comprehension.

Talk and Interpretation:

Examine the findings and talk about the ramifications.

Explain the significance of the results and how they relate to the main goal.

Brief Conclusion:

Recap the main ideas in the conclusion.

Indicate in detail any suggestions or actions that should be implemented in light of the results.

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Common mistakes for Report Writing 

Insufficient defining:.

Error: Employing ambiguous or imprecise wording that could cause misunderstandings.

Impact: It’s possible that readers won’t grasp the content, which could cause misunderstandings and confusion.

Solution: Explain difficult concepts, use clear language, and express ideas clearly.

Inadequate Coordination:

Error: Not adhering to a coherent and systematic format for the report.

Impact: The report’s overall effectiveness may be lowered by readers finding it difficult to follow the information’s flow due to the report’s lack of structure.

Solution: Make sure the sections are arranged clearly and sequentially, each of which adds to the report’s overall coherence.

Inadequate Research:

Error: Conducting insufficient research or relying on incomplete data.

Impact: Inaccuracies in data or lack of comprehensive information can weaken the report’s credibility and reliability.

Solution: Thoroughly research the topic, use reliable sources, and gather comprehensive data to support your findings.

Inconsistent Formatting:

Error: Using inconsistent formatting for headings, fonts, or spacing throughout the report.

Impact: Inconsistent formatting can make the report look unprofessional and distract from the content.

Solution: Maintain a uniform format for headings, fonts, and spacing to enhance the visual appeal and professionalism of the report.

Unsubstantiated Conclusions:

Error: Drawing conclusions that are not adequately supported by the evidence or findings presented.

Impact: Unsubstantiated conclusions can undermine the report’s credibility and weaken the overall argument.

Solution: Ensure that your conclusions are directly derived from the results and are logically connected to your research objectives, providing sufficient evidence to support your claims.

To sum up, proficient report writing necessitates precision, organization, and clarity. Making impactful reports requires avoiding common errors like ambiguous wording, shoddy organization, inadequate research, inconsistent formatting, and conclusions that are not supported by evidence.

One can improve the caliber and legitimacy of their reports by following a logical format, carrying out extensive research, staying clear, and providing conclusions that are supported by evidence.

Aiming for linguistic accuracy and meticulousness guarantees that the desired meaning is communicated successfully, promoting a deeper comprehension of the topic among readers.

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Brief Reports

• First Online: 21 March 2019

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• Michael Hanna 2  

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Paradoxically, brief reports can take even more time to write than a full report. Why? Because the only way to write a good brief report is to first write the full report and then boil that down to a brief report. If you try to simply write a brief report directly, it will never come out right. The contents will seem thin or diluted. A brief report is so short that it only works if the authors really make full use of every sentence and every word. The only way to do that is to write twice as much material as you are allowed (so you can see everything you might possibly say if you were allowed more journal space) and then to cut out all the fluff that is not essential for the readers to know. You may be disappointed to hear that a brief report actually requires more work than the longer full report. The compensation is that brief reports usually come out much better and people are more likely to actually read them.

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Hanna, M. (2019). Brief Reports. In: How to Write Better Medical Papers. Springer, Cham. https://doi.org/10.1007/978-3-030-02955-5_31

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• Writing well

How to write a report

• Starting well
• How to write an annotated bibliography
• How to write a case study response
• How to write a critique
• How to write an empirical article
• How to write an essay
• How to write a literature review
• How to write a reflective task
• Finishing well

Elements of a report

Example report structure.

This page should include:

• the report title, which states the report’s purpose
• your name and the name of the person receiving the report (place in the bottom right-hand corner)
• the submission date.

Executive summary

An executive summary is a paragraph that provides the reader with a quick overview of the entire report, including its purpose, context, methods, major findings, conclusions and recommendations. It is often easier to write the executive summary once the report has been completed.

This is placed on a separate page between the title page and the table of contents. This may often be the only part of the report that is actually read.

Table of contents

The table of contents lists the main sections (headings) of the report, and the page on which each begins. If your report includes tables, diagrams or illustrations, these are listed separately on the page after the table of contents.

Introduction

The introduction should:

• discuss the importance or significance of the research or problem to be reported
• define the purpose of the report
• outline the issues to be discussed (scope)
• inform the reader of any limitations to the report, or any assumptions made.

Discussion or body

This contains the main substance of the report, organised into sections with headings and subheadings rather than paragraphs. The body of a report can include the following:

• A description of the issue or situation which is being reported on. This may include a literature review of the research on that issue.
• The method of data collection, if applicable - this should include what you did and why, such as a survey or interview, and the size and selection criteria of the study sample.
• A discussion and analysis of the data collected - this should comment on the reliability and accuracy of the data and relate the findings to your report’s purpose and current literature.

This summarises the key findings from the discussion section and may be numbered here for clarity. Relate your conclusion to the objectives of the report and arrange your points logically so that major conclusions are presented first. Some reports may require a discussion of recommendations, rather than a conclusion.

Recommendations

These are subjective opinions about what action you think could be followed. They must be realistic, achievable and clearly relate to the conclusion of the report.

Reference list

This must contain all the material cited in the report. It must be accurate and consistent with a standard referencing style. Refer to QUT cite .

These contain extra supporting information that is put at the end of the report so as not to distract the reader from the main issues. They contain detailed information, such as questionnaires, tables, graphs and diagrams. Appendices should be clearly set out and numbered in the order they are mentioned in the text.

Note that this is a generic example only. Your table of contents may vary depending on the type and function of your report. Please check with your lecturer which headings are appropriate for your purposes.

1. Introduction

1.1 Purpose of the report 1.2 Issues to be discussed and their significance 1.3 Research methods 1.4 Limitations and assumptions

2. Discussion

2.1 Literature review 2.1.1 Issue 1 2.1.2 Issue 2 2.1.3 Issue 3

2.2.1 Procedures 2.2.2 Sample size 2.2.3 Selection criteria

2.3 Discussion and analysis of data

2.3.1 Issue 1 2.3.2 Issue 2 2.3.3 Issue 3 2.3.4 Reliability and accuracy of data

3. Conclusions

4. recommendations.

4.1 Recommendation 1 4.2 Recommendation 2

5. References

6. appendices.

• Read the assignment criteria clearly and clarified what needs to be in the report and what type of report it is to be?
• Provided a title page?
• Provided an executive summary?
• Provided a table of contents?
• Provided an introduction?
• Provided the literature review?
• Explained the method of how the data was gathered?
• Discussed the results and findings?
• Come to a conclusion?
• Made some recommendations?
• Provided references in the correct format?
• Included any appendices?
• Checked punctuation and spelling?

Further information

• University of NSW: Report Writing Support

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Medical Student Research Journal

Michigan state university college of human medicine.

Guidelines – Brief Report

Brief reports are similar to original research in that they follow the same rigor, format and guidelines, but are designed for small-scale research or research that is in early stages of development. These may include preliminary studies that utilize a simple research design or a small sample size and that have produced limited pilot data and initial findings that indicate need for further investigation.  Brief reports are much shorter than manuscripts associated with a more advanced, larger-scale research project.  They are not meant to be used for a short version of an article about research that would otherwise qualify for a full original research manuscript or for publishing material on research that lacks significance, is not rigorous or, if expanded, would not qualify for a full article or for research.

