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How to Write a Work Report

Last Updated: January 15, 2024 Fact Checked

This article was co-authored by Madison Boehm and by wikiHow staff writer, Danielle Blinka, MA, MPA . Madison Boehm is a Business Advisor and the Co-Founder of Jaxson Maximus, a men’s salon and custom clothiers based in southern Florida. She specializes in business development, operations, and finance. Additionally, she has experience in the salon, clothing, and retail sectors. Madison holds a BBA in Entrepreneurship and Marketing from The University of Houston. There are 9 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 175,674 times.

Writing a work report might feel overwhelming, but it might be easier than you think. Work reports are typically used to explain your progress on a work project or provide your conclusions and recommendations regarding a workplace issue. To easily write an effective work report, start by considering your purpose, audience, research, and message. Then, draft your report using a typical format for business reports. Finally, you can revise the report to make it effective.

Planning a Work Report

Step 1 Identify the purpose and topic of your report.

  • For example, your purpose may be to analyze a business issue, explain the results of a project you worked on, or provide your supervisor with an overview of your work progress. [2] X Research source

Step 2 Choose a tone and language that fits your audience.

  • Who all will read your report? Include anyone who might reasonably use the report in your audience.
  • If you’re writing for different types of readers, include all necessary information for your least informed reader to understand. However, use headings for each section so that informed readers can skip information that is redundant for them. [4] X Research source You might also include sections for each audience to address their concerns.

Step 3 Gather your research and supporting materials, if applicable.

  • Financial information
  • Statistical information
  • Questionnaires
  • Interviews with experts, coworkers, clients, etc.

Step 4 Review your progress if you’re writing a progress report.

  • Has the project scope changed?
  • What tasks have you done since the last progress report?
  • What tasks are you going to do next?
  • Are you on track to complete the project on time? If not, why?
  • What obstacles have you encountered, and how will you overcome them?
  • Did you learn any lessons this month?

Step 5 Outline...

  • In most cases, you’ll start your report by explaining your results, conclusions, or recommendations. Then, explain how you got to this point and your reasoning, if applicable.
  • If you are about to make a controversial conclusion or recommendation, explain your process and reasoning first so your audience will be able to understand why you arrived at this idea.

Drafting a Work Report

Step 1 Use a cover or title page.

  • In some cases, you might also include a cover letter to explain why you wrote the report, what it includes, and what you think needs to be done next. This is more common for reports that have taken a long time to prepare or require an additional explanation before the reader looks at the report itself.
  • For a progress report, list your name, project name, date, and reporting period on a title page. Put each item on a separate line. You can label each line with “name,” “project name,” “date,” and “reporting period,” or you can just list the information. [8] X Research source
  • Ask your boss if there are specific recommendations for formatting your work report. They’re your best resource for preparing your report.

Step 2 Provide an executive summary detailing the key information.

  • You don’t need to summarize the entire report. Just focus on the most important ideas in the report, such as the key recommendations or conclusions you’re presenting.
  • If you’re writing a progress report, you can skip this section.

Step 3 Include a table of contents listing what’s in your report.

  • Use titles and headers for each section so your report is easy to read.
  • If you’re writing a progress report, you usually don’t need to include a table of contents, unless your boss prefers that you do. However, include titles and headers for each section to make it easier to navigate your report.

Step 4 Write an introduction...

  • Your introduction doesn’t need to be long. Be direct and specific so that your reader will understand the context and purpose without a lengthy explanation.
  • Write 2-4 paragraphs for your introduction.
  • For a progress report, your introduction should only be 1-2 paragraphs long. It should summarize your project and what you hope to accomplish. You might also preview the work you’ve completed and what you plan to do next.

Step 5 Explain the results or conclusions you’re presenting.

  • In most cases, this section will include an introductory paragraph and a list of the conclusions you reached.
  • Here’s what a conclusion might look like: “1. Our population is aging, leading to more health risks among our clientele.”
  • If you’re writing a progress report, you won’t have any results or conclusions to present. Instead, list your accomplishments or completed tasks in the section after your introduction. You might also provide a short 2-4 sentence paragraph in this section. However, a list is usually sufficient. You might list “Raised $200 to pay for festival tent,” “Contracted with Your Party Plan to manage festival planning,” and “Surveyed 1500 residents to gather public input.” [12] X Research source

Step 6 Give your recommendations for moving forward.

  • For example, you might write, “1. Train all employees to perform CPR.”
  • If you’re writing a progress report, you’ll instead list the next tasks or goals that you plan to accomplish in your upcoming work period. For example, you might list “Find vendors for the festival,” “Approve festival designs,” and “Order promotional posters.” [13] X Research source

Step 7 Discuss your process and reasoning for reaching your conclusions.

  • This includes a lengthier discussion of your research and evaluations.
  • This section should be the longest in your report.
  • If you’re writing a progress report, you can skip this section. In its place, include a section on the obstacles you faced while working on the project, as well as how you overcame them. [14] X Research source You might write, “Many residents didn’t return the survey because it didn’t include prepaid postage. Moving forward, we’ll include postage on our surveys or give residents the option of doing their survey digitally.”

Step 8 List any references you used in preparing your report.

  • Unless otherwise instructed, use APA formatting for business reports.
  • You can skip this section if you’re preparing a progress report.

Step 9 Provide appendices for materials like surveys, questionnaires, or emails.

  • For example, you might have “Appendix A,” “Appendix B,” and “Appendix C.”
  • If you’re writing a progress report, you don’t need to include this section.

Step 10 Include a short...

  • You might write, “The arts festival planning project is on track for completion on schedule. We’ve completed 90% of our pre-planning activities and are now shifting attention to purchasing materials. The project has no outstanding obstacles, but we will address any that arise in the future.”

Making Your Report Effective

Step 1 Use clear headings to help your audience navigate the report.

  • Your headings might include: Introduction, Completed Tasks, Goals for Next Quarter, Obstacles and Solutions, and Conclusion.
  • Tailor your headings to fit the information in your report.
  • For a progress report, your audience will likely be your supervisor, team, or clients. [16] X Research source

Step 2 Use simple, direct language to convey your ideas.

  • You would write, "Revenues are up 50% for the fourth quarter," rather than, "Revenues sky-rocketed by 50% to generate stellar fourth quarter earnings."

Step 3 Use concise writing to keep your report as brief as possible.

  • Keep in mind that some work reports may be long, as they may cover a lot of information. However, your writing should still be concise.
  • It's okay to write, "Sales increased over the last quarter after the sales staff implemented cold calling," rather than, "We saw an exponential increase in revenues over the past selling quarter as our talented, dedicated sales people began cold calling potential clients to ask them to purchase more products."
  • First, give an overall summary of the business. It should not be long. You have to grab the reader's attention right away. Or else no one will read a 100-page document. [19] X Research source
  • Then give an overall snapshot of where you are at financially, where you are in terms of the business and the team. [20] X Research source
  • After that, go into your past report and show that you have been making revenue in the current year. Then mention that you will try to take the business in a particular direction based on the trends.

Step 4 Express your ideas using objective and non-emotional language.

  • Rather than writing, "Disengaged staff members are low in morale, making the office feel like a soulless machine," you could write, "Staff members whose productivity numbers rated lower than others reported feeling disengaged."

Step 5 Avoid using slang, as well as the word

  • Keep your language professional throughout your report.

Step 6 Proofread your report to ensure it doesn't contain errors.

  • If you can, have someone else proofread your report for you, as it's difficult to spot all of your own mistakes.
  • If time allows, set aside your report for at least 24 hours before you proofread it.

Outline for a Work Report

how to write a work summary report

Expert Q&A

  • After you write your first work report, you can use it as a template for future reports. Thanks Helpful 0 Not Helpful 0
  • Your workplace may have a template for work reports. Talk to your supervisor to see if you can use a template for your report. Thanks Helpful 0 Not Helpful 0
  • If you can, base your report format on an existing work report from your business or organization. Check the files at your office or ask your coworker or supervisor for a copy of an existing report. Thanks Helpful 0 Not Helpful 0

how to write a work summary report

  • If you’re using an existing report as an example, don’t copy the wording in that report. This is plagiarism and will likely result in you facing professional consequences. Thanks Helpful 2 Not Helpful 0

You Might Also Like

Write a Report

  • ↑ https://www.unr.edu/writing-speaking-center/student-resources/writing-speaking-resources/how-to-write-a-business-report
  • ↑ https://www.cipd.org/uk/learning/support-for-students/currently-studying/business-report-writing/
  • ↑ https://www.grammarly.com/blog/how-to-write-a-report/
  • ↑ https://people.montefiore.uliege.be/mfonder/INFO0064/report_writing_instructions.pdf
  • ↑ https://www.e-education.psu.edu/styleforstudents/c6_p10.html
  • ↑ https://bizfluent.com/how-7883364-write-report-boss.html
  • ↑ https://www.auckland.ac.nz/en/engineering/current-students/undergraduate/practical-work/practical-work-reports.html
  • ↑ https://hrnews.co.uk/what-is-a-work-report-and-how-to-write-it/
  • ↑ https://wac.colostate.edu/docs/tipsheets/writing_business_reports.pdf

About This Article

Madison Boehm

To write a work report, use a cover or title page to provide the name of your report, the date, and the names of the authors. Next, provide a brief executive summary detailing the key information, such as the mission statement, objective, company information, and growth highlights. After your summary, include a table of contents listing what’s in your report. Then, at the beginning of your actual report, include an introduction that gives an overview of the report. After your introduction, give an overview of your research or evaluations and how your findings relate back to the topic of your report. Following the overview, give your recommendations for moving forward and conclude your report. To learn how to add an appendix to your report, keep reading! Did this summary help you? Yes No

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  • How to Write a Summary | Guide & Examples

How to Write a Summary | Guide & Examples

Published on November 23, 2020 by Shona McCombes . Revised on May 31, 2023.

Summarizing , or writing a summary, means giving a concise overview of a text’s main points in your own words. A summary is always much shorter than the original text.

There are five key steps that can help you to write a summary:

  • Read the text
  • Break it down into sections
  • Identify the key points in each section
  • Write the summary
  • Check the summary against the article

Writing a summary does not involve critiquing or evaluating the source . You should simply provide an accurate account of the most important information and ideas (without copying any text from the original).

Table of contents

When to write a summary, step 1: read the text, step 2: break the text down into sections, step 3: identify the key points in each section, step 4: write the summary, step 5: check the summary against the article, other interesting articles, frequently asked questions about summarizing.

There are many situations in which you might have to summarize an article or other source:

  • As a stand-alone assignment to show you’ve understood the material
  • To keep notes that will help you remember what you’ve read
  • To give an overview of other researchers’ work in a literature review

When you’re writing an academic text like an essay , research paper , or dissertation , you’ll integrate sources in a variety of ways. You might use a brief quote to support your point, or paraphrase a few sentences or paragraphs.

But it’s often appropriate to summarize a whole article or chapter if it is especially relevant to your own research, or to provide an overview of a source before you analyze or critique it.

In any case, the goal of summarizing is to give your reader a clear understanding of the original source. Follow the five steps outlined below to write a good summary.

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how to write a work summary report

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You should read the article more than once to make sure you’ve thoroughly understood it. It’s often effective to read in three stages:

  • Scan the article quickly to get a sense of its topic and overall shape.
  • Read the article carefully, highlighting important points and taking notes as you read.
  • Skim the article again to confirm you’ve understood the key points, and reread any particularly important or difficult passages.

