how to write a report example for business

How to Write a Business Report: A Step By Step Guide with Examples

Table of contents

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With so much experience under your belt, you already know a lot about business reporting.

So, we don’t want to waste your time pointing out the obvious because we know what you need.

Secrets. Tricks. Best practices.sales rep drilldown business report

The answer to how to write a mind-blowing business report that you don’t need to spend hours and days writing.

A business report that will immediately allow you to identify your strengths and weaknesses.

A report that’ll help you learn more about your business and do more accurate forecasting and planning for the future.

We believe we have just that right here.

With this comprehensive guide, you’ll create effective sales, analytical, and informative business reports (and business dashboards ) that will help you improve your strategies, achieve your goals, and grow your business.

So, let’s dive in.

What Is a Business Report?

Importance of creating business reports, types of business reports, what should be included in a business report, how to write a business report: an 11-step guide.

• Business Report Examples

Although there’s a variety of business reports that differ in many aspects, in short, a business report definition would be the following:

A business report is an informative document that contains important data such as facts, analyses, research findings, and statistics about a business with the goal to make this information accessible to people within a company.

Their main purpose is to facilitate the decision-making process related to the future of the business, as well as to maintain effective communication between people who create the reports and those they report to.

A good business report is concise and well-organized, looks professional, and displays the relevant data you can act on. The point is to reflect upon what you’ve achieved so far (typically, over the past month, quarter or year) and to use the data to create a new strategy or adjust the current one to reach even more business goals.

Business reports should be objective and based on the data. When stating the facts, people rely on numbers rather than giving descriptions. For instance, instead of saying “our conversion rate skyrocketed”, you would display the exact percentages that back up that claim.

Business reporting matters for several reasons, among which the most important ones are:

Recognizing Opportunities to Grow

Detecting issues and solving them quickly, evaluating a potential partner, having a paper trail, keeping things transparent for the stakeholders, setting new company goals.

In fact, over half of the companies that contributed to Databox’s state of business reporting research confirmed that regular monitoring and reporting brought them significant concrete benefits.

If you never look back at what you’ve achieved, you can’t figure out what you’ve done well and what you can leverage in the future for even better results.

When you analyze a specific aspect of your business over a specific time period and present the data you gathered in a report, you can detect an opportunity to grow more easily because you have all the information in one place and organized neatly.

Is it time to introduce new products or services? Is there a way to enhance your marketing strategy? Prepare a report. Can you optimize your finances? Write a financial business report . Whatever decision you need to make, it’s easier when you base it on a report.

Reports are essential for crisis management because they can introduce a sense of calmness into your team. Putting everything on paper makes it easier to encompass all the relevant information and when you know all the facts, you can make a more accurate and effective decision about what to do next.

Writing business reports regularly will also help you identify potential issues or risks and act timely to prevent damage and stop it from escalating. That’s why monthly reporting is better than doing it only once a year.

Having an insight into your finances , operations and other business aspects more regularly allows you to have better control over them and mitigate potential risks more effectively.

Different types of business reports may be accessible to the general public. And if they’re not, specific situations may require a company to send them over to the person requesting them. That may happen if you’re considering a partnership with another company. Before making the final decision, you should learn about their financial health as every partnership poses a certain risk for your finances and/or reputation. Will this decision be profitable?

Having an insight into a company’s business report helps you establish vital business relationships. And it goes the other way around – any potential partner can request that you pull a business report for them to see, so writing business reports can help you prove you’re a suitable business partner.

In business, and especially in large companies, it’s easy to misplace information when it’s communicated verbally. Having a written report about any aspect of your business doesn’t only prevent you from losing important data, but it also helps you keep records so you can return to them at any given moment and use them in the future.

That’s why it’s always good to have a paper trail of anything important you want to share with colleagues, managers, clients, or investors. Nowadays, of course, it doesn’t have to literally be a paper trail, since we keep the data in electronic form.

Writing business reports helps you keep things transparent for the stakeholders, which is the foundation of efficient communication between these two sides.

You typically need to report to different people – sometimes they’re your managers, sometimes they’re a client. But your company’s stakeholders will also require an insight into the performance of your business, and relying on reports will help you maintain favorable business relationships. A business report shows you clearly how your company is performing and there isn’t room for manipulation.

Once you set business goals and the KPIs that help you track your progress towards them, you should remember they’re not set in stone. From time to time, you’ll need to revisit your goals and critical metrics and determine whether they’re still relevant.

When you write a business report and go through it with your team members or managers, you have a chance to do just that and determine if you’re efficient in reaching your goals. Sometimes, new insights will come up while writing these reports and help you identify new objectives that may have emerged.

Depending on your goals and needs, you’ll be writing different types of business reports. Here are five basic types of business reports .

Informational Report

Analytical report, research report, explanatory report, progress report.

Informational reports provide you with strictly objective data without getting into the details, such as explaining why something happened or what the result may be – just pure facts.

An example of this type of business report is a statement where you describe a department within your company: the report contains the list of people working in this department, what their titles are, and what they’re responsible for.

Another example related to a company’s website could look like this Google Analytics website traffic engagement report . As we explained above, this report shows objective data without getting too much into the details, so in this case, just the most important website engagement metrics such as average session duration, bounce rate, sessions, sessions by channel, and so on. Overall, you can use this report to monitor your website traffic, see which keywords are most successful, or how many returning users you have, but without further, in-depth analysis.

Analytical reports help you understand the data you’ve collected and plan for the future based on these insights. You can’t make business decisions based on facts only, so analytical reports are crucial for the decision-making process.

This type of business report is commonly used for sales forecasting. For instance, if you write a report where you identify a drop or an increase in sales, you’ll want to find out why it happened. This HubSpot’s sales analytics report is a good example of what metrics should be included in such a report, like average revenue per new client or average time to close the deal. You can find more web analytics dashboard examples here.

From these business reports, you can find out if you will reach your goals by implementing your current strategy or if you need to make adjustments.

Research is critical when you’re about to introduce a change to your business. Whether it’s a new strategy or a new partner, you need an extensive report to have an overview of all important details. These reports usually analyze new target markets and competition, and contain a lot of statistical data.

While not the same, here is an example of an ecommerce dashboard that could help track each part of a campaign in detail, no matter whether you are launching a new product, testing a new strategy, and similar. Similar to a research report, it contains key data on your audience (target market), shows your top-selling products, conversion rate and more. If you are an online store owner who is using paid ads, you can rely on this report to monitor key online sales stats in line with Facebook Ads and Google Analytics. See more ecommerce dashboards here.

As you might guess from its name, you write the explanatory report when it’s necessary for you to explain a specific situation or a project you’ve done to your team members. It’s important to write this report in a way that everyone will be able to understand.

Explanatory reports include elements like research results, reasons and goals of the research, facts, methodology, and more. While not exactly an explanatory report, this example of a HubSpot marketing drilldown report is the closest thing to it, as it helps marketers drill into an individual landing page performance, and identify how good their best landing pages are at converting, or which ones have the best performance.

A progress report is actually an update for your manager or client – it informs them about where you stand at the moment and how things are going. It’s like a checkpoint on your way towards your goal.

These reports may be the least demanding to write since you don’t need to do comprehensive research before submitting them. You just need to sum up your progress up to the point when the report was requested. This business report may include your current results, the strategy you’re implementing, the obstacles you’ve come across, etc. If this is a marketing progress report you can use marketing report templates to provide a more comprehensive overview.

In many companies, progress reports are done on a weekly or even daily basis. Here is an example of a daily sales report from Databox. HubSpot users can rely on this sales rep drilldown business report to see how individual each sales rep is performing and measure performance against goals. Browse through all our KPI dashboards here.

What does a great business report look like? If you’re not sure what sections your report should have, you’ll learn what to include in the following lines.

Business Report Formatting

Different types of reports require different lengths and structures, so your business report format may depend on what elements your report needs to have. For example, progress reports are typically pretty simple, while analytical or explanatory reports are a different story.

However, most reports will start with a title and a table of contents, so the person reading the report knows what to expect. Then, add a summary and move on to the introduction. After you’ve written the body and the conclusion, don’t forget to include suggestions based on your findings that will help your team create an actionable plan as you move forward.

After that, list the references you used while creating the report, and attach any additional documents or images that can help the person reading the report understand it better.

This outline may vary depending on what kind of report you’re writing. Short business reports may not need a table of contents, and informative reports won’t contain any analyses. Also, less formal reports don’t need to follow a strict structure in every situation.

Business Report Contents

When it comes to the contents of your report, keep in mind the person who’s going to read it and try to balance between including all the relevant information, but not overwhelming the reader with too many details.

• The introduction to the report should state the reason why you’re writing it, and what its main goal is. Also, mention what methodology and reporting software you’ve used, if applicable.
• The body of the report is where you’ll expose all your key findings, explain your methodology, share the important data and statistics, and present your results and conclusion.
• The conclusion , similarly to the summary you’ll add at the beginning of the report, briefly singles out the most important points and findings of the report.

If you decide to include more sections like recommendations, this is where you’ll suggest the next steps your team or the company may want to take to improve the results or take advantage of them if they’re favorable.

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Note : Other than text, make sure you include images, graphs, charts, and tables. These elements will make your report more readable and illustrate your points.

Whether you’re writing a specific type of business report for the first time or you simply want to improve the quality of your reports, make sure you follow this comprehensive guide to writing an effective business report.

• Do Your Research
• Create an Outline
• Determine Formatting Guidelines
• Think of an Engaging Title
• Write the Introduction
• Divide the Body of the Report into Sections
• Choose Illustrations
• Conclude Effectively
• Gather Additional Documentation
• Add a Summary
• Proofread Your Work

Step 1: Do Your Research

A well-planned report is a job half done. That means you need to do research before you start writing: you need to know who you’re writing for and how much they know about the topic of your report. You need to explore the best business dashboard software and templates you can use for your report.

Also, if you believe you will need additional resources and documents to add in the appendix, you should do it during this phase of report writing.

Step 2: Create an Outline

Once you’ve gathered the resources, it’s time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don’t have a clear plan.

Moreover, the report shouldn’t be complicated to read, so sticking to a plan will allow you to keep it concise and clear, without straying from the topic.

Step 3: Determine Formatting Guidelines

Most companies have their in-house formatting that every official document has to follow. If you’re not sure if such rules exist in your company, it’s time you checked with your managers.