Order of Sections

Introduction

• Illustrations (Figure/Tables)

Manuscript Limits

• Total Length: up to 1500 words (not including abstract, illustrations, and references)
• Abstract Length: up to 150 words
• Table/Figure Limits: up to 3 tables and figures
• References: up to 40 references

The title page should carry the following information:

• Article Title (concise information about the study, limited to 100 characters)
• Author Names (Mark D. Smith B.S. 1* , Jeremy Michael Howes M.S. 2 , Jessica P. Masters M.D. Ph. D. 1,2 )
• Institutional Affiliations of all authors in order of appearance in author names ( 1 College of Human Medicine, Michigan State University, East Lansing, MI, USA. 2 Dept. of Internal Medicine, Michigan State University, East Lansing, MI, USA)
• Contact information for corresponding author(s) including address, email, phone, and fax. The corresponding author should indicate clearly whether his or her e-mail address can be published. Corresponding author(s) is indicated with asterisk by name in author listing; the medical students should be corresponding author.
• Short Title (50 character limit shorter title for headers)
• Key Phrases – Relevant words or short phrases that aid search engines or indexes in finding your work (use MeSH headings if possible). Use key phrases that are not present in the title. Maximum of 6, e.g. (Pemphigus, Bullous Skin Disorder, Autoimmune, Blistering, Skin Diseases, Monoclonal Antibody)
• Disclaimers, if any
• Word Count: Abstract and Body (excluding abstract, illustrations, and references)
• Table and Figure Count
• Source(s) of support in the form of grants, equipment, drugs, or all of these
• Conflict of Interest Statement

Abstracts are the only substantive portion of the article indexed in many electronic databases, and the only portion many readers read. Authors must be careful that they accurately reflect the content of the article in the abstract. This description should include:

• Context or background for the study
• Purpose, basic procedures, main findings, and principal conclusions
• Emphasis on new and important aspects of the study or observations
• No references, illustrations, or references to illustrations are allowed in the abstract
• The abstract should be structured with similar headings as in the main article (e.g. introduction, patient profile, interventions, conclusions)

Provide a context or background for the study including the nature of the problem and its significance to medical learners and scientists. State the specific purpose or research objective tested by the study; the research objective is often more sharply focused when stated as a question. Both the main and secondary objectives should be clear, and any pre-specified subgroup analyses should be described. Provide only directly pertinent references, and do not include data or conclusions from the work being reported.

The methods section should include information on materials, methods and procedures in sufficient detail such that the study can be repeated and/or validated. The methods section should include only information that was available at the time the plan or protocol for the study was being written; all information obtained during the study belongs in the results section. The methods section is comprised of the following subheadings (if applicable):

Selection and Description of Participants

Describe your selection of the observational or experimental participants clearly, including eligibility and exclusion criteria and a description of the source population. Explain the use of variables such as gender and age when they are included in a study report–for example, authors should explain why only participants of certain ages were included or why women were excluded. The guiding principle should be clarity about how and why a study was done in a particular way.

Technical Information

Identify the methods, apparatus (give the manufacturer’s name, city, and state in parentheses), and procedures in sufficient detail to allow others to reproduce the results. Give references to established methods, including statistical methods, describe new or substantially modified methods, give the reasons for using them, and evaluate their limitations.

Describe statistical methods with enough detail to enable a knowledgeable reader with access to the original data to verify the reported results. Avoid relying solely on statistical hypothesis testing, such as p-values, which fail to convey important information about effect size, but include averages with confidence intervals if available, in addition to the p-values. Define statistical terms, abbreviations, and most symbols. Specify the computer software used.

Present your results in logical sequence in the text, tables, and illustrations, giving the main or most important findings first. Do not repeat all the data in the tables or illustrations in the text; emphasize or summarize only the most important observations. Extra or supplementary materials and technical detail can be placed in an appendix. Restrict tables and figures to those needed to explain the argument of the paper and to assess supporting data. Avoid interpreting the data, as this section is pure information that the reader can interpret for themselves; the authors’ own interpretation of the data is meant for the discussion section of the manuscript.

Emphasize the new and important aspects of the study and the conclusions that follow from them. For experimental studies, it is useful to begin the discussion by summarizing briefly the main findings, then explore possible mechanisms or explanations for these findings, compare and contrast the results with other relevant studies, state the limitations of the study, and explore the implications of the findings for future research and for clinical practice.

Limitations : Because every experiment or project can always be improved, a healthy discussion of the limitations of the study should be included. All manuscripts should include a brief discussion on the adequacy of the research methods to draw a valid conclusion. Authors should comment on changes that would improve the methods of the study or reasons why the methods are able to draw a strong conclusion. The discussion of limitations should not be a separate heading or sub-heading in the actual manuscript, but should be a flowing part of the discussion section.

Please see the directions for formatting References .

Illustrations (Figures and Tables)

Should follow the same format as mentioned in the General Guidelines .

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Authors grant unrestricted copyright license to MSRJ while retaining full copyright to their works. This means authors may distribute their work at their discretion, but may not alter the final product as published by MSRJ. Permissions for reproduction of final published article are granted by MSRJ, while pre-publication works are distributable at authors’ discretion.

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• Unpublished abstracts, papers that have been submitted to a journal but not yet accepted, and personal communications should instead be included in the text; they should be referred to as ‘personal communications’ or ‘unpublished work’ and the researchers involved should be named. Authors are responsible for getting permission to quote any personal communications from the cited individuals.
• Web links should be included as hyperlinks within the main body of the article, and not as references.
• Datasets published or deposited elsewhere (for example, in a general repository) should be listed in the “References” section and the citation to the dataset should follow one of these examples .
• Special care should be taken with mathematical scripts, especially subscripts and superscripts and differentiation between the letter “ell” and the figure one, and the letter “oh” and the figure zero.
• It is important to differentiate between mathematical symbols and letters to ensure that these are consistent throughout. Regardless of which symbol you use to represent which constant or unknown (e.g. K could be Kelvin, Kinetic energy, spring constant or a number of others), please make sure the formatting, such as roman or italic, and capitalization of the symbol is consistent throughout and only used to represent ONE constant or unknown for example: C (heat capacity) and c (speed of light); K and k; X, x and × (multiplication) etc.
• In both displayed equations and in text, scalar variables must be in italics, with non-variable matter in upright type.
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• The solidus is not generally used for units (e.g. m s⁻¹ not m/s). But note can be where convention stipulates electrons/s, counts/channel, etc.
• Displayed equations referred to in the text should be numbered serially ((1), (2), etc.) on the right-hand side. Short expressions not referred to by any number will usually be incorporated into the text.
• The following styles are preferred: roman bold sans serif r for tensors, bold serif italic r for vectors, roman bold serif r for matrices, and medium-weight italic serif r for scalar variables. In mathematical expressions, the use of “d” for differential should be made clear, and coded in roman, not italic. i.e. use the equation function in Word.
• Braces, brackets, and parentheses are used in the order {[( )] }, except where mathematical convention dictates otherwise (e.g., square brackets for commutators and anticommutators; braces for the exponent in exponentials).
• For units and symbols, the SI system should be used. Where measurements are given in other systems, please insert conversions.
• The key with mathematical symbols and expressions is to ensure consistency above all else throughout the document.

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Home » Research Report – Example, Writing Guide and Types

Research Report – Example, Writing Guide and Types

Table of Contents

Research Report

Definition:

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

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

Components of Research Report

Components of Research Report are as follows:

Introduction

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

Literature Review

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

Methodology

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

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

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

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

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

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

Types of Research Report

Types of Research Report are as follows:

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

Research Paper

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

Technical Report

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

Progress Report

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

Feasibility Report

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

Field Report

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

Experimental Report

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

Case Study Report

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

Literature Review Report

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

Research Report Example

Following is a Research Report Example sample for Students:

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

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

Introduction:

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

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

Methodology:

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

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

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

Discussion:

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

Conclusion:

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

Limitations:

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

Implications:

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

References:

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

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

Applications of Research Report

Research reports have many applications, including:

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

How to write Research Report

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

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

Purpose of Research Report

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

Some common purposes of a research report include:

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

When to Write Research Report

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

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

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

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

Characteristics of Research Report

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

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

Advantages of Research Report

Research reports have several advantages, including:

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

Limitations of Research Report

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

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

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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How to Write an Executive Summary for a Report: Step By Step Guide with Examples

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So you have finally written a great comprehensive business report that took you weeks to create. You have included all the data from the different departments, compared it, done the analysis, made forecasts, and provided solutions to specific problems.

There is just one problem – the key stakeholders in the company don’t have enough time to go through the whole report.

Since the data and the KPIs that you included in the report are necessary for quality decision-making, you can see why this can become a huge issue.

Luckily, there is a way to present all of your key findings and not take too much of their time. This is done through executive summaries.

An executive summary is exactly what the name suggests – a summary. It is essentially a quick overview of all the most important metrics in the report. The purpose of this summary is to bring the attention of the highest-ranking members in the company to the most important KPIs that they will consider when making decisions.

While an executive summary is a rather short section, it doesn’t mean that it’s easy to write. You will have to pay extra attention to every single sentence in order to avoid unnecessary information.

Do you want to learn how to create an informative executive summary? This guide will show you all you need to know.

What Is an Executive Report?

What is an executive summary in a report, how long should an executive summary be, who is the audience of an executive summary, what should be included in an executive summary report, how to write an executive summary report, common mistakes to avoid when writing executive summaries, executive report examples, executive summary templates, create executive reports in databox.

Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

Working for any sort of company requires writing different types of reports such as financial reports , marketing reports , sales reports , internal reports, and more.

What all of these reports have in common is that they are very comprehensive and typically require a lot of time to go through them –way too much time, if you ask busy managers.

They include a wealthy amount of data and a bunch of different metrics which are more useful for a particular team in the company. However, the highest-ranking members tend to be more focused on only the most essential KPIs that they need for making future decisions and strategies.

This is why executive reports come in handy. They are usually only a few pages long and they include only the most relevant details and data that incurred in a specific period.

An executive summary is the brief overview section included in a long report or document. This part of the report primarily focuses on the key topics and most important data within it. It can include an overall business goal of the company or short-term strategic objectives.

This summary is primarily useful for C-level managers who don’t have time to read the whole report but want to have an insight into the main KPIs and latest business performances.

Bank officials also may use executive summaries since it’s the quickest way for them to estimate whether your company represents a good investment opportunity.

Depending on your company’s practice, executive summaries can either be placed at the beginning of the report or as a formal section in the table of contents. 

The length of the summary depends on the type of report, but it is typically one or two pages long.

To know whether you have written a good executive summary, you can ask yourself, “Are the stakeholders going to have all the information they need to make decisions?”

If the answer is yes, you have done a good job.

There is no strict rule about how long executive summaries should be. Each company is unique which means the length will always vary. In most cases, it will depend on the size of the report/business plan.

However, a universal consensus is that it should be anywhere from one to four pages long or five to ten percent of the length of the report.

This is typically more than enough space to summarize the story behind the data and provide your stakeholders with the most important KPIs for future decision-making.

The people most interested in reading the executive summary are typically the ones who don’t have time to read the whole report and want a quick overview of the most important data and information.

These include:

• Project stakeholders – The individuals or organizations that are actively involved in a project with your company.
• Management personnel (decision-makers) – The highest-ranking employees in your company (manager, partner, general partner, etc.)
• Investors – As we said, this could be bank officials who want a quick recap of your company’s performance so they can make an easier investment decision.
• Venture capitalists – Investors who provide capital in exchange for equity stakes.
• C-level executives – The chief executives in your business.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

The components of your executive summary depend on what is included in the overall larger document. Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal.

These are the main elements you should include:

• Methods of analyzing the problem
• Solutions to the problem
• The ‘Why Now’ segment

Well-defined conclusion

The purpose of the summary should typically be included in the introduction as an opening statement. Explain what you aim to achieve with the document and communicate the value of your desired objective.

This part is supposed to grab your reader’s attention, so make sure they pay extra attention when writing it.

Problems are an unavoidable element in modern-day businesses, even in the most successful companies.

The second thing your executive summary needs to outline is what specific problem you are dealing with. It could be anything from product plans and customer feedback to sales revenue and marketing strategies.

Define the problems clearly so all the members know which areas need fixing.

3. Methods of analyzing the problem

Problem analysis methods are key for identifying the causes of the issue.

While figuring out the problems and the methods to solve them is immensely important, you shouldn’t overlook the things that caused them. This will help you from avoiding similar issues in the future.

4. Solutions to the problem

Now that you’ve introduced the stakeholders to the problems, it’s time to move on to your solutions. Think of a few different ways that could solve the issue and include as many details as you can.

5. The ‘Why Now’ segment

This is one of the most important parts of your executive summary.

The ‘Why Now’ segment showcases why the problem needs to be solved in a timely manner. You don’t want the readers to get the impression that there is plenty of time to fix the issue.

By displaying urgency in your summary, your report will have a much bigger impact.

One of the ways to display urgency visually is by adding performance benchmarks to your report. In case your business is not performing well as other companies within your industry, only one image showcasing which metrics are below the median could make a compelling case for the reader.

For example, if you have discovered that your churn rate is much higher than for an average SaaS company, this may be a good indication that you have issues with poor customer service, poor marketing, pricing issues, potentially outdated product features, etc.

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Lastly, you should end your executive summary with a well-defined conclusion.

Make sure to include a recap of the problems, solutions, and the overall most important KPIs from the document.

Okay, so you understand the basics of executive summaries and why they are so important. However, you still aren’t sure how to write one.

Don’t worry.

Here are some of the best practices you can use to create amazing executive summaries that will impress your key stakeholders and high-ranking members.

Write it Last

Grab their attention, use appropriate language, talk strategy, include forecasts, highlight funding needs, make it short.

The most natural way to write your executive summary is by writing it at the end of your report/business plan.

This is because you will already have gone through all the most important information and data that should later be included.

A good suggestion is to take notes of all the significant KPIs that you think should be incorporated in the summary, it will make it easier for you to later categorize the data and you will have a clearer overview of the key parts of the report.

You may think that you already know which data you are going to include, but once you wrap up your report, you will probably run into certain things that you forgot to implement. It’s much easier to create an executive summary with all the data segmented in one place, than to rewrite it later.

While your primary goal when creating the executive summary is to make it informative, you also have to grab the attention of your readers so that you can motivate them to read the rest of the document.

Once they finish reading the last few sentences of the summary, the audience should be looking forward to checking out the remanding parts to get the full story.

If you are having trouble with finding ways to capture the reader’s attention, you can ask some of your colleagues from the sales department to lend a hand. After all, that’s their specialty.

One more important element is the type of language you use in the summary. Keep in mind who will be reading the summary, your language should be adjusted to a group of executives.

Make the summary understandable and avoid using complicated terms that may cause confusion, your goal is to feed the stakeholders with important information that will affect their decision-making.

This doesn’t only refer to the words that you use, the way in which you provide explanation should also be taken into consideration. People reading the report should be able to easily and quickly understand the main pain points that you highlighted.

You should have a specific part in your executive summary where you will focus on future strategies. This part should include information regarding your project, target market, program, and the problems that you think should be solved as soon as possible.

Also, you should provide some useful insights into the overall industry or field that your business operates in. Showcase some of the competitive advantages of your company and specific marketing insights that you think the readers would find interesting.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Make one of the sections revolve around financial and sales forecasts for the next 1-3 years. Provide details of your breakeven points, such as where the expenses/revenues are equal and when you expect certain profits from your strategies.

This practice is mainly useful for business plans, but the same principle can be applied to reports. You can include predictions on how your overall objectives and goals will bring profit to the company.

Related : How Lone Fir Creative Uses Databox to Forecast, Set, & Achieve Agency & Client Goals

Don’t forget to talk about the funding needs for your projects since there is a high chance that investors will find their way to the executive summary as well.

You can even use a quotation from an influential figure that supports your upcoming projects. Include the costs that will incur but also provide profitability predictions that will persuade the investors to fund your projects.

While your report should include all of the most important metrics and data, aim for maximum conciseness.

Don’t include any information that may be abundant and try to keep the executive summary as short as possible. Creating a summary that takes up dozens of pages will lose its original purpose.

With a concise summary and clear communication of your messages, your readers will have an easy time understanding your thoughts and then take them into consideration.

Also, one last tip is to use a positive tone throughout the summary. You want your report to exude confidence and reassure the readers.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

• Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
• New Contacts from Sessions . How well is your campaign driving new contacts and customers?
• Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
• Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
• Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

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 HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

No one expects you to become an expert executive summary writer overnight. Learning how to create great and meaningful summaries will inevitably take some time.

With the above-mentioned best practices in mind, you should also pay attention to avoiding certain mistakes that could reduce the value of your summaries.

Here are some examples.

Don’t use jargon

Avoid going into details, the summary should be able to stand alone, don’t forget to proofread.

From project stakeholders to C-level executives, everyone should be able to easily understand and read the information you gather in your summary.

Keep in mind, you are probably much more familiar with some of the technical terms that your departments use since you are closer to the daily work and individual tasks than your stakeholders.

Read your summary once again after you finish it to make sure there are no jargons you forgot to elaborate on.

Remember, your summary should be as short as possible, but still include all the key metrics and KPIs. There is no reason to go into details of specific projects, due dates, department performances, etc.

When creating the summary, ask yourself twice whether the information you included truly needs to be there.

Of course, there are certain details that bring value to the summary, but learn how to categorize the useful ones from the unnecessary ones.

While you will know your way around the project, that doesn’t apply to the readers.

After wrapping up the summary, go over it once again to see whether it can stand on its own. This means checking out if there is any sort of context that the readers will need in order to understand the summary.