There are some tricks you can use to identify the key points as you read:

  • Start by reading the abstract . This already contains the author’s own summary of their work, and it tells you what to expect from the article.
  • Pay attention to headings and subheadings . These should give you a good sense of what each part is about.
  • Read the introduction and the conclusion together and compare them: What did the author set out to do, and what was the outcome?

To make the text more manageable and understand its sub-points, break it down into smaller sections.

If the text is a scientific paper that follows a standard empirical structure, it is probably already organized into clearly marked sections, usually including an introduction , methods , results , and discussion .

Other types of articles may not be explicitly divided into sections. But most articles and essays will be structured around a series of sub-points or themes.

Now it’s time go through each section and pick out its most important points. What does your reader need to know to understand the overall argument or conclusion of the article?

Keep in mind that a summary does not involve paraphrasing every single paragraph of the article. Your goal is to extract the essential points, leaving out anything that can be considered background information or supplementary detail.

In a scientific article, there are some easy questions you can ask to identify the key points in each part.

If the article takes a different form, you might have to think more carefully about what points are most important for the reader to understand its argument.

In that case, pay particular attention to the thesis statement —the central claim that the author wants us to accept, which usually appears in the introduction—and the topic sentences that signal the main idea of each paragraph.

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The AI-powered Citation Checker helps you avoid common mistakes such as:

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how to write a work summary report

Now that you know the key points that the article aims to communicate, you need to put them in your own words.

To avoid plagiarism and show you’ve understood the article, it’s essential to properly paraphrase the author’s ideas. Do not copy and paste parts of the article, not even just a sentence or two.

The best way to do this is to put the article aside and write out your own understanding of the author’s key points.

Examples of article summaries

Let’s take a look at an example. Below, we summarize this article , which scientifically investigates the old saying “an apple a day keeps the doctor away.”

Davis et al. (2015) set out to empirically test the popular saying “an apple a day keeps the doctor away.” Apples are often used to represent a healthy lifestyle, and research has shown their nutritional properties could be beneficial for various aspects of health. The authors’ unique approach is to take the saying literally and ask: do people who eat apples use healthcare services less frequently? If there is indeed such a relationship, they suggest, promoting apple consumption could help reduce healthcare costs.

The study used publicly available cross-sectional data from the National Health and Nutrition Examination Survey. Participants were categorized as either apple eaters or non-apple eaters based on their self-reported apple consumption in an average 24-hour period. They were also categorized as either avoiding or not avoiding the use of healthcare services in the past year. The data was statistically analyzed to test whether there was an association between apple consumption and several dependent variables: physician visits, hospital stays, use of mental health services, and use of prescription medication.

Although apple eaters were slightly more likely to have avoided physician visits, this relationship was not statistically significant after adjusting for various relevant factors. No association was found between apple consumption and hospital stays or mental health service use. However, apple eaters were found to be slightly more likely to have avoided using prescription medication. Based on these results, the authors conclude that an apple a day does not keep the doctor away, but it may keep the pharmacist away. They suggest that this finding could have implications for reducing healthcare costs, considering the high annual costs of prescription medication and the inexpensiveness of apples.

However, the authors also note several limitations of the study: most importantly, that apple eaters are likely to differ from non-apple eaters in ways that may have confounded the results (for example, apple eaters may be more likely to be health-conscious). To establish any causal relationship between apple consumption and avoidance of medication, they recommend experimental research.

An article summary like the above would be appropriate for a stand-alone summary assignment. However, you’ll often want to give an even more concise summary of an article.

For example, in a literature review or meta analysis you may want to briefly summarize this study as part of a wider discussion of various sources. In this case, we can boil our summary down even further to include only the most relevant information.

Using national survey data, Davis et al. (2015) tested the assertion that “an apple a day keeps the doctor away” and did not find statistically significant evidence to support this hypothesis. While people who consumed apples were slightly less likely to use prescription medications, the study was unable to demonstrate a causal relationship between these variables.

Citing the source you’re summarizing

When including a summary as part of a larger text, it’s essential to properly cite the source you’re summarizing. The exact format depends on your citation style , but it usually includes an in-text citation and a full reference at the end of your paper.

You can easily create your citations and references in APA or MLA using our free citation generators.

APA Citation Generator MLA Citation Generator

Finally, read through the article once more to ensure that:

  • You’ve accurately represented the author’s work
  • You haven’t missed any essential information
  • The phrasing is not too similar to any sentences in the original.

If you’re summarizing many articles as part of your own work, it may be a good idea to use a plagiarism checker to double-check that your text is completely original and properly cited. Just be sure to use one that’s safe and reliable.

If you want to know more about ChatGPT, AI tools , citation , and plagiarism , make sure to check out some of our other articles with explanations and examples.

  • ChatGPT vs human editor
  • ChatGPT citations
  • Is ChatGPT trustworthy?
  • Using ChatGPT for your studies
  • What is ChatGPT?
  • Chicago style
  • Paraphrasing

 Plagiarism

  • Types of plagiarism
  • Self-plagiarism
  • Avoiding plagiarism
  • Academic integrity
  • Consequences of plagiarism
  • Common knowledge

A summary is a short overview of the main points of an article or other source, written entirely in your own words. Want to make your life super easy? Try our free text summarizer today!

A summary is always much shorter than the original text. The length of a summary can range from just a few sentences to several paragraphs; it depends on the length of the article you’re summarizing, and on the purpose of the summary.

You might have to write a summary of a source:

  • As a stand-alone assignment to prove you understand the material
  • For your own use, to keep notes on your reading
  • To provide an overview of other researchers’ work in a literature review
  • In a paper , to summarize or introduce a relevant study

To avoid plagiarism when summarizing an article or other source, follow these two rules:

  • Write the summary entirely in your own words by paraphrasing the author’s ideas.
  • Cite the source with an in-text citation and a full reference so your reader can easily find the original text.

An abstract concisely explains all the key points of an academic text such as a thesis , dissertation or journal article. It should summarize the whole text, not just introduce it.

An abstract is a type of summary , but summaries are also written elsewhere in academic writing . For example, you might summarize a source in a paper , in a literature review , or as a standalone assignment.

All can be done within seconds with our free text summarizer .

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, May 31). How to Write a Summary | Guide & Examples. Scribbr. Retrieved April 8, 2024, from https://www.scribbr.com/working-with-sources/how-to-summarize/

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How to Write an Executive Summary for a Report: Step By Step Guide with Examples

how to write a work summary report

Table of contents

So you have finally written a great comprehensive business report that took you weeks to create. You have included all the data from the different departments, compared it, done the analysis, made forecasts, and provided solutions to specific problems.

There is just one problem – the key stakeholders in the company don’t have enough time to go through the whole report.

Since the data and the KPIs that you included in the report are necessary for quality decision-making, you can see why this can become a huge issue.

Luckily, there is a way to present all of your key findings and not take too much of their time. This is done through executive summaries.

An executive summary is exactly what the name suggests – a summary. It is essentially a quick overview of all the most important metrics in the report. The purpose of this summary is to bring the attention of the highest-ranking members in the company to the most important KPIs that they will consider when making decisions.

While an executive summary is a rather short section, it doesn’t mean that it’s easy to write. You will have to pay extra attention to every single sentence in order to avoid unnecessary information.

Do you want to learn how to create an informative executive summary? This guide will show you all you need to know.

What Is an Executive Report?

What is an executive summary in a report, how long should an executive summary be, who is the audience of an executive summary, what should be included in an executive summary report, how to write an executive summary report, common mistakes to avoid when writing executive summaries, executive report examples, executive summary templates, create executive reports in databox.

marketing_overview_hubspot_ga_dashboard_databox

Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

Working for any sort of company requires writing different types of reports such as financial reports , marketing reports , sales reports , internal reports, and more.

What all of these reports have in common is that they are very comprehensive and typically require a lot of time to go through them –way too much time, if you ask busy managers.

They include a wealthy amount of data and a bunch of different metrics which are more useful for a particular team in the company. However, the highest-ranking members tend to be more focused on only the most essential KPIs that they need for making future decisions and strategies.

This is why executive reports come in handy. They are usually only a few pages long and they include only the most relevant details and data that incurred in a specific period.

An executive summary is the brief overview section included in a long report or document. This part of the report primarily focuses on the key topics and most important data within it. It can include an overall business goal of the company or short-term strategic objectives.

This summary is primarily useful for C-level managers who don’t have time to read the whole report but want to have an insight into the main KPIs and latest business performances.

Bank officials also may use executive summaries since it’s the quickest way for them to estimate whether your company represents a good investment opportunity.

Depending on your company’s practice, executive summaries can either be placed at the beginning of the report or as a formal section in the table of contents. 

The length of the summary depends on the type of report, but it is typically one or two pages long.

To know whether you have written a good executive summary, you can ask yourself, “Are the stakeholders going to have all the information they need to make decisions?”

If the answer is yes, you have done a good job.

There is no strict rule about how long executive summaries should be. Each company is unique which means the length will always vary. In most cases, it will depend on the size of the report/business plan.

However, a universal consensus is that it should be anywhere from one to four pages long or five to ten percent of the length of the report.

This is typically more than enough space to summarize the story behind the data and provide your stakeholders with the most important KPIs for future decision-making.

The people most interested in reading the executive summary are typically the ones who don’t have time to read the whole report and want a quick overview of the most important data and information.

These include:

  • Project stakeholders – The individuals or organizations that are actively involved in a project with your company.
  • Management personnel (decision-makers) – The highest-ranking employees in your company (manager, partner, general partner, etc.)
  • Investors – As we said, this could be bank officials who want a quick recap of your company’s performance so they can make an easier investment decision.
  • Venture capitalists – Investors who provide capital in exchange for equity stakes.
  • C-level executives – The chief executives in your business.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

The components of your executive summary depend on what is included in the overall larger document. Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal.

These are the main elements you should include:

  • Methods of analyzing the problem
  • Solutions to the problem
  • The ‘Why Now’ segment

Well-defined conclusion

The purpose of the summary should typically be included in the introduction as an opening statement. Explain what you aim to achieve with the document and communicate the value of your desired objective.

This part is supposed to grab your reader’s attention, so make sure they pay extra attention when writing it.

Problems are an unavoidable element in modern-day businesses, even in the most successful companies.

The second thing your executive summary needs to outline is what specific problem you are dealing with. It could be anything from product plans and customer feedback to sales revenue and marketing strategies.

Define the problems clearly so all the members know which areas need fixing.

3. Methods of analyzing the problem

Problem analysis methods are key for identifying the causes of the issue.

While figuring out the problems and the methods to solve them is immensely important, you shouldn’t overlook the things that caused them. This will help you from avoiding similar issues in the future.

4. Solutions to the problem

Now that you’ve introduced the stakeholders to the problems, it’s time to move on to your solutions. Think of a few different ways that could solve the issue and include as many details as you can.

5. The ‘Why Now’ segment

This is one of the most important parts of your executive summary.

The ‘Why Now’ segment showcases why the problem needs to be solved in a timely manner. You don’t want the readers to get the impression that there is plenty of time to fix the issue.

By displaying urgency in your summary, your report will have a much bigger impact.

One of the ways to display urgency visually is by adding performance benchmarks to your report. In case your business is not performing well as other companies within your industry, only one image showcasing which metrics are below the median could make a compelling case for the reader.

