04 - How To Write A Report Wellington
04 - How To Write A Report Wellington
April 2017
Contents
Introduction ........................................................................................... 1
............................................................. 3
2.8 References........................................................................................................ 8
i
4 Concluding remarks ........................................................................ 17
References........................................................................................... 18
ii
Introduction
Report writing uses some of the writing skills you have already acquired. You
will structure your paragraphs and reference your ideas just as you have been
doing in your essays and other assignments within your Commerce degree.
You might want to refer to the Victoria Business School Writing Skills
Workbook you received in the first year. Report writing sometimes differs in
structure and style. This handbook will help you plan, structure, and write a
basic report. Remember, though, that reports will vary according to their
purpose and the needs of their reader/s. Throughout your university career,
different courses and/or different lecturers may have slightly different
requirements for reports. Please always check the requirements for each
assignment.
Acknowledgement
Many of their principles for good business writing are reflected in this
handbook. A reference to their style guide is found in the reference list on p
17.
1
1 Planning your business report
As in all writing, planning is vitally important. The key questions to ask yourself
when planning a business report are:
For example:
Consider the main reader/s, but also secondary readers. The main reader for
the recycling report alluded to above is the director of the recycling
programme. Secondary readers might be the facilities management team on
campus, the finance team, etc.
Try to understand what the readers already know, what they need to know,
and how they will use this report. You will need to give enough information to
satisfy all these potential readers. You will need to use headings carefully so
that different readers can use the report in different ways.
2
1.3 What are the main messages?
Taking into account the information above, think carefully about the
main message/s you need to convey, and therefore what information is
required. Ask yourself: What are the required pieces of information I
need to include?
It should be noted, however, that there is sometimes a place for the indirect
(inductive) approach. This approach leads the reader through the discussion
first and reveals the conclusions and recommendations at the end of the
report. This approach might be used if the recommendations are likely to be
controversial or unpopular (Emerson, 1995).
The next step is to construct an outline, or structure, for your report. Check
for a logical flow, and check your outline against your purpose, your reader/s,
and the relevant information requirements.
3
2 Structuring your business report
a title page
an executive summary
a table of contents
an introduction
conclusions
recommendations
a list of references
appendices.
4
2.2 Title Page
The title page should be brief but descriptive of the project. It should also
include the date of completion/submission of the report, the author/s, and their
association/organisation.
The executive summary follows the title page, and should make sense on its
own. The executive summary helps the reader
purpose, conclusions, and key recommendations. You may think of this as
something the busy executive might read to get a feel for your report and its
final conclusions. The executive summary should be no longer than one page.
The executive summary differs from an abstract in that it provides the key
recommendations and conclusions, rather than a summary of the document.
The table of contents follows the executive summary on a new page. It states
the pages for various sections. The reader receives a clear orientation to the
report as the table of contents lists all the headings and sub-headings in the
report. These headings and sub-headings should be descriptive of the content
they relate to (see section 3 of this handbook).
5
2.5 Introduction
The introduction sets the stage for the reader. It gives the context for the
report and generates interest. It orients the reader to the purpose
of the report and gives them a clear indication of what they can expect.
2.6 Conclusions/recommendations
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Recommendations are oriented to the future: what changes are
recommended, or what actions are recommended for the future? They are
specific, action-oriented suggestions to solve the report problem.
Conclusions Recommendations
Home and family responsibilities directly Provide managers with training in working
affect job attendance and performance. with personal and family matters.
Time is the crucial issue to balancing Institute a flexitime policy that allows
work and family income. employees to adapt their work schedule
to home responsibilities.
7
2.7 Findings and discussion
The discussion is the main part of your report and should present and discuss
your findings. It should give enough information, analysis, and evidence to
support your conclusions, and it should provide justification for your
recommendations. Its organisation will depend on your purpose, scope, and
requirements, but it should follow a logical and systematic organisation. The
discussion should be subdivided into logical sections, each with informative,
descriptive headings and a number.
W
you should show clear analysis of all options. You should explain any
analytical framework you used, such as SWOT or cost benefit analysis. This
analysis of options can often be presented effectively in tables.
2.8 References
2.9 Appendices
8
When you choose to include information in appendices, you should refer to it
clearly in your text (refer Appendix A). A single appendix should be titled
APPENDIX. Multiple appendices are titled APPENDIX A, APPENDIX B, etc.
Appendices appear in the order that they are mentioned in the text of the
report.
Appendices should:
be numbered/lettered
b purpose .
9
3 Writing your business report
Now that you have organised your thoughts, you need to put them into writing.
