business report example format

How to Write a Formal Business Report (Template and Examples)

Formal business reports are official documents that guide and inform stakeholders. These reports are valuable tools when solving company problems or making decisions. 

You should be clear and include all relevant information to make your report useful in decision-making and problem-solving. 

Here are five steps for writing a formal business report:

• Define the purpose and intended audience
• Gather and analyze data
• Create an outline
• Draft the business report
• Revise and format your report

Keep reading to get valuable details under every step and learn to segment your report.

But first, let’s delve deep into formal business reports, the different types, and what differentiates them. We’ll also discuss the elements of a business report and cover valuable tips to perfect your writing skills.

Let’s get started!

Understanding formal business reports

Business reports provide an analysis of the current performance of a business and offer recommended actions to improve operations. A formal business report should include detailed data, analysis, conclusions, and recommendations.

What is a formal and informal business report?

A formal business report is a detailed and organized document that provides information about a specific topic, like research findings, market trends, or a financial situation. It usually includes conclusions based on data collected during the research process. 

Formal business reports can present complicated topics in an easy-to-understand format, allowing company executives to make informed decisions. A formal report typically includes an introduction, a body of information, and a conclusion. It should consist of accurate data and reliable sources and be written formally with proper grammar and spelling.

An informal business report does not follow traditional, formal reports’ formal structure and layout. Instead, it is written in an easy-to-understand language and typically includes summaries of key points, along with recommendations or suggestions for further action. 

Unlike formal reports, informal business reports do not need to be approved by higher management and can be sent directly to the intended recipient. Businesses often use informal reports to quickly provide updates or summaries of projects, data, or other important information. They are also commonly used when sharing ideas, solutions, or findings that don’t necessarily require a formal response from the receiver. 

While informal reports may need more depth and detail than formal reports, they can still communicate important information concisely and clearly. 

Types of formal business reports

Formal business reports include different types that may be used to present data, analyze performance, or make recommendations. Examples of formal business reports include annual, research, feasibility, and marketing research reports. 

Feasibility Reports

A feasibility report is an analytical document that outlines whether an activity or project has the potential to be successful. It includes cost estimates, expected outcomes, and other factors affecting the project’s success.

Business Plans 

A business plan is a formal outline of a company’s objectives and strategies for achieving them. It is used to obtain financing, attract investors, and set goals for the company. 

Business plans typically include sections on market analysis, organizational structure, competitive analysis, product or service description, financial projections, marketing strategies, and tactics.

Progress Reports

A progress report is a document that details the current status of a project or activity. It outlines the progress made, challenges encountered, and a timeline for when the project should be completed.

Financial Reports

Financial reports provide information about the company’s financial performance over some time. They include income statements, balance sheets, and cash flow statements.

A proposal is a document that outlines how an organization, company, or individual intends to complete a project. It usually includes information such as the purpose of the project, expected outcomes, methods, and associated costs. For example, businesses may use proposals to solicit funding from investors or government agencies.

Market Research Reports

A market research report is a document that provides information about customer needs and competitor activities to develop strategies for the organization. They typically include data on consumer preferences, product demand, market trends, and other relevant factors.

Risk Reports

A risk report is a document that details the potential risks associated with a specific activity or investment. It outlines possible losses and considers how they could affect an organization’s operations. Risk reports may also include measures the organization can take to mitigate losses and recommendations for further actions.

Technical Reports

Technical reports are documents that explain the results of a technical project or investigation in detail. They are used to document the findings of a project and provide a record that can be used as reference material. 

Technical reports typically include sections on research methods, results, conclusions, recommendations, and implementation plans. 

What are the key differences between writing a business report and writing an academic report?

Business reports inform a decision or provide direction in the form of recommendations. They may include factual data and analysis but are often practical and focus on the actionable steps needed to achieve a goal. 

Academic reports take a more analytical approach, emphasizing research and thought-provoking discussions that examine different points of view. 

Sources used

When writing business reports, only use real-world sources such as government reports. But when writing academic reports, you may cite theoretical works . 

Conciseness

When writing business reports, use concise points with stakeholders in mind . As for academic reports, you may use technical terms and lengthy explanations to support a point. 

Academic reports are often longer and more detailed than business reports and may also include recommendations but with a focus on developing new strategies or ideas.

When writing a business report, adhere to the following structure: cover page, table of contents, list of figures, executive summary, introduction, body, conclusion, and recommendations. 

But when writing an academic report, follow the structure: introduction, literature review, methods, results, discussion, and conclusion.

The purpose of both types of reports is to provide information that is useful and relevant to the target audience. So keep the audience in mind when writing a report; what information do they need to know? How will it help them make decisions or understand a concept better? 

Elements of a formal business report

An excellent formal business report organizes information into these sections: 

• Table of contents
• List of Figures
• Executive summary
• Introduction
• Recommendation

1. Title page

The title page indicates the company name (and logo), the author’s and readers’ names and positions, and the date.

2. Table of contents

The table of contents lists the sections of a report with their page number and helps jump to a specific title. 

3. List of Figures

The list mentions every chart or diagram included in the report and its page number for easy navigation. 

4. Executive summary

The executive summary briefly overviews the report’s key points, findings, and conclusions. It helps readers to understand the report’s data without reading the entire document. Therefore, this section should be the last to write since the facts in the report will form the executive summary. 

5. Introduction

The introduction outlines the research objectives and methods used to generate data for analysis. It sets the stage for what follows. Unlike the executive summary, it does not mention any conclusion or recommendation. 

The body contains an in-depth review of the research results and their implications. It may include an analysis of trends, correlations, pictorial evidence, and other data supporting the report’s conclusions.  

7. Conclusion 

The conclusion summarizes the data discussed in the body . It is a brief sentence that takes around three to six sentences. 

8. Recommendation

The recommendation suggests an action based on the facts presented in the report. It outlines steps or policy changes necessary to solve a problem.

9. Appendix

The appendix contains information that supports your report but would be distracting if you included it in the body. This information may consist of raw data, charts, transcripts, and surveys used for analysis or any additional resources used in the research process. You may also include acronyms used in the report.

10. References/Bibliography

This section consists of all references you used in your report. Citations protect you from plagiarism and give credit to your sources. You can write citations in APA, MLA, and Chicago styles , depending on the style of your formal report. 

11. Glossary

The glossary is where you define all technical terms used in the report. Use an asterisk next to words you will describe in the glossary to indicate that the reader should check the glossary for a definition. 

How to write a formal business report step-by-step

When writing a formal business report, start by defining the purpose of the report and the intended audience. You then gather data and analyze it before writing the report. Finally, write the report and revise it accordingly.

1. Define the purpose and intended audience

Why are you writing the report? Consider what information you need to include and who will read the report. This will help you structure your document correctly and provide relevant information. 

Defining your target audience will help you tailor the language used and choose relevant information to include in the report.

2. Gather and analyze the data

Collect all data relevant to achieving the goal of your report. This should include quantitative and qualitative data, such as customer satisfaction surveys, case studies, performance metrics, or feedback from stakeholders.

Once you have collected all of your data, analyze it and identify any trends or patterns that may be useful in writing the report. You can use various tools and techniques like statistical analysis , gap analysis , or cause-and-effect diagrams .

3. Create an outline

An outline will help you organize your research data, stay on topic, and avoid including unrelated information under a particular title. Besides having a section of each formal business report element above, outline your key points, headings, and subheadings. 

Use self-explanatory headings, for example, “ Impact of expanding market share. ”

3. Draft the report

Organize the data you collected during research into the draft report. Start by introducing the topic, providing background information, and the report’s objectives. Then include each of the main points you want to discuss, supported by evidence from the research data.

Have the relevant elements mentioned above and write adequate information under each section. The draft does not have to be perfect; you just need to organize the data roughly. 

4. Revise and format your report

After completing your draft, proofread and edit it to remove irrelevant data or add forgotten information. Make sure everything looks good, including the formatting. It also helps to share the business report with someone who can review it and propose necessary changes. Once everything is settled, share the report with your intended audience.

Tips for writing a formal business report

When writing a formal report, use data and evidence to support your argument, add visuals, use consistent fonts and headings, and highlight important information. You should also use clear language that is easy to understand, considering the audience’s background knowledge.

1. Only use credible sources

Credible sources strengthen your report because they are factual, unbiased, and reliable. To identify a credible source, look out for the following markers. 

• The source’s author should be an expert in their field.
• The information in the source should be up-to-date. 
• The source should include evidence. The author should not have their opinions or speculations.
• A credible source is peer-reviewed by other experts in the field. 

2. Use diagrams in formal business reports

Use diagrams like graphs and charts to illustrate relationships between ideas. They are more engaging, easier to understand, and they capture your audience’s attention. 

Mind that you don’t clutter your diagrams with too much information. Excess detail will confuse your readers. 

Achieve simplicity by:

• Removing backgrounds that cause distractions.
• Removing or lightening gridlines. Gridlines clutter diagrams. 
• Reduce the number of colors you use. Only use color on crucial data in the diagram. 
• Instead of adding every tiny detail, use symbols and have a key. The key explains what each symbol, figure, or line represents. 

3. Use a consistent format

A consistent format makes it easy to follow your report. Keep the format headings and subheadings uniform throughout your report. And make your page margins and font styles consistent. 

4. Use bold fonts to highlight  

Bold fonts stand out against regular text to draw focus on essential data and make it easier to skim through the report. Use bolding sparingly; otherwise, the effect of highlighting will not work.

Formal business report template

A formal business report template will save both time and energy by providing a framework that simplifies the process of assembling data into a comprehensive document.  

Check out this collection of editable business report templates to find one that works for you.

Final Thoughts: Formal Business Report

Formal business reports are essential tools for any business. An excellent report drives company decisions and recommends solutions to company problems. Writing one may be challenging, but this guide gives you a clear pathway to ease the process. 

Remember to use visual aids and credible sources to fortify your report. Organize data into the above sections, and use the discussed tips to write your business report like a pro!

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

Table of Contents

1) What Is A Business Report?

2) Types Of Business Reports

3) Business Reports Examples & Samples

4) Why Do You Need Business Reports?

5) How To Setup A Business Report?

6) Challenges Of Business Reports

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

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

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

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

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

What Is A Business Report?

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

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

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

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

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

Types Of Business Reports?

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

1. Analytical reports

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

**click to enlarge**

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

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

2. Research reports

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

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

3. Industry reports

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

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

4. Progress reports

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

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

5. By business function

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

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

Business Report Examples And Templates

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

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

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

1. Visual financial business report example

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

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

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

2. Visual investor's business report layout

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

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

3. Visual management report example

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

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

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

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

4. SaaS management dashboard

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

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

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

5. Sales KPI dashboard

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

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

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

6. Retail store dashboard company report example

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

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

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

7. Customer service team dashboard

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

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

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

8. Employee performance dashboard

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

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

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

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

9. Marketing KPI dashboard

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

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

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

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

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

10. Warehouse KPI dashboard

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

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

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

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

11. Cybersecurity dashboard

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

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

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

12. CEO dashboard

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

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

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

13. Manufacturing production dashboard 

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

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

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

14. IT project management dashboard

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

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

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

15. HR diversity dashboard 

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

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

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

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

Why Do You Need Business Reports?

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

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

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

How To Generate A Business Report

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

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

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

1. Consider your audience

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

2. Determine and state the purpose

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

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

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

4. Set actionable targets and goals

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

5. Define your reporting frequency

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

6. Gather and organize the information

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

7. Present your findings

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

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

8. Align your visualizations

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

9. Proofread your reports

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

10. Be responsive

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

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

Common Challenges Of Business Reports

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

• Data quality 

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

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

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

• Lack of data literacy 

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

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

• Long generation processes 

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

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

• Static vs. interactive business reports 

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

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

• Ensuring data security and privacy 

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

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

Key Takeaways Professional Business Reports  

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

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

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

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

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

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What is a Business Report? (Examples, Tips and How to Make One)

According to a recent survey by Zapier , 76% of respondents said they spend 1-3 hours a day simply moving data from one place to another. Additionally, 73% of workers spend 1-3 hours just trying to find relevant data or a particular document. Another survey by TrackVia found that 44% of workers spend more than one day per week on manual, administrative tasks such as generating reports .