High churn example

For example, if you have discovered that your churn rate is much higher than for an average SaaS company, this may be a good indication that you have issues with poor customer service, poor marketing, pricing issues, potentially outdated product features, etc.

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Lastly, you should end your executive summary with a well-defined conclusion.

Make sure to include a recap of the problems, solutions, and the overall most important KPIs from the document.

Okay, so you understand the basics of executive summaries and why they are so important. However, you still aren’t sure how to write one.

Don’t worry.

Here are some of the best practices you can use to create amazing executive summaries that will impress your key stakeholders and high-ranking members.

Write it Last

Grab their attention, use appropriate language, talk strategy, include forecasts, highlight funding needs, make it short.

The most natural way to write your executive summary is by writing it at the end of your report/business plan.

This is because you will already have gone through all the most important information and data that should later be included.

A good suggestion is to take notes of all the significant KPIs that you think should be incorporated in the summary, it will make it easier for you to later categorize the data and you will have a clearer overview of the key parts of the report.

You may think that you already know which data you are going to include, but once you wrap up your report, you will probably run into certain things that you forgot to implement. It’s much easier to create an executive summary with all the data segmented in one place, than to rewrite it later.

While your primary goal when creating the executive summary is to make it informative, you also have to grab the attention of your readers so that you can motivate them to read the rest of the document.

Once they finish reading the last few sentences of the summary, the audience should be looking forward to checking out the remanding parts to get the full story.

If you are having trouble with finding ways to capture the reader’s attention, you can ask some of your colleagues from the sales department to lend a hand. After all, that’s their specialty.

One more important element is the type of language you use in the summary. Keep in mind who will be reading the summary, your language should be adjusted to a group of executives.

Make the summary understandable and avoid using complicated terms that may cause confusion, your goal is to feed the stakeholders with important information that will affect their decision-making.

This doesn’t only refer to the words that you use, the way in which you provide explanation should also be taken into consideration. People reading the report should be able to easily and quickly understand the main pain points that you highlighted.

You should have a specific part in your executive summary where you will focus on future strategies. This part should include information regarding your project, target market, program, and the problems that you think should be solved as soon as possible.

Also, you should provide some useful insights into the overall industry or field that your business operates in. Showcase some of the competitive advantages of your company and specific marketing insights that you think the readers would find interesting.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Make one of the sections revolve around financial and sales forecasts for the next 1-3 years. Provide details of your breakeven points, such as where the expenses/revenues are equal and when you expect certain profits from your strategies.

This practice is mainly useful for business plans, but the same principle can be applied to reports. You can include predictions on how your overall objectives and goals will bring profit to the company.

Related : How Lone Fir Creative Uses Databox to Forecast, Set, & Achieve Agency & Client Goals

Don’t forget to talk about the funding needs for your projects since there is a high chance that investors will find their way to the executive summary as well.

You can even use a quotation from an influential figure that supports your upcoming projects. Include the costs that will incur but also provide profitability predictions that will persuade the investors to fund your projects.

While your report should include all of the most important metrics and data, aim for maximum conciseness.

Don’t include any information that may be abundant and try to keep the executive summary as short as possible. Creating a summary that takes up dozens of pages will lose its original purpose.

With a concise summary and clear communication of your messages, your readers will have an easy time understanding your thoughts and then take them into consideration.

Also, one last tip is to use a positive tone throughout the summary. You want your report to exude confidence and reassure the readers.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

  • Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
  • New Contacts from Sessions . How well is your campaign driving new contacts and customers?
  • Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
  • Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
  • Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

marketing_overview_hubspot_ga_dashboard_preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

No one expects you to become an expert executive summary writer overnight. Learning how to create great and meaningful summaries will inevitably take some time.

With the above-mentioned best practices in mind, you should also pay attention to avoiding certain mistakes that could reduce the value of your summaries.

Here are some examples.

Don’t use jargon

Avoid going into details, the summary should be able to stand alone, don’t forget to proofread.

From project stakeholders to C-level executives, everyone should be able to easily understand and read the information you gather in your summary.

Keep in mind, you are probably much more familiar with some of the technical terms that your departments use since you are closer to the daily work and individual tasks than your stakeholders.

Read your summary once again after you finish it to make sure there are no jargons you forgot to elaborate on.

Remember, your summary should be as short as possible, but still include all the key metrics and KPIs. There is no reason to go into details of specific projects, due dates, department performances, etc.

When creating the summary, ask yourself twice whether the information you included truly needs to be there.

Of course, there are certain details that bring value to the summary, but learn how to categorize the useful ones from the unnecessary ones.

While you will know your way around the project, that doesn’t apply to the readers.

After wrapping up the summary, go over it once again to see whether it can stand on its own. This means checking out if there is any sort of context that the readers will need in order to understand the summary.

If the answer is yes, you will have to redo the parts that can’t be understood by first-time readers.

Your executive summary is prone to changes, so making a typo isn’t the end of the world, you can always go back and fix it.

However, it’s not a bad idea to ask one of your colleagues to proofread it as well, just so you have an additional set of eyes.

Using reporting tools such as dashboards for executive reports can provide you with a birds-eye view of your company’s most important KPIs and data.

These dashboards work as visualization tools that will make all the important metrics much more understandable to your internal stakeholders.

Since executive reports on their own don’t include any visual elements such as graphs or charts, these dashboards basically grant them superpowers.

Executive reporting dashboards also make the decision-making process easier since there won’t be any misunderstandings regarding the meaning of the data.

Not only will you be able to gather the data in real-time, but you can also connect different sources onto the dashboard can use the visuals for performance comparisons.

Interested in giving executive report dashboards a try? Let’s check out some of the best examples.

Marketing Performance Dashboard

Customer support performance dashboard, financial overview dashboard, saas management dashboard, sales kpi dashboard.

To stay on top of your key user acquisition metrics, such as visit to leads conversion rates, email traffic, blog traffic, and more, you can use this Marketing Performance Dashboard .

You can pull in data from advanced tools such as HubSpot Marketing and Google Analytics to get a full overview of how your website generates leads.

Some of the things you will learn through this dashboard are:

  • Which traffic sources are generating the most amount of leads
  • How to track which number of users are new to your website
  • How to compare the traffic you are getting from your email with blog traffic
  • How to stay on top of lead generation goals each month
  • How to be sure that your marketing activities are paying off

The key metrics included are bounce rate, new users, page/session, pageview, and average session duration.

Marketing Performance Dashboard

You can use the Customer Support Performance Dashboard to track the overall performance of your customer service and check out how efficient individual agents are.

This simple and customizable dashboard will help you stay in touch with new conversation numbers, open/closed conversations by teammates, number of leads, and much more.

Also, you will get the answers to questions such as:

  • How many new conversations did my customer support agents deal with yesterday/last week/last month?
  • How many conversations are currently in progress?
  • In which way are customer conversations tagged on Intercom?
  • How to track the number of leads that the support team is generating?
  • What is the best way to measure the performance of my customer support team?

Some of the key metrics are leads, open conversations, new conversations, tags by tag name, closed conversations, and more.

Customer Support Performance Dashboard

Want to know how much income your business generated last month? How to measure the financial health of your business? How about figuring out the best way to track credit card purchases?

You can track all of these things and more by using the Financial Overview Dashboard .

This free customizable dashboard will help you gain an insight into all of your business’s financial operations, cash flow, bank accounts, sales, expenses, and plenty more.

Understanding your company from a financial standpoint is one of the most important ingredients of good decision-making.

With key metrics such as gross profit, net income, open invoices, total expenses, and dozens more – all gathered in one financial reporting software , you will have no problems staying on top of your financial activities.

Financial Overview Dashboard

Use this SaaS Management Dashboard to have a clear overview of your business’s KPIs in real-time. This customizable dashboard will help you stay competitive in the SaaS industry by providing you with comprehensive data that can you can visualize, making it more understandable.

You will be able to:

  • See how your company is growing on an annual basis
  • Have a detailed outline of your weakest and strongest months
  • Determine which strategies are most efficient in driving revenue

The key metrics included in this dashboard are recurring revenue, churn by type, MRR changes, and customer changes.

SaaS Management Dashboard

Do you want to monitor your sales team’s output and outcomes? Interested in tracking average deal sizes, number of won deals, new deals created, and more?

This Sales KPI Dashboard can help you do just that.

It serves as a perfect tool for sales managers that are looking for the best way to create detailed overviews of their performances. It also helps achieve sales manager goals for the pre-set time periods.

By connecting your HubSpot account to this customizable dashboard, you can learn:

  • What’s the average deal size
  • The number of open, closed, and lost deals each month
  • How much revenue you can expect from the new deals
  • How your business is progressing towards the overall sales goals

Sales KPI Dashboard

Although you probably understand what your executive summary should include by now, you may still need a bit of help with creating a clear outline to follow.

We thought about that too. Here are some template examples that will help you create executive summaries for different kinds of business needs.

Here is an executive summary template for a business plan:

  • [Company profile (with relevant history)]
  • [Company contact details]
  • [Description of products and/or services]
  • [Unique proposition]
  • [Competitive advantage]
  • [Intellectual property]
  • [Development status]
  • [Market opportunity]
  • [Target market]
  • [Competitors]
  • [Funding needs]
  • [Potential price of goods]
  • [Projected profit margins for year one and two]
  • [Summarize main points]

Executive summary template for marketing plan:

  • [Product description]
  • [Unique customer characteristics]
  • [Customer spending habits]
  • [Relationship to product]
  • [Access channels]
  • [Value and credibility of product]
  • [Product competitive advantage]
  • [Creative outlook]
  • [Goal statement]
  • [Forecasted cost]
  • [Next week]
  • [Next month]

Executive summary template for a research report

  • [Project topic]
  • [Name | Date]
  • [Report introduction]
  • [Background]
  • [Research methods]
  • [Conclusions]
  • [Recommendations]

Executive summary template for project executive

  • [Project name]
  • [Program name]
  • [Project lead]
  • [Prepared by]
  • [Project milestones]
  • [Status overviews]
  • [New requests]
  • [Issues summary]
  • [Project notes]

For the longest time, writing executive reports has been seen as a grueling and time-consuming process that will require many sleepless nights to get the job done right.

While there is plenty of truth to this, modern automated reporting software has revolutionized these writing nightmares.

Databox is one of those tools.

With Databox, you will be able to connect data from multiple sources into one comprehensive dashboard. Also, you are going to gain access to different types of charts and graphs that you can use for data visualization and make the report much more understandable to the readers.

Using a modernized tool like Databox will provide you with a faster, more accurate, and more efficient reporting process.

This advanced software allows you easily create your own customizable reports that can be adjusted in real-time as soon as new data emerges.

Who says executive reporting has to be a tedious process? Sign up for our free trial and see how easy creating executive reports can be. 

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How to Write a Report (2023 Guide & Free Templates)

You have a report due in a few days, but you’re still procrastinating like a pro.

Sounds familiar?

If you’ve been staring at a blank page, wondering how to write a report the best way possible, you’re not alone. For many, writing a report, especially for the first time, can feel like rolling a giant boulder uphill.

The good news is that from a first draft to creating reports that people love to read is a skill you can develop and polish over time.

Whether you’re a student, a professional, or someone who wants to up their report-writing game, keep reading for a 2023 guide and step-by-step instructions on how to write a report. Plus, learn about the basic report format.

You’ll also get access to report templates that you can edit and customize immediately and learn about a tool to make reports online (no need to download software!). You can also jump right into customizing templates by creating a free account .