Ensure your writing demonstrates clarity and logic. You should think
constantly about your readers and make your report easy for them to read. To
achieve good readability, you should:
Headings and subheadings are useful tools in business writing. Ensure they
are descriptive of the content to follow. In other words, rather than labelling a
section Section 2.5, it would be better to describe it as 2.5 Justification for
the high risk scenario. It is also essential that the hierarchy of headings and
subheadings is clear. Use formatting (font size, bold, etc.) to show headings
versus subheadings. Headings/subheadings at the same level should use
parallel form (the same grammatical construction). The following examples
illustrate this principle.
10
Use sentence case for headings. This means that your first word should
have a capital letter, but subsequent words have small letters, unless, of
course, they are proper nouns (Write Limited, 2013). Remember to
ensure that all material placed underneath a heading serves that heading.
It is easy to go off on a tangent that does not relate to a heading.
Remember also that all content must relate to your purpose. Every time
you write a new section of your report, check that it fulfils the purpose of
the report.
Your headings will help create logical flow for your reader, but under each
heading, you should create a series of paragraphs that are also logically
ordered and structured. Paragraphs should be ordered in a logical sequence
beginning with the most important material first. Within your paragraphs you
should also use a structure that helps your reader. Each paragraph should
begin with a topic sentence that states the main idea or topic of the
paragraph. Typically a paragraph will have between 100 and 200 words and
will have the following structure.
Support sentences (give evidence for the idea in the topic sentence
and include statistics, examples, and citations)
Remember to link your paragraphs well. The first sentence (usually the topic
sentence) is a good place to make a link between paragraphs. One of the
somet
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the topic of the previous paragraph with the topic of your new paragraph. Take
a look at the topic sentence at the beginning of this section 3.2. You will see
that this topic sentence links to the material before it. For an example showing
how to link ideas in a paragraph
principle, see Appendix B.
Phase one of the project included the collection of a range of data and
research material completed during 2011, which was utilised in the creation of
In 2011, the team undertook phase one of the project. They collected a range
of data and research material. Using this collected material, they created
an enhanced information
Ensure you use an appropriate tone for your readers. Where possible, use
personal pronouns we and
foundations. Personal pronouns create a friendly tone that is appropriate for
New Zealand business and government. They also help the writer avoid the
passive voice. And, as state
something. However, sometimes you might want a more formal tone where
personal pronouns are not appropriate. In these cases, you can use words
like research or report as your sentence subject: This report discuss This
Another way of ensuring appropriate tone is to
avoid terms that may be interpreted as offensive to ethnic or other groups. Be
careful to use gender-neutral terms. For example, use plural pronouns (they
when referring to clients) rather than gender-specific pronouns (he or he/she).
Another aspect of tone relates to the use of contractions. Contractions are
words like or . They are informal. For many business reports and for
all academic reports, you will need to avoid them and write we have or it is.
13
shoes. When editing, check for:
illogical structure
missing headings
unnecessary content
grammar
punctuation
spelling
formatting
consistency.
Remember to leave enough time for these last two stages. Thorough editing
and proofreading will make a big difference to the readability of your report (as
well as to your marks!), and it is a courtesy to the reader.
White space refers to the empty space on the page. Business reports which
have a more balanced use of white space and text are easier to read and
more effectively communicate main points and subordinate ideas. Create
white space by:
breaking up your page with tables, charts, and graphs where possible
14
3.6 Number your pages
Your title page has no number. Use Roman numerals for the executive
summary and table of contents (i, ii, iii), and Arabic numbers for the remainder
Footnotes should be used sparingly. Points that are important can usually be
integrated into the text. Footnotes or endnotes should not be used for
referencing (see References above).
In business reports, tables and figures are often used to represent data,
processes, etc. Tables and figures should be inserted in the text of the
document, close to the discussion of the table/figure. If the information is
something which the reader could refer to rather than should refer to, then it
may go in the appendices. Tables and figures have different purposes. A table
contains an array of numbers or text (such as a SWOT table). A figure is
something that contains graphical content, such as graphs created in Excel,
organisational charts, or flow charts.
Insert each table/figure one-and-a-half or two lines below the text. The
table/figure should be identified with a label and title which describes the
content, for example, Table 1. GDP of New Zealand, 1988 2002.
15
Footnotes immediately underneath the table or figure should be used to
explain all abbreviations and symbols used. Do not forget to add the source of
your material.
16
4 Concluding remarks
Now that you have the tools to develop your report, your communication
should be more efficient and effective. Individual schools may have specific
requirements for your report, so check with your course coordinators in case
they have specific requirements. For example, the School of Marketing and
International Business provides the guide attached in Appendix C. A sample
report for general business writing is provided in Appendix D.