If there arent’ any guidelines regarding formatting, make sure you set your own rules to make the report look professional. Choose a simple and readable format and make sure it supports all the symbols you may need to use in the report. Set up proper headings, spacing, and all the other elements you may need in Word or Google Docs.

Pro tip: Google Docs may be easier to share with people who are supposed to read your business report.

Step 4: Think of an Engaging Title

Even if you’re writing a formal business report, the title should be clear and engaging. Reports are typically considered dull as they’re a part of official business documentation, but there’s no reason why you can’t make them interesting to read. Your title should suit the report topic and be in different font size so the reader can recognize it’s a title. Underneath the title, you should add the name of the author of the report.

Step 5: Write the Introduction

A good introductory paragraph for a business report should explain to the reader why you’ve written the report. Use the introduction to provide a bit of background on the report’s topic and mention the past results if there’s been a significant improvement since your last report.

Step 6: Divide the Body of the Report into Sections

As this will be the most comprehensive part of your report, make sure you separate the data into logical sections. Your report is supposed to tell a story about your business, and these sections (such as methodology, hypothesis, survey, findings, and more) will help the data look well-organized and easy to read.

Step 7: Choose Illustrations

Of course, each of these sections should be followed with charts, graphs, tables, or other illustrations that help you make a point. Survey results are typically best displayed in pie charts and graphs, and these enable the reader to visualize the data better. From the formatting point of view, breaking the long text sections with illustrations makes the report more readable.

Pro tip: Using centralized dashboard solutions like Databox can bring your reporting game to the next level. Sign up for a forever-free trial now to see how you can use Databox to track and visualize performance easier than ever before .

Step 8: Conclude Effectively

Finish your report with a to-the-point conclusion that will highlight all the main data from the report. Make sure it’s not too long, as it’s supposed to be a summary of the body of the report. In case you don’t want to add a specific section for recommendations, this is where you can include them, along with your assessments.

Step 9: Gather Additional Documentation

If you’ve determined what additional documents, images, surveys, or other attachments you may need for your report, now is the time to collect them. Request access to those you may not be able to get on time, so you have everything you need by the deadline. Copy the documents you can use in the original form, and scan the documents you need in electronic format.

Step 10: Add a Summary

The summary is usually at the top of the report, but it’s actually something you should write after your report is completed. Only then will you know exactly what your most relevant information and findings are, so you can include them in this brief paragraph that summarizes your report’s main points.

The summary should tell the reader about the objective of the report, the methodology used, and even mention some of the key findings and conclusions.

Step 11: Proofread Your Work

It may seem like common sense, but this final step of the process is often overlooked. Proofreading your work is how you make sure your report will look professional because errors can ruin the overall impression the reader will form about your work, no matter how great the report is.

Look for any spelling or grammatical mistakes you can fix, and if you’re not sure about specific expressions or terminology, use Google to double-check it. Make sure your writing is to-the-point and clear, especially if you’re writing for people who may not know the industry so well. Also, double-check the facts and numbers you’ve included in the report before you send it out or start your reporting meeting.

Business Report Examples (with Ready-to-Use Templates)

Here, we’re sharing a few business reporting examples that you can copy, along with ready-to-use and free-to-download templates. If you don’t know where to start and what to include in different types of business reports, these business report examples are a great way to get started or at least get some inspiration to create yours.

Activity Report Example

Annual report example, project status report example, financial report example, sales report example, marketing report example.

Note : Each of the business report templates shared below can be customized to fit your individual needs with our DIY Dashboard Designer . No coding or design skills are necessary.

For reporting on sales activity, HubSpot users can rely this streamlined sales activity report that includes key sales metrics, such as calls, meetings, or emails logged by owner. This way, you can easily track the number of calls, meetings, and emails for each sales rep and identify potential leaks in your sales funnel. Check all our sales team activity dashboards here. Or if you are looking for dashboards that track general sales performance, browse through all Databox sales dashboards here.

If you’re preparing for annual reporting, you will benefit from choosing this HubSpot annual performance report . It contains all the relevant metrics, such as email and landing page performance, new contacts, top blog posts by page views, and more. See all our performance dashboard templates here.

Project status reports can be very similar to progress reports. If you’re in need of one of those, here’s an example of a Project overview dashboard from Harvest that shows that can help you create simple, but well-organized report based on metrics that matter: hours tracked, billable hours, billable amount split by team members., and more. Check out more project management dashboard templates we offer here.

Are you creating a financial report? You will find this QuickBooks + HubSpot integration a great choice for a financial performance dashboard that makes creating a report simple. This dashboard focuses on the essential financial report

ting metrics and answers all your revenue-related questions. See all Databox financial dashboards here.

If you’re tracking your sales team’s monthly performance, this sales report template will help you prepare an outstanding report. Check out all the vital productivity KPIs, track your progress towards your goals, and understand well how your current sales pipeline is performing. See all sales performance dashboards we have available here.

Marketing reports can be easily prepared by using this monthly marketing report template . With HubSpot’s reporting, you can determine where your website traffic is coming from, how your landing pages and specific blog posts are performing, and how successful your email campaigns are. Browse all Databox marketing dashboards or marketing report examples here.

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How to Write a Formal Business Report (Template and Examples)

Formal business reports are official documents that guide and inform stakeholders. These reports are valuable tools when solving company problems or making decisions. 

You should be clear and include all relevant information to make your report useful in decision-making and problem-solving. 

Here are five steps for writing a formal business report:

• Define the purpose and intended audience
• Gather and analyze data
• Create an outline
• Draft the business report
• Revise and format your report

Keep reading to get valuable details under every step and learn to segment your report.

But first, let’s delve deep into formal business reports, the different types, and what differentiates them. We’ll also discuss the elements of a business report and cover valuable tips to perfect your writing skills.

Let’s get started!

Understanding formal business reports

Business reports provide an analysis of the current performance of a business and offer recommended actions to improve operations. A formal business report should include detailed data, analysis, conclusions, and recommendations.

What is a formal and informal business report?

A formal business report is a detailed and organized document that provides information about a specific topic, like research findings, market trends, or a financial situation. It usually includes conclusions based on data collected during the research process. 

Formal business reports can present complicated topics in an easy-to-understand format, allowing company executives to make informed decisions. A formal report typically includes an introduction, a body of information, and a conclusion. It should consist of accurate data and reliable sources and be written formally with proper grammar and spelling.

An informal business report does not follow traditional, formal reports’ formal structure and layout. Instead, it is written in an easy-to-understand language and typically includes summaries of key points, along with recommendations or suggestions for further action. 

Unlike formal reports, informal business reports do not need to be approved by higher management and can be sent directly to the intended recipient. Businesses often use informal reports to quickly provide updates or summaries of projects, data, or other important information. They are also commonly used when sharing ideas, solutions, or findings that don’t necessarily require a formal response from the receiver. 

While informal reports may need more depth and detail than formal reports, they can still communicate important information concisely and clearly. 

Types of formal business reports

Formal business reports include different types that may be used to present data, analyze performance, or make recommendations. Examples of formal business reports include annual, research, feasibility, and marketing research reports. 

Feasibility Reports

A feasibility report is an analytical document that outlines whether an activity or project has the potential to be successful. It includes cost estimates, expected outcomes, and other factors affecting the project’s success.

Business Plans 

A business plan is a formal outline of a company’s objectives and strategies for achieving them. It is used to obtain financing, attract investors, and set goals for the company. 

Business plans typically include sections on market analysis, organizational structure, competitive analysis, product or service description, financial projections, marketing strategies, and tactics.

Progress Reports

A progress report is a document that details the current status of a project or activity. It outlines the progress made, challenges encountered, and a timeline for when the project should be completed.

Financial Reports

Financial reports provide information about the company’s financial performance over some time. They include income statements, balance sheets, and cash flow statements.

A proposal is a document that outlines how an organization, company, or individual intends to complete a project. It usually includes information such as the purpose of the project, expected outcomes, methods, and associated costs. For example, businesses may use proposals to solicit funding from investors or government agencies.

Market Research Reports

A market research report is a document that provides information about customer needs and competitor activities to develop strategies for the organization. They typically include data on consumer preferences, product demand, market trends, and other relevant factors.

Risk Reports

A risk report is a document that details the potential risks associated with a specific activity or investment. It outlines possible losses and considers how they could affect an organization’s operations. Risk reports may also include measures the organization can take to mitigate losses and recommendations for further actions.

Technical Reports

Technical reports are documents that explain the results of a technical project or investigation in detail. They are used to document the findings of a project and provide a record that can be used as reference material. 

Technical reports typically include sections on research methods, results, conclusions, recommendations, and implementation plans. 

What are the key differences between writing a business report and writing an academic report?

Business reports inform a decision or provide direction in the form of recommendations. They may include factual data and analysis but are often practical and focus on the actionable steps needed to achieve a goal. 

Academic reports take a more analytical approach, emphasizing research and thought-provoking discussions that examine different points of view. 

Sources used

When writing business reports, only use real-world sources such as government reports. But when writing academic reports, you may cite theoretical works . 

Conciseness

When writing business reports, use concise points with stakeholders in mind . As for academic reports, you may use technical terms and lengthy explanations to support a point. 

Academic reports are often longer and more detailed than business reports and may also include recommendations but with a focus on developing new strategies or ideas.

When writing a business report, adhere to the following structure: cover page, table of contents, list of figures, executive summary, introduction, body, conclusion, and recommendations. 

But when writing an academic report, follow the structure: introduction, literature review, methods, results, discussion, and conclusion.

The purpose of both types of reports is to provide information that is useful and relevant to the target audience. So keep the audience in mind when writing a report; what information do they need to know? How will it help them make decisions or understand a concept better? 

Elements of a formal business report

An excellent formal business report organizes information into these sections: 

• Table of contents
• List of Figures
• Executive summary
• Introduction
• Recommendation

1. Title page

The title page indicates the company name (and logo), the author’s and readers’ names and positions, and the date.

2. Table of contents

The table of contents lists the sections of a report with their page number and helps jump to a specific title. 

3. List of Figures

The list mentions every chart or diagram included in the report and its page number for easy navigation. 

4. Executive summary

The executive summary briefly overviews the report’s key points, findings, and conclusions. It helps readers to understand the report’s data without reading the entire document. Therefore, this section should be the last to write since the facts in the report will form the executive summary. 