What is report writing?

Report writing is a way of communicating information, data, insight, or analysis. It’s an essential skill that will come in handy in various settings, from academic research or diving into historical events to business meetings.

But creating a report can be a bit intimidating at first.

In its simplest form, report writing starts with researching and gathering all the information, analyzing your findings, and presenting it in a way that’s easy for your audience to understand.

Sounds easy enough, right? 

Well, there’s a bit more to it than that. We’ll guide you through every step of the process to write an entire report from a rough draft and data in the next section. 

But first, let’s get to know the different types of reports.

Types of reports

Reports come in all shapes and sizes, and the type of report you write will depend on your specific goals and audience. Each type of report has its unique purpose, format, and style.

financial review report, how to write a report

The most common types of reports are: 

  • Academic report – These include school reports, book reports, thesis reports, or analytical reports between two opposing ideas.
  • Business report – Business reports range from annual reports to SWOT analyses . The goal of business reports is to communicate ideas, information, or insights in a business setting.
  • Research report –  Research reports are often more scientific or methodological in nature. They can take the form of case studies or research papers. 

Learn more : 20 Types of Reports and When to Use Them (Plus Templates)

How to write a report without feeling overwhelmed

Breaking down the report writing process into three stages can make it much more manageable for you, especially if it’s your first time to create one. 

These three stages are: 

  • Pre-writing stage
  • Writing stage
  • Post-writing stage

Let’s take a look at the steps for each stage and how to write a good report in 2023 that you can be proud of.

Stage 1: Pre-writing 

The pre-writing stage is all about preparation. Take some time to gather your thoughts and organize your main idea. Write a summary first.

Here are important steps to help you deal with the overwhelm of creating an insightful report. 

Understand the purpose of your report

Knowing your purpose will help you focus and stay on track throughout the process. Dig into the why of your report through these questions:

  • Who is your intended reader? Are you familiar with your audience’s language and how they think?
  • What are you trying to achieve with your report? Are you trying to inform, persuade, or recommend a course of action to the reader? 

Research your topic

It’s time to gather as much information as you can about your topic. This might involve reading books, articles, and other reports. You might also need to conduct interviews with subject matter experts.

Pro tip on how to write a report : Pick reputable sources like research papers, recently-published books, and case studies by trustworthy authors. 

Make a report outline

An outline is a roadmap for your report. It covers your title, introduction, thesis statement, main points, and conclusion. Organizing your thoughts this way will help you keep focus and ensure you cover all the necessary information.

example of a business report outline

While you can create a report without creating an outline, you could write a better report with an outline. An outline helps you organize your facts and important points on paper. 

Stage 2: Writing

Once you have completed the pre-writing stage, it’s time to write your report. 

Follow the proper report writing format

You will feel a lot of resistance at this point because this is where most of the tedious work of report writing happens. However, the process can be a breeze if you follow a proper structure and report writing format.

The structure of your report can vary depending on the type of report you’re creating, but the report writing format below can serve as a guide for anyone.

  • Title page. This is the first page of your report and should include the report’s title, the author’s name, the date of presentation or submission, and any other relevant information, such as your name or the organization’s name.
  • Table of Contents (TOC ). This section contains subsections of your report and their corresponding page numbering.  A well-written TOC will help readers navigate your report easily and find the information they need.
  • Brief summary . This part provides an overview of the report’s particular purpose, subject, methodology, key findings, and recommendations. This section is often called the executive summary in corporate reports.
  • Introduction . The introduction should provide background information about the topic and explain why the report was written. It should also state the aims and objectives of your report and give an overview of the methodology used to gather and analyze the data. Make sure you include a powerful topic sentence.
  • Main body. The main body of the report should be divided into subsections, each dealing with a specific aspect of the topic. These sections should be clearly labeled and organized in a logical order. In most reports, this is also the part where you explain and present your findings, analysis, and recommendations.
  • Conclusion. Summarize the main points of your report and provide a final summary, thought, or suggestions. Review your thesis statement. The conclusion also includes any limitations of the study and areas for further research or future action.
  • References . This section should include a list of all the sources cited in the report, like books, journal articles, websites, and any other sources used to gather information on your subject.
  • Appendices . In the appendices section, you should include any additional information relevant to the report but not in the article’s main body. This might consist of raw data, event details, graphs, charts, or tables.

With all these key report elements, your readers can look forward to an informative, well-organized, and easy-to-read report.

Pro tips: Remember to use clear and concise language in your essay. It is also required to follow a specific type of formatting set by your organization or instructor.

Plus, use the active voice when you can because it helps improve clarity. To write a report essay in a passive voice makes it sound less concise.

Reports should usually be written in the third person.

Edit and proofread the article

Once you have completed your first essay draft, take some time to edit and proofread your work. Look for spelling mistakes and grammar errors, as well as any areas where the flow of your article could be improved. Review your topic sentence.

If hiring a professional editor isn’t possible, have a colleague or someone else read your rough draft and provide feedback. You can also use tools like Grammarly and the Hemingway App . 

Stage 3: Post-writing

You’re almost there! This stage is about finalizing your report and ensuring it is ready to be shared. 

Format your report

Ensure your report is formatted correctly, with clear and easy-to-read fonts, headings, and subheadings.

Incorporate visuals

Adding visuals to your report article is another great way to help your audience understand complex information more easily.

From charts to illustrations, the right visual can help highlight and explain key points, events, trends, and patterns in your data, making it easier for the reader to interpret the information.

an example of a report that uses visuals effectively, written report

Want to check out more templates? Get access to the template gallery today .

However, it’s important to use visuals sparingly and ensure they are relevant and effectively support the texts. You will learn more about effectively incorporating visuals into your report as you scroll down below to the next sections. 

Share your report

Once your report is complete, share it with your audience. This might involve submitting it to your boss, presenting it to a group, or sharing it online.

A final note for this section: Remember to take your time, stay organized, and most importantly, have fun! Writing a report can be a rewarding experience, especially if you get positive feedback when you present.

How to add visuals to your report

Adding visuals to your report is more than just putting a graph or chart for every piece of information.

There are no hard and fast rules but use the pointers below as guidelines:

  • Each visual in your report should have a purpose. Don’t just add a pie chart or bar graph for the sake of adding one. Your visual of choice should offer clarity to readers that’s impossible to achieve with words alone. Piktochart’s report maker lets you search for free stock images and illustrations to add to any page with drag and drop.
  • Add captions, legends, or arrows to your visuals when possible. For more technical reports, graphics are either Tables or Figures. Number them in order of appearance (Figure 1, Figure 2, Table 1, etc.) and give each a descriptive title.
  • Place the visual close to the relevant text on the page.
  • Document the source of the visual, citing it in both the caption and references section if necessary.
  • Make the graphic stand out with colors, borders, boxes, spacing, and frames.

a report about customer satisfaction results with graphs, charts, and icons

Learn more : How to Improve Your Data Visualization Design in 6 Steps 

Write reports like a pro with Piktochart’s easy-to-edit report templates

Creating reports from scratch can be time-consuming. The great news is you don’t have to make reports from scratch like how it used to be in the 90s and early 2000s. Organizations of all shapes and sizes now understand that you can also create the perfect report with the help of templates.

For example, Piktochart offers a variety of fully customizable templates, allowing you to easily add your branding, colors, and text within the online editor. You can visualize your thesis statement and first draft in less than an hour. It’s also possible to start writing directly in the tool, adding graphics page by page.

These templates range from reports for school presentations to sales reports. By editing them, you can create professional-looking reports without the hassle of formatting and design.

Here are some examples of Piktochart’s professionally-designed templates. If you can’t pick one that matches your report writing format and needs, create a free Piktochart account to get access to more templates. 

Survey report template 

This survey report template includes clear visualizations, making your report findings easier to understand. From customer surveys to employee satisfaction reports, this template is quite versatile. 

an employee satisfaction survey report template by Piktochart

Research report template 

This research report template is perfect for anyone looking to create a thorough and professional research report. The template includes all the necessary sections to help you easily organize your research and present your findings in a concise document.

research report template by Piktochart

Corporate report template 

Looking for a corporate report template example with an editable table of contents and foreword? This template is the perfect fit!

Whether you’re presenting to investors or sharing information with your team, this corporate report template will help you create a polished and informative executive summary for any corporate organization.

corporate report template by Piktochart

Case study report template

Whether you’re conducting a business case study or an academic case study, this case study report template can help you earn your readers’ trust. This template is specifically designed with fashion as its main theme, but you can edit the photos and details to make it more on-brand with your niche.

case study report template

Marketing report template

Use this template to create comprehensive marketing reports. The template includes editable sections for social media, data from search engines, email marketing, and paid ads. 

monthly marketing report template by Piktochart

Financial report template 

With this customizable finance report template, you don’t need to make a financial report from scratch. Once you’ve written your content, save your report in PDF or PNG formats.

finance report template by Piktochart

Annual report template 

This annual report template is the right template for creating a professional and informative executive summary of your organization’s performance over the past year. This template was designed for HR annual reports, but you can also repurpose it for other types of yearly reports. 

annual review template by Piktochart showing how to write a report

See more report templates by creating a free Piktochart account . 

Quick checklist for better report writing

Before you submit or present your report, use the quick checklist below to help ensure that your report is well-structured, accurate, clear, and properly cited. Most of all, you must ensure that your report meets your audience’s expectations and has all the information and details they need. 

Purpose and audience

  • Does the report address its purpose and meet the needs of the intended audience?

Structure and organization

  • Is the material appropriately arranged in sections?
  • Have irrelevant details been removed?

Accuracy and analysis

  • Has all the material been checked for accuracy?
  • Are graphs and tables clearly labeled? Check the page numbers too.
  • Is the data in graphs or tables analyzed and explained in words?
  • Does the discussion or conclusion show how the results relate to the objectives mentioned in the introduction?
  • Have the results been compared with existing research from the literature survey?

Writing style and clarity

  • Is the report written in a tone that’s indicated in the brand style guide (for corporate reports)? Does it avoid colloquialisms or contractions? 
  • Does it follow the organization’s specific guidelines for writing style? 
  • Is it jargon-free and clearly written? Have you translated technical terms into simpler words?
  • Use the active voice when you can because it helps improve clarity. A written report in a passive voice may make it sound less concise. 

Acknowledgment and citation

  • Have all ideas and event data taken from or inspired by someone else’s work been acknowledged with a reference?
  • Have all illustrations and figures taken from someone else’s work been cited correctly?

Proofreading

  • Has the report been carefully proofread for typos, spelling errors, and grammatical mistakes?

Make engaging and effective reports quickly with Piktochart

Writing a report is a must-have skill for anyone looking to communicate more effectively in their personal and professional lives. 

With the steps we’ve provided in this guide, anyone can learn how to write a report that is informative, engaging, and comprehensive.

Plus, the free templates we highlighted are valuable for individuals looking to create reports quickly and efficiently. They can also be used to transform a longer report filled with texts into something more engaging and easy to digest.

Sign up for a free Piktochart account today, and look forward to writing reports with its library of modern, customizable report templates. 

Piktochart offers professionally designed templates for all your visual communication needs. It is your one-stop shop for presentations , posters , logos , email signatures , infographics , and more. Customize all templates according to your brand assets in seconds. Get started for free today.

Kaitomboc

Kyjean Tomboc is an experienced content marketer for healthcare, design, and SaaS brands. She also manages content (like a digital librarian of sorts). She lives for mountain trips, lap swimming, books, and cats.