If the answer is yes, you will have to redo the parts that can’t be understood by first-time readers.

Your executive summary is prone to changes, so making a typo isn’t the end of the world, you can always go back and fix it.

However, it’s not a bad idea to ask one of your colleagues to proofread it as well, just so you have an additional set of eyes.

Using reporting tools such as dashboards for executive reports can provide you with a birds-eye view of your company’s most important KPIs and data.

These dashboards work as visualization tools that will make all the important metrics much more understandable to your internal stakeholders.

Since executive reports on their own don’t include any visual elements such as graphs or charts, these dashboards basically grant them superpowers.

Executive reporting dashboards also make the decision-making process easier since there won’t be any misunderstandings regarding the meaning of the data.

Not only will you be able to gather the data in real-time, but you can also connect different sources onto the dashboard can use the visuals for performance comparisons.

Interested in giving executive report dashboards a try? Let’s check out some of the best examples.

Marketing Performance Dashboard

Customer support performance dashboard, financial overview dashboard, saas management dashboard, sales kpi dashboard.

To stay on top of your key user acquisition metrics, such as visit to leads conversion rates, email traffic, blog traffic, and more, you can use this Marketing Performance Dashboard .

You can pull in data from advanced tools such as HubSpot Marketing and Google Analytics to get a full overview of how your website generates leads.

Some of the things you will learn through this dashboard are:

• Which traffic sources are generating the most amount of leads
• How to track which number of users are new to your website
• How to compare the traffic you are getting from your email with blog traffic
• How to stay on top of lead generation goals each month
• How to be sure that your marketing activities are paying off

The key metrics included are bounce rate, new users, page/session, pageview, and average session duration.

You can use the Customer Support Performance Dashboard to track the overall performance of your customer service and check out how efficient individual agents are.

This simple and customizable dashboard will help you stay in touch with new conversation numbers, open/closed conversations by teammates, number of leads, and much more.

Also, you will get the answers to questions such as:

• How many new conversations did my customer support agents deal with yesterday/last week/last month?
• How many conversations are currently in progress?
• In which way are customer conversations tagged on Intercom?
• How to track the number of leads that the support team is generating?
• What is the best way to measure the performance of my customer support team?

Some of the key metrics are leads, open conversations, new conversations, tags by tag name, closed conversations, and more.

Want to know how much income your business generated last month? How to measure the financial health of your business? How about figuring out the best way to track credit card purchases?

You can track all of these things and more by using the Financial Overview Dashboard .

This free customizable dashboard will help you gain an insight into all of your business’s financial operations, cash flow, bank accounts, sales, expenses, and plenty more.

Understanding your company from a financial standpoint is one of the most important ingredients of good decision-making.

With key metrics such as gross profit, net income, open invoices, total expenses, and dozens more – all gathered in one financial reporting software , you will have no problems staying on top of your financial activities.

Use this SaaS Management Dashboard to have a clear overview of your business’s KPIs in real-time. This customizable dashboard will help you stay competitive in the SaaS industry by providing you with comprehensive data that can you can visualize, making it more understandable.

You will be able to:

• See how your company is growing on an annual basis
• Have a detailed outline of your weakest and strongest months
• Determine which strategies are most efficient in driving revenue

The key metrics included in this dashboard are recurring revenue, churn by type, MRR changes, and customer changes.

Do you want to monitor your sales team’s output and outcomes? Interested in tracking average deal sizes, number of won deals, new deals created, and more?

This Sales KPI Dashboard can help you do just that.

It serves as a perfect tool for sales managers that are looking for the best way to create detailed overviews of their performances. It also helps achieve sales manager goals for the pre-set time periods.

By connecting your HubSpot account to this customizable dashboard, you can learn:

• What’s the average deal size
• The number of open, closed, and lost deals each month
• How much revenue you can expect from the new deals
• How your business is progressing towards the overall sales goals

Although you probably understand what your executive summary should include by now, you may still need a bit of help with creating a clear outline to follow.

We thought about that too. Here are some template examples that will help you create executive summaries for different kinds of business needs.

Here is an executive summary template for a business plan:

• [Company profile (with relevant history)]
• [Company contact details]
• [Description of products and/or services]
• [Unique proposition]
• [Competitive advantage]
• [Intellectual property]
• [Development status]
• [Market opportunity]
• [Target market]
• [Competitors]
• [Funding needs]
• [Potential price of goods]
• [Projected profit margins for year one and two]
• [Summarize main points]

Executive summary template for marketing plan:

• [Product description]
• [Unique customer characteristics]
• [Customer spending habits]
• [Relationship to product]
• [Access channels]
• [Value and credibility of product]
• [Product competitive advantage]
• [Creative outlook]
• [Goal statement]
• [Forecasted cost]
• [Next week]
• [Next month]

Executive summary template for a research report

• [Project topic]
• [Name | Date]
• [Report introduction]
• [Background]
• [Research methods]
• [Conclusions]
• [Recommendations]

Executive summary template for project executive

• [Project name]
• [Program name]
• [Project lead]
• [Prepared by]
• [Project milestones]
• [Status overviews]
• [New requests]
• [Issues summary]
• [Project notes]

For the longest time, writing executive reports has been seen as a grueling and time-consuming process that will require many sleepless nights to get the job done right.

While there is plenty of truth to this, modern automated reporting software has revolutionized these writing nightmares.

Databox is one of those tools.

With Databox, you will be able to connect data from multiple sources into one comprehensive dashboard. Also, you are going to gain access to different types of charts and graphs that you can use for data visualization and make the report much more understandable to the readers.

Using a modernized tool like Databox will provide you with a faster, more accurate, and more efficient reporting process.

This advanced software allows you easily create your own customizable reports that can be adjusted in real-time as soon as new data emerges.

Who says executive reporting has to be a tedious process? Sign up for our free trial and see how easy creating executive reports can be. 

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Filip Stojanovic is a content writer who studies Business and Political Sciences. Also, I am a huge tennis enthusiast. Although my dream is to win a Grand Slam, working as a content writer is also interesting.

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Blog Marketing How To Write an Executive Brief for a Report

How To Write an Executive Brief for a Report

Written by: Joan Ang Jan 27, 2022

An investor or business plan needs to hold a reader’s attention. But plans and reports can be very long. Give your readers a summary of what to expect by adding an executive brief to your plan.

An executive summary or brief highlights the key points of a business plan. The recipient of the plan will have a better idea of what to expect from the plan and how much they need to dedicate to it.

Improve executive communication  with Venngage’s report templates to align your team more effectively.

Click to jump ahead:

What is an executive summary or brief, where are executive summaries used, what are the benefits of writing executive briefs, tips for writing an effective executive brief, faqs about executive summaries.

An executive summary gives a brief synopsis of a project proposal and distills all the pertinent information from a longer document into bullet points.

Sometimes referred to as a market brief, an executive summary is used to convince a prospective investor of the value of doing business with a company or to inform them of a product or service that will be valuable to them.

Return to Table of Contents

Executive summaries are used by large businesses or companies that operate in more than one country. They can also be included in business plans for companies with a large number of products or services.

An effective executive summary example, like the presentation below, highlights the problem the business is providing a solution for, as well as the value it affords potential and current investors.

An executive summary like the one above helps executives and supervisors involved in decision-making analyze a business plan  faster.

Use the Venngage  My Brand Kit  feature to add your logo,  brand colors , and  brand fonts  with a single click. Enter your website when prompted and the editor will import your brand details to be added to all your designs.

The main benefit of writing an executive summary is how much time decision-makers can save when evaluating data.

Here are a few more benefits of including a business plan executive summary or brief synopsis of your project plan.

An executive summary acts as a project overview

Executive summaries are short so people spend less time reading them. They are designed to give readers an overview of the content, the project goals, and the financial information.

This helps readers quickly assess the information they need before making a business decision.

As this infographic shows, abstracts give readers a taste of what’s to come to encourage them to keep reading. 

In other words, executive summaries effectively condense critical information about your business model and market research.

Make an effective executive summary using Venngage’s  real-time collaboration  feature. Upgrade to a  business account  to invite team members, add comments and share feedback.

A powerful executive summary is backed by evidence

The purpose of an executive summary is to provide an overview of your business plan to highlight your value proposition.

Remember that an executive summary is a short document. It is concise and to the point, without too many slides or pages about analysis, methods, or conclusions, like in this executive summary template.

