Unit 07
Unit 07
REPORTS
7
This unit will be especially useful for students who are very poor in
communicating in the business world. The lessons are well equipped
with examples and models for students to help them describe and apply
the technique of writing various reports all by themselves. The emphasis
throughout the Unit has been placed on developing your abilities to :
organise materials
write more coherently, correctly and more within the styles best
suited to the business communication world
explain and write both informal and formal reports of various types.
School of Business
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UNIT-7
Lesson-1: Type of reports
After reading this lesson you will be able to:
distinguish between two major group of reports
explain the nature and purpose of informal reports
describe various types of informal reports
state the nature of a memorandum, letter form report, prepared form
of report and other miscellaneous reports
state and write a progress report in memorandum format
explain and write any kind of survey reports by using the model
survey report presented in the lesson as your guideline.
Introduction
Reports are categorised according to their purpose and readership. The
most simple division is 'informal' and 'formal'. The essential
difference between the two types is that the formal or complex reports
require some kind of investigation and research, where as the informal
one does not. The types of report that you might be writing on any work
day will depend upon your reporting responsibilities and specific job
performance.
Informal reports
Informal reports vary in length and arrangements. Informal reports are
usually written for readers within and among organisations. Most often
these reports are quickly prepared, require no extended planning and
contain little background information. Also the informal reports are
written without any supplements (abstracts, title page, glossary, etc.) and
can have a variety of formats. Usually they range in length from one
sentence to several pages.
The purpose of informal reports is to communicate precisely and
rapidly in any one of these formats: The memorandums, the letter
form, and the prepared form report, or a variety of other formats that
fit into none of the above three categories and which are called
miscellaneous reports. The informal reports are the kind most regularly
written and read in the working world to keep the companies moving.
Your worth as an effective communicator will depend on how well you
can convey what you know. Your success on the job may depend on
your skill in sharing useful information with colleagues. Here are some
of the informal reports that you might write on any work day;
a report of your progress on a specific job assignment
a report of your inspection of a site, item, or a process
a cost estimate for planning, material, labour, or a new project
Most often these reports may be cast in a number of different forms but
in any case you have to create a professional format: words on the page,
indentation, margin, spacing, type space, numbering, headings and
Format is the division of report section. In fact, format is the mechanical arrangement
mechanical
arrangement of
of words on the page and determines the physical appearance of your
words on the page report. Also whether your informal report, data is in the letter form,
and determines the prepared form, or in the memorandum format, or in some miscellaneous
physical appearance format, will depend on your purpose and reader's needs. In style
of report
informal report is personal and relaxed. The first person-I or we is used
here.
What is a memorandum?
A memorandum is the most common form of in-house communication.
Sometimes the same information you cast in a memo to a superior will
be incorporated in a letter to a client outside the organisation. Memos
cover any topic important to a firm's operations. The most common
types include informational, recommendations, justification, progress
reports, periodic survey, credit and market reports as well.
The standard memo has a heading that names the organisation, identifies
the sender, recipient, subject, and date. Its text follows an introduction-
body-conclusion structure. First, identify your purpose for writing the
memo next, give the information related to your purpose, finally,
conclude with a request, recommendation, or an offer of further
assistance. When you need a second page don't forget to list the
recipient’s name, the date, and the page, and after that you can begin
your text three spaces below. (example given in Unit-2, Lesson-2)
Fig. - 1
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NAME OF ORGANISATION
(2 spaces)
MEMORANDUM
(3 spaces)
1.5 inch
margin
TO : Name, Title DATE:
(3 spaces)
(2 spaces)
SUBJECT : CLEARLY TITLED IN FULL CAPS
(3 spaces)
no
indentation
A format of a Memorandum
Work Completed
February 23 : Began general research on the BLI
contamination of the local area.
March 8 : Decided to analyse the Remedial Action
Master Plan (RAMP) in order to determine
whether residents are being studied to death
by the EPD.
March 9-19 : Drew a map of that area to show places of
contamination. Obtained the RAMP from
Imran Ali of the EPD.
Interviewed representative Mr. Khan briefly
over the phone. Made an appointment to
interview others on April 10, 1995.
Interviewed Pervin Choudhury, Executive
Director of the New Dhaka Environment
Club, briefly over the phone.
March 24 : Obtained public comments on BLI’s
(Bangladesh Leather Industries) reaction to
RAMP.
