Example Of Written Report Format – To make smart decisions about your budget, marketing strategies, product development, and growth strategies, in fact, any part of your business, you can’t just rely on hunches.
And if you’re trying to win over stakeholders, a report with a simple, elegant design and creative data visualizations is guaranteed to impress.
Example Of Written Report Format
This guide will provide essential business report templates that you can edit with a report builder like , plus design tips and best practices.
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Want a quick preview of some of the business report templates on this blog? Watch this video tutorial:
Do you know what your team is doing in a week? There is a difference between working and doing things.
It can be useful to ask your employees to report on what they have been working on in a week and to reflect on what has been successful and what challenges they have faced.
One of the main work-from-home best practices is consistent reporting and communication. If you’re still working on a telecommuting policy, consider adding a daily employee report.
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The format of the weekly activity report can be simple or detailed, depending on your needs. Realistically, your employees will likely have similar tasks from week to week.
Reporting on week-by-week results can help you and your employees determine which tasks to prioritize, which projects are taking too long to complete, and which metrics or goals need more attention, especially if your team works remotely.
One example of a business report that stands out is this weekly activity report template. Includes a plan for
Your employees 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 guidance for future growth. We have several sample business reports to make the review process easier.
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A year-end activity report, such as the example below, should be conducted in conjunction with weekly and quarterly performance reviews. This sample business report highlights numerous areas of growth for employees in neat and easy-to-understand charts.
In addition to employee activity, many examples of business reports focus on the relationship between customers and companies, such as this monthly customer activity report. Using a variety of charts and graphs, the report outlines the successes and failures among consumers.
The annual report is a comprehensive document that allows you to reflect on your company’s past year, including:
There’s actually a lot to be excited about on that list. Talk about how your company has grown, your wins (and maybe a few losses), and what’s on the horizon for the coming year.
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You can bring that story to life in your annual report design, and we have business report examples to inspire you.
This example of an annual business report uses a variety of charts and unique sections like “highlight programs” to tell the agency’s story:
The annual report design below uses an energetic orange and yellow color scheme and cute icons. The format is very visual and modern. All this reflects a dynamic company that is optimistic about the future.
This company annual report template uses a mountain motif to reflect the company’s ambitious goals. See how the different sections of the report (“Strategy”, “Financials” and “Performance”) are color-coded to make the report easier to scan:
Project Status Report Template & Example
In the business report example below, a sleek, modern design with bold color accents reflects design trends in the gaming industry, which would appeal to stakeholders.
Take this annual report presentation for a coffee shop company. The whole design reflects the comfort of the coffee shop, from the gently filtered photos to the old-fashioned font:
Communication is key 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 examples of business reports that we share in the article.
A project status report is 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.
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You can add graphic markers to another page to quickly highlight key issues that affect the success of the project.
Avoid ad hoc emails or meetings. Use a simple project status report template to showcase your latest work and keep everyone on the same page, without endless back and forth.
This template allows you to quickly provide an overview to engaged stakeholders, who will be able to spot key project issues at a glance and move forward.
Major updates may require consultants to communicate project status in person. The presentation template below uses charts and data visualization to get your key points across instantly.
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Clients or other stakeholders can see what has been achieved and when, while the last slide leaves room for what is still pending.
This is Business 101: on a quarterly or annual basis, you should analyze your budget, expenses and income.
But a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders in the loop.
You can provide an overview of spending in the past period by category and highlight the amount you have saved or exceeded your budget.
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For example, check out this budget summary slide that uses a themed background image to make it more appealing:
Although tables are certainly effective for comparing amounts spent, you can also use a more unusual image such as a bubble chart. This is because unique visual elements make for memorable examples of business reports.
A forecast is an essential business report that shows where the company is heading financially. It is not a plan for the future, but his current short-term direction.
Nonprofit organizations rely on reports to illustrate their mission and the impact they’ve had on the communities they serve.
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According to the National Council of Nonprofits, more and more nonprofits are moving to digitize their reports, which makes them less expensive to produce.
Done right, nonprofit annual reports build donor trust. These reports should be transparent about your nonprofit’s finances and the results of its work.
Make your nonprofit’s annual report accessible so it’s easy to read and understand. Use unique charts to visualize your data, like the semi-truncated charts in the example business report below:
This colorful, branded annual report template includes tons of icons that tell the organization’s story. Contrasting colors, pink against black and white, highlight data and information. It makes the report more attractive to readers as well as more memorable.
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Nonprofit performance reports specifically focus on a charity’s accomplishments to help inspire past, present, and future donors.
All facts or statistics should be visualized, if possible, to make them crystal clear. Then provide additional context in the copy.
If you’re not tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.
Creating sales reports for different time periods can help you identify trends as well as opportunity for growth. Regular reporting on your sales can also help your team stay focused on your goals.
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Consider making sales reporting a segment of your weekly team meetings. You may want to provide a quick update for company-wide meetings and a more detailed report for sales and marketing team meetings.
The slide simply covers total sales for the week and compares them to previous weeks to highlight growth.
For a monthly, quarterly, or annual sales report, you’ll likely want to dig deeper into your metrics as you plan for upcoming periods.
However, you don’t want to produce a 62-page document with text that no one will read. Surprise your client or boss with a fresh new way of doing things that is engaging and concise. You will stand out as an innovator.
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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 key sales data using pie charts, bar graphs, and tables. Difficult text and icons help organize information in an easy-to-digest way.
If you’re in SaaS or e-commerce, I don’t need to tell you how important digital marketing is. This is the thing that can make or break many small businesses.
This means you’re always looking for ways to improve your search rankings, increase engagement on social media, and optimize your campaigns.
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A ‘Digital Marketing Report’ is a fairly broad term for a report that could be an overview of all your digital marketing channels or one specific channel.
A digital marketing report that covers all of your main marketing channels can include any (or all) of the following:
For example, check out this digital marketing report template that dedicates one page to each channel. Note how the company’s branding is also incorporated into the design by using brand colors and visual elements that reflect the computer’s theme:
Detailed marketing reports targeting multiple channels or a broad industry can be lengthy. To save time for your clients or executives viewing your report, make your business report easy to navigate. Add simple hyperlinks to your content.
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In the editor, select the text you want to turn into a link. Then click the link icon in the top bar and select the page to link to. When the document is shared as a PDF, readers will have clickable links!
In a digital marketing report that focuses on one specific marketing channel, you’ll likely want to dig deeper into each metric.
As a consultant, you may be gifted at social media marketing
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