Fortunately, there are tools available to automate the report creation process and produce high-quality reports efficiently. However, it’s essential to understand the key factors that make a report effective and distinguish your report from the rest, without relying on plain Excel/PowerPoint tools. 

Are you ready to take your report writing skills to the next level?

A business report is a document that presents information in a structured format, typically written for a specific audience or purpose. Business reports are used to convey data, research findings, recommendations, and other types of information in a clear, concise, and organized manner.

Business reports may be written for a variety of contexts. They may vary in length and complexity, depending on the type of information being presented and the intended audience.

You can also jump right into creating business reports by selecting a template and following along this guide, or create a report using our AI-powered report maker for free today.

Table of Contents

General business reporting templates, specialized business reporting examples, other reports, what makes a great business report format, what are the five main parts of a business report, how to present the report in a more visual way, and now, over to you.

• Progress reports : These are reports used to easily track progress on a particular project or activity, and can be divided into daily, weekly, monthly, or quarterly progress reports.

• Feasibility reports: These are reports that assess the feasibility of a particular project or initiative, such as a new product or service.

• Executive Summary Reports: These reports provide a brief summary of a larger report in business management. They are typically used to provide key decision-makers with a quick overview of the report topic.

• Financial reports : These are reports that present financial information, such as balance sheets, income statements, and cash flow statements, which measure performance of the company.

• Annual reports : These are reports that provide an overview of an organization’s performance over the course of a year, including company goals, new insights, and average revenue.

• Sales and Marketing Reports : These reports provide relevant information on sales and marketing activities, such as sales forecasts, customer overview demographics, marketing report and market research, typically created by sales rep.

• Human Resources Reports : These reports provide information on employee-related matters, such as recruitment, training, and performance management.

• Incident Reports: These reports document workplace incidents, such as accidents, injuries, or security breaches. They may be used for legal or insurance purposes.
• Environmental Reports: These reports assess the environmental impact of a company’s operations. They may include information on energy consumption, waste management, and carbon emissions.

• Investigative reports : These are reports that investigate a particular issue, such as a workplace incident or accident.

• Academic reports: This is an analytical report used in academic settings to convey research findings, such as lab reports, research reports, and case studies.

• Technical reports: These are reports that communicate technical information, such as engineering reports, scientific reports, and project reports. It may contain all the relevant explanatory reports and research methods.

There are several elements that make a great formal business report, including:

Clear purpose and scope

A report can contain a lot of information, it is important not to lose the bigger picture. It should be easy to access the report’s main points through a table of contents at the introduction.

Define the purpose and scope of the entire report : Determine the objectives of the report and the information that needs to be collected to achieve those objectives.

Accurate and relevant metrics/data

Identify the sources of information : Determine where the critical information can be found. Sources can include primary sources such as surveys, interviews, and experiments, or secondary sources such as books, articles, and online databases.

Collect the historical data: Gather the necessary data by conducting interviews, surveys, experiments, analytical reports, or other means. Be sure to record and organize the data in a systematic and organized manner.

The gathering of relevant data is often time consuming. It would be good to collaborate on this process and assign multiple stakeholders different portions of the report so that the information gathering isn’t spent on analytical reports by one individual only. Piktochart has the ability to help you collaborate in teams specifically for this purpose.

Comprehensive analysis

Analyze the data : Once the data has been collected, conduct an in depth analysis to identify patterns, trends, and relationships. Use statistical tools, software, or other analysis methods to make sense of the data.

Go from big picture to small details. It is good practice to create an outline of the report and what should be communicated in official document before going into the actuals of putting the report together.

Break the analysis down into multiple pages. Use a page to convey one main point instead of cramming in multiple charts and figures.

Clear and concise writing

Interpret and present the findings : Draw conclusions based on the data and present the findings in a clear and organized manner. Use charts, tables, graphs, and other visual aids to help convey the factual information.

For example, one may opt for the use of bullet points sparingly and opt to make the sentences shorter and without jargon. A visual layout of two columns may also help in some cases.

Effective communication in research report

A report can be consumed digitally or via print. If it’s consumed digitally e.g. in a single dashboard , you can provide a TLDR summary or explanatory report for the readers via email so that they would know what to expect.

Visual aids

The best option here is to go with diagrams, images, tables and charts that help to convey the main point of a particular page.

If the report is hosted online, it is also possible to include other videos or audio content to get the viewers interested.

Recommendations and conclusions

Revise and finalize the report: Review and revise the report to ensure that it is accurate, complete, and well-organized. Be sure to proofread for spelling errors, grammar mistakes, and punctuation.

It is important to address the concerns that the key decision maker has about the progress report and aid decision making process. The language and tone of the report should always be future-looking and positive. You can do this by balancing potential risks and key opportunity areas.

Professional formatting and presentation

Aim to use brand colors and fonts throughout the whole presentation. These “tiny” signals give the impression that the report has been professionally designed.

Business reporting typically includes:

• Introduction that provides background information. The title and table of contents can go here. Occasionally, it also includes some brief opening remarks from the leadership team.

• Main body that presents the data or findings. This can be broken down into several pages and it is best to present one salient piece of information per page. The aim is not to reduce the number of pages, but to go for concise writing so that there is a strong message per page.

• Conclusion that summarizes the key points.

An important part of conclusion is recommendations for further action. A report would be incomplete if it does not bear any future-forward messages for the business/activity.

While there is no specific format that has to be followed, Piktochart has some great business report examples for you to get started. Sign up to access more professionally designed templates of presentations , infographics , social media graphics and more.

Use charts and diagrams

Visual aids such as pie charts, bar graphs, and line graphs can help to convey complex information in a clear and concise manner.

Choose the right type of chart or diagram

There are many different types of charts and diagrams available, including bar charts, pie charts, line graphs, scatter plots, flowcharts, and more. Choose the type of chart or diagram that best represents the data you are presenting and is most appropriate for your audience.

Keep it simple

While charts and diagrams can be useful for presenting complex information, it’s important to keep them simple and easy to understand. Avoid cluttering your chart or diagram with too much information, and use clear and concise labels and titles.

Use appropriate scaling

When creating a chart or diagram, it’s important to use appropriate scaling to ensure that the data is accurately represented. Make sure that the scale of the chart or diagram is appropriate for real value of the data you are presenting, and avoid distorting the data by using uneven scales.

Provide context

Charts and diagrams can be difficult to interpret without proper context. Make sure to provide context for your data by including clear and concise explanations of what the chart or diagram represents and how it relates to the rest of the report.

Use color strategically

Color can be a powerful tool for highlighting key data points or drawing attention to important information. However, it’s important to use color strategically and sparingly to avoid overwhelming your audience.

Use color sparingly

Color can help to highlight important information and make the report more visually appealing.

While color can be a powerful tool for emphasizing important information, using too much color can be overwhelming and distracting. Use color strategically to draw attention to key data points, headings, or other elements that you want to emphasize.

Choose colors carefully

When selecting colors, consider the target audience and purpose of the report.

Stick to a color scheme that is appropriate for the subject matter and aligns with the company’s branding. Avoid using too many bright or bold colors, which can be jarring to the reader.

Use contrast

One of the most effective ways to use color in a business report is to create contrast between different elements. For example, use a bold color for headings or subheadings to make them stand out from the surrounding text.

Use color to organize information

Color can be a useful tool for organizing information and making it easier to scan. Consider using color to create sections or categories within the report, or to distinguish between different types of data.

Be consistent

To avoid confusion, it’s important to be consistent in your use of color throughout the report. Use the same colors for the same types of information, and make sure that the colors you use are consistent with the company’s in house format or branding guidelines.

Use a consistent layout

Using a consistent layout throughout the report broken down by headings and subheadings can help to make it more visually appealing and easier to follow.

A single-column format is often used because it is easier to read and allows for a more logical flow of information. It also allows for the use of larger fonts and more white space, which can help improve readability.

In some exceptions, some reports may use a multi-column layout, typically with two columns, if they contain a large amount of data or if the report is intended to be read on a digital device, such as a tablet or computer screen. A multi-column format can help improve the organization of the data and make it easier to compare information across different sections.

Choose an appropriate and concise length

Do not cram too much information within a single page. Here are some more helpful tips on the language that you can use for business reports.

Use active voice

Active voice makes your writing clearer and more concise, and it can help you communicate your ideas more effectively.

For example, instead of writing “The report was analyzed,” write “We analyzed such a report.”

Avoid overly technical language

While some technical language may be necessary, avoid using jargon or technical terms that your readers may not be familiar with. If you must use technical terms, provide clear definitions or explanations.

Use simple, clear sentences

Avoid long, convoluted sentences that are difficult to understand. Instead, use simple, straightforward sentences that clearly communicate your ideas.

Don’t use more words than necessary to convey your message. A sentence should not contain more than 20-30 words (unless you’re writing a technical or academic report).

The average length of an annual report is 10,000 words (50 pages) for a smaller company and 50,000 (150 pages+) words for an enterprise. Typically, not every page contains text, as some may have more charts/tables.

Use bullet points, tables, and graphs to help convey your ideas concisely.

Use appropriate tone

The tone of your report should be professional and objective. Avoid using emotional language or language that is overly informal.

For example, “I’m totally excited to announce that our new product is going to blow the competition out of the water! It’s absolutely amazing and customers are going to love it.”

This sentence uses informal language (“totally excited”) and emotionally charged language (“blow the competition out of the water,” “absolutely amazing,” “customers are going to love it”) that may not be appropriate for a business report.

Ultimately, the language you use in your business reports should be tailored to your audience and the purpose of the most professional business report itself. Consider who will be reading the formal business report and what information they need to know, and adjust your language accordingly.

For more information, you can check out a step by step guide to create your business report sample. You can also browse our template gallery and select a template to get started.

CTA: Check out Piktochart’s business report template gallery to get you started! https://piktochart.com/templates/reports/

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• Writing Tips

How to Structure a Business Report

• 5-minute read
• 14th March 2019

The content of a business report will depend on what you are writing about. Even the writing style may depend on who you are writing for (although clear, concise and formal is usually best). However, there is a general structure that most business reports follow. In this post, then, we’ll look at how to structure a business report for maximum clarity and professionalism.

1. Title Page

Every business report should feature a title page . The title itself should clearly set out what the report is about. Typically, you should also include your name and the date of the report.

Most business reports begin with a summary of its key points. Try to include:

• A brief description of what the report is about
• How the report was completed (e.g., data collection methods)
• The main findings from the research
• Key conclusions and recommendations

A paragraph or two should suffice for this in shorter business reports. However, for longer or more complex reports, you may want to include a full executive summary .

3. Table of Contents

Short business reports may not need a table of contents, especially if they include a summary. But longer reports should set out the title of each section and the structure of the report. Make sure the headings here match those used in the main text. You may also want to number the sections.

4. Introduction

The introduction is the first part of the report proper. Use it to set out the brief you received when you were asked to compile the report. This will frame the rest of the report by providing:

• Background information (e.g., business history or market information)
• The purpose of the report (i.e., what you set out to achieve)
• Its scope (i.e., what the report will cover and what it will ignore)

These are known as the “terms of reference” for the business report.

5. Methods and Findings

If you are conducting original research, include a section about your methods. This may be as simple as setting out the sources you are using and why you chose them. But it could also include how you have collected and analyzed the data used to draw your conclusions.

After this, you will need to explain your findings. This section will present the results of your research clearly and concisely, making sure to cover all the main points set out in the brief.

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One tip here is to break the findings down into subsections, using headings to guide the reader through your data. Using charts and illustrations , meanwhile, can help get information across visually, but make sure to label them clearly so the reader knows how they relate to the text.