April 13 : Searched Mr. Azam’s office files for
information. He is the project officer of
EPD.
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Work to be Completed :
April 25 : will finish contacting commentators on the
RAMP.
April 26 : will interview an EPD representative about
the complaints that the commentators raised
on the RAMP.
SUMMARY
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Fig. - 2
Description of Suspect
Fig. -3
F. H. CHOUDHURY LIMITED
ACCIDENT REPORT
NAME OF INJURED PERSON ........................................................
..............................................................................................................
..............................................................................................................
..............................................................................................................
..............................................................................................................
..............................................................................................................
..............................................................................................................
..............................................................................................................
..............................................................................................................
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from the research director for a south eastern grain distributor, gives
clear and specific information directly. Notice that an explanation
(background information) of how and where these data were obtained is
absent in the report as these are insignificant as to the purpose of the
writer. To simplify interpretation of data, the writer arranged them in a
table.
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altogether. Some look for an overview; others want the details, others
are interested only in the conclusions and recommendation. Technical
personnel might focus on the body of a highly specialised report and on
the appendices for supporting data (maps, formula, calculations).
Executives and managers, supervisors might only read the transmittal
letter and the abstract (summary) and are likely to focus on the
conclusions and recommendations. So only by adding supplements to a
long report the writer can make it accessible to various readers for
various purposes. All supplements, of course, are written only after the
document itself has been completed.
A formal report supplements can be classified into two groups:
(1) Supplements that precede your report (front matter): cover, title
page, letter of transmittal, table of contents (and figures) and
abstract or summary of the report.
(2) Supplements that follow your report (end matter): glossary,
footnotes, endnote pages, appendix (ces) (information on these
have been provided in the last Unit of this book).
We have seen in the previous lessons that all reports (informal, formal)
must conform to the basic principles of communications: accuracy,
brevity and clarity and to the rules of construction: introduction, body,
conclusions and recommendations. Depending on the complexity of the
report each formal report might contain all of the following elements :
(A) Title Page
(B) Letter of Transmittal
(C) Table of Contents
(D) Summary or Informative abstract
(E) Introduction
(F) Body or Development (report text)
(G) Conclusions
(H) Costing
(I) Recommendation
(J) Glossary
(K) Appendix (ces)
(L) Bibliography
Title page
Your title promises what the report will deliver by stating the report's
purpose and subject. The title page lists the report's title, writer’s name,
name of person(s) or organisation to whom the report is addressed, and
date of submission. Always write the final version after completely,
writing the report and make sure your title of the report is clear, accurate
comprehensive, and specific. Example of a clear title :
Do not number your title page, but count it as page i of your prefatory
pages. Centre the title horizontally on the page, three to four inches
below the upper edge, using all capital letters. A Sample title is given
below.
A PROPOSAL TO INVESTIGATE
THE BARRIERS TO
EFFECTIVE COMMUNICATION
BETWEEN
MAN AND ORGANISATIONS
Prepared for
Asiatic Society of Bangladesh
5 Old Secretariat Road (Nimtoli)
Ramna, Dhaka 1000 Bangladesh
by
Suraiya Zafar
Resource Person in the
Training Programme in Communication
Skills
Letter of transmittal
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Now depending on the situation your letter might also refer to sections of
your study along with any problems in gathering data. It might also
provide a list of people and organisations to whom you are indebted for
help, advice, or information. So the letter of transmittal can be tailored
to a particular reader and has an introduction-body-conclusion structure.
(example given below as a sample of a formal report's letter of
transmittal).
A letter of transmittal
Dear Sir :
No one needs to be reminded about the present crisis of business
communication in the world especially, in the underdeveloped
countries. We are all faced to make do with poor communications.
Accordingly, I have spent long hours devising a plan to overcome this
present crisis of communications in the society. I think you and your
colleagues will agree that my plan is realistic and feasible.
I, therefore, submit the following proposal for your consideration.
