8 Report Formats for Business Examples & Templates

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 business report example informed. If you follow these best practices, you’ll have a captivating business report that stakeholders can easily understand — and inspire them to take action. In many cases, your roadmap to a successful business is contingent upon the effectiveness of your business reports. 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.

You should know and understand your purpose to create the perfect report content. Each type of business report serves a distinct purpose and requires a specific approach to effectively communicate its intended message. The choice of simple report type depends on the information needs of the audience and the objectives of the report. If you need help generating a Business Report, consider checking out Piktochart, an online platform trusted by millions of users. Piktochart simplifies the process of creating infographics, presentations, posters, and other visual content, turning complex data into clear visuals. With its AI-powered infographic maker, you can generate professional designs in seconds.

Click the button above to personalize this stylish marketing report template. With this minimalist design template, you have it all set up for you. Embed bigger data visualizations from Tableau or Power BI with our third-party media integration.

Introduction and purpose

Using the opening “Letter to Shareholders” often sets the tone of annual reports prepared for publicly held companies. Many other companies, however, view their annual report as a potentially effective marketing tool to disseminate their perspective on company fortunes. With this in mind, many medium-sized and large companies devote large sums of money to making their annual reports as attractive and informative as possible.

What are the best practices for creating a business report?

• Highlighting risks upfront shows stakeholders that you’ve done your homework and thoroughly understand the business landscape.
• When you’ve finished writing your business report, you can now cut away some of the details that might not serve any purpose of the overall content.
• A certain kind of business report that allows a presentation of a specific idea is normally called a justification/recommendation report.
• They can also be filtered to drill down into projects for actionable data on particular team members or tasks.
• With Visme, you’re able to create printable business reports for your business or any industry.

Includes additional materials related to the content of the report, such as charts, graphs, and tables. Coming up with what to say is easy, since a natural flow of words are bound to come out in a swift. This is because most of the work is dedicated into editing and proofreading the report. When you’ve finally finished writing your report, cutting away unnecessary content should be the next item on your general agenda. Be wary of any misspelled words and grammatical errors that might ruin the essence of your writing.

Management’s Discussion and Analysis (MD&A)

You can write citations in APA, MLA, and Chicago styles, depending on the style of your formal report. Summarizes the findings, reinforcing the report’s main points and the implications of the results. For instance, a luxury real estate firm might provide printed brochures to potential clients, emphasizing the premium nature of their offerings. From traditional printed copies to modern digital formats, let’s explore the various delivery methods available.

University Business Report Template

These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions. This survey report template helps visualize your findings; the pictogram and chart make the findings easy to understand. But, a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders up to speed.

Inventory Business Report Template

The project timeline below also uses icons and color-coding to organize information, though in a slightly different way. When it comes to creating your market research report, you may want to do an in-depth overview of all of your market research. Or you may want to focus on one area of your research, such as your survey results. They include background information on the company, a protagonist or key players, the situation and outcomes. Making your sales report easily accessible will help build your reputation as someone who’s transparent and trustworthy. You can add bullet points on the second page to quickly flag key issues that are impacting project success.

Sample Real Estate

• Martin Luther King Jr. is one of the most frequently referenced figures in history, and his works are widely used in academic writing.
• There are times when a business may have undergone a rough year, with sales hitting rock bottom and foot traffic decreasing dramatically in number.
• Use this free inventory template for Excel to record the level of stock and track turnover.

This one-page template is great for quick notes to keep it all on track. Unlike the template above which is more about specific poignant data, this template is more about larger financial data sets. Click on the button above to create your nonprofit annual report. This year, why not create one with this template and then use it as a base for the rest of the year.

MLA 8 provides a universal set of guidelines for citing all types of sources. This is the core section of the business report and varies depending on the purpose of the report. Strategic recommendations based on the analysis and findings, including an implementation plan outlining the steps XYZ Corporation should take to successfully enter the target markets. Here’s a general overview of a business report layout and format.

In conclusion, a report is nothing but a presentation and summation of facts in a logical manner. In addition, assignment and writing of business reports enable managers to make decisions when they cannot observe the physical and human resources directly. The use of abbreviated style is common in preparing business reports. This is because it allows the reader to go through the report at a glance and locate key elements.

Business report templates help managers monitor and track work, but if issues need to be addressed, an action plan needs to be created. Use this free action plan template for Excel to execute the plan to get the project back on track. Managers can make an action plan to outline the steps that will help them to accomplish this goal. The free workload analysis template for Excel lists team members’ names and hourly rates. Then allocate work hours to each team member and monitor resource utilization rates and costs.

This business report example highlights how you can give your team and stakeholders a quick overview of your main market and what topics they’re interested in. One of the business report examples on our list is the business case study. Though not a report exactly, a case study analyzes a particular aspect of a company or a situation it faced. A consultant may need to write one as part of a corporate training program they’re developing. In order to scale and grow your business, it’s important to make informed, deliberate digital marketing decisions.

Click on the button above to personalize this budget template and share your goals and projections with stakeholders. Add photographs of your products or campaigns to make the template your own. Duplicate pages if you need to show more data or share additional content. Click on the button above to start sharing key performance indicators in style. Then take advantage of Visme’s analytics reporting to check your report’s performance. Use a clean-cut linear design to demonstrate what your company achieved in the past year.