typicl business reports

8/2/2019 Typicl Business Reports

1/16

TYPICAL BUSINESS

REPORTS


2/16

What Is a Business Report?

Oral presentation or document that

Gives information Requests funding or approval

Analyzes company or market data

Makes recommendations for change


3/16

WHAT ARE BUSINESS REPORTS?

Business reports are systematic

attempts to answer questions andsolve problems. They include thefollowing activities.

Planning Research Organization Presentation


4/16

THEREARE TWO TYPESOF BUSINESS

REPORTS

1. Information reports

Are written to present data withoutanalyses or recommendations.

Examples: Trip reports

Compliance reports


5/16

TYPESOF INFORMATIONAL REPORTS

(1 OF 2)

Memos

Written by one person, sent

internally to one or more people

Give brief, general information

Progress or interim

Describe status of projects

State work done, to be done

Identify potential problems

Compliance

Offers proof that business

meets government regulations


6/16

TYPESOF INFORMATIONAL REPORTS

(2 OF 2)

Annual

Describe developments of

organization during past year

Valuable public relations tool

Policy and

procedure

Outlines, explains, and sets

terms for company policies

States how to comply

Minutes

Details actions, discussions in business

meetings

Reminds meeting participants; updates

non-participants


7/16

INFORMATIONAL REPORTS

It delivers data and emphasis on facts

It describes periodic, recurring activities (monthly sales)as well as situational, non-recurring events (e.g. trips,

conferences)

It include routine operating, compliance andinvestigating reports

They are conversational and informal

It should not be so casual that the reader struggles tofind important points.


8/16


9/16

SITUATIONAL REPORTS

Like all informational reports, situational reports arte prepared asmemos.

Situational reports usually need introductions and closing to give a

sense of ending.

Date:

To:From:

Subject: Weekly Activity Report

ACTIVITY SUMMARY

Condenses weekly activity report into topics requested by management

COMPETITION UPDATEPRODUCTION PROBLEMS, COMMENTS

NEEDS

Summarizes needs in easy-to-read form


10/16

TRIP, CONVENTION & CONFERENCE REPORTS

Begin by identifying the event (exact data, name & location) and

previewing the topics. Summarize in the body 3 to 5 main points that might benefit the reader.

Itemize your expenses, if requested on a separate sheet.

Close by expressing appreciation, suggesting action to be taken, orsynthesizing the value of the trip or the event.

Date:

To:

From:

Subject:

Structuring the interview

Avoiding Common mistakesResponding to New Legislation

Conclusion


11/16

COMPLIANCE REPORTS

Govt. agencies at local, state and national level require organizations tosubmit reports in compliance to laws. Some of these are: profit andloss, taxation consists primarily of data & figures printed onprepared forms.

Collect & report the specific information required.

Ensure the accuracy of data.

Provide the desired data in an appropriate format and on time.


12/16

2. Analytical reports

Analytical reports provide data analyses andconclusions on the issue that the writer has beenasked to investigate.

Such reports often provide recommendations for thereaders to consider, but only on request.

Examples

Feasibility reports

Justification or recommendation reports

Yardstick reports


13/16

RECOMMENDATION REPORTS Identify the problem or need briefly

Announces the recommendation, solution or action concisely and with action

verbs. Explain more fully the benefits of the recommendation or steps to be taken to

solve the problem

Include a discussion of pros, cons and costs

Conclude with a summary specifying the recommendation or action to be taken

Date:

To:

From:

Subject:

Introduction of problem briefly

Presents recommendations immediatelyJustifies recommendation by explaining product and benefits

Summary and action

Explain recommendation in more detail

Specifies action to be taken


14/16

FEASIBILITY REPORTSIt analyzes whether a plan will work or not

Announces your decisions immediately Provide a description of the background and problem necessitating the

proposal

Discuss the benefits of the proposal

Describes the problems that may result

Calculate the costs associated with the proposal, if appropriate

Date:

To:

From:

Subject:

Outlines organization of the report

Reveals decision immediately

Describes problem immediately

Evaluate +ve & -ve aspects of proposal objectively

Costs & Time Frame


15/16

YARDSTICK REPORTS

Begin by describing the problem or need

Explain possible solutions and alternatives

Establish criteria for comparing the alternatives tell how they wereselected or developed

Discuss and evaluate each alternative in terms of criteria

Draw conclusions and make recommendations

Date:To:

From:

Subject:

Introduces purpose and gives overview of report organization

Discusses background briefly because readers already know the problemUses dual headings, giving function and description

Tells how criteria were selected

Summarizes complex data in table for easy reading and reference

Highlights the similarities & differences among the alternatives


16/16

THANK YOU

typicl business reports

Documents