Respectfully,
SURAIYA ZAFAR
Table of Contents
Your table of contents is a checklist and a map of the report for the
readers. So simply phrase major headings in the table of contents as in
the report (outline) assigning page numbers. Use horizontal dots
(...............................) to connect heading to page number. (example given
below)
CONTENTS
INTRODUCTION .......................................................................... I
Background ............................................................................... 1
Scope ........................................................................................ 3
METHODS .................................................................................... 3
CONCLUSION .............................................................................. 4
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ABSTRACT
A PROPOSAL TO INVESTIGATE
THE BARRIERS TO EFFECTIVE
COMMUNICATIONS BETWEEN
MAN AND ORGANISATION
Introduction
Your introduction section should give the reader necessary background
information (the term of reference, the reason the report has been called
for), indicate the area to be covered and explain how the subject is to be
developed.
At the end of your introduction the reader should have a general, overall
picture of where you work, what you do, how you collected data, and
what the report is about, and what is to follow next.
Introduction
We have seen in the previous lessons that all reports must conform to the
basic rules of communication Introduction-body-conclusion and all
long formal reports might contain all the elements or some of the
elements discussed earlier according to the needs of the various readers.
Every writer spends more time in thinking and planning than writing.
Good writing calls for deliberate decisions: about what to say, how to
say, how to organise it, and how to revise it to make the whole thing
work. Writing begins in disorder. Messiness is a natural and often
essential part of writing in its early stages. Always compose the finished
outline after you complete writing the final draft of a long document. At
this final stage a finished outline serves as a quality control check on
your reasoning, and as a way of revealing to your readers a logical line of
thinking.
What is an outline?
An outline is an information map with which you organise your
information to make sense to your readers. A good beginning, middle,
and ending are indispensable for all reports but alter your own outline as
you see fit. The organisation of any report ultimately is determined by
what your readers need. An outline usually follows either of the two
systems of notation: the roman-numeral-letter-Arabic-numeral
system, or the decimal system. Notation is the system of division
makers. Use notation to show how each part relates to other parts and to
the whole.
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Numeral and decimal version of notation for the body of a report are
shown here side by side:
II
A 2.0
1 2.1
2 2.1.1
3 2.1.2
a 2.1.3
b 2.1.3.1
4 2.1.3.2
B and so on 2.1.4
2.2 and so on
I. INTRODUCTION
A. Definition, Description, and History
B. Statement of Purpose
C. Target Readers
D. Information Sources (including research methods and
materials)
E. Limitation of the Report
F. Scope of Coverage (sequence of major topics in the body)
II. BODY
A. First Major Topic
1. First Sub topic of A
2. Second Sub topic of A
a. First Sub topic of 2
b. Second Sub topic of 2
(and so on sub-division carried as far as necessary)
But no one model should be followed slavishly by any writer. Alter your
outline, revise it anytime you need to adjust it to your readers' need.
Formats in Workplace Writing
A useful document looks inviting and accessible to its readers. Format is
the look of a page, the layout of words and graphics. So beside having
worthwhile content, sensible outline, and readable style, a report must
also have good appealing format to attract readers attention.
Guidelines for Format Design
Whether you write with a type writer or a computer approach your
formatting decisions from top to down: first, consider the overall look of
your document; next, the shape of each paragraph; and finally, the size
and style of individual letters and words. These guidelines follow a top
down sequence, moving from large matters to small. Some general
guidelines are as follows:
Use the right paper and ink
Type or print your finished document in black ink, on 8.5" by 11" or
A4 size plain white paper. Use ray-bond paper with a high fibre
content (25 percent minimum)
Use adequate white space
White space separates sections in a document, headings, and visuals
from text, paragraphs on a page, sentences in a paragraph, words in a
sentence, letters in a word. Well-designed white space imparts a
shape to the whole document, provides breathing room between
blocks of information.
Leave ample margins
On your 8.5" by 11" page leave margins no smaller than these:
top margin = 1.25 inches
bottom margin = 1.5 inches
right margin = 1.25 inches
left margin = 2 inches
Keep line spacing consistent
For any document single space within paragraphs and double space
in between; for longer documents, double space within paragraphs.
Indent your double spaced paragraphs or separate them with an
additional line of space so that your readers can scan a long
document, and quickly locate what they need.
Use short paragraphs
Short paragraph can make complex material more digestible such as
giving step-by-step instructions, or emphasising vital information.
Number pages consistently
For a long document (formal report) count your title page as page i,
without numbering it, and number all front matter pages, including
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your table of contents and abstract with lower case roman numerals
(ii,iii,iv). Number the first page of your report and subsequent pages
with Arabic numerals (1,2,3).