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Report Format: Elements And Example Report

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Reports are a necessary part of a lot of jobs, as well as an integral part of business communication and record keeping. Knowing how to write an effective report can help with your career advancement, keeping track of information, and making sure that the right information ends up in the right place.

If you’ve been asked to write a report, read a report, or just want to know what a report is and how it works, this article will explain how to write one and why they’re important. Business writing is inherently regimented, which makes it easier for people to fill in for each other, and also helps with being able to pull out the relevant information quickly.

Key Takeaways

A work report is a document that presents information relevant to a part of your job.

Three of the most important elements of writing a work report are knowing your reader , determining your purpose, and making an outline.

All work reports should have a title page , summary/abstract, table of contents, statement of purpose, body, and conclusion.

Report Format: Elements And Example Report

What is a work report?

How to write a work report, work report format, work report example, types of work reports, final thoughts, report format faq.

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The concept of a work report is simple – you’re presenting a document that shares information relevant to or part of your job. You’re most likely the expert or best authority on the topic you’re asked to discuss – that’s why you were tasked with the report.

Reports can take any number of forms, as long as they start as a written document. You can choose how you present your information or ideas, but you need to make sure whatever you write presents everything clearly.

Common reports people are asked to write for their jobs include memos, daily reports, sales analyses, meeting minutes, progress reports, annual reports, and compliance reports.

A work report can be any number of different documents on any number of subjects. However, business writing has dos and don’ts that you still need to follow. Maintaining professionalism is paramount, and a lot of that is prioritizing brevity. However, there are other aspects to consider as you draft your report.

Know your reader. The most important but often overlooked part of writing a report is making it relevant to your readers. Before you write anything down, think about who could be reading your report so you can present the information in the best way.

If you know it’s only your manager who wants to read a report on your progress of a project they’re deeply involved in, you’ll write differently than if you need to share your latest sales insights with the whole sales team and executive board .

Determine your purpose. Every report has some kind of goal to achieve. Maybe you just need to update your supervisor on your work for the week, or you need to present your ideas on how to restructure the HR department .

No matter your end goal, you need to make sure it’s clear before you set out to write your report. This will help you determine what information is important and relevant to the report, so you don’t overstuff it and overload your reader with too much extra background.

Do your research. Depending on the nature of the report, this is either paramount or less important. Either way, you want to make sure that you’re up to date on the information you’re including in the report, and that you’re familiar with it. Generally speaking, if you’re the person writing the report you’re the subject matter expert , so make sure you’re prepared.

If it’s a research report or a status report, then including statistics, charts, or other visual aids is a must. And that means that you need to understand what you’re talking about — which means research.

Make an outline. Keeping all of the different pieces of your business report clear can be hard, so help yourself out and create an outline. You should always have a few key elements, like a title page, a summary , a table of contents, a statement of purpose, the body of the report, and a conclusion.

Keep it short. Your coworkers will thank you if your report is concise but thorough. There’s no need to get fancy and make your report longer than it needs to be.

The odds are that your colleagues have other things to attend to, and reading your report isn’t at the top of their list, so keep it as short as you can without losing the necessary detail or background information.

Read through again. Once you have your report written, make sure you proofread it. Strong writers always take the time to edit their work, and going back again will allow you to check for grammar mistakes and make sure your writing is clear. You should take this chance to cut out any information that doesn’t need to be included or add clarification where your reader might have questions.

While there are many types of work reports, they should follow the same general format. The proper way to create an official report is to have a title page, summary, table of contents, a statement of purpose, a body, and a conclusion. Other sections can be added, and in informal correspondence, like memos, you may not need all of them.

Title page. Your report’s first page should be a title page that includes the project name, your name, your position, the date, and the company name. This can help give context to your work and give you credit for preparing the report.

Summary/abstract. Giving your readers a quick summary gives them the context of your report and can help them refresh their memories after they’ve read it. You can just include a few sentences to share the big picture of your report in this section.

Table of contents. If you have a particularly long report for work, you should include a table of contents, so your readers don’t get lost. You can just outline the different sections of the body of your report so they can easily find the information they need when they go back to review it.

Statement of purpose. You need to give your report an intro that states why you’re writing this report, why it’s important, and any other introductory information that’s important. It can be a brief introduction, but you should give some context and information, so your reader knows what to expect.

Body. This will be the longest section of your report. You need to provide all of the information you wish to communicate in this part of the report and properly explain everything. Depending on what you need to share, this section can be a paragraph or pages long. Feel free to break up your body into more sections so that your reader can follow along better.

Conclusion. The conclusion should include any wrap-up information you want to include, like suggestions for the future, big takeaways, or summarizing your learnings. The conclusion shouldn’t just summarize what your body said, but talk about future steps or why your report is important.

Here’s an example of a shorter report meant to update the recipient on the progress of the candidate search for an open position:

HR Update December 20, 2022 Prepared by: Jane Smith, Hiring Director XYZ Company This report provides an update on the progress of filling the Communications Coordinator position here at XYZ Company in the Communications Department. We began the hiring process in September, posted our job description in mid-October, and began looking at candidates in early November. Please refer to the previous November report for more detail on the initial candidate screenings. As it stands, we currently have six candidates in the second round of our interview process. Each of them passed their first-round interviews with Christine Johnson or me and impressed the hiring committee. We will wrap up second-round interviews with candidates before the end of the year. We have been discussing benefits and pay to be allocated to the new employee within the HR department and the Accounting department. Since this is a part-time position, we are nailing down the finer details of which benefits packages we can offer the candidate. Accounting is helping us finalize a number based on the amount of work the Communications department expects this position to take on. In order to complete this hiring process, we will need to cut one or two candidates after the second round interview, give the remaining ones an exercise to complete, and then narrow down to the top three candidates. Once we have ranked the top three candidates, we will offer the first-choice candidate the position. If they don’t accept, we’ll move to candidate two. We will also need to finalize the benefits package and pay with Accounting before we can offer any candidate the job. We expect to finalize this in the next few days, ahead of the completion of our second round of interviews. I expect that we will be able to offer our top choice candidate the position by the end of the first week in January. The holiday time off will slightly delay the process, but we’ll be ready to have someone join the team by the middle of January. This is slightly behind our initial schedule of a January 4th start date, but the Communications department has no issue with the delay.

Work report is a generic term that can apply to any number of documents. Depending on where you work and what you position is, you’ll likely have certain types of reports you’re expected to produce. Here are some of the most common varieties.

Annual reports

Weekly reports

Project reports

Sales reports

Marketing reports

Research reports

Department reports

Industry reports

Progress reports

Analytical reports

Product reports

Operational reports

Informational report

Proposal report

Meeting minutes

Compliance report

No matter what role, industry, or field you’re in, you’ll have to write a report at some point. Maybe you spearheaded a groundbreaking project, and you want to share your amazing success and learnings with your team, or perhaps you did some important research that would benefit your company to hear.

There are all kinds of situations where writing a report for work is needed, and all kinds of ways you can present your information.

Business reports are crucial to ensuring your valuable knowledge, information, and insights get shared with the right people. It’s not always possible to bring everyone into a room and have you present, but having a written report makes it easier to share your knowledge with everyone.

But just writing a report doesn’t always get your point across. Writing a thorough, clear, and engaging report is key to showing off your success. We’re here to help you write any kind of report you need.

Why should you follow standard report writing format?

The reason that you should follow standard report writing format is because then everyone knows how to read and interpret the report. Reports have a standard format to make it easier to read them quickly and get the information you’re looking for.

It’s also professional to follow the proper format for a report. Exactly how you deliver the report itself can vary — it can be a presentation, or a meeting, or just the paper itself. But whatever the case, you always need a written version for business records.

How do you write an effective business report?

If you want to write a good report for work, you need to focus on the tenets of business writing: brevity, clarity, and professionalism. Business reports should clearly convey the information needed in the least amount of time possible.

Following the standard business report format will help you with this as it steers you towards efficacy. Putting the report in a standard format also makes it easier of your readers to navigate, so that they can pull out the information they need more quickly.

Harvard Business Review — the Science of Strong Business Writing

University of Nevada, Reno — How to Write a Business Report

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Amanda is a writer with experience in various industries, including travel, real estate, and career advice. After taking on internships and entry-level jobs, she is familiar with the job search process and landing that crucial first job. Included in her experience is work at an employer/intern matching startup where she marketed an intern database to employers and supported college interns looking for work experience.

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Top 5 Summary Report Templates with Samples and Examples

Top 5 Summary Report Templates  with Samples and Examples

Dikshita Sharma

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Whether you want to present your report on audit, training, or internship if your data is complex or cluttered the readers might not pay attention. To save time and make the reading experience easy-going, investing in summary reports for your business is a good idea.  Though it does not matter what type of report you are dealing with, what matters the most is that the message and the data in your reports are understandable. In other words, your summary report should emphasize the key takeaways and significant aspects of a report in the briefest manner possible.

Are you looking for a way to attract investors for funding? Go through our top-notch business summary templates and engage stakeholders to trust in your brand without second thought.

But, are you still wondering on what exactly is a summary report? Want to create excellent making summary reports? Continue reading this post!

Summary Report: An Attention-Grabbing Key Element

A summary report is a sort of report where data from transactions is presented in a summarized and to-the-point version.

Additionally, summary reports work with simple "flat" data sources to prevent the need of explaining subjects that may take hours or days, otherwise. Therefore, their length should be around 1/3 of the original text’s length.

If you are bored of having futile strategies that don't give results, it's time to explore our extensive guide on annual report summary and cover all operations, financial scenarios, etc. in your organization.

Don't spend too much time writing long and bulky reports, and provide a summarized overview of your document with SlideTeam’s comprehensive blog on Summary Report Templates. Be succinct, but meaningful without templates; let's explore these now!

Template 1: Annual Work Summary Report PPT Report Template

If you want to present work activities performed by your company, then, this twenty-three slide annual work summary report deck is ideal for you. Use this complete deck to provide a comprehensive overview of your accomplishments, mission statement, strategic work plan, and core values of your company, etc., in a crisp, clear and digestible manner. Download these slides now and consolidate your financial statement, balance sheet, and cash flow statement in a wonderful manner.

Annual Work Summary Report 2020

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Template 2: Business Executive Summary Report Presentation Report

Want to prepare a business executive summary for your start-up? Deploy our top-class one-pager business executive summary report Template to highlight the mission and vision, key offerings, market share, financial highlights, etc. of your company. Don't waste time creating a summary from scratch, rather download this PPT design and depict how your organization is better than competitors.

Business Executive Summary Report

Template 3: Investment Pitch Executive Summary Report PPT Slide

Do you want to raise funds from your stakeholders? Provide a comprehensive view with minimal effort via our investment pitch executive summary report Template. From business overview to target customers, everything you will need for your financial report is presented in this one-pager design. Use this presentation to attract quality funding on your company’s current financial status.

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Template 4: Start Up Company’s Executive Summary Report PowerPoint Presentation

Looking for a way to curate an eye-catching executive summary to attract clients and consumers?  Go for our startup company’s executive summary report. This professionally designed Template is primarily used to highlight executive summary, revenue model, company overview, problems and solutions, and so on. Customize this one-page template as per your needs and showcase how you are going to utilize the collected funds.