5. Introduction

The introduction outlines the research objectives and methods used to generate data for analysis. It sets the stage for what follows. Unlike the executive summary, it does not mention any conclusion or recommendation. 

The body contains an in-depth review of the research results and their implications. It may include an analysis of trends, correlations, pictorial evidence, and other data supporting the report’s conclusions.  

7. Conclusion 

The conclusion summarizes the data discussed in the body . It is a brief sentence that takes around three to six sentences. 

8. Recommendation

The recommendation suggests an action based on the facts presented in the report. It outlines steps or policy changes necessary to solve a problem.

9. Appendix

The appendix contains information that supports your report but would be distracting if you included it in the body. This information may consist of raw data, charts, transcripts, and surveys used for analysis or any additional resources used in the research process. You may also include acronyms used in the report.

10. References/Bibliography

This section consists of all references you used in your report. Citations protect you from plagiarism and give credit to your sources. You can write citations in APA, MLA, and Chicago styles , depending on the style of your formal report. 

11. Glossary

The glossary is where you define all technical terms used in the report. Use an asterisk next to words you will describe in the glossary to indicate that the reader should check the glossary for a definition. 

How to write a formal business report step-by-step

When writing a formal business report, start by defining the purpose of the report and the intended audience. You then gather data and analyze it before writing the report. Finally, write the report and revise it accordingly.

1. Define the purpose and intended audience

Why are you writing the report? Consider what information you need to include and who will read the report. This will help you structure your document correctly and provide relevant information. 

Defining your target audience will help you tailor the language used and choose relevant information to include in the report.

2. Gather and analyze the data

Collect all data relevant to achieving the goal of your report. This should include quantitative and qualitative data, such as customer satisfaction surveys, case studies, performance metrics, or feedback from stakeholders.

Once you have collected all of your data, analyze it and identify any trends or patterns that may be useful in writing the report. You can use various tools and techniques like statistical analysis , gap analysis , or cause-and-effect diagrams .

3. Create an outline

An outline will help you organize your research data, stay on topic, and avoid including unrelated information under a particular title. Besides having a section of each formal business report element above, outline your key points, headings, and subheadings. 

Use self-explanatory headings, for example, “ Impact of expanding market share. ”

3. Draft the report

Organize the data you collected during research into the draft report. Start by introducing the topic, providing background information, and the report’s objectives. Then include each of the main points you want to discuss, supported by evidence from the research data.

Have the relevant elements mentioned above and write adequate information under each section. The draft does not have to be perfect; you just need to organize the data roughly. 

4. Revise and format your report

After completing your draft, proofread and edit it to remove irrelevant data or add forgotten information. Make sure everything looks good, including the formatting. It also helps to share the business report with someone who can review it and propose necessary changes. Once everything is settled, share the report with your intended audience.

Tips for writing a formal business report

When writing a formal report, use data and evidence to support your argument, add visuals, use consistent fonts and headings, and highlight important information. You should also use clear language that is easy to understand, considering the audience’s background knowledge.

1. Only use credible sources

Credible sources strengthen your report because they are factual, unbiased, and reliable. To identify a credible source, look out for the following markers. 

• The source’s author should be an expert in their field.
• The information in the source should be up-to-date. 
• The source should include evidence. The author should not have their opinions or speculations.
• A credible source is peer-reviewed by other experts in the field. 

2. Use diagrams in formal business reports

Use diagrams like graphs and charts to illustrate relationships between ideas. They are more engaging, easier to understand, and they capture your audience’s attention. 

Mind that you don’t clutter your diagrams with too much information. Excess detail will confuse your readers. 

Achieve simplicity by:

• Removing backgrounds that cause distractions.
• Removing or lightening gridlines. Gridlines clutter diagrams. 
• Reduce the number of colors you use. Only use color on crucial data in the diagram. 
• Instead of adding every tiny detail, use symbols and have a key. The key explains what each symbol, figure, or line represents. 

3. Use a consistent format

A consistent format makes it easy to follow your report. Keep the format headings and subheadings uniform throughout your report. And make your page margins and font styles consistent. 

4. Use bold fonts to highlight  

Bold fonts stand out against regular text to draw focus on essential data and make it easier to skim through the report. Use bolding sparingly; otherwise, the effect of highlighting will not work.

Formal business report template

A formal business report template will save both time and energy by providing a framework that simplifies the process of assembling data into a comprehensive document.  

Check out this collection of editable business report templates to find one that works for you.

Final Thoughts: Formal Business Report

Formal business reports are essential tools for any business. An excellent report drives company decisions and recommends solutions to company problems. Writing one may be challenging, but this guide gives you a clear pathway to ease the process. 

Remember to use visual aids and credible sources to fortify your report. Organize data into the above sections, and use the discussed tips to write your business report like a pro!

You may also like:

• How to Write a Resignation Letter for a Better Opportunity [Samples + Template Included]
• Bullet Form Examples: How to Use Bullet Points Effectively
• How to Write a Subject Line for Job Applications [+Samples]

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Blog Marketing 50+ Essential Business Report Examples with Templates

50+ Essential Business Report Examples with Templates

Written by: Sara McGuire May 29, 2023

Reports may not be the most exciting communication format. But they’re important.

To make smart decisions about budgeting, marketing strategies, product development and growth strategies, you can’t rely on gut feeling alone.

And if you’re trying to sway stakeholders, creating a report with a simple, elegant design and creative data visualizations is guaranteed to impress.

This guide will deliver the most essential business report templates you can edit with Venngage, plus design tips and best practices.

Top business report templates (click to jump ahead):

What is a business report?

• Annual reports
• Project status reports
• Budget reports
• Sales reports
• Marketing reports
• Case studies
• White papers
• How to create a business report in 6 steps
• What are the types of business reports
• Business report template FAQs

A business report is a document that delivers important information about a company’s performance, financial health, a particular project, or other aspects that influence its decision-making process. 

Business reports come in various formats, such as PowerPoint presentations and online dashboards, offering more than just traditional files and spreadsheets.

They are crucial for organizations as they provide vital details that guide decision-making for business owners and managers.

They act as GPS, highlighting essential aspects like customer satisfaction, operational efficiency, and financial figures. Business reports serve different audiences and purposes, delivering information in a clear and engaging format for both internal and external stakeholders.

Want a quick rundown of some of the business report templates in this blog? Check out this video tutorial:

1. Annual Report Templates

An annual report is an all-encompassing document that allows you to reflect on your company’s past year, including:

• Your company’s mission statement
• Your company’s growth (financially, product-wise, culture-wise)
• Your statement of income and cash flow
• Your various business segments
• Information about the company’s directors and executive officers
• Information about your company’s stock and dividends
• Wins and success stories

A lot of that sounds pretty dry, doesn’t it?

There’s actually a lot to be excited about in that list. You’re talking about how your company has grown, your wins (and maybe a few losses), and what’s on the horizon for the coming year.

You can bring that story to life in your annual report design  and we have business report samples to inspire you.

This annual business report example uses a variety of charts and unique sections like “program highlights” to tell the agency’s story:

Think about how you can represent your company visually:

• Are there photos you can include of your business in action?
• What fonts and colors reflect your business’s personality?
• Are there icons you can use to illustrate certain concepts?

The below annual report design uses an energizing orange and yellow color scheme and cute icons. The format is highly visual and modern. All this reflects a dynamic company that’s optimistic about the future.

This company annual report template uses a mountain motif to reflect the company’s ambitious goals. Take a look at how the different sections of the report (“Strategy”, “Finance” and “Performance”) are color-coded to make the report easier to scan:

In the business report example below, the sleek, modern design with bold color accents reflects design trends in the games industry, which would appeal to stakeholders.

The same design ideas can be applied to an annual report presentation.

Take this annual report presentation for a coffee shop company. The whole design reflects the coziness of a coffee shop, from the softly filtered photos to the old-fashioned font:

A few annual report best practices:

• Create an eye-catching cover for your report
• Tell your company’s story in your annual report design by using thematic visuals, like background images and icons
• Pick a decorative font for headers and pair it with a more minimalist font for body text
• Look for opportunities to visualize data using infographics , charts and pictograms

Related : Our blog post with 55+ annual report templates , plus design tips and best practices.

2. Project Status Report Templates

Communication is central in any project. Consultants, agencies and freelancers especially want to be as transparent as possible. That is why a project status report template is one of the business report examples we are sharing in the article.

A project status report is crucial for communicating updates on what you’ve accomplished and what’s still pending. It also helps you flag any issues, either current or on the horizon. This helps build trust with the client.

The project status report template below communicates key information in an easy-to-understand format.

The above template lets you alert the client if the project is:

• Suffering from budget or scope creep
• On track in terms of schedule
• Healthy or not i.e. milestones completed on schedule, issues resolved

You can add bullet points on the second page to quickly flag key issues that are impacting project success.

Related : Our post on how to write a project management plan .

Simple Project Status Report Templates

Avoid ad-hoc emails or meetings. Use a simple project status report template to present your latest work and keep everyone on the same page, without endless back and forth.

The project status report below would work well for weekly updates.

This template lets you quickly provide an overview to busy stakeholders, who’ll be able to spot key project issues and progress  at a glance.

Project Status Report Template PPT

Big updates might require consultants to communicate the status of a project in person. The below presentation template uses charts and data visualization to get your key points across immediately.

Clients or other stakeholders can see what’s been accomplished and when, while the last slide leaves room for what’s still pending.

A few project status report best practices:

• Include a summary of all important tasks currently in progress. If you have a weekly meeting with the client, this section will probably serve as the jumping-off point for your conversation.
• Stakeholders should be able to tell at a glance if the project is way off schedule or there are too many unresolved issues.
• Document all outstanding problems and concerns. It’s important to have a record in case you run into issues with the client later on.

Related : Our post with 30+  project plan examples plus design tips.

3. Budget Report Templates

This is Business 101: on a quarterly or yearly basis, you should be analyzing your budget, expenses and revenue.

A budget report typically breaks down:

• The different categories of your budget
• The last year or quarter’s spending for each category of your budget
• Areas where you may need to cut or increase spending
• Forecasts for the coming year or quarter

Business Monthly Expenses Template

A full budget report is a bit too dense to pass around a room during a meeting.

But, a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders up to speed.

You can provide an overview of the last period’s spending by category, and highlight the amount you saved or exceeded the budget by.

For example, take a look at this summary budget report slide that uses a thematic background image to make it more engaging:

A quick summary page is also the perfect opportunity to creatively visualize data.

