Accounting Formal Report (Extensive writing and research involved)
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formal_reports_lecture0.pptWriting Formal Reports
IS 2200
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Informational Reports
- Policy/procedure reports
- Compliance reports
- Progress reports
- Monitor/control reports
- provide management data
- attention to detail, accuracy, and honesty
- Examples:
- corporate annual reports
- sales reports
- strategic planning and annual budgets
- Problem - solving
- recommendations based on research and
analysis of alternatives.
- several alternatives = feasibility reports
- entail justification = justification reports
- Proposals
- most common for sales/marketing
Analytical Reports
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Collaborative Writing
- Allow time to get acquainted
- Draw out silent partners
- Allow and encourage disagreements
- Avoid settling on quick & easy answers
- Avoid looking for the one right answer
- Work toward achieving consensus
- Develop a work plan
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Parts of a formal Report
- Cover
- Title Fly
- Title Page
- Letter of Authorization
- Letter of Acceptance
- Operating Agreement
- Table of Contents
- Abstract
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- Introduction
- Background and Problem
- Scope/Limitations of the Report
- Sources & Methods of Data Collection
- Organization of the Report
Parts of a formal Report
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- Body
- Conclusions & Recommendations
- References or works cited
Parts of a formal Report
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Summary
- Formal business reports are important documents
- Follow accepted formats
- Use appropriate graphics
- Collaborative writing is becoming more common
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