Start-up Company’s Executive Summary Report

Template 5: Executive Summary Report PPT Template

Need to prepare an executive summary report? Exhibit your data with flair using this top-notch executive summary report Template. Showcase a glimpse of critical information such as overview, target market, key customers, marketing strategy, etc., in a single slide and pique the curiosity of your audience by summarizing content from a larger piece your document. Deploy this flexible design now!

Executive Summary Report

Template 6: One Page Retirement Plans Annual Summary Report Template

As the year begins, all kinds of businesses, institutions, or organizations prepare their annual reports to provide shareholders, customers, and other backers information about their financial performance in the preceding year. Use this annual summary report Template to share information about your company, such as, revenue, growth, finances, new products, and services. Delver deeper into business offerings and highlight sales breakdowns with this actionable PPT Slide. Choose this layout to make your colleagues or audience pay attention!

One Page Retirement Plans Annual Summary Report Template

Template 7: One-Page Customer Journey Engagement Campaign Summary Report Template

When it comes to digital marketing, understanding the minds of customers can be challenging. That is why this customer journey engagement summary Template is developed to deal with this issue and create an extensive report. Emphasize crucial areas, including objectives of the marketing campaign, campaign timeline, tasks to be performed by individual teams, and much more.

One Page Customer Journey

Template 8: Business Personnel and Financial Plan One Page Summary Report Slide

Facilitate this financial plan Template to maintain all the important data of your upcoming plan. With the help of this innovative Slide, record and track data for different requirements of your company such as data for sales analysis, budget, financial statement, project cash flow, profit yearly, etc. Download this in-depth financial plan summary report to understand the gaps and curate new strategies for your business.

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Template 9: Ecommerce Website One Page Summary Report Slide

Grab this one-page summary report PPT Template and showcase the process of redesigning a website for a company. Use this ready-made PowerPoint Template and highlight your company details such as, missing, vision, clients, projects, etc. This slide can be used to highlight the scope of work, key objectives, deliverables, schedule, and projected milestones. So, without any further delay, deploy this ready to use PPT Design to formulate actionable plans and execute your projects!

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Summary Report is A Must- Have!

Whether we talk about book reports where a summary report presents the overall story in simpler or shorter terms, or a financial cost report which may summarize the average list of commissions and total sales, it is an indispensable aspect of every field. The overall purpose of a summary report is to convince stakeholders or readers to believe in your brand. So, what are you waiting for? Grab these Top 5 Summary Report templates knocking at your door and present an attention-grabbing report of your next project.

Want to nail your next project Download these custom-made, premium PowerPoint slides from our monthly, semi-annual, annual, annual + custom design subscriptions here .

PS: Explore this amazing guide replete with product summary PPT Templates to give your product the launch it deserves.

FAQs on Summary Report Templates

How do you write a summary of a report.

Understanding a summary report in one thing, writing it is another. Are you still unsure how to write one? No worries! Follow the below mentioned steps and create an amazing summary report to impress your keyholders:

1) Your primary goal for creating a summary report is to make it informative. You should try to grab the attention of your audience and motivate them to read the rest of the document.

2) Make sure that the language of your summary report is easy to understand. Avoid using complicated terms and sidestep any sort of confusion with your positive tone.

3) Devote a specific part of your summary report for future strategies such as showcasing competitive advantages, specific marketing insights, target market, upcoming projects, etc.

4) Make one section for financial and sales forecasts for the next 1-3 years with your breakeven points which predict how your goals will bring profit to your company.

5) Don't forget to mention the funding needs for your project because it persuades the investors to fund your projects.

6) With sample templates, you can create your summary report without starting from scratch, and hence can save more time.

7) Last but not least, don’t include any information that may be redundant, and try to make it as concise and crisp as possible.

What are summary reports used for?

A summary report is a brief overview of a long report or document because it focuses on key topics and the most important data. Basically, it brings out the gist of data rather than discussing everything in detail. Therefore, this document is useful for C- level managers who want to have insight into the latest business performance but they do not have much time to read the whole report.

What does a summary report include?

The elements of a summary report may vary depending on the type of your document, such as a business plan, project, financial plan, budget statement, etc. But, there are some universal components. These are:

1) Purpose: In the opening statement, you should introduce the purpose of the summary report, i.e. What you want to achieve with this document, what your desired objectives are, etc.

2) Problems: The second thing you need to outline is what specific problems you are dealing with, such as whether they are product plans related or marketing strategies related.

3) Solutions: Once you have introduced your problems to the stakeholder, it is time to proceed with solutions to solve the issues with as many details as you can.

4) ‘Why Now’ segment: It showcases why you need to solve the problem on time because you do not want clients to think that there is ample time to fix the issues. Displaying urgency can make your summary report more impactful.

5) Conclusion: A concise and well-defined conclusion stays with your reader.

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How to write an executive summary, with examples

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The best way to do that is with an executive summary. If you’ve never written an executive summary, this article has all you need to know to plan, write, and share them with your team.

What is an executive summary?

An executive summary is an overview of a document. The length and scope of your executive summary will differ depending on the document it’s summarizing, but in general an executive summary can be anywhere from one to two pages long. In the document, you’ll want to share all of the information your readers and important stakeholders need to know.

Imagine it this way: if your high-level stakeholders were to only read your executive summary, would they have all of the information they need to succeed? If so, your summary has done its job.

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

Project plans

In general, there are four parts to any executive summary:

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

Wrap up with a conclusion about the importance of the work.

What is an executive summary in project management?

In project management, an executive summary is a way to bring clarity to cross-functional collaborators, team leadership, and project stakeholders . Think of it like a project’s “ elevator pitch ” for team members who don’t have the time or the need to dive into all of the project’s details.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you’ve written your business plan. For example, to write an executive summary of an environmental study, you would compile a report on the results and findings once your study was over. But for an executive summary in project management, you want to cover what the project is aiming to achieve and why those goals matter.

The same four parts apply to an executive summary in project management:

Start with the problem or need the project is solving.  Why is this project happening? What insight, customer feedback, product plan, or other need caused it to come to life?

Outline the recommended solution, or the project’s objectives.  How is the project going to solve the problem you established in the first part? What are the project goals and objectives?

Explain the solution’s value.  Once you’ve finished your project, what will happen? How will this improve and solve the problem you established in the first part?

Wrap up with a conclusion about the importance of the work.  This is another opportunity to reiterate why the problem is important, and why the project matters. It can also be helpful to reference your audience and how your solution will solve their problem. Finally, include any relevant next steps.

If you’ve never written an executive summary before, you might be curious about where it fits into other project management elements. Here’s how executive summaries stack up:

Executive summary vs. project plan

A  project plan  is a blueprint of the key elements your project will accomplish in order to hit your project goals and objectives. Project plans will include your goals, success metrics, stakeholders and roles, budget, milestones and deliverables, timeline and schedule, and communication plan .

An executive summary is a summary of the most important information in your project plan. Think of the absolutely crucial things your management team needs to know when they land in your project, before they even have a chance to look at the project plan—that’s your executive summary.

Executive summary vs. project overview

Project overviews and executive summaries often have similar elements—they both contain a summary of important project information. However, your project overview should be directly attached to your project. There should be a direct line of sight between your project and your project overview.

While you can include your executive summary in your project depending on what type of  project management tool  you use, it may also be a stand-alone document.

Executive summary vs. project objectives

Your executive summary should contain and expand upon your  project objectives  in the second part ( Outline the recommended solution, or the project’s objectives ). In addition to including your project objectives, your executive summary should also include why achieving your project objectives will add value, as well as provide details about how you’re going to get there.

The benefits of an executive summary

You may be asking: why should I write an executive summary for my project? Isn’t the project plan enough?

Well, like we mentioned earlier, not everyone has the time or need to dive into your project and see, from a glance, what the goals are and why they matter.  Work management tools  like Asana help you capture a lot of crucial information about a project, so you and your team have clarity on who’s doing what by when. Your executive summary is designed less for team members who are actively working on the project and more for stakeholders outside of the project who want quick insight and answers about why your project matters.

An effective executive summary gives stakeholders a big-picture view of the entire project and its important points—without requiring them to dive into all the details. Then, if they want more information, they can access the project plan or navigate through tasks in your work management tool.

How to write a great executive summary, with examples

Every executive summary has four parts. In order to write a great executive summary, follow this template. Then once you’ve written your executive summary, read it again to make sure it includes all of the key information your stakeholders need to know.

1. Start with the problem or need the project is solving

At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you’ve gotten . Clarify how this problem is important and relevant to your customers, and why solving it matters.

For example, let’s imagine you work for a watch manufacturing company. Your project is to devise a simpler, cheaper watch that still appeals to luxury buyers while also targeting a new bracket of customers.

Example executive summary:

In recent customer feedback sessions, 52% of customers have expressed a need for a simpler and cheaper version of our product. In surveys of customers who have chosen competitor watches, price is mentioned 87% of the time. To best serve our existing customers, and to branch into new markets, we need to develop a series of watches that we can sell at an appropriate price point for this market.

2. Outline the recommended solution, or the project’s objectives

Now that you’ve outlined the problem, explain what your solution is. Unlike an abstract or outline, you should be  prescriptive  in your solution—that is to say, you should work to convince your readers that your solution is the right one. This is less of a brainstorming section and more of a place to support your recommended solution.

Because you’re creating your executive summary at the beginning of your project, it’s ok if you don’t have all of your deliverables and milestones mapped out. But this is your chance to describe, in broad strokes, what will happen during the project. If you need help formulating a high-level overview of your project’s main deliverables and timeline, consider creating a  project roadmap  before diving into your executive summary.

Continuing our example executive summary:

Our new watch series will begin at 20% cheaper than our current cheapest option, with the potential for 40%+ cheaper options depending on material and movement. In order to offer these prices, we will do the following:

Offer watches in new materials, including potentially silicone or wood

Use high-quality quartz movement instead of in-house automatic movement

Introduce customizable band options, with a focus on choice and flexibility over traditional luxury

Note that every watch will still be rigorously quality controlled in order to maintain the same world-class speed and precision of our current offerings.

3. Explain the solution’s value

At this point, you begin to get into more details about how your solution will impact and improve upon the problem you outlined in the beginning. What, if any, results do you expect? This is the section to include any relevant financial information, project risks, or potential benefits. You should also relate this project back to your company goals or  OKRs . How does this work map to your company objectives?

With new offerings that are between 20% and 40% cheaper than our current cheapest option, we expect to be able to break into the casual watch market, while still supporting our luxury brand. That will help us hit FY22’s Objective 3: Expanding the brand. These new offerings have the potential to bring in upwards of three million dollars in profits annually, which will help us hit FY22’s Objective 1: 7 million dollars in annual profit.

Early customer feedback sessions indicate that cheaper options will not impact the value or prestige of the luxury brand, though this is a risk that should be factored in during design. In order to mitigate that risk, the product marketing team will begin working on their go-to-market strategy six months before the launch.

4. Wrap up with a conclusion about the importance of the work

Now that you’ve shared all of this important information with executive stakeholders, this final section is your chance to guide their understanding of the impact and importance of this work on the organization. What, if anything, should they take away from your executive summary?

To round out our example executive summary:

Cheaper and varied offerings not only allow us to break into a new market—it will also expand our brand in a positive way. With the attention from these new offerings, plus the anticipated demand for cheaper watches, we expect to increase market share by 2% annually. For more information, read our  go-to-market strategy  and  customer feedback documentation .