17
References
Write Limited, (2013). The Write Style Guide for New Zealanders: A manual
for business editing. Wellington, New Zealand: Write Limited.
18
Appendix A: Checklist of a business report
The report has been edited for section cohesiveness and good
paragraph structure
19
Appendix B: Linking ideas within sentences and paragraphs
When structuring sentences, the subject and verb should occur as closely
together as possible. For example, The PLC is important, not The PLC,
which has been around a long time, and has seen wide use, in many
contexts, continents, industries, product categories, and so forth, is
important.
Place the material you want to emphasize at the stress position in the
sentence. In a short sentence, the stress position is usually at the end of
the sentence. You want to emphasize new material. For example,
assuming you have already introduced the PLC, and the point you want to
make next is that it is important, you would write, The PLC is important,
rather than, An important concept is the PLC.
In the above illustration, when you start the paragraph with the sentence,
The PLC is important, you have accomplished two things. First, you have
made the point that the purpose of the paragraph is to argue that the PLC
is important. Second, the notion that it is important is no longer new
information. Subsequent sentences should provide new information that
supports that point.
Note that the stressed part of the previous sentence is no longer new and
has been moved to the front of the current sentence. The new information
in the current sentence is a reason why the PLC is important. The reason
is placed in the stress position.
20
Appendix C: Specific report requirements
For all reports, be sure that you adhere to the requirements of your particular
organisation. In New Zealand business and government, these requirements
executive summary
table of contents
21
3. Give careful consideration to your page layout and presentation
Use:
12-point font
2.5 centimetre (one inch) margins at the top, bottom, and both sides of
the document
4. Reference in APA
Ensure you reference consistently in APA style. You should use in-text
referencing for each citation (material that you have taken from other
sources). This material will be either quotes or paraphrases. Include a
reference list at the end of your report, again paying careful attention to APA
style for different types of references. Your reference list will include the
sources that showed up in your in-text referencing. It is not a list of everything
you read, just of the material you actually included in your report.
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Appendix D: An example of a finished report
This example report has been adapted from a model report in Guffey, M.E.,
Rhodes, K., Rogin, P. (2001). Business communication: Process and Product,
3rd Canadian Edition. Scarborough: Nelson Thomson Learning. Pp. 461-473.
While the content follows Guffey et al (2001), the formatting has been changed to
match the style described in the VBS report writing guide, including APA
referencing rather than MLA. Formatting has also been updated in line with
current usage, and section numbering added. The commentary provided in side
annotations are in the main taken from Guffey et al (2001), and further
annotations can be found in the original.
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Memorandum
SUBJECT: s
recycling programme
24
Cover Page
Include all
relevant details.
Check
requirements.
Presented to
Cheryl Bryant
Recycling Director
Office of Associated Students
West Coast College
Prepared by
Alan Christopher
Business Senator
Office of Associated Students
19 January, 2010
No page
number
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Executive summary
Purpose and method of this report
recycling programme includes only aluminium, glass, paper, and plastic, these were
the only materials considered in this study.
The results of this study show that more effort is needed to increase participation in Give conclusion/s of
the campus recycling programme. report
26
Table of Contents
2 Conclusions ................................................. 4
3 Recommendations ........................................ 5
References ................................................................ 10
Appendix
West Coast Recycling Programme Survey ............................................ 11
ii
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1 Introduction
To combat the growing waste disposal problem, some states and provinces
are trying to pass legislation aimed at increasing recycling. Many North
American communities have enacted regulations requiring residents to
separate bottles, cans, and newspapers so that they may be recycled
(Schneider, 1999). Other means considered to reduce waste include tax
incentives, packaging mandates, and outright product bans (Hollusha, 2010).
All levels of government are trying both voluntary and mandatory means of
reducing rubbish sent to landfills.
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1.1 West Coast Recycling Programme
The OAS had projected higher levels of participation in the recycling programme
than those achieved to date. Experts say that recycling programmes generally Describe the
must operate at least a year before results become apparent (de Blanc, 2009). issue to be
The OAS programme has been in operation one year, yet gains are disappointing. reported on
Therefore, the OAS
awareness and use of the programme. Recommendations for increasing State the
participation in the campus recycling programme will be made to the OAS based specific
on the results of this study. questions the
report answers
general
programme
29
1.4 Sources and methods
Faculty, 23%
Staff, 10%
Students, 60%
Administrators, 7%
Note:
If you use figures or tables, be sure to introduce them in the text. Although it is not always
possible, try to place them close to the spot where they are first mentioned.
30
2 Conclusions
Based on the findings of the recycling survey of members of the West Coast
College campus community, we draw the following conclusions.