6. Conclusions and Recommendations

The last main section of your report will cover conclusions and recommendations. The conclusion section should summarize what you have learned from the report. If you have been asked to do so, you should also recommend potential courses of action based on your conclusions.

If you are not sure what to suggest here, think back to the objectives set out in your brief.

7. References

If you have used any third-party sources while writing your report, list them in a bibliography after the main report. This could include other business documents, academic articles, or even news reports. The key is to show what you have based your findings and conclusions upon.

8. Appendices (If Applicable)

Finally, you may have gathered extra documentation during your research, such as interview transcripts, marketing material, or financial data. Including this in the main report would make it too long and unfocused, but you can add it to an appendix (or multiple appendices) at the end of the document. It will then be available should your reader need it.

Summary: How to Structure a Business Report

If you are writing a business report, aim to structure it as follows:

• Title Page – Include a clear, informative title, your name, and the date.
• Summary – A brief summary of what the report is about, the data collection methods used, the findings of the report, and any recommendations you want to make.
• Table of Contents – For longer reports, include a table of contents.
• Introduction –Set out the brief you were given for the report.
• Methods and Findings – A description of any methods of data collection and analysis used while composing the report, as well as your findings.
• Conclusions and Recommendations – Any conclusions reached while writing the report, plus recommendations for what to do next (if required).
• References – Sources used in your report listed in a bibliography.
• Appendices – If you have supporting material (e.g., interview transcripts, raw data), add it to an appendix at the end of the document.

Don’t forget, too, that a business report should be clear, concise, and formal. And if you would like help making sure that your business writing is easy to read and error free, just let us know .

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Free Business Report Templates

By Kate Eby | January 12, 2020

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Business reports are a key tool in translating complex information into easy-to-understand, visual communication. In this article, you’ll find a roundup of the top business report templates to make use of your data.

Translate your data into business results instantly with any of the nine free, comprehensive business report templates below, including a simple business report template , a sales and marketing plan template , and a KPI business dashboard template , as well as best practices for writing business reports .

Business Report Template

This simple business report template provides you with an annual perspective on your company’s finances. Enter monthly data, and gain quarterly and annual insights into the fiscal health of your business. This uniquely customizable business report template comes with two tabs: one with sample, overwritable figures, and one with a blank tab for you to start from scratch. Use this template as a monthly, quarterly, or yearly balance sheet to gain insight on your financial position and see how close you are to reaching your financial objectives.

To learn more about this process and to find additional resources, read “ Free End of Year Report Templates .”  

Download Annual Business Report Template

Excel | Smartsheet

Business Plan Template

Jumpstart your business with this easy-to-use template that doubles as a project plan for new businesses. This customizable business report template requires you to define four primary stages of your proposed business plan — self-assessment, opportunities, potential risk evaluation, and market climate — to ensure that you hit your marks. Use this template to visualize — and specify — the planning process in order to attain your business goals. 

To learn more about this process and to find additional resources, read “ Free Strategic Planning Templates .”

Download Business Plan Template

Business Project Report Template

Designed with successful business-related projects in mind, this business report template gives you the ability to factor in all pertinent details associated with a mission-critical project. The easy-to-use sections will help ensure that your project is on track — from an executive summary to a SWOT analysis, as well as any relevant appendices you might need to include.

To learn more about this process and to find additional resources, read “ All about Project Status Reports .”

Download Business Project Report Template

Word | Google Docs

Sales and Marketing Plan Template

This sales and marketing plan template is designed for companies that want to visualize and implement strategic aims around sales goals and marketing activities. Using this template, stakeholders can quickly review each stage of the plan, determine its feasibility, and work with others to bring it closer to market. This template is organized around columns for sales-related activities and rows for marketing efforts. As a result, each cell in this template intersects between the two and can help you in determining a sound marketing strategy.

To learn more about this process and to find additional resources, read “ The Definitive Guide to Strategic Marketing Planning .”  

Download Sales & Marketing Plan Template

Business Budget Template

This business budget template will help you track your company’s expenses and develop a balanced budget. Simply enter all budget-related details for your current goods and services (your “operating costs”) to immediately see if you’re under or over budget in a particular area. Use this template to gain fast insight into your assets and liabilities, and see how profitable — or close to profitable — your company actually is.

To learn more about this process and to find additional resources, read “ Free Startup Plan, Budget & Cost Templates .” 

Download Business Budget Template

Business Plan Executive Summary Template

A business plan executive summary presents stakeholders with a broad-strokes preview of what is usually included in a more detailed business plan report. In short, it provides them with the essence of your business plan. After reading the summary, readers should understand your business plan’s mission, end goals, and all details in between. This template provides space to include your company’s mission and vision, a description of products and services, value proposition, market analysis, financials, and more.

To learn more about this process and to find additional resources, read ” The Benefits of a Strong Executive Summary .”

Download Business Plan Executive Summary Template

Excel | Word | PDF | Smartsheet

KPI Business Dashboard Template

Key performance indicators (KPIs) help you measure effectiveness and determine how close you are to achieving your objectives. This KPI business dashboard template gives you an at-a-glance view of your business’s financials, so that you can gauge the success of your business. This visually rich dashboard template gives you quick and easy insight into your company’s fiscal health with sections for budget, revenue, profit margin, and debt-to-equity ratio. 

To learn more about this process and to find additional resources, read “ All About KPI Dashboards .” 

Download KPI Business Dashboard Template - Excel  

Simple Business Case Template

A business case can provide you with an on-the-spot cost benefit analysis (CBA), show you the risks to assess prior to greenlighting a project, and help you understand why to choose a particular strategy. This simple business case template provides sections for project reasons, options, benefits, costs, risks, schedule details, assessments, and your final recommendation. Ultimately, it helps ensure that your business case is strategically sound. 

To learn more about this process and to find additional resources, read “ How to Write a Business Case .”

‌ Download Simple Business Case Template - Word

Financial Dashboard Template

Use this comprehensive financial dashboard template for a visual representation of data and to get the big picture on your company’s financials. If your statistics are lagging, then this financial dashboard template is a dynamic call to action for your team. Gain instant overviews of your company’s finances with this visually rich, reusable template. 

To learn more about this process and to find additional resources, read “ Design a Data Dashboard .”

‌ Download Financial Dashboard Template — Excel

Common Elements in a Business Report

Below is a list of some key elements typically included in a business report:

• Executive Summary: Include an overview of your project that addresses brief business background, project objectives, risks and issues, progress, outcomes, and customer profile details. 
• Financial Evaluation: Enter investment expenditure and methods, expected productivity, and projected financial ranking information. 
• Key Project Activities: List project-specific activities required for a winning project. 
• Market Analysis: Provide a market description, pricing structure, your target audience, and other market analysis-related details.  
• Marketing Assessment: Detail price, product, place, and promotion specifics for the project.  
• Operational Planning: Specify business models, along with your financial plan, management, and business structures (as are relevant to the project in question). 
• SWOT Analysis: A SWOT analysis identifies strengths, weaknesses, opportunities, and threats — both internal and external — related to your project.

How to Write a Business Report: Best Practices

In many cases, your roadmap to a successful business is contingent upon the effectiveness of your business reports.  

No two business report types are completely alike, but how do you ensure that you’re optimizing all of these communications in order to maximize results? You may be reporting on your sales growth, presenting a business plan or budget, showing market research, or giving a presentation on quarterly figures. These require different business report template types, but you can apply some general best practices to most business report template types. 

Below, you’ll find our list of critical best practices when working with business reports: 

• Visually Represent Data: Charts and graphics not only help tell a story — they help people track metrics, detect trends, and determine growth at a glance. 
• “Always Be Branding”: Your business report is not just a planning document — it is reflective of your company’s brand. Incorporate your company’s logo, and alter any template colors to match your company’s.
• “Always Be Learning”: With your business reports, you’re building an archive of research into what did and did not work. Business reports are easy ways to encapsulate data, projects, proposals, and plans, and you can always return to them as a research platform when planning your next initiative. 
• Summarize and Condense: The most important thing that business reports should provide is clarity. Luckily, business reports are an easy way to visually depict data and streamline information into an easy-to-digest format. Always keep in mind the most concise way to communicate an idea more simply, directly, and effectively. 

If you follow these best practices, you’ll have a captivating business report that stakeholders can easily understand — and inspire them to take action.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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

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

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

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

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

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

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

What is a Business Report? (Definition)

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

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

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

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

Types Of Business Reports

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

Here are some common types of business reports:

1. Informational reports

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

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

2. Analytical Report

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

3. Research Report

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

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

4. Explanatory Report

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

5. Progress Report

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

How was the previous week?

How is the sale for this quarter coming along?

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

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

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

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

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

Importance of Business Reports

1. mode of communication.

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

But why is it done?

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

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

2. Decision making

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

Aiming to cut company costs? Prepare a report.

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

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

3. Crisis management

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

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

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

4. Effective management

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

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

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

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

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

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

Step 1: Create a plan of action

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

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

Step 2: Check for an in-house format

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

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

Step 3: Add a title

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

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

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

Step 4: Write a table of contents

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

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

Step 5: Add a Summary/ Abstract

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

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

Step 6: Write an introduction

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

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

Step 7: State your methodology

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

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

Step 8: Present your findings

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

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

Step 9: Give a conclusion or recommendation

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

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

Step 10: Add bibliography and references

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

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

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

Here’s an example:

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

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

Step 11: Proofread

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

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

Bit.ai : The Ultimate Tool For Writing Business Reports

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

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

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

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

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

Few more business templates you might be interested in:

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

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

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

…and bit helps you do just that!

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

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

Tweet us @bit_docs and let us know!

Further reads:

7 Types of Reports Your Business Certainly Needs!

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

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

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

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

16 Best Business Tools Every Business Needs in 2021

How to Write a Business Case: Step By Step Guide

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

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

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About Bit.ai

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

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

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8 Report Formats for Business (Examples & Templates)

See report types and formats that bring business impact. Get report writing formats, design formats, and file formats including PDF, PPT, & one-page reports.

Hadar Peretz

7 minute read

Short answer

What are the best report formats?

Official reports: legally required, no design

Formal reports: diving into structure and detail

Informal reports: quick and direct communication

Memo reports: addressing specific business issues

Letter reports: bridging external communication gaps

Audit and proposal reports: showcasing financial health

Real-time reports: the power of now

Augmented and virtual reality reports: immersive reporting experiences

The format of your report is critical for achieving your goal

The format of your report content, design, and delivery are all critical for achieving your goal. While content is king, the design and delivery of your report also significantly influence its impact.

A well-designed, easily accessible report ensures that your audience engages with and understands the information you're presenting.

Because you never get a second chance to make a first impression, a well-designed report will reinforce your message and convey professionalism, but more than that, it will aid in comprehension, and encourage action.

Let's delve into why these aspects are so pivotal.

Report format types in business

In the business world, the way you communicate information is just as crucial as the information itself. Different writing formats cater to various needs, ensuring clarity, precision, and effectiveness.

Let's dive into the primary writing formats and understand their significance.

1) Official reports: legally required reports issued by the government

Public companies are required to submit various reports to ensure transparency and inform investors. These reports are filed with regulatory bodies like the U.S. Securities and Exchange Commission (SEC).

These official reports use a strict formalized format set by regulators. They apply no design, no storytelling, and no messaging of any kind.

For this reason, we will not delve into this type of report format. Instead, we advise you to look up the format on the regulator’s website.

The most common reports include:

Annual Reports (10-K): Comprehensive overview of the company's financial health, operations, and risks.

Quarterly Reports (10-Q) : Updated financial data and a condensed version of the company's financial statements, filed three times a year.

Current Reports (8-K): Discloses specific events like acquisitions, leadership changes, or bankruptcy.

Proxy Statements (DEF 14A) : Provides information about issues to be voted on at annual shareholder meetings.

Example: Apple's Annual Report is a classic example of an official report, Annual Reports (10-K) detailing their risk factors, financial statement, and compensations,

2) Formal reports: diving into structure and detail

Formal reports are the backbone of corporate communication. Picture a comprehensive annual report from a multinational company sent to their stakeholders.