While tables are certainly efficient for comparing amounts spent, you could also use a more unusual visual like a bubble chart. This is because unique visuals make memorable business report examples.

Forecast Budget Template

A forecast is an essential business report that shows where a business is headed financially. It’s not a plan for the future, but rather its current short-term direction .

Use this forecast template to project your businesses’ revenue, and take appropriate action.

A few budget report best practices:

• Clearly label the period the report covers (monthly, quarterly, yearly)
• Provide a brief description of each section of your report, to highlight important insights
• Use a table to compare amounts of money saved vs. spent
• Use bar charts, pie charts and bubble charts to visualize budget allotment
• Highlight important insights using contrasting colors, bold fonts and icons

4. Sales Report Templates

If you aren’t tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.

Creating a sales report for different time periods can help you identify trends, as well as an opportunity for growth. Regularly reporting on your sales can also help your team stay focused on your goals.

What should be included in a sales report?

A sales report typically covers any of the following data:

• An overview of sales goals and whether or not those goals are being met
• Revenue and expenses
• Sales forecasts for the upcoming periods (month, quarter, year)
• Products and services that are selling the most and ones that are lagging
• Number of leads and conversion rates for a given period
• Any challenges or roadblocks

Weekly sales report template

Consider making  sales reporting  a segment of your weekly team meetings. You may want to provide a quick update for company-wide meetings and a more in-depth report for sales and marketing team meetings.

Here’s an example of what a quick weekly sales report could look like:

The slide simply covers the total sales for the week and compares them to previous weeks to highlight growth.

While this sales report presentation digs deeper into KPIs (key performance indicators) and conversions :

Monthly sales report template

For a monthly, quarterly or yearly sales report, you will probably want to go more in-depth into your metrics as you plan for upcoming periods.

That said, you don’t want to produce a 62-page text-heavy document no one will read. Surprise your client or boss with a fresh new way of doing things that are engaging and concise. You’ll differentiate yourself as an innovator.

For example, the following monthly sales report template uses a variety of charts and tables to keep the data fresh:

The below sales report template will help you visualize key sales metrics using pie charts, bar graphs and tables. The weighted text and icons help organize information in an easily digestible way.

Making your sales report easily accessible will help build your reputation as someone who’s transparent and trustworthy.

A few sales report best practices:

• Clearly identify the time period you are reporting on
• Use descriptive section headers and include descriptions for any charts or tables that need more clarification
• Provide context for readers, explain any major trends they should be aware of, any challenges your team encountered, and how the goals have been impacted
• Use line charts and bar graphs to show changes over time and highlight trends
• Emphasize key metrics in big, bold fonts (for example, the total sales for a given week)
• Use contrasting colors to emphasize keywords or one point on a graph

Related :  5 ways to host a more successful sales demo  by using images.

5. Digital Marketing Report Templates

If you’re a SaaS or e-commerce business , I don’t have to tell you how important digital marketing is. It’s the thing that can make or break many small businesses.

In order to scale and grow your business , it’s important to make informed, deliberate digital marketing decisions.

That means always looking for ways to improve your search rankings, grow your social media engagement, and optimize your ad campaigns.

A ‘ digital marketing report ‘ is a pretty broad term for a report that could be an overview of all your digital marketing channels or one particular channel.

A digital marketing report that covers all your main marketing channels  could include any (or all) of the following data:

• An overview of your current digital marketing strategy
• Your main marketing goals and whether or not they are being met
• An overview of your conversion metrics, including the number of leads, paid vs. organic leads, and your cost per conversion
• An overview of your traffic metrics, organized by channel
• An SEO overview , including any chhttps://growthbarseo.com/anges in rankings for target keywords
• An overview of PPC campaigns you’re running, including clickthrough rate, ROI and cost per click
• An overview of your social media channels, including engagement metrics and leads from specific channels

For example, take a look at this digital marketing report template that dedicates one page to each channel. Note how the company’s branding has also been incorporated into the design by using the brand’s colors and visuals that reflect the computer theme:

In a digital marketing report that focuses on one specific marketing channel, you will probably want to go more in-depth into each metric.

For example, in a social media report, you should cover:

• A comparison of your performance on specific social media channels like Facebook, Twitter and YouTube (you could try visualizing it with a  comparison infographic )
• Specific engagement metrics like impressions, clicks, subscriber count, likes and comments
• An overview of your followers, including demographic information like age, gender and profession
• Conversion metrics from each specific social media channel

The below social media report visualizes some of these key metrics.

As a consultant, you may be gifted in social media marketing but totally flummoxed by all things design. Look better than you are by using the above template. It’ll help you present your findings in a way that’s effective and professional, while still managing to be playful and engaging.

If you’re concerned about organizing information by channel, here’s an example of a social media marketing report presentation that uses colored columns to make it easy to scan for a specific channel’s metrics:

A few digital marketing report best practices:

• Provide an overview of the performance of all your channels, or a particular channel
• Organize your report by channel (“Organic Search”, “Social Media”, “PPC”) or by specific campaigns/projects
• If your report is long enough, include a table of content to make it easier for readers to navigate your report
• Use bar charts and tables to compare your performance on different marketing channels
• Use icons to emphasize key information and visualize different channels (for example, different social media networks)
• Try to communicate your information concisely and focus on only one topic per page or slide

Related : Our post on what is a marketing plan and how to write and design one for maximum effectiveness.

6. Competitor Analysis Templates

Get the attention of marketers with a competitor analysis report. The best reports show exactly what a company must face off (and beat) to be successful.

A competitor analysis report usually has the following sections:

• Product summary
• Competitor strengths and weaknesses
• Competitor strategies and objectives
• Outlook: is the market growing? Flat? Splintering into niche segments?

The following competitor analysis template neatly organizes these categories into compact sections and highlights important stats. Stakeholders can quickly compare them with their own company’s numbers and get an immediate sense of how they measure up.

Using a pre-designed competitor analysis template is also a great idea for consultants who want to set themselves apart from big consulting firms or boutiques. Visualizing data is a way to set yourself apart as numbers-focused, unique and innovative, as in this business report example.

A few competitor analysis report best practices:

• If you’re listing all competitors, add those entering the market in the next year as well as indirect competitors who sell to the same customers as yours.
• Find customer satisfaction surveys for competitors (usually carried out by trade press) and include their findings.
• Talk to the sales department to get a sense of the competitor’s customers.
• Do informal research on the competitor’s strengths and weaknesses. Talk to journalists who cover this specific industry. Don’t just rely on online information.

Related : Our post on how to create a competitor analysis report (with templates).

7. Case Study Templates

One of the business report examples on our list is the business case study. Though not a report exactly, a case study analyzes a particular aspect of a company or a situation it faced. A consultant may need to write one as part of a corporate training program they’re developing.

Case studies usually focus on one of these situations:

• Startup or early-stage venture
• Merger, joint venture, acquisition
• Market entry or expansion
• New project or product
• Pricing optimization
• Profitability
• Industry landscape
• Growth strategy

What makes case studies unique is how they tell a story. They include background information on the company, a protagonist or key players, the situation and outcomes.

The below case study template has plenty of space for this narrative while using icons and numbers to highlight key details.

Make sure to include a conclusion that contains your key findings. Why did the protagonist make the decisions she made? What were the outcomes? What can we learn from this? Circle back to the key question the case study raises and answer it.

Business case study template

Business case studies are usually teaching tools to show how real companies approached a particular scenario or problem. The case study usually reflects a business theory and demonstrates its real-life application.

For example, the following business case study template shows how a crafts retailer uses earned media to drive engagement-heavy traffic.

This is another version of the above case study. Notice the changes in branding in this business report example that sets it apart from the previous template.

Marketing case study template

Case studies are a powerful form of marketing as they show a potential customer how existing customers are already using your product or service to meet their goals.

For example, this social media marketing case study illustrates how Toy Crates used content marketing to radically increase their sales:

A few case study best practices:

• Outline any constraints and challenges the protagonist of the case study faced that affected her decision (such as a tight deadline).
• Attach supporting documentation, such as financial statements.
• Include an original title, such as “Design Thinking and Innovation at Apple.” The title should mention the company and the subject of the case study.

Related : Our post on how to write and design a case study .

8. Growth Strategy Templates

Setting goals for your business might seem easy in theory… but setting ambitious yet realistic goals can actually be quite challenging.

At Venngage, we follow these 5 steps to set our goals:

• Identifying and set high-level goals.
• Understand which inputs and outputs impact those goals.
• Run experiments to impact those inputs.
• Validate those experiments.
• Foster accountability for the results within the team.

For a more in-depth look at this process read our  growth strategy guide .

For example, if you’re a SaaS company, your high-level goals would probably be a specific number for revenue, a number of daily active users or employee count, like in the business report template below:

Once you’ve identified your high-level goals, the next step is to identify your OKRs (Objective Key Results), the metrics that impact your goals. Generally, you will probably want to break down your OKRs by channel.

So, if one of your goals is to hit a certain number of daily active users, your OKRs could be organized by:

• Acquisition OKRs, like organic traffic and paid traffic
• Conversion OKRs, like conversion rate
• Retention OKRs, like retention rate

Once you’ve identified your OKRs, you can come up with experiments to run that will impact those OKRs.

At Venngage, we use a weekly sprint to plan, execute and analyze our growth experiments. But I know other companies that use longer sprints, like two-week or month-long sprints.

Before you run an experiment, you should validate that it’s an experiment worth running. You can do that by identifying which goal it impacts, what resources the experiment will require, and how much effort you anticipate it will take to run the experiment.

This is the exact marketing sprint validator template that our marketing team uses when we schedule growth experiments:

After you’ve run a growth experiment, it’s extremely important to track your results.

At the end of every sprint, take a good chunk of time to analyze your experiments to see what learnings you can take from them. Then, classify an experiment as a “Winner” or “Loser” based on whether or not the results lined up with your hypothesis.

You can use your results from the sprint that just ended to inform your experiments in the upcoming print.

Here’s an example of a sprint release and results template that you could use. Note how each experiment is owned by a team member to foster accountability for the process and results:

A few growth strategy report best practices:

• Divide your growth strategy reports into color-coded columns based on goals, OKRs, or stages in a sprint
• Use icons like checkmarks and x’s to identify winning experiments and losing experiments
• Include brief descriptions on each template, to make it easy to understand
• Attribute each growth experiment to a team member, to foster accountability for the process and results
• Use your company colors, fonts and logo to maintain consistent branding across all of your communications

Related : Our complete guide to developing a growth strategy checklist.