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3 Recommendations
After considering the findings and conclusions of this study, we offer the
following recommendations in an effort to improve the operations and
success of the West Coast recycling programme.
Note:
Report recommendations are most helpful to readers when they not only make
suggestions to solve the original research problem but also describe specific
actions to be taken. Notice that this report goes beyond merely listing ideas.
Instead, it makes practical suggestions for ways to implement the
recommendations.
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4 Findings and discussion In this section
you will present,
The findings of the study will be presented in two categories. interpret,
discuss, and
Recycling habits of the respondents analyse
Participation in the West Coast College recycling findings.
programme
A major finding of the survey reveals that most respondents are willing to recycle
even when not required to do so. Data tabulation shows that 72 percent of the
respondents live in an area where neither the city nor the region requires
separation of rubbish. Yet 80 percent of these individuals indicated that they
recycle aluminium on a regular basis. Although the percentages are somewhat
smaller, many of the respondents also regularly recycle glass (46 percent) and
plastic (45 percent). These results, summarised in Figure 2, clearly show that
campus respondents are accustomed to recycling the four major materials
targeted in the West Coast recycling programme.
to recycle. Respondents were also asked what materials they actually recycled
most frequently, and aluminium again ranked first.
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Figure 3. Materials considered most important to recycle
70%
60%
50%
Extremely important
40% Somew hat important
10%
0%
Aluminium Paper Glass Plastic
When asked how likely they would be to go out of their way to deposit an
assessing awareness and use of the current bins. The survey also
investigated reasons for not participating in the programme as well as
reasons for the perceived convenience of current bin locations.
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4.2.1 Student awareness and the use of bins
Location Awareness of
Use of bins at
bins at this
location
location
Cafeteria 38% 21%
Bookstore 29% 12%
Administration building 28% 12%
Computer Labs 16% 11%
Library 15% 7%
Student union 9% 5%
Classrooms 8% 6%
Department and
6% 3%
Administrative offices
Athletic centre 5% 3%
Unaware of any bins;
20% 7%
have not used any bins
Figure 4 shows that only 38 percent of the respondents were aware of the
bins located outside the cafeteria. Even fewer were aware of the bins Clearly interpret your
outside the bookstore (29 percent) and outside the administration building findings so that your
(28 percent). Equally dissatisfying, only 21 percent of the respondents had reader can see the
used the most visible recycling bins outside the cafeteria. basis for your
conclusions and
Other recycling bin locations were even less familiar to the survey recommendations
respondents and, of course, were little used. These responses plainly show
that the majority of the respondents in the West Coast campus community
have a low awareness of the recycling programme and an even lower
record of participation.
35
4.2.2 Reasons for not participating
When asked specifically how they would rate the location of the bins
currently in use, only 13 percent of the respondents felt that the bins were
extremely convenient. Another 36 percent rated the bins as somewhat
convenient. Over half the respondents felt that the locations of the bins were
either somewhat inconvenient or extremely inconvenient. Recycling bins are
currently located outside nearly all the major campus rooms or buildings, but
respondents clearly considered these locations inconvenient or inadequate.
In indicating where they would like recycling bins placed (see Figure 5), 42
percent of the respondents felt that the most convenient locations would be
inside the cafeteria. Placing more recycling bins near the student union
seemed most convenient to another 33 percent of those questioned, while
15 percent stated that they would like to see the bins placed near the
vending machines. Ten percent of the individuals responding to the survey
did not seem to think that the locations of bins would matter to them.
36
5 References
magazine
Cahan, V. (2008, July 17). Waste not, want not? Not necessarily.
Business Week, p.116.
Hollusha, J. (2010, July 26). Mixed benefits from recycling. The New online newspaper
York Times, D2. Retrieved October 26, 2010 from
http://www.nytimes.com
author in an edited
(Ed.), Spirit of the world (pp.42-49). Waterloo, Ontario: Turnaround book
Decade Ecological Communications.
Steelman, J.W., Desmond, S., and Johnson, L. (2008). Facing Global book
Limitations. New York, NY: Rockford Press.
10
37
Appendices can
Appendix include
questionnaires and
West Coast College recycling programme survey other material used in
assembling the
West Coast College recently implemented a recycling programme on campus. report.
Please take a few minutes to answer the following questions so that we can make
this programme as convenient as possible for you to use.
4. How likely would it be for you to go out of your way to put something in
a recycling bin?
Very Likely Somewhat Likely Somewhat Very Unlikely
Unlikely
5. Which of the following items do you recycle most often? (Choose one
item only.)
Aluminium
Glass
Paper
Plastic
Other
11
Note:
38