Business Reports Types Preparation Organization presentation

Meaning and Classification of Business Reports Business Reports Definition. Business Report is an impartial, objective, planned presentation of facts to one or more persons for specific, significant business purpose. The report facts could relate to events, conditions, qualities, progress, results, products, problems, or suggested solutions.

Long Formal Report Prefatory Parts: Report Body: Supplemental Parts: The length of a long report is not less than 10 pages, and the report usually includes the following parts “some of the parts optional” Prefatory Parts: Cover; title fly; title page; letters of authorization; acceptance; approval; transmittal; acknowledgements; (abstract, synopsis, executive summary); table of contents; table of tables. Report Body: Introduction, Text or body, Terminal section. Supplemental Parts: Appendix, bibliography or endnotes, glossary, index.

Business Reports Classification . Function: informational or analytical. Subject matter: accounting, advertising, finance, marketing…etc. Formality: formal or informal, the formal is long and the informal is short report. Formal reports always include some of or all these prefatory and supplemental parts: prefatory parts: cover; title fly; title page; letters of authorization; acceptance; approval; transmittal; acknowledgements; (abstract, synopsis, or executive summary); table of contents; table of tables.

Supplemental parts: appendix, bibliography or endnotes, glossary, index. some informal reports may include ,in addition to the body, a title page, transmittal, endnotes, and appendix. Origin: authorized or voluntary, private or public. Frequency of issue: periodic or special. Type or Appearance: influenced by length and formality. informal and short reports: memorandum, letter, a printed form

Preparation before Writing Reports Define the Problem, Purpose, and Scope Consider Who will Receive the Report Determine Ideas to Include Collect Needed Material Secondary/ Primary Sort, Analyze, and Interpret Data Organize Data and Prepare Final Outline

Main Parts of the Report Introduction: Authorization, Plan of presentation (layout)*, Problem*, Purpose*, Scope*, Methodology*, Sources*, Background or (history of the situation being investigated)*, Definition of Terms, (introduction, a glossary at the end, or text) Limitations, Brief Statement of the Results or Recommendation.

or combination. Text or body: The longest portion of any report body, Its title may be “Discussion”, “Findings” or “Data”. Terminal section: It is based on the text discussion no new material included. The terminal section for the informational report is called “Summary”. For analytical report is called “Conclusions” or “Recommendations”. or combination.

Organization and Outline of Report Body when you choose the organizational plan for the entire report body and text section, you should consider the reader, purpose, and subject matter. Plans for Organizing Report Body: Two ways to organizing a report body: deductive and inductive arrangement. Deductive Arrangement “ direct” is common way in organizing business reports. The three sections may be arranged in one of these two ways: Terminal section Introduction Introduction or Terminal section Text (discussion & explanation) Text (discussion & explanation)

Inductive Arrangement “indirect”. The three sections are arranged as the following: Introduction Text (discussion & explanation) Terminal section

Ways to Organize Report Text Section By criteria or topics: This is the most common way. The main headings could be the standards, factors, solutions, benefits…etc. By order of occurrence. “Progress reports, By order of location or space. By procedure or process. By order of importance or by alphabetization. By order of familiarity or simplicity. By sources. By problem solution.

For example, organizing report text section by criteria. The problem is to replace the old PCs by new PCs. DISCUSSION Reliability Service Warranty Period Price Case Style

Methods of Outlining Methods of Outlining It is becoming your table content. Before writing the report, the outline helps you to see the relationship between topics, compare proportions and headings, check for loopholes in logical order, and eliminate overlapping. you need to consider Types of Heading, Formats of Outline, and Parallelism in Heading. Type of Heading: For wording heading, you can choose from four type of heading: Topic: single words (nouns), a few words, or short phrases. Globalization Complete sentence heading: Globalization is a Syndrome of Process and Activities Imperative sentence heading: Keep Driving Record Clear Variant heading: Improving Employees’ Productivity

A good “Heading” should indicate the “Subject Matter” A good “Heading” should indicate the “Subject Matter”. It is better not to use more than eight words. If your topic is one word, make sure that the word not to be too “Broad”.

Formats of Outline: After choosing your organizational plan and the wording of your main headings, you next choose a way to show levels “degrees) for various items in your outline. For long report, three ways to number heading degrees. Numeral-Letter Combination: it is used in business. Decimal System: it is used in scientific and technical reports. Letter- Numeral Combination: it is used by those who prefer letters before main heading and they do not need the additional degree that is possible with Roman numerals.

Degree of Heading Numeral-Letter Combination: 1st I. Introduction 2d A. 2d B. 2d C. 1st II. 2d A. Text/ 3d 1. Discussion 3d 2. 2d B. 3d 1. 3d 2. 4th a. 4th b. 5th (1) 5th (2)

1st III. 3d 1. 2d A. Text/ 3d 1. Discussion 3d 2. 2d B. 3d 1. 3d 2. 1st IV. 2d A. 3dh 1. 3d 2. 2d B. 3d 1. 3d 2. Terminal 1st 2d

Five Important Cautions: Place the most important ideas (Criteria) in the highest degrees of heading, considering report length, subject matter, and reader. Try to balance the sections as well as possible. For example, if section II.A, had 12 subheading and section II.B had no subheading, the proportion would be lopsided. Then try to narrow the scope of heading II.A (by rewarding it and by rearranging facts) and broaden II.B. Have at least two subheading if you divide any topic; for example, A.1 and A.2 never ever only A.1. The number of section headings neither too many nor too few. Usually three to seven main sections are desirable. Do not consider the report title as a section heading, and do not begin the first sentence with exactly the same words as the heading.

Parallelism in Heading: For parallel, consistent, and construction all headings of the same degree within any part of an outline should be parallel to each other. They should have the same grammatical form- all nouns, all phrases, or all sentences. For example, the following headings should be parallel to each other: I, II, III, IV, V. A, B, C under I. 1, 2, 3 under II.A 1 and 2 under II.B a and b under II.B.2…etc. However, subheadings 1, 2, 3 under II.A need not be parallel with subheadings 1 and 2 under II. B, and other third-degree subheadings in other sections.

Visual Aids To improve both readability and appearance of a report, you should use heading and when desirable also graphic materials. Heading and Subheading as Directional Signs: The headings you have selected for your final outline will be directional signs for the reader of the finished report. Headings help direct the reader through the entire presentation. System of styling the headings: FIRST-DEGREE HEADINGS (Centred and in all capitals-caps) Second- Degree Headings ( Centred, caps and lowercase, underlined) Third-Degree Headings (left margin, caps and lowercase, underlined)

Fourth-degree headings. -- (Indented, underlined, lowercase; paragraph begins on same line). Fifth-degree headings (Indented, underlined; sentence begins with the heading).

Sample Graphics for Quantitative and Other Data Tables Bar Graphs Pie Charts Line Graphs Area Graph Pictograms…etc.

Cover Design and Wording of Title Wording Title Includes: Who: the company What: the subject matter When: the year Where: the country Why: the objective

How to Make References Author Name (Year) Title, PP. (2-5).