It's detailed, and structured, and provides a deep dive into the company's performance with stories, case studies, and infographics.

These reports often start with an executive summary, giving a snapshot of the content. They're essential when stakeholders need a thorough understanding of a topic.

For instance, when a company is considering a merger, a formal report can provide all the necessary details, from financial health to market positioning.

Tip: Always start with an outline when drafting a formal report. It ensures you cover all essential points.

Example: Apple's Environmental Progress Report is a classic example of an official report, detailing their vision for sustainability, as well as their strategies, initiatives, and impact.

Interactive remake of Apple's sustainability report:

3) Informal reports: quick and direct communication

Imagine you're a manager, and you need a quick update on a project's status. You don't need a 50-page document; you need something concise and to the point. Enter informal reports. These are shorter, direct, and often used for internal communication.

For instance, a team leader might send an informal report to update senior management about a project's progress.

Tip: Keep informal reports clear and jargon-free. It ensures quick decision-making.

Example: A brief email updating the sales figures for the month can serve as an informal report.

4) Memo reports: addressing specific business issues

Memos, or memorandum reports, are a staple in day-to-day business operations. Think of them as internal letters, addressing specific issues or updates.

For example, the HR department might send a memo about a change in company policy. It's direct, addresses a particular topic, and is meant for a specific audience within the organization.

Tip: Always mention the purpose of the memo at the beginning. It sets the context right away.

Example: Google's infamous diversity memo is a real-world instance of how memos can address specific issues.

5) Letter reports: bridging external communication gaps

Letter reports are precisely what they sound like - reports in the form of letters. They're formal, yet personal, making them perfect for external communication.

For instance, a company might send a letter report to a client, updating them about the progress of a project they've outsourced. It's a way of maintaining transparency and building trust.

Tip: Always address the recipient by name in letter reports. It adds a personal touch.

Example: A consultancy firm might send a letter report to a client, detailing the findings of a market research project they undertook.

6) Audit and proposal reports: showcasing financial health

Audit and proposal reports are specialized formats that cater to specific business needs. Audit reports delve into a company's financial health, providing a transparent view of its fiscal standing.

On the other hand, proposal reports outline how one business intends to assist another, be it through collaboration, partnership, or service provision.

Tip: Always be transparent and factual in audit and proposal reports to build trust.

Example: Ernst & Young's audit reports provide a transparent view of a company's financial health.

7) Real-time reports: the power of now

With the rise of digital tools and cloud computing, real-time reporting is now a reality. Businesses can provide stakeholders with live updates, ensuring they have the most current data at their fingertips.

This is especially valuable in sectors like finance or or the manufacturing and logistics industry , where real-time data can influence immediate decision-making.

For instance, a stock trading firm might offer real-time reports on market movements, allowing traders to make informed decisions.

Tip: Ensure robust data security protocols when offering real-time reporting to protect sensitive information.

Example: Platforms like Google Analytics offer real-time insights into website traffic and user behavior.

8) Augmented and virtual reality reports: immersive reporting experiences

Beyond traditional charts and graphs, Augmented Reality (AR) and Virtual Reality (VR) offer immersive experiences for report presentation. Imagine a real estate firm using VR to present a 3D walkthrough of property developments in its annual report.

Or a manufacturing company using AR to showcase its production processes during a stakeholder meeting. These technologies make reports more engaging and can offer a deeper understanding of the presented data.

Tip: Ensure your audience has the necessary tools (like VR headsets) to experience these reports fully.

Example: The New York Times VR app offers immersive storytelling, hinting at the potential of VR in business reporting.

Report design formats

Design isn't just about aesthetics; it's about communication. The way a report is designed can significantly impact its readability and effectiveness.

Let's explore the various design formats and how they can elevate your report presentation.

Traditional design: the classic professional look

Traditional design is timeless. It's the go-to choice for formal business settings, where clarity and professionalism are paramount.

Think of a white paper detailing a company's research findings. It uses standard fonts, a formal layout, and minimal graphics, ensuring the content remains the focal point.

Tip: Use serif fonts like Times New Roman for a classic look in traditional designs. You can also use legal templates for Microsoft Word to get the same classic and professional look.

Example: Academic journals often employ traditional design, emphasizing content over flashy graphics.

Modern design: engaging with visual appeal

In today's digital age, capturing the audience's attention is crucial. Modern design formats, with their use of infographics, varied fonts, and vibrant colors, do just that.

They're perfect for presentations and marketing materials where you want to engage and captivate your audience.

For instance, a startup might use a modern design format for its investor pitch deck, making it visually appealing.

Tip: Balance is key. Ensure your design enhances the content, not overshadow it.

Example: Airbnb's pitch deck is a stellar example of modern design, blending visuals with content seamlessly.

Interactive design: enhancing user engagement

Interactive designs are the future. With the rise of digital reports, the ability to engage users with clickable elements, videos, or animations is invaluable.

Interactive reports offer anything from interactive dashboards to live data feeds, these elements can transform a static report into a dynamic experience.

Imagine an online annual report where stakeholders can click on different sections, view animations of growth charts, or even watch a message from the CEO. It's not just a report; it's an experience.

Tip: Always ensure that interactive elements enhance the user experience, not complicate it.

Example: Meta’s B2C startup landscape report turned heads with its interactive design, offering a fresh take on presenting industry insights.

Interactive report templates

PDF reports are a legacy content medium. This type of design is unfit for engaging digital natives. The time to modernize and move away from PDFs has already come and and almost too late.

You may want to make the change now - grab an interactive report template.

Essential file formats for business reports

In the digital age, the format in which you save and share your report is pivotal. It determines accessibility, editability, and even security.

Let's explore the most commonly used file formats in business reporting and understand their unique advantages.

PDF (Adobe): the universal choice for consistency

PDFs are the gold standard for business reports. Whether you're sharing a detailed research paper or a product brochure, PDF ensures that the document looks the same everywhere.

It retains its formatting, making it ideal for printing and electronic distribution. For instance, companies often share their annual reports in PDF format, ensuring stakeholders view the document as intended.

Tip: Use high-quality images in your PDFs to ensure clarity when printed.

Example: Tesla's 2020 Impact Report was shared as a PDF, ensuring consistent viewing across devices.

DOC/DOCX (Microsoft Word): the go-to for drafting and collaboration

When it comes to drafting reports or collaborating with a team, Microsoft Word is the go-to choice.

Its easy-to-use interface and powerful editing tools make it perfect for creating detailed reports. Plus, with cloud integration, teams can collaborate in real-time, making it perfect for dynamic environments.

For instance, a marketing team might draft their monthly performance report in Word, allowing team members to add their inputs.

Tip: Use Word's 'Track Changes' feature to monitor edits and suggestions.

Example: Microsoft's own collaboration guide showcases the power of DOC/DOCX for team projects.

PPT/PPTX (Microsoft PowerPoint): visual storytelling for presentations

When you need to present data visually, PowerPoint is the tool of choice. Its slide-based format allows for a mix of text, images, and animations, making it perfect for presentations.

Whether you're pitching a new product idea or showcasing quarterly results, PowerPoint's visual and interactive elements can make your report stand out.

For instance, a sales team might use PowerPoint to present their yearly figures, using charts and graphs for visual impact.

Tip: Keep slides concise. Aim for a maximum of six points per slide to maintain clarity.

Example: Check out Guy Kawasaki's 10/20/30 rule for effective PowerPoint presentations.

XLS/XLSX (Microsoft Excel): handling data with precision

For reports heavy on data and calculations, Excel is unmatched. Its grid-based format is perfect for tabulating data, performing calculations, and visualizing results using charts.

Financial teams, for instance, rely heavily on Excel to prepare detailed financial statements, budget forecasts, and trend analyses.

Tip: Use Excel's data validation tools to ensure accuracy in your reports.

Example: The Excel Skills website offers numerous real-world templates showcasing the power of XLS/XLSX for business reporting.

HTML/online formats: embracing the digital age

With the rise of the internet, online reports have gained popularity. They're accessible from any device, can be interactive, and offer real-time updates.

Companies might publish their sustainability reports online, allowing stakeholders to interact with data, watch related videos, and even leave feedback.

Tip: Ensure your online reports are mobile-responsive for optimal viewing on all devices.

Below is an example of how static and interactive reports compare. Which one would you prefer reading?

How should you deliver your business report?

Once you've crafted your report, the next step is delivery. The method you choose can influence how your report is received and interpreted.

How you deliver your report can influence its reach and impact. An online report might be accessible to a global audience, while a printed report can make a lasting impression in a boardroom meeting.

From traditional printed copies to modern digital formats, let's explore the various delivery methods available.

Printed reports: tangible insights in hand

There's something about holding a physical report. It's tangible, permanent, and often carries a sense of importance.

Companies might opt for printed reports for official documentation, shareholder meetings, or when they want to make a lasting impression.

For instance, a luxury real estate firm might provide printed brochures to potential clients, emphasizing the premium nature of their offerings.

Tip: Opt for high-quality paper and printing for a professional look.

Example: Berkshire Hathaway's Quarterly Reports are eagerly awaited by investors in its printed form.

Electronic reports: digital convenience for teams

In today's fast-paced business environment, electronic reports offer unparalleled convenience. They can be emailed, shared via cloud storage, or even sent through messaging apps.

This format ensures quick distribution and easy access, making it ideal for teams spread across different locations.

For instance, a global company might share its monthly performance report electronically, ensuring all regional heads get the information simultaneously.

Tip: Always back up electronic reports to avoid data loss.

Example: Platforms like Dropbox and Google Drive have revolutionized how businesses share and store electronic reports.

Online/web-based reports: wider reach and interactivity

The internet has transformed how we consume information. Online or web-based reports leverage this, offering a dynamic way to present data.

These reports can be published on company websites, intranets, or dedicated platforms. They're accessible to a broader audience and can include interactive elements like clickable charts or feedback sections.

A tech startup, for instance, might publish its user growth statistics online, allowing potential investors to interact with the data.

Tip: Ensure your online reports have a user-friendly interface for a seamless experience.

Example: Stroydoc’s interactive storytelling reports . These interactive web-based reports make any report an engaging visual story worth sharing.

Presentation reports: engaging stakeholders in meetings

When it's time to present findings to stakeholders, presentation reports come into play. These are visually engaging, designed to hold the audience's attention, and often use tools like PowerPoint, Prezi, or Storydoc.

They're ideal for meetings, conferences, or webinars.

For example, a marketing agency might use a presentation report to showcase campaign results to a client, using visuals to highlight key successes.

Tip: Use storytelling techniques to make your presentation reports more engaging.

Example: TED Talks, like Simon Sinek's "Start With Why" , often use presentation reports to convey ideas effectively.

Mobile reports: accessible insights on the go

With the rise of smartphones and tablets, reports optimized for mobile devices have become crucial. These reports are designed for smaller screens, ensuring that stakeholders can access them on the go.

Whether it's a CEO checking quarterly figures while traveling or a sales rep accessing product data during a client meeting, mobile reports offer unparalleled convenience.

Tip: Use responsive design to ensure your mobile reports look great on all devices.

Example: Apps like Storydoc or Tableau Mobile allow businesses to access and interact with reports on the go.

Best report maker tools

Here are 5 report maker tools with links to their websites:

Zoho Analytics : Excels in providing cloud-based business intelligence and data analytics, integrating seamlessly with various data sources for in-depth insights.

Storydoc AI Report Maker : Specializes in modern interactive reports, and excels in providing tools and ready-made interactive storytelling slides to build engaging business reports with built-in analytics.

FineReport : Specializes in enterprise-level reporting, offering dynamic dashboards and large-scale data processing capabilities for businesses.

Visme : Renowned for its intuitive design interface, allowing users to create PowerPoint-style presentations with a professional touch.

Venngage : Stands out for its diverse design templates, enabling users to craft engaging presentations, infographics, and social media content effortlessly.

