1. Mr C Johnston ICT Teacher www.computechedu.co.uk
BTEC IT Unit 03 - Lesson 08 Management Information Reports
Mr C Johnston
ICT Teacher

2. Session Objectives
Select and use information to help make a business decision
Use tools to produce management information

3. Who purchases which type of lunch?
Middle class, mainly woman??, 25+, got money so can afford expensive gourmet food, white collar / professionals, health conscious
Thoughts 2015
Poor people, young people, unskilled / blue collar / manual workers, those on benefits, not very health conscious, lower classes
Thoughts 2015
Age Band Occupation Socio-Economic Group Level of Education
Gender Health Consciousness Geographic Location Receipt of Benefits
Class Ethnicity Population Density of Location Criminal Record
These factors make up the demographic profile

4. Batch ‘o’ Batch Expansion Plan
Batch ‘o’ Batch are thinking of expanding their business and are considering opening a new shop which sells Healthy Gourmet Sandwiches and Salads for the luncheon market
They need help in finding a suitable location and require you to produce a management information report which identifies suitable target locations for the shop

5. Gathering Information Process
Analyse Information Process

6. Task…
Thinking about “who eats which type of lunch” write down a demographic profile for the ideal area where the shop should locate
Use the title “New Shop Demographic Profile”
An expanded bullet point list OR spider diagram / mind map could be suitable evidence

7. Research
Visit or another suitable statistics website and use it to find possible locations for the new batch ‘o’ batch shop
Take into consideration the demographic profile you have written down
Take screenshots and explain the process used to find the information
Provide a clear explanation of why the information found is going to be used
You should explain how you decided what data you needed to develop the required management information and how you checked it for accuracy.

8. Accuracy Checks Characteristics of Good Information [P2]
Methods you should use to ensure data is accurate:
Valid
Timely
Fit-for-purpose,
Sufficiently accurate,
Having the right level of detail
From a source in which you have confidence
Reliable
Accessible
Relevant
Cost-effective
Understandable

9. Activity: Codes if Practice
P6 – select information to support a business decision-making
process
Activity: Codes if Practice
Ensure that your select information that is substantial enough so you can create your reports
For P6, learners should explain how they decided what data they would require to develop the required management information and how they checked it for accuracy
The gathering and analysing information in the unit content must be used therefore explanatory notes MUST reference:
Gather information: define the requirement; establish sources of information; define other factors to be considered e.g. constraints; select information
Analyse information: quality e.g. validity, accuracy, currency, relevance; identify alternatives
D2 – justify the information selected to support a business decision-making process
Activity: Codes if Practice
For D2, learners will need to justify the decisions made in P6
To justify the information selected you could explain what information you rejected with reasons.

10. What type of reports do batch ‘0’ batch need?
Management Reports
Once you have found some potential locations for Batch ‘o’ Batch’s new shop you need to use IT tools to compile the statistics into a management report
A management report will summarise the information found into a format so that decisions can be made
IT tools to make the reports include:
databases, spreadsheets, artificial intelligence and expert systems, predictive modelling, internet, data mining systems
Types of management report include:
Summary reports - aggregate data
Trend reports - allow managers to compare the performance of things
Exception reports - aggregate unusual conditions and data
On-demand reports - provide specific information as and when needed
What type of reports do batch ‘0’ batch need?

12. Key Features of MIS Reports?
MOST IMPORTANT: A sensible mix of graphs / chart, aggregated statistics and summarising text

13. What Makes A Good Management Report?
Good MIS Reports Have:
An appropriate titled
A sensible, logical, un-cramped layout (white space is a friend), making their relevance clear
A font face and size which is professional and readable
Data tables which are distinguishable (use of borders and shading)
Column / row headers which are distinguishable (shading, embolden)
Data rows which are distinguishable (shading)
Data correctly aligned in tables (Th | H | T | U | . | dp1 | dp2)
An appropriate number of decimal places are used when displaying numerical data
Graphs / charts appropriate for the type for data being displayed (discrete / continuous)
Graphs / charts with a clear title, axis labels, appropriate scale, legend (if needed), fitting colour
Other graphics which may be included are relevant

14. Spreadsheet Tools
Spreadsheets provide an good way of generating a management report
They not only allow data to be neatly presented but have functions and formulae which allow us to summarise data
Useful Functions and Formulae
Useful Presentation Aides
Forecast Max Min Mode Subtotal
Borders and shading
Filters
Pivot tables
Graphs and charts
Number types, format, alignment and decimal places

15. Activity: Codes if Practice
P7 – Use IT Tools To Produce Management Information
Activity: Codes if Practice
Management reports will provide the evidence for P7.
The reports should be appropriately titled and well laid out, making their relevance clear.
You need to use more than one tool ensure you document all of the tools used.
M3 – Generate Valid, Accurate and Useful Information
Activity: Codes if Practice
For M3, the reports should be valid, accurate and relevant, i.e. show useful information that is, importantly, fit for purpose.
As well as your management information report(s) include a write up with comments on how you ensured the information gathered is valid, accurate and relevant, useful and fit for purpose.
This may have been partly covered during P6.