Example of an executive summary

When you put it all together, this is what your executive summary might look like:

[Product UI] Example executive summary in Asana (Project Overview)

Common mistakes people make when writing executive summaries

You’re not going to become an executive summary-writing pro overnight, and that’s ok. As you get started, use the four-part template provided in this article as a guide. Then, as you continue to hone your executive summary writing skills, here are a few common pitfalls to avoid:

Avoid using jargon

Your executive summary is a document that anyone, from project contributors to executive stakeholders, should be able to read and understand. Remember that you’re much closer to the daily work and individual tasks than your stakeholders will be, so read your executive summary once over to make sure there’s no unnecessary jargon. Where you can, explain the jargon, or skip it all together.

Remember: this isn’t a full report

Your executive summary is just that—a summary. If you find yourself getting into the details of specific tasks, due dates, and attachments, try taking a step back and asking yourself if that information really belongs in your executive summary. Some details are important—you want your summary to be actionable and engaging. But keep in mind that the wealth of information in your project will be captured in your  work management tool , not your executive summary.

Make sure the summary can stand alone

You know this project inside and out, but your stakeholders won’t. Once you’ve written your executive summary, take a second look to make sure the summary can stand on its own. Is there any context your stakeholders need in order to understand the summary? If so, weave it into your executive summary, or consider linking out to it as additional information.

Always proofread

Your executive summary is a living document, and if you miss a typo you can always go back in and fix it. But it never hurts to proofread or send to a colleague for a fresh set of eyes.

In summary: an executive summary is a must-have

Executive summaries are a great way to get everyone up to date and on the same page about your project. If you have a lot of project stakeholders who need quick insight into what the project is solving and why it matters, an executive summary is the perfect way to give them the information they need.

For more tips about how to connect high-level strategy and plans to daily execution, read our article about strategic planning .

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What is a Work Report and How to Write it?

Posted on Feb 18, 2021

A work report is a document that explains work progress and provides a summary and recommendations concerning work issues. Writing a good report may sound difficult but it is not as complicated as you may think. 

how to write a work summary report

You need to understand why you are writing the report, your audience, and what you want to include based on your findings. Then you can draft the report using an appropriate format and revise it before submitting it. To understand the meaning and how to write a good report, read on. You can also find a lot of useful information on CustomEssayMeister  on how to write a report that will be exhaustive and does not cause additional questions.

Meaning and purpose

A work report is a document detailing the progress of work, summary, and recommendations on work-related aspects. Information is reviewed and compiled within functional areas in organizations such as sales, finance, inventory control, operations, and so on. 

A work report aims at providing an analysis of work as it progresses and gives insights on what can be done to improve any work situation. Organizations require volumes of information and therefore, the report can be used as a decision-making tool regarding the adjustments that need to be made for employees to complete tasks. 

A report can enable business owners to carry out investigations in identified work-related issues. It can explain why issues have occurred and the relevant course of action may be taken to fix the problem.

Structure and the writing process

You should structure the report in a way that the audience can easily read and understand. A work report must have a title page, executive summary, table of components, introduction, main body, and conclusion. 

If these components seem overwhelming and you are not sure of how to compile a good report, you can search for “I want to receive help with writing a report” and you will find Uk.EduBirdie, which offers report writing services. Writing companies understand the paper structure well and they can help with writing. If the report is needed urgently and you have many tasks to do at work, take advantage of writing services and create time to do other things. 

One of the key components of a work report is the title page. It reveals the report’s name and the submission date. You can list the authors’ names and the organization’s name in that order. Sometimes you may need to include a cover letter explaining the reasons for the report and its components. This may happen if you have taken a long time to compile it and it is more detailed. 

The report should also have an executive summary with the key information that the audience can read without going through the whole document. The idea is to summarize what the report is all about by highlighting the most important issues.

The table of components should have a list of what is in your report. Highlight the section headings and the respective page numbers for the sections. This enables your audience to find the information they need faster. You should use titles and headers to enhance the readability of the report.

Write a powerful introduction to give the report’s overview. Here, you communicate to your readers the reasons for writing the report. You can have a quick preview of the issues you want to address of the questions to answer. 

Explain your results in the main body of your report. Provide an overview of your research and evaluations concerning your project. Interpret your research findings and relate them to the report topic.

Finally, provide your recommendations explaining what may happen in the future. Describe how your recommendations will solve problems and how the solutions relate to conclusions. Provide a numbered list of recommendations in order of importance.

Report planning

Before drafting a report, you need to identify its aim and the topic. If the aim is not clear, focus on the message you want to communicate. It is also important to select the most appropriate language and tone for your audience. If you are targeting a different audience, consider using a language that your least informed reader can understand.

Gather all the supporting materials relevant for arriving at a conclusion or giving recommendations. These materials act as reference points while drafting the report. The materials you may need for your report include graphs, charts, questionnaires, surveys, and statistical information.

Focus on reviewing the progress of your report. The report should provide an overview of the work you have completed, the order of completion, and whether you are on track. You may consider some apps for business that can allow you to develop a top-notch report easily. The apps offer reporting solutions for busy business readers who need to use fewer resources and time to write good reports. 

Enhancing the report’s effectiveness

If you want to make your report effective, use clear headings that can improve its readability. The headings should be precise and may include the completed work, goals for the next few months, hindrances, and solutions. 

Convey your ideas in simple and direct language. Creative words and big words cannot add value to the report. Also, get straight to the important points and keep your report as short as possible. Even if the report is long and detailed, keep your writing concise.

Be objective as you express your ideas. Stick to the main points and allow your readers to conclude accordingly. Avoid evoking their emotions while making recommendations. More importantly, proofread the report to make sure that it does not have any spelling and grammatical errors. 

A work report should logically explain the work progress, highlight issues, and give solutions and recommendations. Since it is a powerful communication tool, you need to pay attention to its format and include all the necessary details. Plan your writing accordingly by identifying your readers and what you want to include. Find some possible solutions to simplify your writing such as professionals or specialized writing apps. 

If you are struggling with your workload and need assistance, you can explore services like take my classes for me , which can help you manage your time better.

Author Bio:

Julius Sim is the Head of Support Team at Edubirdie and her role is to maximize customer satisfaction and ensure a totally error-free work delivery. She has been quite successful in doing that and has helped EduBirdie be the best academic writing service for students. In her free time, she likes to meditate, read novels and watch comedy shows on tv.

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How to Write a Report to Your Supervisor

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How to Communicate Concisely

How to write a proposal cover page, how to format a table of contents in apa.

  • How to Make a Report Cover Letter
  • How to Write a Budget Revenue Report

Business reports come in all shapes and sizes from brief one-page duty reports to multichapter analyses. There is no set work report format since each one needs a unique style and structure. They key thing to keep in mind is why your boss needs the report. Focus on giving her the precise information she needs to make a well-considered business decision.

Know Who You Are Writing For

It is crucial that you understand why you are writing the report or you may include incorrect information. Be direct and ask your supervisor what he is going to do with the report. Is it for his eyes only or will he be distributing the report to higher-ups or multiple departments? Will a strategy person be reading it or a numbers person? Remember, you may not be writing just for your boss. Your report should speak to the end audience and be clear enough that readers can quickly grasp what is important.

Gather Your Data 

The data are the centerpiece of your report. Your words are only there to help your readers understand the data. So, spend some time collecting and organizing all the statistics, financial data, tables, graphs and metrics you need. Place these on a page. The data will form the body of your report and you will build the words around it. Use the data to decide the key points you are going to be making, then write a few bullet points that highlight these areas. Make sure each point flows logically from the next. Use the bullets to help you flesh out the main part of your report.

Lay Out the Key Sections

Whatever the type of report, it will consist of the following sections:

  • Executive summary.
  • Introduction – why you are writing the report, the background to it and your method for gathering information.
  • Main body – the areas you have bulleted. Use sub-headings here if you have a lot of information. 
  • Conclusion or recommendation, based on your findings.

These sections are your layout, then start filling in the detail. Most people find it easier to write the main body of the report before filling out the introduction and conclusion.

Finish With the Executive Summary

Although it appears at the beginning of your report, the Executive Summary will be the last thing you write. That's because it's a summary of the major areas listed in your report. What are the key findings? What should happen next? While your supervisor will read the whole report, some high-level decision-makers might only read the Executive Summary, so make sure it lists the salient points. Keep it short. One or two paragraphs is enough, or you can list the information as bullet points.

Final Checks

If your company has a style guide, edit your document to make sure it is compliant. Otherwise, check you are writing in clear English and use industry terminology consistently. Make the report easy to scan by including sub-heads to describe the paragraphs that follow and pull out main facts using bold print. This will help your supervisor to find the information she needs. If there is time, have someone peruse your report and critique it. Is the language clear and simple? Do your main points and recommendations come through clearly? Finally, proofread for spelling and grammar errors. You will lose credibility if you forget to run a basic spell check.

  • Instructional Solutions:How to Write a Business Report with Skill and Ease
  • Business Writing: Write Better Executive Summaries

Jayne Thompson earned an LLB in Law and Business Administration from the University of Birmingham and an LLM in International Law from the University of East London. She practiced in various “big law” firms before launching a career as a business writer. Her articles have appeared on numerous business sites including Typefinder, Women in Business, Startwire and Indeed.com. Find her at www.whiterosecopywriting.com.

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  • Dec 10, 2020

How to Write a Summary Report

By Marcus Coates, @homeinriyadh, 10th December 2020

Blog number 10

how to write a work summary report

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A summary report is a written brief designed to provide details and analysis of a topic, then draw conclusions and offer recommendations.

A summary report should contain the following parts:

Title - clear and concise

Aim - direct and to the point

Overview - the main details in a series of paragraphs

Conclusions - a summary of the main findings

Recommendations - listing what action is required

Additional resources - a list of any research, links or related research

The following is an example summary report that I have written about my website build, design and progress over the 3-month period since I first created it. If you use the link at the bottom of the page, you can download a free and editable summary report template.

Summary Report

A readiness review of the website mindful content: for all your creative, academic & business writing needs, www.mc-mindful-content.com.

Prepared by: Marcus Coates, Writer, Content Creator & Developer

1 The aim of this report is:

1.1 to provide an overview of my website history,, 1.2 to outline the purpose of the website www.mc-mindful-content .com,, 1.3 to list the website components developed to date,, 1.4 to conduct a swot analysis of the website,, 1.5 to recommend developmental steps in the life of the website,, 1.6 to provide a summary report template as a future resource for fellow writers., 2.1 when, how and why did the website come into being, i first developed the website www.mc-mindful-content.com on 2nd september 2020., i used wix.com as the platform to build it. i chose wix.com for two reasons:.

The Wix platform is very user-friendly for designing website pages and comes with design templates that helped me get started with the design and build process.

The Wix platform has a useful dashboard with access to marketing and analytics tools that help me market the site and see if people are responding favourably to it.

The website is the foundation to my two-year plan to learn how to write fiction, scripts, blogs and recipes; then edit, proof, publish and sell books or services. It also has other purposes as detailed below.

