Writing Business Reports Guide
Writing Business Reports Guide
What is a report?
Different types of reports
Sections and stages
Steps for writing analytical reports
Additional components
Presentation
Report outline – an example
What is a report?
A report is a clearly structured document that presents information about an investigation that you have
undertaken. The clear structure allows specific parts of that information to be easily located by the
reader.
Analytical reports which focus on investigations into events, organizations, situations, issues
and processes. Their purpose is often to provide the reader with information that can be used to
make decisions and take further action. They are common in the social sciences, business courses,
and engineering
Practical/Scientific reports which give an account of what has happened in a test situation, a
practical session or as part of an experiment. They are common in science-based courses.
Your assessment guidelines should make it clear which type of report is required of you
For information on preparing Practical/Scientific Reports see the learning guide Writing practical
reports.
This guide refers specifically to Analytical Reports. Note that if there are any apparent contradictions
between the advice given here and your assessment guidelines, it is important to follow the assessment
requirements. For example, you may be required to include some, but not all, of the sections discussed
in this guide.
Your assessment guidelines may also require you to include additional components
such as:
Letter of Transmittal
Literature Review
Glossary of terms and abbreviations
Acknowledgements
Who is the intended audience for the report, and what do they want to know? What exactly are
you required to report about? To help identify what is required, underline or highlight the key words
in the topic. These tell you what content to focus on in your research.
What is the purpose of the report? Some purposes are to record, to inform, to instruct, to
analyse or to persuade in relation to a particular issue
What is the scope of your report? What aspects of the topic are you to cover?
What are the limits of the report? There are three kinds of ‘limits’ you need to consider here.
These include limits to the information part of the topic, which confine it to a particular place, time or
group. Also, there are limits placed on the number of words and the time you have available.
Sometimes, too, there are limits on the resources available.
Step 3: Make an initial plan
To develop your initial plan:
Brainstorm your ideas. Develop a technique for doing this effectively - for example, by mind
mapping or by asking questions such as What? Who? Where? When? How? Why? in relation to
your topic
Select the ideas relevant to the aims of your report and to the questions your reader/s want
answered
Organise these ideas into a preliminary plan, grouping related ideas together into headings and
sub-headings
Stage 1: Introduction
The purpose of the Introduction is to orientate your reader to the whole document, and to give your
report a context. You can do this by including:
a brief reference to the theories or ideas which you intend to discuss in more detail in your
findings. Note that in larger reports these theories and ideas can form a separate section within the
main body called the Literature Review
a definition of any relevant terms
an outline of the structure of the report
The purpose of the Recommendations section is to make suggestions about the action(s) or future
direction(s) that should be taken as a result of your conclusions. These should be written in order of
priority.
Note that in some reports, the recommendations are presented as part of the Conclusion. This allows
any recommended action to follow directly on from the conclusion which it leads from. Check to see
which format is required in your report. In either case, all recommendations should follow logically from
the conclusions you have made
This comprises additional information that allows the reader to verify your sources and check more
detailed data.
Appendices
The Appendices contain any supplementary materials you have used to gather your information such as
articles, brochures, statistics, spreadsheets, charts, etc. They are used as Appendices to avoid too
much detail in the main section of the report, which could distract from the flow of the discussion.
Although they are not inserted into the report itself, it is important that they are referred to in the main
section of the report. Each Appendix needs to be labelled and numbered and listed in the Table of
Contents.
To complete the report for submission, extra information is attached before the main section.
Title Page
In addition to the ‘student assignment cover sheet’ that you attach to all written assignments, you also
need to include an official title page for your report. This page should include:
Table of Contents
The Table of Contents outlines the different sections of the report, and shows the reader where to find
them. It contains a list of all the headings, sub-headings, tables/figures, appendices, etc, and their
corresponding page numbers. The Table of Contents can be generated electronically using Word.
Executive Summary
An Executive Summary gives the reader a general overview/summary of the whole report without them
having to read the entire document. It should be able to stand alone as a separate document if required.
The Executive Summary needs to be written last, because it summarises the information contained in
the whole report.
you have followed the guidelines in your course information booklet. Check particularly the
requirements relating to word length, format, layout, presentation and referencing.
your writing style is appropriate. Analytical reports are written in a formal style using relatively
short sentences
you have connected your points logically, and used appropriate linking words and phrases
each paragraph deals with one main idea
your claims are supported by evidence, using references where appropriate
your examples are relevant to the points being made
you have referenced your work appropriately
your grammar, spelling and punctuation are correct
Additional components
Some reports also require:
Letter of Transmittal
The purpose of a Letter of Transmittal is to acknowledge the completion and handing over of the report.
It should include who authorised the study, the terms of reference, a statement about the issues which
were investigated as well as their scope and limitations, and a summary of the conclusions and
recommendations. This letter is prepared by the person or group who conducts the investigation, and is
part of the Preliminary Section.
Literature Review
A Literature review is a critical review of published work related to the topic of the report. This Review is
generally only required for lengthy, in-depth studies or investigations into an hypothesis. It forms part of
the main section of the report, usually after the Introduction.
Glossary
The Glossary is a list of specific terms and abbreviations used in the report, together with their
meanings. If relatively short, and essential for a clear understanding of the report, the Glossary can be
placed in the Preliminary Section, otherwise it belongs in the Supplementary Section.
Acknowledgements
The Acknowledgements lists the names of anyone who may have given you valuable assistance in
preparing the report. It is generally included in the Preliminary Section after the Title Page.
Presentation
A significant aspect of any report is the way it is presented. Check your course information booklet for
instructions about how you are expected to do this. The following is a general overview, in terms of
sequence and format, of what to consider as you finalise your document prior to presentation:
Sequence
The different sections of your report will generally be put together according to the following sequence
(including whatever sections are required in your assignment):
Title page
Letter of transmittal
Acknowledgements
Table of contents
Executive summary
Introduction
Presentation of information (the findings) and analysis
Conclusion
Recommendations
Reference List
Glossary
Appendices
Format
Use a clear and consistent system to enable the reader to readily identify the stages of your report.
Common systems include headings, spacing, numerals, capital letters, dot points, bold fonts. In
particular:
Headings
Use a maximum of three levels: one level for the major headings, one level for the sub-headings, and
one for further sub-headings. These different levels are indicated by different font sizes and styles.
Numbering
A decimal numbering system is commonly used, with single numerals (I, 2, 3,…) for the main headings,
one decimal (1.1, 1.2, 1.3,…) for the second level of headings and two decimals (1.1.1, 1.1.2,…) for any
third level headings.
Preliminary Section Report on the proposal to establish a national music centre in East Greenwood
Table of Contents
Executive Summary
3.1 Feasibility
3.2 Funding
3.3 Locale
4.0 Recommendations
Appendices
Appendix I
Appendix II