Apart from these (above) guidelines whatever form you select for a
document, whichever highlights you choose, be consistent all over and
never combine too many highlights.
EXAMPLE OF A FORMAL REPORT
The following example of a formal report is only one among countless
possibilities.
REPORT ON THE
DHAKA UNIVERSITY CAFETERIA
I. TERMS OF REFERENCE
On 15 May, 1995 the Vice Chancellor asked the officers of the Student’s
union to investigate the services provided by the university’s Cafeteria in
the campus, report its finding and make necessary recommendations.
II. PROCEDURE
The members, the chosen officers of the union visited the cafeteria
during the morning and afternoon breaks and at lunch time for a period
of 4 weeks and observed the way in which the cafeteria operated making
notes on the services provided. They have also examined the quantity
and quality of the food.
III. FINDINGS
A. Provision of Food
1. The quality of the food:- The officers of the union took lunch
for about a month and all of them agreed that the quality of the
food was quite satisfactory.
2. The quantity of the food:- All the officers agreed that the lunch
was a bit small and the portion of meat and fish were
particularly inadequate. They also noted that the size of the
meals was quite adequate on many occasions and the breakfast
and afternoon tea were of good quantity.
3. The distribution of food:- Students wanting any kind of
refreshment and meals had to join the queue and it took them
over ten minutes before they collected the food. This was
because there was only one person serving for the whole
cafeteria
B. Seating Accommodation
1. The size of the Cafeteria:- The seating area in the cafeteria is
only 20 metres by 8 metres. This seemed quite inadequate for
the whole university students.
IV. CONCLUSIONS
1. Provision of Food
Although the quality of the food was satisfactory they were
inadequate and because of the poor serving arrangements students
wasted a substantial part of the lunch hour waiting and for this
reason they were late in attending afternoon classes.
2. Seating Accommodation
The floor space of the cafeteria was sufficient, but the seating
arrangements were not adequate to cope with the mid day rush.
V. RECOMMENDATIONS
1. Size of portions
In organising
information writers The portion of food should be increased
use outlining as a
simple device or 2. Serving Arrangements
tool for orienting
information to the A good number of staff should be employed in serving the food,
readers. and arrangements should be made so that there are separate queues
for light refreshments and lunches and hot snakes on the other.
3. Tables
The tables should be better spaced. Three more small tables could
be placed in the alcove at the further end of the cafeteria. If these
are provided with chairs, the seating arrangements for lunch should
be adequate.
10, JUNE 1995 Rina Wahab
Mahbub Jamil
Shihab Zafar
Tanveer Tareq
Officers of the Students Union
Dhaka University
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Press Release
Any private organisation or group may issue a press release which means
written information given to the press for public consumption. Press
release, handouts, press notes are important source of information.
These type of information come from various organisations, clubs and
association, business houses, political parties, etc., to a newspaper office.
Many of these information contain news value of varying degrees and
the newspaper office pick up only those carrying genuine and important
news value. Here the editor will decide which points to accept and
which to ignore. He will definitely ignore the points which seem
Press release is a important to those who have issued the press release but have nothing to
type of technical interest the readers. The editor will also edit the press release sent by
information which
gives factual any outsiders to make it clear, accurate and jargon free. The editor will
information to make sure before organising the press release that it will satisfy readers'
public. needs and interest. So a press release is a type of technical information
too, giving factual information to the public. But the writer may
combine both technical and non technical points of view in one single
information occasionally. Now let us look at the passage below which
have been sent by a lady to the newspaper office as a press release
information.
Dhaka: Moulvi Saleh Ahmed a very old retired government officer died
at 8:30 p.m. at the Holy Family Hospital on April 10, 1995 in the city.
He was 75. He was suffering from an internal haemorrhage. His wife
was near his bed along with three daughters, 2 sons and a host of
relatives.
If you notice carefully, then, you can see that there is no need to call the
man old when the age is already mentioned and also the exact death time
is not important in this case. So just April 10, 1995 would have been
enough. Now look at the revised version below:
Dhaka: Moulvi Saleh Ahmed a retired government officer died on April
10, 1995 following an internal haemorrhage at the Holy Family Hospital.
He was 75. He is survived by his wife, three daughters, two sons and a
host of relatives to mourn his death.
So this is how the editors of the newspaper office transforms a written
information (sent by anybody) into an accurate precise one to be released
by the press.
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