Most executive summaries tend to follow a similar layout. Stand out from the crowd by presenting your problem, solution, and results in a single infographic. It’s a great way to encourage someone to read the concise analysis you’ve created of your business plan.

A good executive summary can highlight certain evidence and data, but it should not go into deep detail. The report itself will discuss the other aspects in full detail.

Executive summaries personalize a business plan

Who writes executive summaries? Usually, they’re written by experts within the organization, like this executive summary template.

This example is aimed at investors and clearly shows the problem being addressed and why this business’ solution is the best choice. But it also includes the name and designation of the report writer.

Executives reading the brief won’t need to do in-depth research about the backgrounds and dependability of the study’s authors because of the latter’s reputations in their respective industries.

An executive summary gives investors a great first impression

Your business plan needs to make a strong impact on potential partners. Executive briefs can create great impressions on readers because they deliver information in a concise and organized manner, like in this executive summary example.

Note how this investment proposal uses a sliding scale to show relevant financial information. It could have been outline in words, but visuals give a quick overview of the major points.

Combine this executive summary with images, and you’ve got a report that’s easy for anyone to read. A few sentences, some bullet points and a data visualization will leave clients with a favorable impression of your brand.

Executive summaries are a great inclusion in a marketing plan, as well, depicting the intended target market as well as potential market share.

What is included in an executive brief?

The following is the most important information to be included in an executive summary:

• Company description and management team
• Statement of the problem
• Value proposition and intended solution
• Financial overview and financial projections
• Key findings about target market research

Once you’ve created your summary, you can share it online with a private link. Or upgrade to a business plan to download your executive summary as PNG, PNG HD, PDF, or Interactive PDF.

It’s often easier to write a longer report than a brief one. What are the main points you need to remember when you write an executive summary?

Start with the basics

An executive summary is a high-level overview of your full business plan or project plan. Your opening paragraph can be a company description.

Then you can dive into your target market, financial projections, or specific tasks that your project management team intends to complete.

Here’s a tip: remember to use personal pronouns like ‘we’ and ‘our’ to build a connection with investors reading your brief, like in this executive summary example.

Spotlight your problem and solution

You need to showcase your problem and solution by providing background information that is relevant to the topic.

In this executive summary template, the problem was about the product’s affordability, which they discovered through customer feedback.

This encouraged the company to find new ideas to lower prices, which they detail in the Solution section of the executive summary.

Make the target audience care about your project

Most venture capitalists receive a project proposal every other day. You have to assure them that your project matters.

The executive summary examples in this post have focused on highlighting the value proposition of a business plan, like in this template.

The above executive summary focuses on solving a problem regarding high price points. It’s important to provide key information about your product or services and how your project will positively impact investors and customers.

Highlight your brand’s competencies

An executive summary is the best place to highlight your business expertise and results. Most of the executive summary examples in this post have included a few lines about the company’s growth, as does this template.

If your team produced excellent results in using a particular marketing method, your executive summary should include all the key findings and the core methodology you used.

Use data-backed financial projections

Numbers speak for themselves. If you have numbers to back up your project proposal, you need to include it in the executive summary, like in this marketing plan example.

The goals section of your executive summary is a good spot to share financial successes and KPIs.

However, don’t go overboard and use all the data you’ve collected. Handpick data that supports your solutions to your specific problems.

For example, if your problem was how to increase your social media followers, your executive summary should indicate growth in followers by implementing a new method of engagement.

How long should executive briefs be?

While there’s no benchmark or standards to follow regarding executive summary lengths, using two paragraphs for your introduction and adding three to four sections to highlight your problem, solution, value, and recommendations is a great starting point.

What is the difference between an executive brief and an introduction?

An introduction is a way to present or provide information. It usually includes a summary or overview of the topic that is to be discussed. It’s similar to an abstract.

On the other hand, executive summaries are the condensed versions of a complete report because they include data and other important details. Think of it as an analyst’s report in four to five slides.

Executive briefs are an essential part of every business plan

These executive summary examples will help you create business plans that hold your reader’s attention and give them the incentive to read the complete business plan.

Use Venngage’s executive summary templates as a starting point to write an executive summary that will convince project stakeholders to invest in your company.

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How to Write a Creative Brief with Examples and Templates

By Joe Weller | March 5, 2024

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A  creative brief  is a roadmap for teams planning a marketing or advertising campaign, including the objectives, deliverables, and target audience. Strong creative briefs keep team members and external stakeholders aligned as the campaign develops.

  Inside this article, you’ll discover how to write a creative brief , the main elements to include, and downloadable example briefs and templates . Plus, you’ll learn how to use generative AI to help draft a creative brief .

Main Elements of a Creative Brief

Creative briefs should include sections detailing the campaign’s goals, deliverables, style, and target audience. The brief will also have information about the brand and competition in the marketplace.

A project manager for the team requesting the content or a  member of the marketing or advertising team will write a creative brief. The specific sections of a creative brief might vary depending on the project and its stakeholders, but keep these eight main elements in mind:  

• Brand Identity and Project Overview: The first section of the creative brief provides relevant background information about the brand’s mission and the campaign’s purpose, whether it is responding to pain points or advertising a new product. Summarizing these key details at the outset gives the creative team a focused direction and ensures the campaign fits into the overarching brand identity. 
• Objectives:  Clearly define goals and be sure to link them to  key performance indicators (KPIs) . Using  SMART  (specific, measurable, achievable, relevant, time-bound) goals when crafting objectives help you focus on the project and key metrics. 
• Competitive Analysis: Reviewing examples of recent campaigns from rival brands is a valuable strategy when seeking insight for a creative brief. Analyzing competitors’ strengths and weaknesses sheds light on what resonates with consumers and how to make a campaign stand out in the market.
• Target Audience:  Creative briefs should boil down which segment of the brand’s audience the campaign will target. Specific demographic profiles help the creative team understand customer behaviors and deliver the most effective and appealing assets.
• Tone and Style:  Whether defining a personality, listing adjectives that correspond with the core message, or designating a color palette, the creative brief clarifies the attitude and visual identity of the campaign. Designers need direction on the desired voice and style to ensure a unified final project that speaks to the target audience.
• Content Format and Deliverables:  Every creative brief must outline the specific content that the creative team needs to produce, such as social media assets, print advertisements, graphics, video content, online copy, or other elements of the campaign strategy. Include any format requirements or other specifications, so that the creative team can align their output with the campaign objectives.
• Timeline and Budget:  Stipulating key deadlines, checkpoints, and budget requirements enables the creative team to deliver on target. This information is crucial when working with external agencies, for whom the brief can function like a contract. Concrete schedule parameters give project managers details that they can follow up, warding off scope creep. Learn  how to manage scope creep  and keep projects on track.
• Stakeholders:  Briefs should include the contact details and roles for all the team members who will be involved in the project. Establishing individual responsibilities and review processes ensures internal and external stakeholders can communicate seamlessly throughout the process.

How to Write a Creative Brief

Writing a creative brief starts with gathering the information that will guide a campaign’s direction. Begin with a focused overview of the project and include concrete details on your objectives, audience, and deliverables.

A strong creative brief is clear, specific, and short. Think of it as a blueprint to inspire creativity and keep your team on track from ideation through delivery and execution. Consider using  creative brief templates  to save time and maintain consistency across multiple projects.  For branding campaigns or launches, a more specialized  brand brief  might be necessary. 

1. Gather Information and Resources  

Before you start writing, do the prep work for your brief. This might include researching competitors, analyzing pain points, meeting with stakeholders, and referencing past campaigns. Use this information to finalize your core message, target audience, and objectives.  

Once you have a clear idea of the campaign, gather the necessary supporting documents. Compile links to important resources, such as a brand style guide, digital asset library, and any example content for the creative team to reference.  

2. Decide What to Include  

The details of the campaign, stakeholders, and objectives will determine which elements of the creative brief are necessary. For example, internal team members might not need comprehensive information about your brand mission. Or you might include a budget for advertising campaigns, but not for designing a new website banner.

Keep in mind that the creative brief should be concise and focus on the creative direction of the campaign. If you need to determine a comprehensive marketing and distribution strategy, consider completing a  marketing strategy brief first.   

3. Name the Campaign and Write an Overview   

Naming the project is a simple first step to streamline communication. The campaign name should point to its core message — the idea, consumer benefit, or call to action (CTA) — the creative team needs to get across with their assets.  