9. Market Research Report Templates

Even after you’ve launched your business, it’s a good idea to do regular market research. You can use your research to plan and refine your marketing strategies, to identify new prospective customers and product plan.

Market research generally involves gathering information about the needs, problems and wants of your customers. This research can help you come up with your customer personas and specific problems you want to solve with your product or service.

You can conduct market research in two ways:

• Qualitative research (calls, focus groups)
• Survey research

For example, many consultants struggle to get buy-in from various stakeholders. The boss may be constantly changing the scope of the project based on a whim, such as the latest article he’s scoured from the internet! Employees may be set in their ways and resistant to incorporate consultants into their workflow.

One way to get clients on board and build trust is to provide stats and research that support your recommendations.

Here’s a market research business report example that lays out the industry landscape and gives clear guidance on the way forward, all backed up by facts.

This cheerful, icon-heavy market research report should help energize reluctant stakeholders. Packaging new (and sometimes daunting) information in fresh ways can help break through resistance.

You may also want to look at competitor statistics and industry trends. This template includes a competitor case study, including website analytics, and a SWOT analysis :

When it comes to creating your market research report, you may want to do an in-depth overview of all of your market research. Or you may want to focus on one area of your research, such as your survey results.

Survey Report Template

This survey report template helps visualize your findings; the pictogram and chart make the findings easy to understand.

The one-slide market research report identifies the demographics of the survey participants. The report categorizes participants by their jobs, locations, and the topics that they find most engaging. Note how each persona is visualized using an icon:

This business report example highlights how you can give your team and stakeholders a quick overview of your main market and what topics they’re interested in.

One of the purposes of a market research report is to present any conclusions that you came to after analyzing the data.

These could be conclusions about who your target customers are, areas where you can expand your business, and customer needs that aren’t currently being met. The below business report example visualizes this data and also provides space to draw your own conclusions.

Here’s an example of a market research report template that emphasizes key findings in the larger text before providing supporting data:

A few market research report best practices:

• Use icons to illustrate your customer personas
• Use charts and graphs to compare demographic information like customer age, gender, location, and occupations
• Include the main conclusions you came from after analyzing your data
• If your market research report is long enough, include a table of contents
• Include a brief summary of your data collection methods , including the sample size

10. White Paper Templates

White papers are great tools to educate and persuade stakeholders. Consultants can also use them to improve their reputation vis-a-vis big consulting firms and boutique firms or use them as lead magnets  in Facebook ads etc.

As always, a polished design is much more likely to engage senior leaders or potential clients.

A business report template or consulting report template is the fastest way to produce something that’s both attractive and easy to understand.

The below consulting report example has a full page dedicated to visuals. It’s the perfect way to break up the text and let it breathe. It also reinforces the information.

Browse our library of thousands of professional, free stock photos to swap in images that suit your topic best. Or upload your own.

Our editor makes it simple to adapt any of our business and consulting report templates to your needs. Change the text, fonts, photos, icons, colors, anything you want.

The next business report template is perfect for marketers and marketing consultants. It has an inviting and fun (but still professional) cover page that quickly communicates the content marketing process using icons.

Venngage has an extensive library of thousands of custom, modern and diverse icons you can swap into the above consulting report example. For instance, you could add the Twitter or Facebook logo or a “thumbs up” icon.

Then, click on the template’s chart or graph (pages four and five) to add your own data.

Struggling with organizing information in your reports?  It’s important for consultants and marketers to find a way to communicate key takeaways, and not overwhelm your reader with data.

The below consulting report template uses filled text boxes and icons on the third page to highlight top findings.

Different-colored headers also help create a hierarchy of information and add more variety to the design.

A few white paper best practices:

• Create an eye-catching white paper cover page using a background in bold color, photos or icons.
• Add a key takeaways section, with a header and bullet points.
• Visualize data using charts and pictograms in order to highlight key data.
• Incorporate your branding into your white paper template (brand colors and logo).

Related : Our blog post with 20+  white paper examples  for even more templates and design tips.

11. Project Plan Templates

A project plan is the best way to keep a project on track.

But, showcasing the steps towards completing a project and showing how each step is actionable and measurable can be tough. 

This is especially difficult if you’re a consultant and you don’t have company templates to rely on.

The below  project plan template is a simple way to visualize what needs to happen, and when.

The above highly organized project plan template uses bar graphs, icons and color-coding to present information in an accessible way. Once you enter the editor, click on the bar graph to customize the schedule.

The project timeline below also uses icons and color-coding to organize information, though in a slightly different way.

Projects suffer when there’s confusion about deadlines and what’s required at each step. This timeline from a business report sample makes it crystal clear what tasks belong to what step and how long each step should take.

A timeline is a perfect way for your team or client to refer back to the project schedule without having to read through tons of text.

You can also revise your timeline as the project progresses to reflect changes in the schedule.

The below consulting report template has a more traditional format for a project plan. Still, like the timelines, this business report sample relies heavily on visuals to create an easily scannable and understandable project overview.

Scope creep is the enemy of any project’s success (and the bane of many consultant’s existence). That’s why it’s so important to define the project from the very beginning. The consulting report template above has a section to do just that.

Of course, projects change and evolve. The project report below will help you raise any issues as soon as they happen and present solutions. That way, stakeholders can make a decision before the project schedule is seriously derailed.

Check out our blog post with  15+ project plan templates  for even more examples and design tips.

A few project plan best practices:

• Plot your project schedule visually using a timeline.
• Use color to categorize tasks and milestones.
• Use icons to illustrate steps in a process.
• Insert charts to track the duration of each phase of a project.
• Pick a flexible template that you can update as the project progresses and things change.

Related : Our post on the four phases of the project life cycle .

12. Business Proposal Templates

A business proposal  is a document that presents your product or service as the solution to a client’s problem. The goal of a business proposal is to persuade a prospective client to buy your product or service. These proposals can be either solicited or unsolicited.

The contents of a business proposal report will vary depending on the problem. 

Typically, a business proposal will include these sections:

• Information about your company (mission, qualifications, competitive edge)
• A detailed description of your client’s problem 
• The cost of your product/service 
• The methodology of how you propose to solve the client’s problem
• A timeline of your approach to solving the problem

A few business report examples and design tips:

Create an engaging title page for your business proposal. Think of it as the cover of a book or a movie poster. This will be your prospective client’s first impression of your business.

Use a design that tells a story about your company’s mission and the people you serve. For example, the cover for this business proposal template shows a happy team working together:

Meanwhile, this simple business proposal example uses icons to illustrate what the company does. The motif is carried throughout the rest of the proposal design:

Use visuals to highlight the emotion behind the problem

Businesses are made up of people, and people are emotionally charged. When identifying the problem, use imagery to highlight the frustration, confusion, or dissatisfaction behind the problem. This will show empathy towards the people you’re proposing your solution to.

This business report sample page from a business proposal contrasts one image to illustrate the “problem” with a more cheerful image for the “solution”:

This marketing business proposal uses a variety of visuals like icons, bold typography and photos to tell a story:

Related : Our post on  consulting proposal templates or our guide to creating a business proposal .

How to create a business report in 6 steps?

Creating a business report can seem daunting, especially if you’ve never done it before. don’t let the word “business” intimidate you – these steps can be used for writing a report in any field!

Step 1: Define the purpose and scope of your report

Know the purpose of your report. Are you aiming to share the results of a project? Analyze performance? Recommend specific actions? Whatever the goal, keep it in mind as you go through the process. Also, consider the scope of your report. Decide what information you’ll be including, as well as what you can leave out.

Example: Let’s say your boss wants a report on your team’s sales performance during the last quarter. Your purpose might be to analyze the numbers and identify trends, areas for improvement, or opportunities for growth.

Step 2: Gather relevant data and information

Now that you know what you’re aiming for, it’s time to gather the information you’ll need. This might involve pulling data from internal systems, interviewing colleagues, or even conducting your research. Remember, the quality of your report depends on the accuracy and relevance of the information you provide, so double-check your sources and make sure you’ve got everything you need.

Example: For our sales performance report, you’ll need to collect data on product sales, individual and team performance, and any factors that may have influenced sales during the quarter.

Step 3: Organize your content

Next up is organizing all that information into a logical and easy-to-follow structure. This will depend on the specific requirements of your report, but some common components are an introduction, executive summary, main body, conclusion, and recommendations. A clear and logical structure helps readers easily understand and follow your report.

Example: In a sales performance report, you might start with an executive summary highlighting sales growth (or declines), outline individual team member’s performance, and then delve into a more detailed analysis of factors and trends.

Step 4: Write the report

When writing your report, start by developing a clear and concise writing style, avoiding jargon and buzzwords. Keep your audience in mind – make sure your report is easily digestible for your intended readers.

Example: When writing about sales performance, share facts and figures in simple terms that everyone can understand. Instead of saying, “Our sales team demonstrated a 12.3% compound annual growth rate,” say, “Our sales team increased their sales by 12.3% each year.”

Step 5: Add visual aids

To make your report more engaging and easier to understand, consider adding visual aids like graphs, charts, or images. These can help break up large blocks of text and highlight key findings or trends.

Example: For your sales performance report, you might create a bar chart showing sales growth over time or a pie chart displaying individual team members’ contributions.

Step 6: Review and refine

Last but not least, review your report. Does it achieve the purpose you set at the beginning? Are there any gaps in the information? Are there areas that could be clearer or more concise? Address any issues you find and refine your report until it meets your goals and is easy to understand for your target audience.

Example: In your sales performance report, if you find that you haven’t adequately explored the impact of a new product launch on sales, go back and add that analysis to provide a more comprehensive view.

What are the types of business reports?

Different types of business reports cater to various purposes, including monitoring performance, making decisions, and more, offering a range of options beyond standard reports.

1. Informational reports

The primary purpose of informational reports is, well, to inform. These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions. 

Examples include daily sales reports, inventory levels, or even project updates. This is the essential “just the facts, ma’am” type of report you need to stay in the loop.

2. Analytical reports

Analytical reports give you a more in-depth look at the data to help you make decisions. These reports come with all the bells and whistles – charts, graphs, and recommendations based on thorough analysis. Analytical reports are what you whip out when you need to decide whether to invest in a new project, evaluate your marketing efforts, or diagnose challenges within the company. The goal of such a report is to help you make smarter decisions for the growth and development of your business.