2.2 the purpose of my website is threefold:, 2.2.1 firstly, my website acts as a place to organize and store my developed writing work; as, although i’m passionate about writing, i’m not the most organized of people. i have piles of notepads lying around my apartment, scraps of ideas stuffed in most draws and a disparate bunch of files on my desktop, laptop and on hard drives and memory sticks – all with obscure naming conventions. having a website is an attempt to organize all my disparate projects in one spot. and having that website in the public domain adds an element of oversight that means i have to put some organized structure to the various projects to look professional., 2.2.2 secondly, i aim to become a published writer one day and write books and scripts that sell. my website showcases my written work. additionally, i’m also interested in the book journey from idea, to being written, edited, sold, published and marketed. with those goals in mind, the website becomes not just a place to hawk my wares, but to advertise my skillset. after all, besides the written content - the novels, film scripts, sitcom episodes, poems, dissertations, blogs, recipes and free productivity templates – i’m also responsible for the copyediting and proofreading of my works, the copywriting on the page, the design and layout of the site itself and the efforts involved in marketing and growing an audience, then analyzing the statistical data generated from site visits. having a functional website means i’m continually developing all of these skills., 2.2.3 thirdly, i aim to engage with friends, family and writing communities. until i’m published or decide to advertise my services in exchange for currency, i remain a hobbyist and view the website as a means of creating a community around a shared interest of writing and writing-related topics – whether that be creative, academic or business writing. as part of that, i’m keen to provide free productivity templates and keep people engaged and communicating through blogging and site visits. if i do become a published author in the future, the website will remain my primary tool of engagement..

how to write a work summary report

Isaac Smith - Unsplash

3 Website components developed to date

3.1 my website contains the following pages and subsections:, 3.1.1 home page:, a lot is going on here my home page lists my website content, provides links to my social media accounts, has my website logo at the top and a strapline (marcus coates: for all your creative, academic & business writing needs), my contact details, a membership subscription form and members area, as well as summarizing my novels, sitcom and film scripts in development. at the bottom of the site is my profile image, a quote, email and links to my latest blogs., 3.1.2 about me:, this page provides a brief overview of my writing journey to date. the idea is to be more transparent and visible to site visitors by reflecting on and sharing my writing process. why should a visitor stay on my site if they know nothing about me as an author, 3.1.3 blog:, as of 4th december 2020, i have nine blog posts written, averaging 1,000 to 1,500 words in length and eight recipe blogs in a shorter format – 200 to 500 words. i blog about the quirks of writing and language, reflections on the writing process or writing styles and structures (such as this summary report format)., 3.1.4 creative:, on the creative page, i showcase the first couple of paragraphs of the first novel in my ryan stoker quartet turning corners and also have an audio of me reading a poem from my poetry collection. i’ve included the writing sample to build reader interest with my fiction writing; whilst the audio of me reading a poem is to show a site visitor another facet of my personality., 3.1.5 academic:, i have included samples of my two ma dissertation topics, keeping the vampire alive: image and textual transformations and applying usage-based teaching methods on short courses through the implementation of vocabulary notebooks. the first page with the titles and images link to subsections that have the first few paragraphs of each dissertation. the concept is to highlight my ability to write, edit and proofread academic texts, as opposed to just creative fiction., 3.1.6 business:, the business page of my website contains six downloadable templates: a ‘to-do list template’, ‘blogging template’, ‘corporate jargon definitions’, ‘book submission to agent guidelines’ and a ‘summary report template’ (based on this summary report). the concept of this page is for readers to be able to access free downloadable resources related to writing. it also has two additional functions:.

It showcases my ability to write in a variety of business styles .

It encourages me to research and develop writing in a variety of business styles .

3.1.7 Services:

The final page of my site lists the services i will eventually offer two years from now. most of these are my bread and butter skills - curriculum design & development, instructional design, technical writing, content authoring, and blogging. the other ones listed are areas i’m planning to develop: newsletters, copyediting and proofreading. these are part of my future planned strategy and are a reminder for me to progress in these areas..

how to write a work summary report

Lukas Blazek - Unsplash

4 SWOT analysis

4.1 what are the strengths, weaknesses, opportunities and threats to the website, 4.1.1 strengths:.

I have set up the site with Search Engine Optimization (SEO) on each page and published with a .com domain, which makes it easy to locate with a general Google search,

The site pages are easy to navigate and contain the page layout that I want,

There are plenty of images and distinct branding to the overall design; the site has cohesion and variety,

I have thirty-six subscribers and twenty-two on the mobile Wix app,

I produce fresh content in the form of a weekly blog that attracts 500 to 1,600 reads across social media platforms, which in turn increases site visits.

4.1.2 Weaknesses:

I offer no services at present and have not monetized the platform in any way,

More content needs developing, such as blogs, recipes and templates to keep existing site visitors interested and attract new visitors,

The email list of subscribers is still low,

The membership component of the site and app are both under-utilized.

4.1.3 Opportunities:

Monetize the platform by either selling content or engage in associated marketing practices,

Grow the number of website subscribers and visitors through blog content,

Develop additional content, such as poems, templates and short stories.

Develop editorial, marketing, design and data analysis skills,

Develop a more sophisticated marketing funnel,

Develop the usefulness of the mobile app,

Utilize the social media marketing feature of the dashboard more comprehensively.

4.1.4 Threats:

Trying to monetize a website before it is matured or has excellent content will likely result in loss of visitors and site appeal,

Leaving the site to grow dormant, not adding fresh content or not improving the quality of content will lead to less interest and a loss of subscribers,

Not developing a marketing and analysis strategy will result in lost growth opportunities,

If the main content – the novels and scripts – are not developed, I won’t meet the two-year deadline.

5 Conclusions

This summary report shows that www.mc-mindful-content.com website has achieved a mature level of design-build, branding and useful content within three months of existence. The website has a solid base to build on. Additionally, the SWOT analysis shows that there are many potential areas of growth and opportunity within the projected two-year timeframe before the platform is due to be monetized. I have listed my primary areas of focus in the recommendations section below in order of perceived importance.

6 Recommendations

6.1 Research up on marketing funnels and apply to the website to increase visitor subscriptions and grow the email and mobile app lists.

6.2 Continue to add excellent content to the site, with blogs, recipes, poems and lots of free productivity templates. When reaching fifteen productivity templates, limit access to content by subscription only .

6.3 Add more samples of each novel and sitcom to the ‘creative page . ’

6.4 Sign up for a Proofreading course with the Chartered Institute of Editors and Proofreaders (CIEP) or the Publishing Training Centre (PTC).

6.5 Build up testimonials from people I have designed websites, provided copywriting services, edited or proofread for and display on the site.

6.6 Have a book ready for publication by October 2022, then have it for sale on the website.

6.7 Create unique member experiences.

6.8 Utilize the mobile app more fully and think up ‘challenges’ to motivate members.

7 Resources

For free productivity templates, visit the business page .

For free productivity templates, visit the business page.

For free quick, easy and healthy recipes , visit the recipe blog page .

For engaging blog topics , visit the blog page .

For poems and book excerpts, visit the creative and academic pages .

If you subscribe to the website or the mobile app, you’ll receive the latest content straight to your inbox or mobile. Report summary template here .

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Thank you mate. It is very important and informative one. I have read it and I will read it again.

Thanks. I'll certainly keep trying!

Keep writing Marcus, and get your books ect published. 😁

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  1. How To Write a Report for Work (With Examples)

    4. Use concise and professional language. You should strive to use clear and concise language when writing your report. Try to get the point across as clearly and quickly as possible and use simple yet professional language. Avoid using "fluff" or wordy sentences when possible.

  2. How to Write a Work Report (with Pictures)

    To write a work report, use a cover or title page to provide the name of your report, the date, and the names of the authors. Next, provide a brief executive summary detailing the key information, such as the mission statement, objective, company information, and growth highlights.

  3. How to Write an Effective Weekly Report [Plus Templates]

    Share the week's accomplishments, issues and challenges along with the aims and activities for coming week. Give updates related to timelines, schedule, resources, scope and deliverables. Other purposes might include a weekly KPI report, a project status report or a profit statement. 2. Know your role.

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    3 Write clearly and concisely. One of the most important skills for writing better work reports is to write clearly and concisely. This means that you should use simple and precise language, avoid ...

  5. How to Write a Summary

    Table of contents. When to write a summary. Step 1: Read the text. Step 2: Break the text down into sections. Step 3: Identify the key points in each section. Step 4: Write the summary. Step 5: Check the summary against the article. Other interesting articles. Frequently asked questions about summarizing.

  6. How to Write an Executive Summary for a Report: Step By Step ...

    Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal. These are the main elements you should include: Purpose. Problem. Methods of analyzing the problem. Solutions to the problem.

  7. How to Write a Report (2023 Guide & Free Templates)

    It should also state the aims and objectives of your report and give an overview of the methodology used to gather and analyze the data. Make sure you include a powerful topic sentence. Main body. The main body of the report should be divided into subsections, each dealing with a specific aspect of the topic.

  8. Report Writing Format with Templates and Sample Report

    2. Follow the Right Report Writing Format: Adhere to a structured format, including a clear title, table of contents, summary, introduction, body, conclusion, recommendations, and appendices. This ensures clarity and coherence. Follow the format suggestions in this article to start off on the right foot. 3.

  9. Report Format: Elements And Example Report

    A work report is a document that presents information relevant to a part of your job. Three of the most important elements of writing a work report are knowing your reader, determining your purpose, and making an outline. All work reports should have a title page, summary/abstract, table of contents, statement of purpose, body, and conclusion.

  10. Top 5 Summary Report Templates with Samples and Examples

    Summary Report: An Attention-Grabbing Key Element . A summary report is a sort of report where data from transactions is presented in a summarized and to-the-point version. Additionally, summary reports work with simple "flat" data sources to prevent the need of explaining subjects that may take hours or days, otherwise.

  11. How to write an executive summary, with examples

    In general, there are four parts to any executive summary: Start with the problem or need the document is solving. Outline the recommended solution. Explain the solution's value. Wrap up with a conclusion about the importance of the work. Free cross-functional project template.

  12. Writing a Summary

    A summary should include all of the main points or ideas in the work but avoid smaller details or ideas. You don't want to provide every aspect of the plot or smaller points in your summary. Your summary should be written using your own words. Present the main ideas objectively, avoiding your own opinion and thoughts about the work.

  13. What is a Work Report and How to Write it?

    A work report is a document detailing the progress of work, summary, and recommendations on work-related aspects. Information is reviewed and compiled within functional areas in organizations such as sales, finance, inventory control, operations, and so on. A work report aims at providing an analysis of work as it progresses and gives insights ...

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  15. How to Write a Report to Your Supervisor

    The data will form the body of your report and you will build the words around it. Use the data to decide the key points you are going to be making, then write a few bullet points that highlight these areas. Make sure each point flows logically from the next. Use the bullets to help you flesh out the main part of your report.

  16. How to Write a Professional Summary

    Follow these steps to write a professional summary for your resume: Start by listing a few of your strongest character traits. Provide a brief introduction of your professional working experience. You can also choose to mention your current position and company. Explain how you would make a positive contribution to the company you're applying ...

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    A summary report should contain the following parts: Title - clear and concise. Aim - direct and to the point. Overview - the main details in a series of paragraphs. Conclusions - a summary of the main findings. Recommendations - listing what action is required. Additional resources - a list of any research, links or related research.

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    Go ahead and select Documents and then click Reports. From here, you'll find different themes and templates to work with. Just find a template that works for you and start creating your quarterly reports. Remember the colors, images, and other page elements in our templates are customizable.

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    The executive summary should encapsulate the essence of your report and entice readers to delve deeper into the document for more detailed information. Also Read: How To Write A Proposal Letter. Email your news TIPS to [email protected] or WhatsApp +254707482874. Damaris Gatwiri.