Start by writing an overview that defines the core message in a few sentences. Consider including relevant brand identity aspects or drafting a short section with brand and product background. Establish why you are launching this campaign, the opportunities or challenges, and the takeaways for your audience. 

“For example, in our creative brief for a new rug collection launch, we highlighted our rugs’ unique designs inspired by Southwestern traditions and their high-quality sustainable materials. Conveying these key points up front allows designers and copywriters to center their creativity around the communication of these distinguishing factors,” offers  Connor Butterworth , CEO and Owner of  Southwestern Rugs Depot . 

4. Set Clear Objectives

Highlight one or two goals for the campaign that align with its core message. Be sure to define the KPIs you will use to measure success. Common campaign objectives include boosting engagement, increasing conversions, and communicating a specific call to action or desired consumer behavior.   

5. Analyze the Competition

Survey the competitive landscape for real-world models. Focus on a few major competitors and provide examples of their recent campaigns for similar products. Highlight key successes and failures to learn from, and create a list of the ways in which your brand or product differs.  

Elaine Chen , Founder of marketing consultancy Excogita, advises, “Creatives understand that not every project will immediately hit the mark, but they need feedback to get to the right place. Spend time looking at competing campaigns so that you have concrete ideas about what you feel will and won't work, and share some of these insights in your brief.”

6. Define the Demographic

Determine a primary target audience for the campaign. Are you trying to reach a segment of the current brand audience or potential new customers? Break down your target audience with demographic data — such as age, gender, and geographic location — as well as buying behaviors and psychographic information, such as preferences and interests. 

Instead of listing all the aspects of your target audience, use profiles or personas to draw a precise portrait of your customer in a couple sentences. Learn  how to create customer profiles  to better understand your audience with individualized buyer personas.  

7. Explain the Tone

Choose several adjectives that describe an attitude or personality for the campaign. Align this personality with the key message, cater it to your target audience, and fit it within your brand identity. Include links to any brand style guidelines or designated fonts and color palettes.

Should graphics feel sophisticated and minimalistic or playful and energetic? Is the tone authentic and empowering or confident and provocative? The adjectives you choose will guide both the visual direction and voice of your campaign, keeping all the elements of the project cohesive.

8. Designate Deliverables

Determine what assets or content the creative team needs to produce to meet the campaign objectives. Specify the content format, the number of deliverables, and any requirements or specifications, such as image dimensions or character limits. You might mention your distribution strategy if modified versions of the assets will be needed for different platforms.

9. Walk Through the Timeline and Budget

Working backward from the campaign launch date, determine when assets need to be delivered in order to be reviewed by key stakeholders and released on schedule. Fill in important due dates, review periods, meetings, and final approval deadlines leading up to the release date. If the creative team will be producing video content or multichannel advertising campaigns, establish a budget.

10. Present to Stakeholders

Share the completed brief with all the stakeholders involved, from the creatives who will be producing the content to the executives who will approve final designs. The creative team might consist of in-house designers and marketers, or it could be an external agency. Consider including a project manager to track deadlines and deliverables. Project managers can create a separate  project brief  to summarize high-level details.

Whether you present the brief at a  project kickoff meeting or distribute it electronically, be open to feedback. The creative team might have questions on the timeline, resources, tone, or approval process. The marketing director could help you fine-tune the target audience and core message. Refine the brief if necessary before you share the final version. Make sure everyone understands the direction of the project and their responsibilities.

Examples of Creative Briefs

These creative brief examples use variations on the basic creative brief template to communicate specific project details to stakeholders. These downloadable and customizable templates include example copy for a variety of creative brief scenarios.

Simple Creative Brief Example Template

Download the Simple Creative Brief Example Template for Microsoft Word

Download the Simple Creative Brief Blank Template for Microsoft Word

Here’s an example of a creative brief for a marketing campaign designed in-house. This short creative brief template keeps a tight focus on the project itself — and doesn’t waste time providing unnecessary context.

Client Creative Brief Example Template

Download the Client Creative Brief Example Template for Microsoft Word

Download the Client Creative Brief Blank Template for Microsoft Word

This example shows how a creative brief might be completed for implementing a marketing campaign with an agency. There is more information about the client — the brand, project message, and call to action — while leaving room for the creative team to innovate. 

Graphic Design Creative Brief Example Template

Download the Graphic Design Creative Brief Example Template for Microsoft Word

Download the Graphic Design Creative Brief Blank Template for Microsoft Word

Here’s an example of a creative brief for a graphic design project that is perfect for solo graphic designers or graphic design firms planning projects in collaboration with their clients. The simple, adaptable layout has room for details on image requirements and design elements, as well as direction about the project. 

For more elaborate design projects — such as a logo design or product design — consider using a specific  design brief .

Advertising Creative Brief Example Template

Download the Advertising Creative Brief Example Template for Microsoft Word

Download the Advertising Creative Brief Blank Template for Microsoft Word

This creative brief example uses a straightforward advertising campaign template to cover objective, tone, messaging, target audience, and non-negotiables. There are also key advertising elements needed for the campaign. 

What to Keep in Mind When Writing a Creative Brief for Internal Use vs. an Agency

Creative briefs are a campaign’s starting point for both in-house teams and agencies. The project’s stakeholders will determine the brief’s content. Both internal and external creative teams need information about the campaign’s message, but agencies might need more brand details.

Internal creative briefs are often short and direct, since the stakeholders will bring their understanding of the brand and its identity to the project. Internal creative teams might already be familiar with style guidelines, recent campaigns, and customer personas. It’s still important to include focused direction specific to the campaign objectives, but the brief can be more informal and flexible.

Creative briefs shared with external agencies, on the other hand, are often more extensive. CEO and Founder of  Awning.com Shri Ganeshram recommends crafting a “more detailed and structured brief” when working with an agency. “It has to convey the essence of your brand and project requirements without any assumed knowledge,” he continues. “When I worked with an external design agency for our marketing campaign, the detailed brief we provided helped them grasp our brand ethos quickly, resulting in a highly successful campaign.”

As a marketing executive with both in-house and agency experience, Chen points out that projects that are contracted out might also require more comprehensive briefs. “Many companies are only working with agencies on high-profile or very strategic assignments such as major advertising campaigns, creating new brands, or significant rebrands. Accordingly, the briefs will need to include lots of insights about the product and audience, while avoiding being too prescriptive to give the agency room to innovate.”

Additionally, while both internal and agency creative briefs typically include deliverables and deadlines, these stipulations might carry more weight externally. In his experience working with agencies, Ganeshram explains, “The creative brief acts as a contract of sorts that outlines what the client expects, providing a clear framework within which the agency operates. This distinction is crucial for ensuring both parties have aligned expectations.” 

Pitfalls to Avoid When Writing a Creative Brief

An effective creative brief empowers designers, advertisers, or marketers to deliver original and compelling content. On the other hand, vague or complicated briefs make it impossible for creative teams to meet expectations. Avoiding these pitfalls streamlines the creative process.  

There are five common pitfalls to keep in mind when writing creative briefs:  

Ambiguity:   

A vague direction can make it impossible for the creative team to understand the vision for the campaign. Provide specific information about the tone and message, as well as clear guidelines for the format of the final product. “If you leave anything up for interpretation, then you risk the result not being what you expected,” advises Kristien Matelski, Content/PR Manager at  Vizion Interactive . “I’ve found that a few good examples are much more valuable than just describing what I’m looking for.”

• Overprescription: Conversely, including too much detail can limit creativity and overwhelm the core message. Designers, copywriters, and other creatives need freedom to bring their own expertise and imagination to the project. “While detailed background information is always helpful, realize that you can only convey so much in a single communication,” Chen notes. “Avoid requiring your creative team to fold in too many messages or else you could end up with a garbled mess.”
• Broad or Unspecified Audience: It’s crucial to define a target audience with as much detail as possible. Large campaigns might have primary and secondary markets, but to create effective assets, the team needs to have a specific audience in mind and understand their behaviors. “Too often companies are so focused on what they have to say that they end up failing to incorporate customer perspectives and create a message that just falls flat,” cautions Chen.
• Unrealistic Expectations:  The purpose of a creative brief is to keep stakeholders’ expectations and responsibilities aligned throughout the project’s development. However, if the brief sets impossibly tight deadlines or unattainable objectives, creatives won’t be able to deliver compelling results.
• Complicated CTA:  Campaigns work best with a simple and clear core message or desired outcome. Creative briefs that fail to develop a clear call to action result in campaigns that can’t meet their objectives. Chen adds, “It's most realistic to ask consumers to do just one easy thing after seeing your ads. A complicated, multistep process or a confusing mix of options is doomed to fail.”