3. Summaries & reviews:

If you’re a little short on time and need a quick overview of your business’s performance, summary reports are your best bet. These reports condense the crucial details from other reports at regular intervals (monthly, quarterly, or annually) and present them in a digestible format. 

4. Research reports

As the name suggests, these in-depth reports dig into specific topics or issues relevant to your business. Research reports are great when exploring new markets, considering new product development, or requiring a detailed evaluation of business practices. These reports act as guides for making major decisions that could significantly impact your company’s direction and success.

5. Progress reports

Let’s say you’ve got a fantastic project idea underway. You’ll need to keep track of every stage of it to ensure it’s smooth sailing ahead. Enter progress reports. They track the achievements, setbacks, and future plans of ongoing projects. These are essential for keeping everyone – from employees to investors – in the loop.

Business report template FAQs

1. what are the best practices for creating a business report.

You could open up Google doc, record your metrics and make a few points of analysis, send it to your team and call it a day. But is that the most effective way to report on your findings?

Many people may not even read those types of reports. Not to mention, a plain old report probably won’t impress stakeholders.

It’s important to brand yourself (and stand out from your competition). And then there’s the ever-important need to create buy-in from stakeholders and convince them of your recommendations.

That’s why it pays to make your reports as engaging as possible. That means visualizing data , processes , and concepts to make them easier to understand and more fun to look at, as you’ve seen from the business report examples in this post.

You can do that easily by getting started with a  business report template  or consulting report template .

There are two big reasons why it’s a good idea to create a highly visual business report:

• You will be able to organize, analyze and summarize your findings .
• You will be able to communicate your reports more effectively with your team, stakeholders and customers.

For example, the below business report template shows four different ways you can visualize information. It’s much more captivating and easily digested than a block of text.

And don’t worry about how time-consuming designing a report might be. If you start with a solid business report template, you can repurpose that template over and over again.

Use the template as a framework, then customize your information and design to fit your specific needs. Then, use a  chart tool  to convert cumbersome data into clear visuals.

Just like in the above business report sample, you’ll have a succinct, powerful (and polished) report that stakeholders can understand at a glance.

2. How do you design a business report template?

Incorporate your branding into the design

Part of building a strong brand is using consistent branding across all of your content, both internal and public-facing. You can incorporate your branding into your business report design by importing your logo and using your brand colors and fonts.

Our My Brand Kit feature automatically imports company logos and fonts from any website. You can then apply them to your design with one click.

Stick to only one topic per page or slide

When creating a report, it’s easy to try and cram a bunch of text onto one page. But then you run the risk of creating an impenetrable wall of text.

Instead, focus on only one topic per page or slide. If you find that even that makes your page look too cramped, then try breaking up your information into two pages or looking for ways to better summarize your information .

Put functionality first

When you’re designing a business report, you should look for opportunities to visualize data and creatively present information. That being said, the primary goal of your business report should still be to communicate information clearly.

Use design elements such as icons or fonts  in different sizes, weights and colors to highlight, emphasize and categorize information, not obscure it. If a page you’re working on looks cluttered or confusing, take another stab at it.

Remember that functionality comes first, and that includes using the right visuals for your information.

3. What is the best business report maker?

You can make a business report online using a number of tools. As we have mentioned, a great business report is visually appealing, includes icons, images, clear fonts, easy-to-understand charts and graphs, as well as being branded.

Venngage is the one-stop design solution when it comes to creating reports. The business report examples in this article highlight how easy it is to design a variety of reports for every type of organization and activity. Make design simple by using Venngage.

More business communication guides:

• The Ultimate Guide to Consulting Proposals (2024)
• 20+ White Paper Examples [Design Guide + White Paper Templates]

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What is a Business Report? (Examples, Tips and How to Make One)

According to a recent survey by Zapier , 76% of respondents said they spend 1-3 hours a day simply moving data from one place to another. Additionally, 73% of workers spend 1-3 hours just trying to find relevant data or a particular document. Another survey by TrackVia found that 44% of workers spend more than one day per week on manual, administrative tasks such as generating reports .

Fortunately, there are tools available to automate the report creation process and produce high-quality reports efficiently. However, it’s essential to understand the key factors that make a report effective and distinguish your report from the rest, without relying on plain Excel/PowerPoint tools. 

Are you ready to take your report writing skills to the next level?

A business report is a document that presents information in a structured format, typically written for a specific audience or purpose. Business reports are used to convey data, research findings, recommendations, and other types of information in a clear, concise, and organized manner.

Business reports may be written for a variety of contexts. They may vary in length and complexity, depending on the type of information being presented and the intended audience.

You can also jump right into creating business reports by selecting a template and following along this guide, or create a report using our AI-powered report maker for free today.

Table of Contents

General business reporting templates, specialized business reporting examples, other reports, what makes a great business report format, what are the five main parts of a business report, how to present the report in a more visual way, and now, over to you.

• Progress reports : These are reports used to easily track progress on a particular project or activity, and can be divided into daily, weekly, monthly, or quarterly progress reports.

• Feasibility reports: These are reports that assess the feasibility of a particular project or initiative, such as a new product or service.

• Executive Summary Reports: These reports provide a brief summary of a larger report in business management. They are typically used to provide key decision-makers with a quick overview of the report topic.

• Financial reports : These are reports that present financial information, such as balance sheets, income statements, and cash flow statements, which measure performance of the company.

• Annual reports : These are reports that provide an overview of an organization’s performance over the course of a year, including company goals, new insights, and average revenue.

• Sales and Marketing Reports : These reports provide relevant information on sales and marketing activities, such as sales forecasts, customer overview demographics, marketing report and market research, typically created by sales rep.

• Human Resources Reports : These reports provide information on employee-related matters, such as recruitment, training, and performance management.

• Incident Reports: These reports document workplace incidents, such as accidents, injuries, or security breaches. They may be used for legal or insurance purposes.
• Environmental Reports: These reports assess the environmental impact of a company’s operations. They may include information on energy consumption, waste management, and carbon emissions.

• Investigative reports : These are reports that investigate a particular issue, such as a workplace incident or accident.

• Academic reports: This is an analytical report used in academic settings to convey research findings, such as lab reports, research reports, and case studies.

• Technical reports: These are reports that communicate technical information, such as engineering reports, scientific reports, and project reports. It may contain all the relevant explanatory reports and research methods.

There are several elements that make a great formal business report, including:

Clear purpose and scope

A report can contain a lot of information, it is important not to lose the bigger picture. It should be easy to access the report’s main points through a table of contents at the introduction.

Define the purpose and scope of the entire report : Determine the objectives of the report and the information that needs to be collected to achieve those objectives.

Accurate and relevant metrics/data

Identify the sources of information : Determine where the critical information can be found. Sources can include primary sources such as surveys, interviews, and experiments, or secondary sources such as books, articles, and online databases.

Collect the historical data: Gather the necessary data by conducting interviews, surveys, experiments, analytical reports, or other means. Be sure to record and organize the data in a systematic and organized manner.

The gathering of relevant data is often time consuming. It would be good to collaborate on this process and assign multiple stakeholders different portions of the report so that the information gathering isn’t spent on analytical reports by one individual only. Piktochart has the ability to help you collaborate in teams specifically for this purpose.

Comprehensive analysis

Analyze the data : Once the data has been collected, conduct an in depth analysis to identify patterns, trends, and relationships. Use statistical tools, software, or other analysis methods to make sense of the data.

Go from big picture to small details. It is good practice to create an outline of the report and what should be communicated in official document before going into the actuals of putting the report together.

Break the analysis down into multiple pages. Use a page to convey one main point instead of cramming in multiple charts and figures.

Clear and concise writing

Interpret and present the findings : Draw conclusions based on the data and present the findings in a clear and organized manner. Use charts, tables, graphs, and other visual aids to help convey the factual information.

For example, one may opt for the use of bullet points sparingly and opt to make the sentences shorter and without jargon. A visual layout of two columns may also help in some cases.

Effective communication in research report

A report can be consumed digitally or via print. If it’s consumed digitally e.g. in a single dashboard , you can provide a TLDR summary or explanatory report for the readers via email so that they would know what to expect.

Visual aids

The best option here is to go with diagrams, images, tables and charts that help to convey the main point of a particular page.

If the report is hosted online, it is also possible to include other videos or audio content to get the viewers interested.

Recommendations and conclusions

Revise and finalize the report: Review and revise the report to ensure that it is accurate, complete, and well-organized. Be sure to proofread for spelling errors, grammar mistakes, and punctuation.

It is important to address the concerns that the key decision maker has about the progress report and aid decision making process. The language and tone of the report should always be future-looking and positive. You can do this by balancing potential risks and key opportunity areas.

Professional formatting and presentation

Aim to use brand colors and fonts throughout the whole presentation. These “tiny” signals give the impression that the report has been professionally designed.

Business reporting typically includes:

• Introduction that provides background information. The title and table of contents can go here. Occasionally, it also includes some brief opening remarks from the leadership team.

• Main body that presents the data or findings. This can be broken down into several pages and it is best to present one salient piece of information per page. The aim is not to reduce the number of pages, but to go for concise writing so that there is a strong message per page.

• Conclusion that summarizes the key points.

An important part of conclusion is recommendations for further action. A report would be incomplete if it does not bear any future-forward messages for the business/activity.

While there is no specific format that has to be followed, Piktochart has some great business report examples for you to get started. Sign up to access more professionally designed templates of presentations , infographics , social media graphics and more.

Use charts and diagrams

Visual aids such as pie charts, bar graphs, and line graphs can help to convey complex information in a clear and concise manner.

Choose the right type of chart or diagram

There are many different types of charts and diagrams available, including bar charts, pie charts, line graphs, scatter plots, flowcharts, and more. Choose the type of chart or diagram that best represents the data you are presenting and is most appropriate for your audience.

Keep it simple

While charts and diagrams can be useful for presenting complex information, it’s important to keep them simple and easy to understand. Avoid cluttering your chart or diagram with too much information, and use clear and concise labels and titles.

Use appropriate scaling

When creating a chart or diagram, it’s important to use appropriate scaling to ensure that the data is accurately represented. Make sure that the scale of the chart or diagram is appropriate for real value of the data you are presenting, and avoid distorting the data by using uneven scales.

