Company Reports

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ReportsJD.ppt
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Unit III - Business Reports

Key Points

  • Two report types
  • Report format
  • Informational
  • Analytical
  • Writing a progress report

Two Report Types

  • Informational – provide information only
  • No analysis or interpretations

  • Analytical – analyzes data presented
  • Includes conclusions and recommendations
  • Based on writer’s interpretation of data

Report Formats

  • Memo format is common for informal reports
  • More formal reports will use standard report format including:
  • Cover/title page
  • Executive summary
  • Memo of transmittal

Creating a Progress Report

  • Prepared periodically
  • Provides status of project
  • Use memo format
  • Typically one page with headings
  • Sent to supervisor and anyone else involved

Progress Report continued

  • Sections

Introduction

Work completed

Work yet to complete

Conclusion (or anticipated problems)

Progress Report for Unit III Capstone

  • Refer to text example
  • Use memo, block format
  • Include four sections with appropriate headings
  • Report must be error-free

Formal Report Standards

  • Blank Page
  • Cover Page
  • Frontis Piece
  • Executive Summary
  • Break Page
  • Content
  • Formatting
  • Bibliography

Cover Page

  • 1” top and bottom margins
  • 1.25” side margins
  • Centered Title
  • Title
  • Your Name
  • Date
  • Course
  • University information
  • No Page Number, but is counted
  • Stapled upper left corner
  • Double Spaced, Times New Roman 16 pt., BOLD

Frontis Piece

  • Can be blank
  • A drawing
  • A story
  • A quote
  • Is not counted or numbered

Executive Summary

  • A brief overview of the paper generally
  • No more than 2 pages
  • Margins 1.25” from top and bottom, 1” from right, 1.5” from left
  • Executive Summary should be titled the same as the paper with the addition of Executive Summary printed above it.
  • Page numbered with small roman numerals, centered, in the footer
  • These pages do not count toward the 6-9 pages of the paper

Break Page

  • Blank Page between executive summary and body of the text.
  • It is counted and numbered with a small roman numeral

Content

  • Body of the paper should include:
  • Include a brief history of the organization, cite with at least one source (1-2 pages)
  • Discussion of types of products and services offered (1 page)
  • Discussion of organizational culture and work environment (1-2 pages)
  • Anticipated future of the company & financial outlook, cite with at least one source. (1-2 pages)
  • Summary of the findings and your determination. Would you work for them? Why or why not. (1 page)

Content Continued

  • Content will include at least 5 sources of which no more than 2 will be online
  • Content will include at least one quotation properly annotated and cited using APA guidelines

Format

  • Double Spaced
  • Top and Bottom Margin 1.25”
  • Right Margin 1”
  • Left Margin 1.5”
  • Page numbers centered in footer and start with Arabic numeral 1
  • Citations must follow correct APA style guidelines (Author, year).

Format Continued

  • Headings for each section must be included
  • Headings should be bold and centered within the margins, not to the page
  • Executive Summary and text body should be in Times New Roman, 12 pt.

Bibliography

  • Alphabetized
  • Include no more than 2 online sources
  • Does not require academic journals
  • Can include articles from typical business journals
  • Number Sources
  • Bibliography should be titled as Bibliography Centered and Underlined 14 point type
  • Not page numbered
  • Arial 12 point

Summary

  • Two report types
  • Report format
  • Informational
  • Analytical
  • Progress report