Business Reports

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CORPORATES REPORTS

What is a Report???

Report is an informative statement by a reputable source or authoritative account.

Report from Latin word ‘Reportare’...........carry back, bear back, bring back

An account brought by one person to another


Approximately 75% time of a manager goes in preparing, reading, interpreting or
drafting a good corporate report.

Irrespective of your profession


A Corporate Report can be defined as a communication in which the writer provides an
information to some individual or organization because it is his or her responsibility to do
so.

Covers employment as well as human issues.

It is an assigned communication for a purpose and for a specific receiver or reader.
Corporate reports are a type of assignment in which you analyse a situation (either a real
situation or a case study) and apply business theories to produce a range of suggestions for
improvement.

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.
FACTS ABOUT CORPORATE
REPORT
Mode of Communication

Reflects writer’s personality objectively

Highly structured format

Language needs to be concise & clear

Factual Statement
TYPES OF REPORTS
Oral Report or Written Report
Formal or Informal Reports
Short or Long Reports
Informational or Analytical Reports
Proposal Report
Vertical or Horizontal Reports
Internal or External Reports
Periodic Reports
Oral Reports
Face to Face communication which is seen or observed and discussed
Less Authentic
Vague facts & figures

Written Reports
Written Report is documented, can be retrieved
More authentic
More accurate
Formal Reports
 Carefully structured
 Stress Objectivity
 Contains much detail
 Written
 Eliminate personal pronouns

Informal Reports
 Usually short messages
 Casual language
Short Reports
Normally 1-2 pages
Less formal format

Long Reports
Normally above 5 pages
More in format

Proposal Report
Proposing change, new product, service, plan, etc
Talking prons & cons
Have informational delivery & persuasive communication
Informational Reports
Contains details information without analysis or recommendation
Not much important for decision making
Requires clerical efficiency

Analytical Reports
Presents, analyzes, interprets information and makes recommendations on complex
and critical problems
To solve problems
Immense importance in decision making
Internal reports
Travel within the organization

External Reports
Prepared for sharing outside the organization

Periodic or Routine Reports


Issued on regularly scheduled dates
Serve Management control
STEPS IN WRITING A
REPORT
1. Defining the problem & the purpose

2. Identifying & Organizing the issues for investigation

3. Conducting the Research

4. Analyzing & Interpreting the Data

5. Drawing conclusions and developing commendations


PLANNING A REPORT
Analyze the Gather Select the Organize The
PLAN
situation Information Right Medium Information

WRITE Adapt to Your Audience Compose the Message

Revise the Produce the Proofread the Distribute the


COMPLETE
Message Message Message Message
STAGE 1: PLAN
1. Analyze the Situation

 Defining your Purpose


WHY ???
Analytical Report statement is more comprehensive
 Preparing Your Work Plan
Saves time
Statement of problem or opportunity
Scope of investigation
Tasks to be accomplished
Schedules & resource requirements
Tentative work outline with timelines
STAGE 1: PLAN
2. Gathering Information
 Conducting surveys, one-on-one interviews, Anecdotal feedback, competitors material, industry publications,
etc.

3. Select the Right Medium


 Think for audience expectations
 Electronic format
Multiple Media
Right Media

4. Organize the Information


Direct Vs Indirect Approach
Upfront used when audience is receptive
 Select the format
STAGE 2: WRITE
1. Adapt to your audience
Be sensitive
Politeness
Bias free language
Build credibility
Positive Tone

2. Compose The Message


Effective Sentences & Coherent paragraphs
Introduction, Body & Close
STAGE 3: COMPLETE
1. Revise the Message
Reiew readability
Rewrite for conciseness & clarity

2. Produce the Message


Effective design elements
Suitable layout
Clean & professional appearance
Graphical elements

3. Proof read the Message


Review for Errors

4. Distribute the Message


Deliver your report
FORMAT OF REPORT

Prefatory Parts Text Parts Supplementary Parts

•Cover Page
•Title Fly
•Title page •Introduction •Appendixes
•Letter of Authorization
•Letter of Transmittal
•Table of Contents
•Body •Bibliography
•List of Illustrations
•Synopsis or Executive •Close •Index
Summary
PREFATORY PARTS
Cover
standard covers
heavy paper, imprinted company name & logo
Attractive, convenient & appropriate
Report title, writer’s name (optional)

Title Fly
 Only title
Adds touch of formality
PREFATORY PARTS
Title Page
Four blocks of information
Title of report
Name, title, address of person, group or organization that authorized the report
Name, title, address of person, group or organization that prepared the report
Date on which report was submitted

Letter of Authorization & Letter of Acceptance


Received written authorization
Letter of Acceptance with conditions or limitations
Included in most formal reports
PREFATORY PARTS
Letter of Transmittal

Specialized cover letter


Introduces report directly to audience
Less formal style
Elaborate on concerns of audience and build rapport
Scope of the report
Give suggestions for follow up studies
Acknowledge help by others
Thankyou note for giving assignment
PREFATORY PARTS
Table of Contents
Outline of coverage
Sequence
Length & Complexity decides the headings of content
Accurate, complete & consistentconstruct table after final proof read
Automatic features in word processing

List of Illustrations
All visuals: Tables & Figures
PREFATORY PARTS

Synopsis or Executive Summary


Brief overview
Not a lengthy element
Advertisement for entire report
Informational or Descriptive (Omits actual findings)
Executive summary is more comprehensive
TEXT PART
Introduction
About report

Body
Information supporting conclusions & recommendations

Close
Summarize your main idea
Recommendations
Limitations
SUPPLEMENTARY PARTS
Appendixes
Related material
Too lengthy or detailed
Not directly relevant
Sample questionnaires, statistical formulas, financial statements, etc
Identified with a letter and short descriptions

Bibliography
List of secondary sources
Ethical obligation to credit your source
Allows readers to consult the sources
Use citation method
SUPPLEMENTARY PARTS

Index
An alphabetical list of names & subjects mentioned in a report
All key topics, product names, etc.
Accuracy is critical
STRATEGIES FOR EFFECTIVE
CORPORATE REPORTS
Understand the audience
Keep a neutral tone
Develop a clear framework
Make it reader friendly
Use prominent headings
Minimize use of hedging terms like “seems” or “feels”
Use formal english
Proper citation
THANK YOU

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