Provide context

Charts and diagrams can be difficult to interpret without proper context. Make sure to provide context for your data by including clear and concise explanations of what the chart or diagram represents and how it relates to the rest of the report.

Use color strategically

Color can be a powerful tool for highlighting key data points or drawing attention to important information. However, it’s important to use color strategically and sparingly to avoid overwhelming your audience.

Use color sparingly

Color can help to highlight important information and make the report more visually appealing.

While color can be a powerful tool for emphasizing important information, using too much color can be overwhelming and distracting. Use color strategically to draw attention to key data points, headings, or other elements that you want to emphasize.

Choose colors carefully

When selecting colors, consider the target audience and purpose of the report.

Stick to a color scheme that is appropriate for the subject matter and aligns with the company’s branding. Avoid using too many bright or bold colors, which can be jarring to the reader.

Use contrast

One of the most effective ways to use color in a business report is to create contrast between different elements. For example, use a bold color for headings or subheadings to make them stand out from the surrounding text.

Use color to organize information

Color can be a useful tool for organizing information and making it easier to scan. Consider using color to create sections or categories within the report, or to distinguish between different types of data.

Be consistent

To avoid confusion, it’s important to be consistent in your use of color throughout the report. Use the same colors for the same types of information, and make sure that the colors you use are consistent with the company’s in house format or branding guidelines.

Use a consistent layout

Using a consistent layout throughout the report broken down by headings and subheadings can help to make it more visually appealing and easier to follow.

A single-column format is often used because it is easier to read and allows for a more logical flow of information. It also allows for the use of larger fonts and more white space, which can help improve readability.

In some exceptions, some reports may use a multi-column layout, typically with two columns, if they contain a large amount of data or if the report is intended to be read on a digital device, such as a tablet or computer screen. A multi-column format can help improve the organization of the data and make it easier to compare information across different sections.

Choose an appropriate and concise length

Do not cram too much information within a single page. Here are some more helpful tips on the language that you can use for business reports.

Use active voice

Active voice makes your writing clearer and more concise, and it can help you communicate your ideas more effectively.

For example, instead of writing “The report was analyzed,” write “We analyzed such a report.”

Avoid overly technical language

While some technical language may be necessary, avoid using jargon or technical terms that your readers may not be familiar with. If you must use technical terms, provide clear definitions or explanations.

Use simple, clear sentences

Avoid long, convoluted sentences that are difficult to understand. Instead, use simple, straightforward sentences that clearly communicate your ideas.

Don’t use more words than necessary to convey your message. A sentence should not contain more than 20-30 words (unless you’re writing a technical or academic report).

The average length of an annual report is 10,000 words (50 pages) for a smaller company and 50,000 (150 pages+) words for an enterprise. Typically, not every page contains text, as some may have more charts/tables.

Use bullet points, tables, and graphs to help convey your ideas concisely.

Use appropriate tone

The tone of your report should be professional and objective. Avoid using emotional language or language that is overly informal.

For example, “I’m totally excited to announce that our new product is going to blow the competition out of the water! It’s absolutely amazing and customers are going to love it.”

This sentence uses informal language (“totally excited”) and emotionally charged language (“blow the competition out of the water,” “absolutely amazing,” “customers are going to love it”) that may not be appropriate for a business report.

Ultimately, the language you use in your business reports should be tailored to your audience and the purpose of the most professional business report itself. Consider who will be reading the formal business report and what information they need to know, and adjust your language accordingly.

For more information, you can check out a step by step guide to create your business report sample. You can also browse our template gallery and select a template to get started.

CTA: Check out Piktochart’s business report template gallery to get you started! https://piktochart.com/templates/reports/

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• Writing Tips

How to Structure a Business Report

• 5-minute read
• 14th March 2019

The content of a business report will depend on what you are writing about. Even the writing style may depend on who you are writing for (although clear, concise and formal is usually best). However, there is a general structure that most business reports follow. In this post, then, we’ll look at how to structure a business report for maximum clarity and professionalism.

1. Title Page

Every business report should feature a title page . The title itself should clearly set out what the report is about. Typically, you should also include your name and the date of the report.

Most business reports begin with a summary of its key points. Try to include:

• A brief description of what the report is about
• How the report was completed (e.g., data collection methods)
• The main findings from the research
• Key conclusions and recommendations

A paragraph or two should suffice for this in shorter business reports. However, for longer or more complex reports, you may want to include a full executive summary .

3. Table of Contents

Short business reports may not need a table of contents, especially if they include a summary. But longer reports should set out the title of each section and the structure of the report. Make sure the headings here match those used in the main text. You may also want to number the sections.

4. Introduction

The introduction is the first part of the report proper. Use it to set out the brief you received when you were asked to compile the report. This will frame the rest of the report by providing:

• Background information (e.g., business history or market information)
• The purpose of the report (i.e., what you set out to achieve)
• Its scope (i.e., what the report will cover and what it will ignore)

These are known as the “terms of reference” for the business report.

5. Methods and Findings

If you are conducting original research, include a section about your methods. This may be as simple as setting out the sources you are using and why you chose them. But it could also include how you have collected and analyzed the data used to draw your conclusions.

After this, you will need to explain your findings. This section will present the results of your research clearly and concisely, making sure to cover all the main points set out in the brief.

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One tip here is to break the findings down into subsections, using headings to guide the reader through your data. Using charts and illustrations , meanwhile, can help get information across visually, but make sure to label them clearly so the reader knows how they relate to the text.

6. Conclusions and Recommendations

The last main section of your report will cover conclusions and recommendations. The conclusion section should summarize what you have learned from the report. If you have been asked to do so, you should also recommend potential courses of action based on your conclusions.

If you are not sure what to suggest here, think back to the objectives set out in your brief.

7. References

If you have used any third-party sources while writing your report, list them in a bibliography after the main report. This could include other business documents, academic articles, or even news reports. The key is to show what you have based your findings and conclusions upon.

8. Appendices (If Applicable)

Finally, you may have gathered extra documentation during your research, such as interview transcripts, marketing material, or financial data. Including this in the main report would make it too long and unfocused, but you can add it to an appendix (or multiple appendices) at the end of the document. It will then be available should your reader need it.

Summary: How to Structure a Business Report

If you are writing a business report, aim to structure it as follows:

• Title Page – Include a clear, informative title, your name, and the date.
• Summary – A brief summary of what the report is about, the data collection methods used, the findings of the report, and any recommendations you want to make.
• Table of Contents – For longer reports, include a table of contents.
• Introduction –Set out the brief you were given for the report.
• Methods and Findings – A description of any methods of data collection and analysis used while composing the report, as well as your findings.
• Conclusions and Recommendations – Any conclusions reached while writing the report, plus recommendations for what to do next (if required).
• References – Sources used in your report listed in a bibliography.
• Appendices – If you have supporting material (e.g., interview transcripts, raw data), add it to an appendix at the end of the document.

Don’t forget, too, that a business report should be clear, concise, and formal. And if you would like help making sure that your business writing is easy to read and error free, just let us know .

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Business Communication  - How to Write a Powerful Business Report

Business communication  -, how to write a powerful business report, business communication how to write a powerful business report.

Business Communication: How to Write a Powerful Business Report

Lesson 8: how to write a powerful business report.

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How to write a powerful business report

When a company needs to make an informed decision, it can create a business report to guide its leaders. Business reports use facts and research to study data, analyze performance, and provide recommendations on a company's future.

Watch the video below to learn how to write and format a business report.

The basics of a business report

Business reports are always formal , objective , and heavily researched . Every fact must be clear and verifiable, regardless of whether the report focuses on a single situation or examines the overall performance of an entire company.

Because objectivity is crucial in a business report, avoid subjective descriptions that tell the reader how to feel. For instance, if sales were down last quarter, don’t say “Sales were terrible last quarter,” but rather let the sales data speak for itself. There should also be no personal pronouns, such as “I think we should invest more capital.” A business report should remain impersonal and framed from the company’s perspective.

The structure of a business report

Although the size of a report can range from one page to 100, structure is always important because it allows readers to navigate the document easily. While this structure can vary due to report length or company standards, we’ve listed a common, reliable structure below:

• Front matter : List your name, job title, contact information, and the date of submission. You can also create a title for the report.
• Background : State the background of the topic you’ll be addressing, along with the purpose of the report itself.
• Key findings : Provide facts , data , and key findings that are relevant to the purpose stated in the background. Be clear and specific, especially because the entire report depends on the information in this section.
• Conclusion : Summarize and interpret the key findings, identify issues found within the data, and answer questions raised by the purpose.
• Recommendations : Recommend solutions to any problems mentioned in the conclusion, and summarize how these solutions would work. Although you’re providing your own opinion in this section, avoid using personal pronouns and keep everything framed through the company’s perspective.
• References : List the sources for all the data you've cited throughout the report. This allows people to see where you got your information and investigate these same sources.

Some companies may also require an executive summary after the front matter section, which is a complete summary that includes the report’s background, key findings, and recommendations. This section lets people learn the highlights quickly without having to read the entire document. The size of an executive summary can range from a paragraph to multiple pages, depending on the length of the report.

As mentioned in Business Writing Essentials , revision is key to producing an effective document. Review your writing to keep it focused and free of proofreading errors, and ensure your factual information is correct and presented objectively. We also recommend you get feedback from a colleague before submitting your work because they can spot errors you missed or find new opportunities for analysis or discussion.

Once you’ve revised your content, think about the report’s appearance . Consider turning your front matter section into a cover page to add some visual polish. You can also create a table of contents if the report is lengthy. If you’re printing it out, use quality paper and a folder or binder to hold the report together. To diversify the presentation of your data, try using bulleted lists, graphics, and charts.

Example of a business report

To demonstrate the principles of this lesson, we’ve created a brief business report for you to review.

Let's start by looking at the first page of this two-page report.

The layout of the front matter is simple and effective, while the background sets the stage in a quick, specific manner. The key findings provide the main takeaways that warrant further investigation, along with a chart to add emphasis and visual variety.

Now let's look at the following page.

The conclusion features a little of the writer's opinion on the key findings, although the writing is still centered around the company's perspective. The recommendations are clear and supported by the data, while the references are thorough.

While business reports may seem intimidating, you have the ability to create a thorough, informative document through practice and careful research. Collect the facts and present them in an organized, objective manner, and you’ll help your business make informed decisions.