How to Use Generative AI to Write a More Effective Brief

Recent advancements in generative AI have made it a powerful tool for crafting creative briefs. AI can analyze pain points and customer data, suggest relevant core messages, and elevate directions on tone and style. Think of the AI as a partner or assistant when drafting your prompts, and be prepared to finetune the results.

“Generative AI can be a game-changer for crafting creative briefs in marketing and advertising,” observes Peter Wood, CTO at  Spectrum Search . “It's essential to leverage AI for initial idea generation. By feeding the AI system with your campaign’s objectives and target audience demographics, you can get a diverse range of creative concepts and narratives, which might not be immediately obvious to a human team.”

You can also use AI to assist in data analysis when researching your competitors and establishing customer personas. Wood continues, “This analysis can inform the tone, style, and content of your brief, ensuring it is aligned with what resonates with your audience.”  

“As a content manager, I’ve found that creative briefs have been a primary use for AI,” reveals Kristien Matelski. To get the best results from the AI, she recommends providing it with background information about your brand and objectives, as well as detailed instructions for the content you want it to generate. Keep revising and updating your prompts as you work, and make sure to verify any facts or data in your results. 

Here are four tips to keep in mind when utilizing AI to draft your creative brief:  

• Pretend the AI Is Your Assistant:  AI is not a search engine, and it can handle more complex directions. “Be as detailed as possible with what you want, like you’re giving instructions to an assistant to write a brief or outline for you,” suggests Matelski.
• Provide Background:  Feed the AI relevant information about the brand, product, or campaign objectives. Matelski says, “I generally start by giving the AI some context about the who, or the company we are generating a creative brief for, including a link to their website. Then I tell it the what that we’re creating, a creative brief or outline for a new product page.”
• Include Specifics:  If you are using a template, make sure to list the fields you want the AI to generate. Establish any requirements and important campaign directives to include in the brief. As an example, Matelski offers, “Be sure to mention X, Y, Z brand names, color choices, and keywords.”
• Edit, Edit, Edit:  Once the AI has generated the brief, read through the results and determine next steps. “You’ll need to edit yourself or go back and forth with the AI a few times to get it how you want it,” Matelski acknowledges. You might ask the AI to condense the overview, suggest a more playful core message, narrow the objectives, or tailor the deliverables for a specific social media platform. Consider whether you need to provide additional information with your instructions.

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How to Write a Clear Website Design Brief

Almost every good website design starts with the same thing: a clear brief that outlines the project. This starting point provides the guidance and information your team needs to design, develop, and launch a successful project.

A design brief can help clarify all of the complexities and ambiguities that come with the start of a new project, making this an essential tool. 

Here, we’ll dive into everything you need to know about website design briefs to help better manage projects. 

What is a website design brief, and why do you need one? 

A website design brief is a short document that outlines and describes the project and design process. It outlines key details and requirements for designing, developing, and launching a successful website and is often one to two pages. 

The brief covers crucial aspects such as project objectives, timelines, deliverables, and visual components. It serves as your roadmap for the entire design process and acts as a reference point throughout the project. 

With a strong brief, you will:

• Manage project expectations between all stakeholders, including designers and clients.
• Outline objectives and goals for the project. 
• Mark milestones with a clear timeline so the project stays on track . 
• Achieve a satisfactory outcome for your clients. 

A design brief can also help reduce unnecessary revisions because everyone will be on the same page with the same project document. 

This document is often put together by someone on the design team after client discovery, such as a project manager or designer. Sometimes, the brief will come directly from a client. In-house or freelance designers who want to facilitate a strong brief can create a template for clients to fill in and use to guide website design projects. 

What to include in your brief 

While every project can vary somewhat, a comprehensive website design brief has a few key components that ensure clarity, alignment, and efficiency throughout the design process. From business insights to technical specifications, each element plays a vital role in shaping the project’s trajectory. 

Start with an outline of these sections when planning a website design brief. 

Business or company information

Provide a brief business overview, including brand identity, key messaging, company background, and products/services. Consider including questions such as: What is the business’s core mission or value proposition? Are there any recent or upcoming changes to the company that may impact the website design? 

Primary point of contact

Streamlined communication and decision-making require having a point person for the project—one on the design and project management side and one on the client side. Ideally, these contacts should have the authority to make project-related decisions.

Target audience

Define the website’s intended audience, including demographics, industry decision-makers, and online media consumption habits.

Project overview

Provide a concise summary of project expectations and goals, outlining the purpose and scope of the project.

Project goals

Detail the specific objectives the client aims to achieve through the website, such as lead generation, brand awareness, or specific functionalities. Consider features such as ecommerce, calendar functionality, or online courses. This is also a good place to compare and contrast with an existing website if they have one. 

Competitors

Describe the competitive landscape, noting inspiring or exemplary competitor websites that can serve as references or benchmarks. Set a plan for how this project will differentiate from those competitors. 

Technical requirements

List essential technical specifications, including hosting, user logins, payment gateways, accessibility features, domain name considerations, and any unique functionalities required (think ecommerce capabilities).

Project deliverables

Outline non-technical deliverables required for the project, such as SEO-optimized content, copywriting services, logos, images, or videos. Note what elements you have in hand and what needs to be gathered or created. 

Detail the project timeline from start to finish, including key milestones, such as content submission deadlines and client feedback cycles.

Clearly define the project budget, including any flexibility or constraints, to ensure alignment with client expectations and project scope.

Write your next brief to streamline the design process 

A website design brief provides a solid starting point and foundation for projects of any size. From small builds to large-scale projects, a brief will help you maintain focus and keep designers, developers, and clients moving in sync. 

To keep projects moving forward after the brief is done, kick off your website design project with Kadence . With a robust suite of tools, you can build beautiful, fast websites in no time. Choose a starter template and customize it with AI or easily create a new site with Kadence Blocks . 

Learn more about Kadence or download it for free today to get started! 

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• Artificial intelligence tools for brief writing…

Artificial intelligence tools for brief writing and analysis are a small firm litigator's new best friend

By Nicole Black

May 24, 2024, 10:17 am CDT

Nicole Black.

We’re in the midst of a seismic technological shift that will reinvent workflows and radically alter the practice of law. Artificial intelligence is improving at an unprecedented pace, with new legal AI tools rolling out regularly, some stand-alone and others as features built into existing legal software platforms.

AI has great promise for the legal profession, offering the potential to streamline legal work and reduce repetitive, mundane tasks. Over the past year, some key legal functions have been impacted by adding AI functionality, including generative AI features. These include legal research , document review , and contract lifecycle management .

Another notable area of AI innovation includes document drafting and analysis. AI technology is particularly useful in this context. For starters, it can assist with editing text, improving writing, changing tone or summarizing a document—features that many legal tech companies have begun to include in their platforms.

Other use cases include document drafting, which involves creating a document from scratch, or document analysis, which assists with the review and interactive analysis of lengthy documents, such as depositions, trial memorandums, appellate briefs or trial transcripts.

These features benefit litigators and allow them to focus on higher-level tasks that involve analyzing complex legal arguments and strategizing responsive pleadings. Because of this functionality’s high value, an increasing number of brief writing and analysis tools that incorporate AI features have been released.

Below, I’ll provide an overview of this software category by featuring tools designed for solo and small law firms. You’ll learn about factors to consider when selecting a platform, along with some available tools.

Choosing AI brief writing and analysis software

Before researching your options, it’s essential that you fully understand your firm’s needs and how these tools will fit into the litigation workflow. What are litigators’ most significant pain points when working with documents? What types of work slow the team down? How can AI remove the more tedious tasks from their plates?

Don’t forget about other software that is already in use. Integrations can be very important when working with documents. Any new AI software must integrate with your company’s current document creation tools. Failure to do so could render time-tested, instrumental software essential to your firm’s workflows useless or unnecessarily clunky.

Additionally, it’s important to understand that you’ll be entrusting your firm’s confidential client data to a third party for the cloud-based tools listed below. This means that you have an ethical obligation to thoroughly vet the tech provider hosting and storing your firm’s data. This duty includes obtaining information on how the data will be handled by that company; where the servers on which the data will be stored are located; who will have access to it; and how often and when it will be backed up, among other things.