I am a Marketing Specialist at Storydoc, I research, analyze and write on our core topics of business presentations, sales, and fundraising. I love talkig to clients about their successes and failures so I can get a rounded understanding of their world.

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Report Writing Format with Templates and Sample Report

Written by: Orana Velarde

If you’re probably wondering how to write a good report, you’re not alone. Many individuals face difficulties when it comes to report writing, as it requires a specific format and structure that can be confusing to navigate.

With so many types of reports -  sales reports , marketing reports , school reports, social media reports and more, how do you know the best structure and organize your thoughts or data that would positively reflect your work?

It all lies in following the right report writing format. With the right format, you’ll be able to write your report with guidelines and make it easy to read and understand and make it easier for you to write as well.

Just as there are different types of reports, there are also different report formats and ways to deliver them. In this article, we’ll walk you through the best report writing formats, examples of reports, report layouts and templates for report writing.

Here's a short selection of 6 easy-to-edit report templates you can edit, share and download with Visme. View more templates below:

Table of Contents

6 types of reports, the ultimate report writing format, top report writing tips, how to write a report, sample report in standard report writing format, report writing format faqs.

• A report is unlike an essay, blog post or journalistic article. The main idea of a report is to present facts about a specific topic, situation, or event. It should always be in a clear and concise way.
• There are six main types of reports: annual reports, weekly reports, project reports, sales and marketing reports, research reports and academic reports.
• A report writing format includes a title, table of contents, summary, introduction, body, conclusion, recommendations and appendices.
• Top report writing tips include writing a report outline, creating the body of the report before the introduction or conclusion, sticking to facts, and keeping your appendix at a reasonable size.
• Visme offers not only hundreds of pre-made report templates but an initiative online report maker to provide you with everything you need to create high-quality reports for any niche, topic or industry.

There are six main types of reports you might encounter based on your goal or niche. In this section we’ll highlight and showcase what these reports are along with reports writing samples, each populated with a similar reporting writing format to what we'll cover further in this article.

1. Annual Reports

The first type of report we'll cover is an annual report . This type of company report format typically rounds up a business's year of progress and performance to let supervisors and team members know what they've accomplished.

It can include anything from website analytics to sales profits, depending on who the report is meant for.

2. Weekly Reports

One report that is helpful to provide your team is a weekly report based on your progress in various projects and goals. This can be a simple one-pager, or a more in-depth report with specific updates.

3. Project Reports

Keep clients and team members up-to-date on the status of various projects you're working on by providing them with a project report. This can include a timeline of your report progress and the deadline for each segment to keep everyone on the same page.

4. Sales/Marketing Reports

It's essential to keep your team updated on how your sales and/or marketing strategies are going. Put together graphs showing profit margins, increases in engagement and more.

These types of reports are also a great way to determine whether your strategies are working or if they need some tweaking in the future.

5. Research Report

Sometimes if you need to do some in-depth research, the best way to present that information is with a research report. Whether it's scientific findings, data and statistics from a study, etc., a research report is a great way to share your results.

For the visuals in your research report, Visme offers millions of free stock photos . But if you can’t find what you need, or are looking for something out of the box, try the Visme AI image generator . Prompt the AI tool to quickly create an image that matches your research, your brand and your report.

6. Academic Report

An academic report is one created for a class, often in a graduate or undergraduate university. This report format follows a formal writing style and dives into a topic related to the student's academic studies.

For more report examples you can learn from, check out our guide on Report Examples With Sample Templates .

Now we're getting to the good part — the ultimate report writing format. While this may vary based on the data and information you pull, it provides enough leeway for you to follow standard report formats.

Keep in mind that good report writing depends on first writing a report outline to start organizing the content in the best way possible.

A standard report format goes a little something like this:

• Title: A clear and concise report title.
• Table of Contents: A page dedicated to the contents of your report.
• Summary: An overview of your entire report — you'll need to wait until you've completed the full report to write this section.
• Introduction: Introduce your report topic and what readers will find throughout the pages.
• Body: The longest section of your report — compile all of your information and use data visualization to help present it.
• Conclusion: Different from the summary, this concludes the report body and summarizes all of your findings.
• Recommendations: A set of recommended goals or steps to complete with the information provided in this report.
• Appendices: A list of your sources used to compile the information in your report.

Each of these eight elements ensures that you leave no stone unturned and that your reader knows exactly what they're learning in your report and how you gathered this information.

Your next step is to get started with an outline. At each point of the outline, use one or two sentences to describe what will go in there. It doesn’t need to say much, just an idea for you to follow later. Input some design ideas for the overall design and report layout as well.

For example, in the Table of Contents section, simply add that you want it to only cover one page or slide, make a note if you’d like to add the pages for only the main sections or maybe also the subsections. 

In the Appendices section, list all the links to the sources you used and add on as you do more research. Every source you reference in your report must be listed here.

The most important part of your outline is the Body section. In there, create an internal outline of sections and subsections that you can follow later when writing.

After you’ve drafted the outline, it’s time to put together all of the content into the report. The outline we provided above is the only report writing format you’ll ever need. You can add sections if needed but don’t take any away.

Let’s take a look at every section in detail. 

Create your own Report with this easy-to-edit template! Edit and Download

The title of your report should be clear in its wording. It must say exactly what the report is about. Remember that this isn’t a novel. Include a subtitle if necessary, making sure the font size of each subtitle is smaller than the title.

In terms of design , your title can be designed as an inviting cover page. There needs to be a clear hierarchy in how the title looks.

On your title or cover page , be sure to include the following:

• Report title
• Report subtitle (if necessary)
• Author of the report
• Who the report is meant for
• Date the report was written

If you’re having trouble coming up with an interesting title or report content, you can get some help from the Visme AI Writer . Describe your report in the text prompt and ask the AI to write a few optional titles. If the first results aren’t to your liking, ask it to do some edits until you have just what you need.

Always leave the Table of Contents page until the end. After all, you can’t write a table of contents if you don’t know all of your page numbers yet. 

However, if your Body outline already has each of your section and subsection titles defined, you can add those to the contents and leave the numbering for later.

Having a Table of Content pages makes it easy for your readers to find the information they're most interested in quickly and easily, improving overall readability. So you absolutely do not want to skip this step.

Likewise, the summary (also known as the abstract) of the report is best done after you’ve finished writing the report. You can draft a summary at the beginning to help guide your work, but you’ll definitely want to revisit it at the end. When you do, try using different paraphrasing techniques to ensure that you're not using repetitive phrases already present throughout the report.

A summary is a blurb of the entire report . It must include the purpose, the process and a snippet of the resolution. This should be no longer than a single paragraph or two.

Alternatively, if your report is data-heavy, the summary can also be a detail report where you share detailed data. Plus, you can add a hyperlink to further data analysis regarding what you’re reporting about.

Introduction

In the introduction, state what the report is about and why it has been created. Depending on the length of your report, the introduction format could range from one single paragraph to an entire page long.

For example, one paragraph is enough for a social media report introduction while an entire page would be more suitable for an annual report .

Take this time to introduce why your topic is so important, especially if it's a research report. You need to focus on why your readers should care about what you have uncovered.

The body of your report is where all the information is put together and will be the longest section of your report. This will likely span several (anywhere from 5-50) pages. Follow your initial outline to maintain consistent flow in the content creation. Write the body content as sections and subsections.

Furthermore, use bullet points and data visualization as visual cues . These will help your audience to better understand the content of your report. 

Check out this video from Visme for some tips on visualizing all that data!

Close your report with a well-crafted conclusion . Formulate it as a brief summary of what was covered within the report, and be sure to include a mention to the recommendations section and the resources in the appendix.

This section should never bring new information to the table — instead, it should simply summarize all of the findings you've already mentioned into one concise final section.

Recommendations

Craft the recommendations section as a set of actionable steps with smart goals associated along with possible solutions. This section is irrelevant for school reports or book reports, but is essential for business reports or corporate settings. 

This is the section where you list all your sources if it’s a research report. You should also add any links that are relevant to the report — or previous reports about the same topic. 

You could even link an interactive version of the report you just created with Visme. Visme allows you to create interactive and animated documents that can be published to the web with a single click, offering a new dimension to your report.

A good rule of thumb when creating your appendices is to only add information that is relevant to the report or that you referenced when writing your report. Use reference annotations inside the report to link to the content in the appendix.

The report content used in this sample report design can be found here .

Following a report writing format is only a portion of the report writing process. When it comes to the content being placed in that context, it needs to be executed in a professional manner that will not only inform your reader but engage them from start to finish as well.

Here are some writing tips and best practices you should follow to complete your report in style.

Looking to create a stand-out visual report?

• Choose from dozens of professionally designed templates
• Create animated charts and creatively visualize stats and figures
• Customize anything to fit your brand image and content needs

Start With the Body of the Report

It's helpful to write the body of the report before the introduction or conclusion so you have a comprehensive overview of what key points should be covered in each section. This rule applies whether you're writing the report independently or as a team.

For the body of your report, you can assign specific sections to your team members and then appoint someone to write the conclusion and intro once it's complete.

Visme provides a space for team collaboration where you and your team members can work on your report simultaneously, adding comments, real-time updates and more. This feature helps to ensure everyone contributes and each section of your report is completed and well-rounded.

Use Visuals with Purpose

Don’t simply add visuals for the sake of adding them. Instead, by adding data visualization, you can condense complex information, pinpoint relationships and showcase values and risk. Not to mention a single chart can save you from adding unnecessary text to your report. Give each visual a strong purpose in your report.

Next to data visualization, you should also be mindful of what images you choose to include in your report, whether they’re used as a backdrop or illustration of the topic at hand. You can dive into Visme’s extensive library of royalty-free images, upload your own or create your own with Visme’s AI-powered Image Generator .

Tap into the infinite possibilities of AI image generation right inside your Visme editor. Available inside any project, old or new, just type in your prompts and generate creative and unique visuals for your report.

Write a Well Crafted Report

To ensure your report holds credibility, it must be error-free with proper spelling, grammar and tone. You should only use acronyms or jargon that are associated with your industry or profession, only if needed.

Try to use simple language and avoid adding unnecessary fluff. Lastly, before you send off your report, be sure to review it or ask for a colleague's opinion to ensure everything is in place.

You can send your report as a shareable link for a quick review or invite your colleague directly into your Visme project to decide if they can view, edit or comment on it. Make updates and share changes in real-time to streamline a faster editing process and have your report polished and ready to share with your audience.

Keep Your Appendix Short

Avoid creating a large appendix, as it can be intimidating or burdensome for the reader. It’s best only to add information or sources relevant to the report’s main points. One way to implement this tip is to review your appendix only after your report’s been completed, then do an extensive review to see what needs to stay or be removed until you're satisfied with the size of your appendix.

Use a Grammar Checker

If it’s accessible, ask an editor or writer to review your article. You can also use tools like Hemmingway, ProWritingAid or Grammarly . Even your best KPIs and ROIs won’t save you from bad grammar.

Writing a report may seem challenging, but anyone can do it with a proper plan, the right tools and some practice. You can sign up for Visme's AI Report Writer and follow these simple steps to write your own report.

Step 1: Define Your Objective

Before you put pen to paper, identify your reasons for writing the report. What do you want to accomplish with it? What is the purpose of your research, and why will it be important to others?

You might need to create a monthly , weekly , or annual report . Or, it could be a business report, including sales, marketing or social media reports .

No matter what type of report you are writing, the objective will guide you through the rest of the process.

Also, consider your target audience who will be reading it. For example, if you are writing a sales repor t for your team, it might be important to include data that shows their performance compared to the previous month, like the example below.

If you are writing a project status report like this, you must focus on showing the project's performance over a period of time.

In either case, your objective will help you determine what information is essential in your report and how much should be included.

Step 2: Conduct Research

Start by gathering relevant data and information from various sources, such as books, articles, interviews and online resources. Also, you can find data from your company's files, sheets, CRM or sales software and any other source you can.

As you explore different perspectives and evidence, you'll better understand the topic and be equipped to present a comprehensive analysis.

