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How To Write A Business Report Pdf
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To make smart decisions about budgeting, marketing strategy, product development, and growth strategy, really, no matter what part of your business, you can’t rely on hunches alone.
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And if you are trying to influence stakeholders, reports with simple and elegant designs and creative data visualizations are guaranteed to impress.
This guide will provide the most important business report templates you can edit with a report builder such as , plus design tips and best practices.
Want a quick overview of some of the business report templates on this blog? Check out these video tutorials:
Do you know what your team does in a week? There is a difference between working and getting things done.
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It can be useful to ask your employees to report on what they worked on during the week, and reflect on what worked and what challenges they faced.
One of the best practices of working from home is consistent reporting and communication. If you’re still working on a telecommuting policy, consider adding an employee daily report.
The weekly activity report format can be simple or in-depth, depending on your needs. Realistically, your employees will probably have similar tasks week after week.
Reporting results week by week can help you and your employees determine which tasks should be prioritized, which projects are taking too long to complete, and which metrics or goals may require more attention, especially if your team is working remotely.
Designing Your Company’s Sustainability Report
One business report example that stands out is this weekly activity report template. This includes plans for
Your employees have submitted daily or weekly activity reports. It’s the end of the quarter and it’s time to reflect on their good and bad habits and provide direction for future growth. We have several sample business reports that will make the review process easier.
Year-end activity reports, such as the example below, should be done in conjunction with weekly and quarterly performance reviews. This sample business report highlights different areas of employee growth in a neat, easy-to-understand chart.
In addition to employee activity, there are many examples of business reports that focus on the relationship between the customer and the company, such as this monthly customer activity report. Using various graphs and charts, the report outlines successes and failures among consumers.
How To Write Business Reports
The annual report is an all-encompassing document that allows you to reflect on your company’s past year, including:
There are actually a lot of interesting things on that list. You talk about how your company has grown, your wins (and maybe some losses), and what the year ahead holds.
You can bring that story to life in your annual report design, and we have sample business reports to inspire you.
This sample annual business report uses a variety of charts and unique sections such as “program highlights” to tell the agency’s story:
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The annual report design below uses an energetic orange and yellow color scheme and cute icons. The format is very visual and modern. All of this reflects a dynamic company that is optimistic about the future.
This corporate annual report template uses a mountain motif to reflect the company’s ambitious goals. See how the various sections of the report (“Strategy”, “Finance” and “Performance”) are color coded to make the report easier to scan:
In the business report example below, the sleek and modern design with bold color accents reflects design trends within the gaming industry, which will appeal to stakeholders.
Take this annual report presentation for a coffee shop company. The entire design embodies coffee shop comfort, from the subtly filtered photos to the old-fashioned fonts:
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Communication is central in any project. Consultants, agencies and freelancers especially want to be as transparent as possible. That’s why the project status report template is one of the business report examples we share in this article.
Project status reports are essential for communicating updates on what you have accomplished and what is still pending. It also helps you flag any issues, whether current or on the horizon. This helps build trust with the client.
You can add bullet points on the second page to quickly highlight the main issues that impact the project’s success.
Avoid email or ad-hoc meetings. Use a simple project status report template to present your latest work and keep everyone on the same page, with no endless back and forth.
Pdf) Checklist: Business Report Writing
This template allows you to quickly provide an overview to busy stakeholders, who will be able to spot the main issues and progress of the project at a glance.
Major updates may require a consultant to communicate project status directly. The presentation templates below use charts and data visualizations to get your key points across quickly.
Clients or other stakeholders can see what was accomplished and when, while the last slide leaves room for what’s still pending.
This is Business 101: every quarter or yearly, you should analyze your budget, expenses and income.
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However, visually appealing presentations or one-page summaries, such as the business report examples below, are perfect for keeping your team and stakeholders up to date.
You can provide an overview of past period expenses by category, and highlight the amount you saved or went over budget.
For example, check out the budget report summary slide which uses a thematic background image to make it more appealing:
While tables are very efficient for comparing spending amounts, you can also use more unusual visuals such as bubble charts. This is because unique visuals make for memorable business report examples.
Writing Business Reports
Forecasts are important business reports that show the direction of business financially. These are not plans for the future, but rather current short-term directions.
Nonprofits rely on reports to illustrate their mission and the impact they have on the communities they serve.
More nonprofits are using reports digitally, according to the National Council for Nonprofits, making them cheaper to produce.
Done right, a nonprofit’s annual report builds trust with donors. This report should be transparent about your nonprofit’s finances and the results of its work.
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Make your nonprofit’s annual report accessible by making it easy to read and understand. Use unique charts to visualize data, such as the half donut chart in the business report example below:
This colorful, branded annual report template includes icons to tell the organization’s story. Contrasting colors, pink with black and white, make data and information stand out. This makes the report more attractive to readers as well as easier to remember.
Nonprofit impact reports focus specifically on charitable accomplishments to help inspire past, present, and future donors.
Any facts or statistics should be visualized, if possible, to make them clear. Then provide additional context in the copy.
How To Write Business Report 2017 Pages 1 41
If you’re not tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.
Generating sales reports for different time periods can help you identify trends, as well as growth opportunities. Regularly reporting on your sales can also help your team stay focused on your goals.
Consider making sales reporting a part of your weekly team meeting. You might want to provide quick updates for company-wide meetings and more in-depth reports for sales and marketing team meetings.
The slide includes only sales totals for the week and compares them to the previous week to highlight growth.
How To Write A Monthly Report Archives
For monthly, quarterly or annual sales reports, you may want to dive deeper into your metrics when planning for your future period.
That said, you don’t want to create a 62-page text heavy document that no one will read. Surprise your clients or bosses with fresh new ways of doing things that are both interesting and concise. You will distinguish yourself as an innovator.
For example, the following monthly sales report template uses various charts and tables to keep the data fresh:
The sales report template below will help you visualize your key sales metrics using a pie chart, bar graph, and table. Weighted text and icons help organize information in an easy-to-digest way.
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If you are a SaaS or ecommerce business, I don’t need to tell you how important digital marketing is. It’s the thing that can make or break many small businesses.
That means always looking for ways to improve search rankings, increase social media engagement and optimize your ad campaigns.
The ‘digital marketing report’ is quite broad
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