Furthermore, if the software includes AI features, you’ll want to explore accuracy rates, how the company protects your data, and whether your team’s data inputs are used to train AI models to improve responses.

With that in mind, let’s examine some of the software that falls under this category. Large companies, such as LexisNexis, Thomson Reuters and Bloomberg Law, provide this type of software. But it is not cost-efficient for most small firms, so only tools designed for small firm lawyers will be covered.

Below, you’ll find a roundup of some of the main options available. Take advantage of demos offered and test-drive the software if that’s offered.

Generative AI brief writing and analysis tools

First up is Clearbrief , which operates within Microsoft Word and relies on proprietary AI software. Clearbrief assists with reviewing, drafting and cite-checking documents. It also facilitates the instant generation of exhibits and tables of authorities, along with the ability to easily create a hyperlinked final draft. The AI functionality enables the swift creation of timelines.

It also provides evidence suggestions obtained from litigation documents that support a factual proposition or statement obtained from a pleading, memo or other type of case-related filing. The cost is $142 per month for solo and small firms if paying annually.

BriefCatch is another Microsoft Word add-in that assists with brief writing. It is powered by an AI software system that helps legal professionals improve their writing skills and create more persuasive and effective documents.

The system analyzes written documents and gives users real-time feedback on sentence length, readability and word choice. The software analyzes documents for tone, readability and grammar. Pricing starts at $33 per month when billed annually.

EzBriefs by Benchly is also a Microsoft Word add-in powered by machine learning. Its current version automates table of authority creation and citation checking.

Later this year, it will roll out brief review and analysis features that will enable the drafting, sharing and reviewing of documents containing cited authority. Annual pricing is $600 per litigator .

A notable mention that assists with brief writing but does not rely on AI is WordRake . It works in Microsoft Word and Outlook. This editing software is grounded in sophisticated algorithms that streamline legal writing by providing suggested edits and red lines tailored to the needs of legal writing. The Word add-in costs $149 annually, and the Word plus Outlook version is priced at $229 per year.

AI tools are rapidly changing how legal professionals work with documents, making workflows more efficient and streamlined. By automating tasks such as drafting, editing and analyzing briefs, AI software saves time and reduces the burden of repetitive work. These advancements enable lawyers to focus more on strategic tasks and client interactions, allowing them to provide better and more responsive legal services.

Nicole Black is a Rochester, New York-based attorney, author and journalist, and she is senior director of subject matter expertise and external education at MyCase , a company that offers legal practice management software for small firms. She is the nationally recognized author of Cloud Computing for Lawyers and is co-author of Social Media for Lawyers: The Next Frontier , both published by the American Bar Association. She writes regular columns for ABAJournal.com and Above the Law, has authored hundreds of articles for other publications, and regularly speaks at conferences regarding the intersection of law and emerging technologies. Follow her on X (formerly Twitter) @nikiblack , or she can be reached at [email protected] .

This column reflects the opinions of the author and not necessarily the views of the ABA Journal—or the American Bar Association.

Related topics:

Law firms | practice management | technology | solos/small firms | practice technology | career & practice | legal writing | artificial intelligence & robotics | big data & cloud computing | columns, you might also like:, what's the key to community lawyering less lawyering and more community.

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Will generative artificial intelligence (finally) spell the end of the billable hour?

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Observe Memorial Day with these events in southern Maine

Tons of towns have parades and ceremonies happening Monday.

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Kids and adults gather at a Memorial Day parade to honor and celebrate veterans in South Portland. Sofia Aldinio/ Staff Photographer

BATH 10 a.m. Monday. Parade begins at 200 Congress Ave. and concludes at Library Park and will be followed by a wreath-laying service at 11 a.m.

BERWICK 11 a.m. Monday. Parade begins at Berwick Town Hall/Sullivan Square and proceeds to Lord’s Cemetery by way of Wilson and Allen streets. After a ceremony there, the parade will continue down Saw Mill Hill Street with a pause at the Somersworth-Berwick Bridge for a brief memorial service for those lost at sea. The parade ends at Sullivan Square with a memorial service honoring area veterans.

BIDDEFORD-SACO Opening ceremony at 9:55 a.m. Monday at Saco City Hall. Parade starts at 10 a.m. from Saco City Hall and proceeds along Main Street and down York Hill into Biddeford, continues along Main Street, onto Alfred Street and finishes at Veteran’s Memorial Park with a closing ceremony at 10:45 a.m.

BRUNSWICK-TOPSHAM 9 a.m. Monday. Parade proceeds from Topsham Town Hall, pauses for observances while crossing the Brunswick-Topsham bridge, and concludes at the Brunswick Mall.

CAPE ELIZABETH 9 a.m. Monday. Parade begins at the middle school parking lot, turns right on Scott Dyer Road, right onto Route 77 and ends at the village green adjacent to the town hall. A brief ceremony and laying of the wreath will be held at the Village Green after the parade.

CUMBERLAND 8 a.m. Monday. Kids run at Greely High School followed by 5K Run and Remember race at 8:30 a.m. Parade starts at 10 a.m. at Mabel I. Wilson School and ends at the veterans’ monument in Moss Side Cemetery in Cumberland Center, where a ceremony will be held at 10:30 a.m. Advertisement

FALMOUTH 10 a.m. Monday. Parade proceeds from 65 Depot Road (Falmouth American Legion) to Pine Grove Park, where a ceremony will be held.

FREEPORT 9:30 a.m. Monday. Parade proceeds from Holbrook Street, heads north on Main and makes a right onto School Street, then right onto Park Street, ending in Memorial Park. There will be a small ceremony in Memorial Park starting at 10 a.m.

GORHAM 11 a.m. Monday. Parade starts at Village School (12 Robie St.) and ends at Eastern Cemetery on Johnson Road.

GRAY 11:30 a.m. Monday. Parade leaves the Russell School (8 Gray Park), proceeds to Shaker Road and continues to the Soldiers Monument at the intersection of Routes 26 and 3 for a wreath-laying ceremony. Parade continues north to the American Legion Post (15 Lewiston Road) for a closing ceremony.

LYMAN 1 p.m. Monday. Parade starts at Waterhouse Road/Mill Pond in Goodwins Mills and ends at the Lyman Town Hall on South Waterboro Road.

NEW GLOUCESTER 9 a.m. Monday. Parade leaves from Memorial Elementary School (86 Intervale Road) and heads down Intervale Road to Route 100/202 to Veterans Park for a memorial service. The parade will reconvene and go down Peacock Hill Road, then take a left on Gilmore Road. Advertisement

OLD ORCHARD BEACH 1 p.m. Monday. Parade starts at the corner of Ballpark Way and E. Emerson Cumming Boulevard and proceeds down Saco Avenue, Old Orchard Beach Street to First Street and ends at Veteran’s Memorial Park.

PORTLAND 2 p.m. Monday. The procession starts at Longfellow School (432 Stevens Ave.) and ends at Evergreen Cemetery for a commemoration ceremony.

SANFORD 10 a.m. Monday. The parade starts at the Sanford Armory (88 William Oscar Emery Drive), proceeds up Gowen Park Drive and ends at Central Park.

SCARBOROUGH 10 a.m. Monday. Parade starts at Scarborough High School, turns onto Route 114 and then Route 1, past town offices to the Maine Veterans Home and concludes with a ceremony there.

SOUTH PORTLAND 10:30 a.m. Monday. Parade starts at Southern Maine Community College parking lot, proceeds down Broadway to the Veterans Monument for a short Memorial Day recognition service.

WELLS 9 a.m. Monday. Parade starts at Wells High School (200 Sanford Road) and proceeds to Ocean View Cemetery for a ceremony and musical performances. Advertisement

WESTBROOK 10 a.m. Monday. Parade proceeds down Main Street and will be followed by a ceremony in Riverbank Park.

WINDHAM 9 a.m. Monday. Parade starts at Windham Town Hall and proceeds onto Route 202 toward Windham High School. At 10 a.m., there will be a ceremony in front of Windham’s Veterans Memorial Flagpole at Windham High School.

YARMOUTH 10 a.m. Monday. Parade leaves from Yarmouth High School (286 West Elm St.) and proceeds to the Memorial Green at Town Hall for a ceremony.

YORK 10 a.m. Monday. Parade starts near St. Christopher’s Church (4 Barrell Lane) and proceeds down York Street to York Town Hall.

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