While researching, take notes and keep track of your sources for easy referencing later. In-depth research lays a solid foundation for a credible and insightful report.

Step 3: Prepare an Outline

Creating an outline provides a structured framework that guides your writing and keeps you focused. Start with the main headings like introduction, body and conclusion. Under each, add subheadings of key points or arguments you will cover.

An outline organizes your thoughts and lets you see where information fits best, ensuring a logical flow of ideas in your report. This planning tool ultimately makes the writing process easier and more efficient.

Step 4: Write the First Draft

After conducting research and preparing an outline, it's time to write your first draft. Start by stating your purpose in the introduction. Expand on your main points and provide necessary information and arguments in the body section.

Lastly, summarize and conclude your ideas. Don't focus on perfection in this stage; just get your thoughts down. It might look rough, but that's okay. This draft is your starting point, where you'll improve in the next revision and editing stages.

You can use Visme's AI writer to simplify the report writing process. It can help you prepare structured outlines, generate compelling report content and proofread text to ensure it's error-free. Just explain what you want to generate, and the AI writer will do the rest.

Step 5: Revise and Edit

This is one of the most important steps in this whole process. It involves reviewing the structure, flow and content of your report. Check your arguments, their logical presentation and if your evidence supports the claims.

Also, focus on editing the report by checking language, spelling, punctuation, style and formatting. You can use grammar checker tools like Grammarly and Hemmingway editor.

The more time you spend editing your report, the more clearly it conveys your message.

Step 6: Share the Report

Once your report is complete and you are satisfied with the results, it’s time to share it with your audience. You may need to share your report in various file formats and channels.

If you use Visme to write your report, you can download and share your report in many different ways:

• Download your report in various formats, including PDF, JPG, PNG and HTLM5.
• Publish it on social media or share it via email using a shareable link generated in the editor.
• Generate a code snippet in Visme to embed it anywhere online.

Click through the image below to use this customizable template to create your report. It follows the standard report writing format so you won’t get confused or miss a section.

Do you still have questions about good report writing and the best report writing formats? These FAQs will help.

What Are the Five Steps in Report Writing?

Writing a report effectively is best done by following a format and a set of guidelines. These are the five steps to follow to create a good report.

1. Understand your report’s purpose: Begin by having a clear understanding of the report's intent.

Whether it's an annual summary, weekly update, or research findings, knowing your report's purpose is crucial for effective writing. Compile and write the content with the purpose in mind as if it were a problem to be solved.

2. Follow the Right Report Writing Format: Adhere to a structured format, including a clear title, table of contents, summary, introduction, body, conclusion, recommendations, and appendices. This ensures clarity and coherence. Follow the format suggestions in this article to start off on the right foot.

3. Plan Your Writing: Create an outline to organize your thoughts and prioritize the body of the report. Stick to factual information, providing accuracy and reliability throughout. Be as detailed as possible in the outline; this will help build the report effectively.

4. Choose the Right Report Template: Utilize templates tailored to your report type, whether it's annual, weekly, project-related, sales/marketing, research, or academic. Templates streamline formatting and enhance professionalism. Visme has hundreds of report templates to choose from. Browse the gallery to find the perfect one.

5. Keep Your Audience in Mind: Tailor your report to meet your audience's needs. Whether it's supervisors, team members, clients, or peers, consider what information is most relevant and valuable to them. Make it easy for them to skim the report with clear headlines, titles and data visualizations.

How Do You Format a Report Nicely?

Formatting a report nicely involves attention to detail and adherence to specific guidelines. Here are some key characteristics that will ensure your report looks polished and professional:

1. Consistent Font and Size: Use a readable font like Arial or Verdana, and maintain consistency in font size throughout the report. Typically, a 12-point font is standard for most reports.

2. Clear Headings and Subheadings: Employ clear and descriptive headings and subheadings to organize your content. Use a consistent hierarchy, i.e., Heading 1, Heading 2, body text, etc, for a neat structure.

3. Adequate Margins: Ensure proper margins on all sides of the page (usually 1 inch or 2.54 cm) to provide white space and enhance readability.

4. Line Spacing: Use 1.5 or double spacing for the main text to prevent overcrowding and improve readability. Single spacing is acceptable for footnotes, references, and captions.

5. Page Numbers: Include page numbers, typically in the header or footer, to aid navigation. Ensure they are placed consistently and formatted appropriately.

6. Bullet Points and Numbering : When listing items or creating outlines, use bullet points or numbering for clarity. Maintain uniformity in style and indentation.

7. Tables and Figures: Format tables and figures consistently by providing clear labels and captions. Ensure they are properly aligned within the text.

8. Alignment: Align text and paragraphs consistently. Use left-justified text for most reports, as it's the easiest to read. Justify text only when necessary.

9. Page Breaks: Insert page breaks as needed to avoid awkward page transitions within sections or paragraphs.

10. Use of Color: If your report allows for color, use it sparingly and consistently. Ensure that text and background colors provide sufficient contrast for readability.

11. Proofreading and Editing: Always proofread and edit your report for grammar, spelling, and formatting errors. Consistency in formatting is essential for a polished look

12. Citations and References: If your report includes citations and references, follow a specific citation style guide (e.g., APA, MLA, Chicago) consistently throughout the document.

13. Review for Accessibility: Consider accessibility guidelines, such as providing alternative text for images and using accessible color choices, to ensure all readers can access your report.

What Are the Five Qualities of a Good Report?

A well-crafted report possesses five key qualities that make it effective and valuable. Here they are:

1. Clarity and Conciseness: A good report is clear and concise. It presents information in a straightforward manner, avoiding unnecessary jargon or overly complex language. Readers should easily understand the content without confusion.

2. Relevance: Every piece of information in a good report is relevant to the report's purpose and objectives. Irrelevant or extraneous details are omitted, ensuring that the report focuses on what truly matters.

3. Structure and Organization: Reports are structured logically, with a clear beginning, middle, and end. They typically include sections like an introduction, body, and conclusion, ensuring a logical flow of information. Headings and subheadings help organize content effectively.

4. Accuracy and Reliability: Accurate and reliable data is a hallmark of a good report. Information presented should be based on thorough research, sound methodology, and credible sources. Any data or facts should be verifiable.

5. Actionable Recommendations: In many cases, a good report includes actionable recommendations or insights. After presenting the data and analysis, the report should offer practical suggestions or solutions that readers can implement or consider for decision-making.

Over to You

Hopefully, this post has helped you to better understand the best way to put together a report using a standard report format and layout.  Following a standard report writing format is just what you need to create engaging, memorable reports . Follow the tips above and you’ll never make a boring report again.

Just how following a report writing format will help you create a better report, a Visme subscription will help you create a full suite of visual content.

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About the Author

Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com

How to Write a Business Analysis Report [Examples and Templates]

Table of contents

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

Business analysis reports are a lot like preparing a delicious meal.

Sometimes, the recipe is simple enough that you only need to use the basic ingredients. Other times, you will have to follow specific instructions to ensure those tasty delicacies turn out just right.

Want to make sure your business report never turns out like a chewy piece of meat? You’ve come to the right place.

Stay tuned until the end of this blog post, and we promise you won’t be hungry… for business knowledge!

What Is a Business Analysis Report?

Why is analytical reporting important, what should be included in a business analysis report, how do you write a business analysis report, business data analysis report examples and templates.

• Improve Business Reporting with Databox

A business analysis report provides information about the current situation of your company. This report is usually created by the management to help in the decision-making process and is usually used by other departments within a company.

Business analysis reports can either focus your research on the effectiveness of an existing business process or a proposed new process. Besides, an effective business analysis report should also assess the results to determine if the process changes had a positive or negative effect on the company’s goals. In fact, according to Databox’s State of business reporting , an overwhelming majority of companies said that reporting improved their performance.

Analytical reports are the bridge that connects your company to an effective, data-driven business intelligence strategy . By leveraging analytical reports , you can make informed decisions about your organization’s most critical issues. You will no longer need to rely on gut instinct or anecdotal evidence when assessing risks, threats, and opportunities. Instead, you will have access to a wealth of reliable data to inform your decisions.

Here are some essential benefits of analytical reporting:

• Improve communication and foster collaboration – The most obvious benefit of business analysis report writing is an improvement in communication between all stakeholders involved in the project. Also, analytical business reports can help you to generate more trust and foster better collaboration among your employees and colleagues. By using data analytics reporting tools , you will be able to monitor your employees’ performance on a day-to-day basis. This will allow you to hold them accountable for their actions and give them greater freedom within the business as they know that their superiors have faith in their decision-making capabilities.
• Increase productivity – Without this level of shared insight, businesses struggle to stay on top of their most important tasks and can become less efficient. An effective analytical business report provides the information needed for more efficient internal processes and helps you find more time for strategic activities such as improving your business strategy or working on long-term goals .
• Innovation – In today’s digital age, the pressure to innovate was never greater. When consumers basically have everything they want at their fingertips, stepping up to the plate with a new and improved product or service has never been more important. With an accessible dashboard in place, you will be able to create data-driven narratives for each of your business’ critical functions. For example, if you are a software company, you can use the insights gained from report analysis done with your dashboard software to tailor your product development efforts to the actual needs of your customers. By doing so, you will be able to develop products that are better tailored to specific customer groups. You can also use the same information for developing new marketing strategies and campaigns.
• Continuous business evolution – When it comes to digital businesses, data is everything. No model lasts forever, so having access to a business dashboard software that allows you to constantly keep tabs on your business’ performance will help you refine it as time goes on. If there are any glitches in your business model, or if something isn’t panning out as expected, the insight offered by a business analysis report can help you improve upon what works while scrapping what doesn’t.

A business analysis report has several components that need to be included to give a thorough description of the topic at hand. The structure and length of business analysis reports can vary depending on the needs of the project or task.

They can be broken down into different sections that include an:

• Executive summary
• Study introduction
• Methodology
• Review of statistics

Reports of this nature may also include case studies or examples in their discussion section.

A report can be written in a formal or informal tone, depending on the audience and purpose of the document. While a formal tone is best for executives , an informal tone is more appropriate for technical audiences . It is also a good idea to use something like an executive summary template to report on the results repeatedly with ease.

A good business analysis report is detailed and provides recommendations in the form of actionable steps. Here we have listed some simple steps that you need to follow to write a good business analysis report. Report writing is a major part of the business analysis process. In this section, you will learn how to write a report for your company:

Preparation

Presentation.

Obtain an overview of what you want to analyze in the business report . For example, if you are writing a business analysis report on how to improve customer service at an insurance company, you will want to look through all the customer service processes to determine where the problems lie. The more prepared you are when starting a project, the easier it will be to get results. Here is what your preparation should look like:

Set your goals

The first step in writing this document is to set your goals . What do you hope to accomplish with this paper? Do you need to assess the company’s finances? Are you looking for ways to make improvements? Or do you have outside investors who want to know if they should buy into the company? Once you know what your goal is, then you can begin setting up your project.

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.

Assess the Company’s Mission

It’s almost impossible to write a business analysis report without access to the company’s mission statement. Even if you don’t plan on using the mission statement as part of your business analysis summary, it can help you understand the company’s culture and goals. Mission statements are typically short and easy to read, but they may not include every area of focus that you want to include in your report.

Thus, it is important to use other sources when possible. For example, if you are writing a business analysis report for a small start-up company that is just beginning to market its product or service, review the company website or talk directly with management to learn what they believe will be most crucial in growing the company from the ground up.

Stakeholder Analysis

Who is your audience? Create the reader’s persona and tailor all information to their perspective. Create a stakeholder map that identifies all the groups, departments, functions, and individuals involved in this project (and any other projects related to this one). Your stakeholder map should include a description of each group’s role.

Review Financial Performance

Review the financing of the business and determine whether there are any potential threats to the company’s ability to meet its future financial obligations. This includes reviewing debt payments and ownership equity compared with other types of financing such as accounts receivable, cash reserves, and working capital. Determine whether there have been any changes in the funding over time, such as an increase in long-term debt or a decrease in owners’ equity.

Apart from reviewing your debt payments and ownership equity with other types of financing, wouldn’t it be great if you could compare your financial performance to companies that are exactly like yours? With Databox, this can be done in less than 3 minutes.

For example, by  joining this benchmark group , you can better understand your gross profit margin performance and see how metrics like income, gross profit, net income, net operating increase, etc compare against businesses like yours.

One piece of data that you would be able to discover is the average gross profit a month for B2B, B2C, SaaS and eCommerce. Knowing that you perform better than the median may help you evaluate your current business strategy and identify the neccessary steps towards improving it.

Instantly and Anonymously Benchmark Your Company’s Performance Against Others Just Like You

If you ever asked yourself:

• How does our marketing stack up against our competitors?
• Are our salespeople as productive as reps from similar companies?
• Are our profit margins as high as our peers?

Databox Benchmark Groups can finally help you answer these questions and discover how your company measures up against similar companies based on your KPIs.

When you join Benchmark Groups, you will:

• Get instant, up-to-date data on how your company stacks up against similar companies based on the metrics most important to you. Explore benchmarks for dozens of metrics, built on anonymized data from thousands of companies and get a full 360° view of your company’s KPIs across sales, marketing, finance, and more.
• Understand where your business excels and where you may be falling behind so you can shift to what will make the biggest impact. Leverage industry insights to set more effective, competitive business strategies. Explore where exactly you have room for growth within your business based on objective market data.
• Keep your clients happy by using data to back up your expertise. Show your clients where you’re helping them overperform against similar companies. Use the data to show prospects where they really are… and the potential of where they could be.
• Get a valuable asset for improving yearly and quarterly planning . Get valuable insights into areas that need more work. Gain more context for strategic planning.

The best part?

• Benchmark Groups are free to access.
• The data is 100% anonymized. No other company will be able to see your performance, and you won’t be able to see the performance of individual companies either.

When it comes to showing you how your performance compares to others, here is what it might look like for the metric Average Session Duration:

And here is an example of an open group you could join:

And this is just a fraction of what you’ll get. With Databox Benchmarks, you will need only one spot to see how all of your teams stack up — marketing, sales, customer service, product development, finance, and more. 

• Choose criteria so that the Benchmark is calculated using only companies like yours
• Narrow the benchmark sample using criteria that describe your company
• Display benchmarks right on your Databox dashboards

Sounds like something you want to try out? Join a Databox Benchmark Group today!

Examine the “Four P’s”

“Four P’s” — product , price , place, and promotion . Here’s how they work:

• Product — What is the product? How does it compare with those of competitors? Is it in a position to gain market share?
• Price — What is the price of the product? Is it what customers perceive as a good value?
• Place — Where will the product be sold? Will existing distribution channels suffice or should new channels be considered?
• Promotion — Are there marketing communications efforts already in place or needed to support the product launch or existing products?

Evaluate the Company Structure

A business analysis report examines the structure of a company, including its management, staff, departments, divisions, and supply chain. It also evaluates how well-managed the company is and how efficient its supply chain is. In order to develop a strong strategy, you need to be able to analyze your business structure.

When writing a business analysis report, it’s important to make sure you structure your work properly. You want to impress your readers with a clear and logical layout, so they will be able to see the strengths of your recommendations for improving certain areas of the business. A badly written report can completely ruin an impression, so follow these steps to ensure you get it right the first time.

A typical business analysis report is formatted as a cover page , an executive summary , information sections, and a summary .

• A cover page contains the title and author of the report, the date, a contact person, and reference numbers.
• The information section is backed up by data from the work you’ve done to support your findings, including charts and tables. Also, includes all the information that will help you make decisions about your project. Experience has shown that the use of reputable study materials, such as  StuDocu  and others, might serve you as a great assistant in your findings and project tasks.
• A summary is a short overview of the main points that you’ve made in the report. It should be written so someone who hasn’t read your entire document can understand exactly what you’re saying. Use it to highlight your main recommendations for how to change your project or organization in order to achieve its goals.
• The last section of a business analysis report is a short list of references that include any websites or documents that you used in your research. Be sure to note if you created or modified any of these documents — it’s important to give credit where credit is due.

The Process of Investigation

Explain the problem – Clearly identify the issue and determine who is affected by it. You should include a detailed description of the problem you are analyzing, as well as an in-depth analysis of its components and effects. If you’re analyzing a small issue on a local scale, make sure that your report reflects this scale. That way, if someone else reads your work who had no idea about its context or scope, they would still be able to understand it.

Explain research methods – There are two ways to do this. Firstly, you can list the methods you’ve used in the report to determine your actions’ success and failure. Secondly, you should add one or two new methods to try instead. Always tell readers how you came up with your answer or what data you used for your report. If you simply tell them that the company needs to improve customer service training then they won’t know what kind of data led you to that conclusion. Also, if there were several ways of addressing a problem, discuss each one and why it might not work or why it may not be appropriate for the company at this time.

Analyze data – Analyzing data is an integral part of any business decision, whether it’s related to the costs of manufacturing a product or predicting consumer behavior. Business analysis reports typically focus on one aspect of an organization and break down that aspect into several parts — all of which must be analyzed in order to come to a conclusion about the original topic.

The Outcome of Each Investigation Stage

The recommendations and actions will usually follow from the business objectives not being met. For example, if one of your goals was to decrease costs then your recommendations would include optimization strategies for cost reduction . If you have more than one suggestion you should make a list of the pros and cons of each one. You can make several recommendations in one report if they are related. In addition, make sure that every recommendation has supporting arguments to back them up.

Report Summary

Every business analysis report should start with a summary. It’s the first thing people see and it needs to capture their attention and interest. The report summary can be created in two ways, depending on the nature of the report:

• If the report is a brief one, that simply gives a summary of the findings, then it can be created as part of the executive summary.
• But if it’s a long report, it could be too wordy to summarise. In this case, you can create a more detailed overview that covers all the main aspects of the project from both an internal and external point of view.

Everything comes down to this section. A presentation is designed to inform, persuade and influence decision-makers to take the next action steps.

Sometimes a slide or two can make them change their mind or open new horizons. These days, digital dashboards are becoming increasingly popular when it comes to presenting data in business reports. Dashboards combine different visualizations into one place, allowing users to get an overview of the information they need at a glance rather than searching through a bunch of documents or spreadsheets trying.

Databox offers dynamic and accessible digital dashboards that will help you to convert raw data into a meaningful story. And the best part is that you can do it with a ‘blink of an eye’ even if you don’t have any coding or designs skills. There is also an option of individual report customization so that you can tailor any dashboard to your own needs.

Pre-made dashboard templates can be extremely useful when creating your own business analysis report. While examples serve as inspiration, templates allow you to create reports quickly and easily without having to spend time (and money) developing the underlying data models.

Databox dashboard templates come with some of the most common pre-built metrics and KPIs different types of businesses track across different departments. In order to create powerful business insights within minutes, all you need to do is download any of our free templates and connect your data source — the metrics will populate automatically.

Business Report Examples and Templates

Databox business dashboard examples are simple and powerful tools for tracking your business KPIs and performance. These dashboards can be used by executive teams and managers as well as by senior management, marketing, sales, customer support, IT, accounting, and other departments. If you are new to this kind of reporting, you may not know how to set up a dashboard or what metrics should be displayed on it. This is where a premade template for business dashboards comes in handy.

For example, this Google Ads Report Template is designed to give you a simple way to keep track of your campaigns’ performance over time, and it’s a great resource for anyone who uses Google’s advertising platform, regardless of whether they’re an SMB, an SME or an enterprise.

KPI Report Examples and Templates

KPIs are the foundation of any business analysis, and they can come in a multitude of forms. While we’ve defined KPIs as metrics or measurements that allow you to assess the effectiveness of a given process, department, or team, there are a number of ways to evaluate your KPIs. Through the use of color-coding, user-friendly graphs and charts, and an intuitive layout, your KPIs should be easy for anyone to understand. A good way to do this is by having a dedicated business analyst on your team who can take on the task of gathering data, analyzing it, and presenting it in a way that will drive actionable insights. However, if you don’t have a dedicated analyst or don’t want to spend money on one, you can still create KPI reporting dashboards using free KPI Databox templates and examples .

For example, this Sales Overview template is a great resource for managers who want to get an overview of their sales team’s performance and KPIs. It’s perfect for getting started with business analysis, as it is relatively easy to understand and put together.

Performance Report Examples and Templates

All businesses, regardless of size or industry, need to know how well they are performing in order to make the best decisions for their company and improve overall ROI. A performance dashboard is a strategic tool used to track key metrics across different departments and provide insight into the health of a business. Databox has a collection of 50+ Performance Dashboard Examples and Templates which are available for free download.

For example, if your business is investing a lot into customer support, we recommend tracking your customer service performance with this Helpscout Mailbox Dashboard which will give you insights into conversations, your team’s productivity, customer happiness score, and more.

Executive Report Examples and Templates

An executive dashboard is a visual representation of the current state of a business. The main purpose of an executive dashboard is to enable business leaders to quickly identify opportunities, identify areas for improvement, pinpoint issues, and make data-informed decisions for driving sales growth, new product launches, and overall business growth. When an executive dashboard is fully developed, as one of these 50+ Databox Free Executive Examples and Templates , it offers a single view of the most important metrics for a business at a glance.

For example, you probably have more than one set of financial data tracked using an executive dashboard software : invoices, revenue reports (for accounting), income statements, to mention a few. If you want to view all this data in one convenient place, or even create a custom report that gives you a better picture of your business’s financial health, this Stripe Dashboard Template is a perfect solution for you.

Metrics Report Examples and Templates

Choosing the right metrics for your business dashboard can be crucial to helping you meet your business objectives, evaluate your performance, and get insights into how your business is operating. Metrics dashboards are used by senior management to measure the performance of their company on a day-to-day basis. They are also used by mid-level managers to determine how their teams are performing against individual goals and objectives. Databox provides 50+ Free Metrics Dashboard Examples and Templates that you can use to create your company’s own dashboards. Each is unique and will depend on your business needs.

For example, if you are looking for ways to track the performance of your DevOps team, and get the latest updates on projects quickly – from commits, and repository status, to top contributors to your software development projects, this GitHub Overview Dashboard is for you.

Small Business Report Examples and Templates

A lot of small business owners don’t realize how important it is to have a proper dashboard in place until they actually use one. A dashboard can help you track and compare different metrics, benchmark your performance against industry averages, evaluate the effectiveness of your marketing and sales strategies, track financials, and much more. So if you’re looking for a tool to help you measure and manage your small business’ performance, try some of these 50+ Free Small Business Dashboard Examples and Templates .

For example, this Quickbooks Dashboard template can help you get a clear understanding of your business’s financial performance, ultimately allowing you to make better-informed decisions that will drive growth and profitability.

Agency Report Examples and Templates

Agency dashboards are not a new concept. They have been around for years and are used by companies all over the world. Agency dashboards can be powerful tools for improving your marketing performance, increasing client loyalty, and landing new clients. There is no single correct way to create an agency dashboard. Everyone has their own goals and objectives, which will ultimately determine which data points you choose to include or track using a client dashboard software , but with these Databox 100+ Free Agency Dashboard Examples and Templates you have plenty of options to start with.

For example, you can use this Harvest Clients Time Report to easily see how much time your employees spend working on projects for a particular client, including billable hours and billable amount split by projects.

Better Business Reporting with Databox

Business analysis is all about finding smart ways to evaluate your organization’s performance and future potential. And that’s where Databox comes in.

Databox can be a helpful tool for business leaders who are required to analyze data, hold frequent meetings, and generate change in their organizations. From improving the quality and accessibility of your reporting to tracking critical performance metrics in one place, and sharing performance metrics with your peers and team members in a cohesive, presentable way, allow Databox to be your personal assistant in these processes, minimize the burdens of reporting and ensure you always stay on top of your metrics game.

Sign up today for free to start streamlining your business reporting process.

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Business Report Format Guide: Formal Structure & Examples

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When it comes to reporting, it may be the least fun of business daily tasks, yet, they are vital to your business growth as a good report can help you refine your strategies and plan for the future. Therefore, it is important to have an appropriate business format to present everything clearly and make your content easy to understand.

In this article, we will clarify the definition of a business report, its benefits to any organization, different types, and ways to structure it, some examples, and, more importantly, how to format a simple one.

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What is the business report?

A business report is a compilation of data that presents historical details related to the activities, development, perspectives from particular departments of an organization, and creates a framework for potential decision-making processes or factual perspectives required to coordinate business functions.

It is important to identify these types of reports to recognize the best uses for business reports better. It organizes information for a particular sector. While some reports will go through a more comprehensive approach for evaluating a specific department’s functionality and policies, other types of business reports will focus more on the bigger business management picture.

Why a business report is important

Such reports also allow for data collection by tracking the progress. You can compare the different periods and operations, development, etc. You can also see which goods or services are more effective than others, which marketing campaigns perform better than others, and which markets or segments need more focus.

It’s useful to acquire all this data, and in so doing, you’re creating a paper record of your past events. They allow individuals outside the business, like banks or investors, to be aware of your activities and results and let stakeholders know your business’s tangible and intangible assets.

The following benefits of doing a proper business report can contribute to your business growth.

Risk Assessment and Opportunity

You will improve the awareness of threats and opportunities within your organization through business report samples. Sample reports emphasize the connection between financial and non-financial performance: they streamline processes, cut costs, and enhance overall consistency.

Trends and Connections

Samples of the business report will allow you to compare your results with other business units or businesses in the same industry. A report template on a more detailed level will help you dig deep into organizational indicators, specifics and find similarities that would otherwise be unnoticed. Obtaining a deeper understanding of your data in the modern-day digital time will allow you to develop strategies that enhance major aspects of your business growth thru trend detection. The value of a business report is illustrated by this aspect alone.

Business Intelligence (BI)

The useful BI tools may decide your survival on the market.

By producing a company’s business report designed to enhance your BI operations and address critical corporate questions, you can obtain the opportunity to discuss unique observations that can create a significant benefit and monitor overall spending. You could provide basic components to develop an effective business intelligence plan by understanding how to build a report with particular examples and templates.

While there are many different types of business reports for a company, they all have one common trait: gathering data and tracking the business activities related to something specific. By working with the right reports, users can perform in-depth visual analyses of many key business areas or functions and provide informed recommendations that will ultimately improve efficiency and encourage innovation.

Although an organization has several different types of business reports, they all share one similar characteristic: collecting information and monitoring business activities linked to something particular. Users may conduct an in-depth visual analysis of many important business areas or functions by communicating with the correct reports and make educated suggestions that will eventually boost productivity and foster innovation.

Operational Efficiency

The more the report becomes objective, the clearer the data. If the data is well structured and clear, it is best to observe the business operations cost-effectively, minimizing the time needed to review findings.

A strong structure for business reports provides an in-depth review in which the authors demonstrate how their results were interpreted.

A marketing report, for instance, can minimize the time taken to evaluate a particular campaign. In contrast, an HR report can provide perspectives into the recruitment process and determine, for instance, why the cost per hire has escalated.

Specificity

You will be offering yourself a vital opportunity to discuss specific concerns if you complete a business report, which is also used when decisions need to be taken. They serve many purposes: some record future planning details, some record historical data to explain a scenario, and others provide a viable alternative to a business issue. Some executive dashboards are for daily use, while a monthly business report template can allow you to more steadily and incrementally characterize your activities. They are all key to business success since they make complicated analysis results simpler.

As previously stated, the clearer the data, the more cost-effective results would be, so it should be important to bear in mind the specific data to be integrated into this type of report.

In different industries, you can find several main performance indicator examples that should be considered when creating this type of report. To compare industry values to see your competition, you can also create an inter-departmental report and between companies.

Accuracy and Consistency

Data is a vast environment in the digital world, and if you want to make full use of it, it is important to strive for consistency and precision. If your data is missed, it might hurt the company in the long term. Using an online dashboard platform to compile your reports is an enormous benefit in terms of ease of use, time saved but most significantly, the accuracy of the information you are going to use.

All on your report will be up-to-date when you deal with real-time data, and the decisions you will make will be supported with the latest facts. Business reporting examples are incredibly useful when exploring the data and performing data analyses to obtain valuable insights. With the results’ visualization, they will provide a substantial added value to the report, adding more clarity and understanding to the analysis, which is the ultimate goal of business reporting examples.

You can understand intuitive and visual business-centric reporting tools that communicate a message relevant to the audience. With only some clicks, you can get deep insights while examining your data. A clean and customized report is valuable.

Benchmarking

You will keep your company going while catalyzing your overall growth and productivity levels by regularly setting goals centered on your most critical business priorities and operating with visual reporting tools.

Communication

Improving internal coordination and connectivity is one of the key applications of business reports. You will motivate everyone in the organization with greater access to knowledge by having real-time access to the most important business data whilst improving the way you interpret and present it, which, in turn, will strengthen internal communication and collaboration.

These reports may also be of several different kinds, but they all have one common characteristic: collecting data and monitoring anything particularly relevant to business activities. From there, their author will also conduct a review and provide the organizations with insights.

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Types of business report

The informal report.

One or two pages in length and formatted as a letter or memo can be the informal report. It could also be shared by email. Your business will have a particular format to adopt, so it would help to use past reports as a reference.

Alternatively, to allow for easy reading, you can select a style with headings and subheadings, numeric lists, or an outline. As a subject line, the title of the report should be added.

Make sure to take into account the reader of your report and using your audience-appropriate vocabulary and tone. Even so, accessibility and precision continue to be important components.

The formal report

Typically, the formal report is more detailed and runs many pages long. Factual accuracy, pronunciation, and grammar are a must.

If more than one person writes the report, make sure it has consistency (no abrupt leaps from one subject to another) and a clear voice (no distracting style contrasts). Your business would have its report format, or you may have to create one from scratch.

The structure of a business report

A business report’s content can rely on what you’re writing about. Even the writing style can rely on whom you are writing about. There is a general framework, though, which most market reports adopt. In this article, then, we can glance at how to structure a business report for full consistency and professionalism.

Each business report should have a page for the title. The title itself should state what the report is about. You should include your name and the report date, too.

A review of the key points is the beginning page for most business reports. Strive to give a brief outline of what the article is about. How the study has been conducted (e.g., methods for collecting data), the major results of the study. Also, bring to light the main conclusions and suggestions.

If a report with a paragraph or two, this part may not be necessary. Yet, a full executive summary is required for longer or more comprehensive reports.

Table of Contents

For long reports, this page should be added. You should include each section’s title and the report’s structure. Try to match the headings for those used in the main text exactly. Also, number the sections properly.

Introduction

The first section of the study is the formal introduction. Here, explain the synopsis of the report you got when requested to prepare the paper. This structures the remainder of the study by covering background information (for example, company history or market data), report intent (i.e. what you’ve reached out to attain), and its scope (i.e. what will be included the article, and what will be dismissed).

Methods and Findings

Have a section about the methodology while performing research work ,incorporating a software diagramming tool . This can be as straightforward as identifying the sources you are using and why you have picked them. Show the reader how the data were gathered and analyzed.

You ought to clarify your results afterward. This section will simply and concisely describe the findings of your analysis, ensure that all the key points pointed out in the abstract are addressed.

The advice here is to split the results into subsections, including headings to direct the reader with the information you presented. In the meantime, using charts and diagrams to convey information visually, yet ensure they are clearly labeled so that the reader understands its relation to the text.

Conclusions and Recommendations

Your report’s final key section includes conclusions and recommendations. The conclusion section should summarize what the study has shown you. If asked to do so, you can also, recommend relevant steps based on your results. If you are not certain about what to propose in this, then reflect the targets defined in your brief.

Show third-party sources in a bibliography if you have used them when writing the report. Examples are business documents, academic articles, or even news reports.

The objective is to demonstrate what you have premised your results and conclusions on.

Lastly, throughout your study, you might have obtained additional documents, like interview transcripts, marketing content, or financial details. It would make it too lengthy and confusing to include this in the main report, however at the end of the paper, you may move it to an appendix (or many appendices) in case the reader looks for it.

Examples of a business report

White paper template.

White papers are an ideal instrument for educating and persuading stakeholders. They can also be used by consultants to boost their popularity with large consulting firms and boutique companies or to use them as lead magnets in Facebook advertising, etc.

A polished template is, as always, much more prone to engage senior leaders or potential customers. The easiest way to create something that is both appealing and easy to comprehend is a business report template or consulting report template.

For example, this consulting report has a full page devoted to visuals to avoid the report being dull. It supports data as well.

Project Plan Template

The easiest way to keep a project on track is through a project schedule.

But it can be difficult to show the steps towards completing a project and to show how each step is actionable and observable. If you’re a consultant and you don’t have business models to depend on, this is extremely challenging.

An ideal way to imagine what needs to take place, and when, is this project plan template. With bar graphs, icons, and color-coding, this template presents information effectively. You can customize the schedule by entering the editor and clicking on the bar graph.

Business case study template

Business case studies typically provide resources to explain how actual businesses have handled a specific scenario or problem. Normally, the case study includes business theory and illustrates its relevance to actual situations.

For instance, this template illustrates how Gen Led uses high quality to boost sales in a competitive market.

How to format a simple business report

Using the conventional Single Spaced Template in Word is best when typing and formatting one-page business reports.

Start Word and maximize the Word window, and then click the File tab > New and pick Traditional Single Spaced Blank Document .

Character Formatting can be used when you want to format text like individual words in a document. It can be done by using the Mini Toolbar, which is only displayed when you point to a selected text in a document or from the Home Tab Font Group. There are widely used buttons in the Font Group that you can use to add bold, italic, underline, shadow, stroke, or color to your text.

The default font form and size are 11-point Calibri, but you can change its attributes or the way it looks after you have picked a font type. For instance, by having the font bold, italic, or underlined, you can adjust the font size or adjust its style.

To spice up your papers, you can also add color and apply special text effects. The font size is calculated by estimating the character height in units called points. The regular font sizes are 10, 11, and 12 points for text.

By changing the spacing between characters and words, you can now also add kerning to your word text. You may also adjust the document case, including the upper or lower case.

Turn on the Symbol for Show / Hide. At the top of the page, which is the existing insertion point, your I-beam will flash. Then turn the Show/Hike symbol on so you can see your paragraph and line space marks.

Tap on the Home Tab > Paragraph Group > Show/Hide Button

Click ENTER 5 times to start on the report’s first line that is 2 inches from the top of the page

Choose the first two lines of the report’s title and from the Home Tab > Font Group , adjust the font size to 14 points , bold and center.

With the text already chosen, tap on the Home Tab > Font Group > Change Case button and change the Case to UPPERCASE.

Click ENTER once after the TITLE to add line space between the TITLE and SUBTITLE. Choose the next 3 lines (the SUBTITLE, BYLINE, and DATE) and change the font size to 12 points, bold and center. Click ENTER after each line in order that the SUBTITLE, BYLINE, and DATE are double spaced.

Capitalize and Bold the SIDE HEADINGS. To capitalize all three at the same time, choose the first heading then hold the down the ctrl key on your keyboard and tap on the other titles.

Under the heading LibreOffice WRITER, choose the 3 lines of text

Tap on Home Tab > Paragraph Group and choose the Numbering to apply your numbering style.

Remember to Spell check, proofread and preview your document for spelling and formatting

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Final thoughts

Presenting a business report in a straightforward and succinct a manner as possible is vital. Your reader wants to easily and conveniently understand the key points and you should therefore evaluate how well the structure and format of your report serve to convey this information.

If you have any questions, do not hesitate to leave a comment in the box below. We are glad to help you out. If you find this post useful, you can share this with your friends.

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