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Report Examples With Sample Templates [To Edit and Download]

Written by: Orana Velarde

Looking for report examples? You’ve probably noticed in your search that there many different kinds.

It can get a little confusing if you don’t know exactly what report example you’re looking for. Don’t worry, we can help.

But first, what is a report anyway?

A report is a document that details a specific set of information about any number of topics. It’s a compilation of data and facts put together to show or explain to someone or a group of people.

This definition of a report applies to both businesses and schools. 

When a teacher or student thinks of the term "report," they think:

• Book Report
• Progress Report
• Report Card
• Science Experiment Report

Businesspeople, on the other hand, think of:

• Sales Reports
• Marketing Reports
• Progress Reports
• Social Media Reports
• Market Research Reports
• Weekly Reports
• Monthly Reports
• Annual Reports
• And many more...

If you think about it though, all the reports above fit under the same description. It’s just the environment where it’s produced and presented that’s different.

In this post, we’ll take a look at the most common report examples in both education and business.

And to help you out, here’s a short selection of 8 easy-to-edit report templates you can edit, share and download with Visme. View more templates below:

1 Progress Report Examples

A progress report is a business report shows how a specific project or plan is progressing. It shows and visualizes a variety of the following things:

• If goals are being met or not
• When a specific task needs to be either repeated or discarded
• A timeframe of task completed and results
• New or adjusted goals created with data from the ongoing process

Good visualization tools for progress reports include comparison widgets showing the goal against what was achieved. 

Another type of progress report is for school-aged children. Teachers put together progress reports and report cards of what they learn in class throughout the year.

Below is a Visme template for a preschool progress report. Teachers can print this out , make copies and send home with the kids. Alternatively, and as a way to save paper, they can fill it in digitally and send the parents a link to the report published online.

Working on multiple progress reports can be nerve-wracking. But with Visme’s Dynamic Fields , you can easily update information throughout your reports from a single source.

Customize this progress report template and make it your own! Edit and Download

2 Sales Report Examples

A sales report showcases the results of a sales campaign. These are presented by the sales team to the stakeholders of a company or the other teams like marketing and content marketing. It’s usually presented at the end of a campaign, otherwise it would be a sales progress report.

Sales reports are improved with data visualizations like line charts, bar charts and histograms. These can be presented as live reports , presentation slides, like an infographic or even a document. 

The sales report sample template below comes with enough slides with charts to get your data organized nicely. Using the Visme editor, add slides in between the sample template slides to add explanatory content if necessary.

Take advantage of Visme analytics to see how your report is performing. You can monitor key metrics like views, unique visits, average time, average completion and more.

Customize this sales report template and make it your own! Edit and Download

3 Market Research Report Examples

A market research report is all about showing the results of a market research audit . The main idea is to describe the competitors, the ideal client, the current atmosphere in the market and ideas on how to implement a successful marketing strategy.

This reporting example uses visualizations like pie charts , maps, percentage widgets and regular visuals like photography or illustration. 

Customize this market research report template and make it your own! Edit and Download

Learn more about how to visualize statistics in your reports by watching this video.

4 “The State Of” Report Examples

Similar to market research reports, this type of report can be about any topic whatsoever. The research will go in-depth, with surveys and studies that show trends and statistics that are then visualized and presented. 

The similarity between these reports is their title, it always starts with “The State Of”. For example, SlackHQ released the State of Work Report this year while other companies do the same for other topics.

The Visme sample template below was created as a State of the Ecommerce Fashion Industry but can easily be customized for your needs.

Customize this report template and make it your own! Edit and Download

5 Weekly / Monthly / Quarterly Report Examples

Similar to daily progress reports , weekly, monthly and quarterly reports are constants in a business setting. They’re usually more generalized than a progress report, which is about a specific project.

Weekly and monthly reports are sometimes condensed sections of different analytics reports put together into one document. Other times it can be a live dashboard that shows each week’s or month’s activity. 

The sample template below is a monthly report for sustainable development. It’s in document format, which you can print or share as a PDF. With a few clicks, you can share your reports with superiors or team members or publish them on the web. 

Customize this monthly report template and make it your own! Edit and Download

6 Annual Report Examples

An annual report is the cumulative data about a company for an entire year. These reports are much larger than others because they have a lot more information. Many companies create beautifully designed annual reports to show off their data. 

Annual reports come in all shapes and sizes. Like printed books, as slide presentations, as scrollable infographics or even entire websites . With Visme, you can create many different types of annual reports easily.

The sample annual report template below is a slide presentation.

Customize this annual report template and make it your own! Edit and Download

This sample template is in document format.

7 Forecast Report Examples

Another business-minded report is the forecast report. This type of report is similar to the “state of the” report but instead of being about the present, it’s about the future. 

Many well-established companies create forecast reports because they are trendsetters and want to stay ahead of other companies in the industry.

Such is the case for The Pantone Institute. They publish color trend forecast reports every year, and for seasons and themes as well.

If you publish a forecast report to set yourself up as an influential entity in your niche, it’s best to promote it and share it as much as possible. Also, be sure that what you’re presenting as a forecast has good informational backing it, and you aren’t just making it up.

The sample report below is a document format forecast report for a tech company.

Customize this forecast report template and make it your own! Edit and Download

8 Book Report Examples

In the educational aspect, reports are a little different. A book report, for example, is meant to show that a student has read a book and can give a summary of it to the class and the teacher. 

There doesn’t tend to be much data visualization involved, but graphic organizers can help add visuals to the written content.

Book reports can be set up as presentations or as printed PDFs . It really depends on the teacher and what they assign to the student.

The Visme template below is a book report slide presentation ready to customize with the information the student gathered from the book. 

Customize this book report template and make it your own! Edit and Download

9 Scientific Finding Report Examples

Scientific finding reports can be used in the classroom as a way to teach students about the scientific method and how to present the findings. 

In a more professional scenario, scientists and researchers will create these types of reports to show their superiors or the people funding their work.

These reporting examples are generally full of data visualizations, along with photographs of the experiments – if there were any – as they progress. In some cases, there can be illustrations and video embedded into the report to add extra visuals.

The reporting example below is a study about stress in the workplace. It’s not a detailed visualization of microbes in a lab, but the report writing format is the same.

10 Analysis Report Examples

Here’s another standout example of report template. An analysis report in school is mostly used in Literature classes. The main idea is to analyze a book or a group of books and analyze them. This can be done with one analysis term or in a more general sense. 

This type of report works well with graphic organizers instead of data visualizations.

An analysis report can also be considered a visual analytical essay because it follows the same format. There must be a main idea and thesis to begin with. The content must then reinforce or counter the thesis.

The sample report below is about the idea that going to university isn’t for everyone. The slides are in a modern creative style and will look great with any content.

Customize this analysis report template and make it your own! Edit and Download

Which Report Example is Right for You?

Now that you’ve seen all the different report examples and what each one is used for, it’s time to create your own ! Put together all your content, data and notes, and get ready to make it all look amazing. 

Open up your Visme dashboard or simply click on any of the examples of templates in this post to get started. If you need more images, you can find plenty inside the Visme library. If you want to add data visualizations, just use the graph engine !

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• Transform your visual content with Visme’s easy-to-use content creation platform
• Produce beautiful, effective marketing content quickly even without an extensive design skillset
• Inspire your sales team to create their own content with branded templates for easy customization

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Bookmark this post and you’ll never have to wonder about report examples again, then check out our video below to learn even more about how Visme makes document design easy.

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About the Author

Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com

How to Write a Business Report

A business report is a collection of data and analyses that helps make relevant information easily accessible to a company. There are many different types of business reports, but this guide will show you the basic outline.

Before You Begin:

• Think about your audience and their expectations, and plan your report accordingly. For example, are they expecting a formal or informal report? Do they have an understanding of the vocabulary/terms used? Do they require more background information? Do they need to be heavily persuaded?
• What is the purpose of the report? Make sure this is clear.
• Gather and organize your supporting information/data/visuals.
• Focus on the facts.
• Make sure to be clear and concise, so the report is easy for everyone to read and understand.
• Use a professional, standard font in a readable size.

Components of a Business Report

• Table of Contents: Depending on the length of the report, you might want to consider including a table of contents. This will make finding specific information easier for readers.
• Tip: Even though this is the first section, consider writing this section after you have finished the report. This will help you determine which points are the most important to address.
• Introduction: This section outlines what you will be going over in your report. It includes the main points, chosen report structure, and, most importantly, the objective of your report.
• Conclusion: In the conclusion, be sure to briefly summarize all of the main points in the order they were presented in the report.
• Recommendations: This section is where you provide your recommendations or suggestions based on the findings you noted in earlier sections. Indicate the potential benefits for the company to applying your suggestions.
• References: Be sure to cite all sources used in the report in this section.
• Appendices: In the Appendix, you can add relevant documents, surveys, graphs, etc. that you referenced in the report.

What is a Business Report: How To Write it? (Examples & Format)

Table of Contents

This is a detailed guide to what is a business report, explained with examples, types, importance, and features, and how to write it with elements and a checklist.

Definition of business report

“A business report is an orderly, objective communication of factual information that serves some business purpose”.  By Raymond Vincent Lesikar, and John D. Pettit

What is a Business Report?

A business report is a formal document that provides an analysis of a specific business issue or situation. It typically includes detailed information on the topic at hand such as data, research, and other relevant sources.

Business reports are used to make business decisions, identify problems or opportunities, or track progress toward goals. They are often written for an internal audience, such as managers or executives, but may also be shared with external stakeholders, such as investors or clients. 

Business reports should be well-structured, concise, and objective, presenting findings and recommendations in a clear and easily understandable format. They may include charts, graphs, and other visual aids to help illustrate key points.

Difference between Market Report and Business Report

A business report typically focuses on a specific company’s performance, operations, and financial results. It can provide information on topics such as sales trends, revenue growth, expenses, and profitability.

In contrast, a market report focuses on the broader market landscape and provides information on the trends, opportunities, and challenges in a specific industry. Market reports can include information on market size, growth potential, competition, and consumer behavior.

While both reports aim to provide useful information for decision-making, their focus and scope are different, with business reports focusing on internal operations, and market reports focusing on external market factors.

Difference between a Business Report and a Business Plan

A business report is a document that provides detailed information on a specific aspect of a company’s operations, such as financial results, sales trends, customer feedback, or employee performance. It is used for decision-making, tracking progress, and communicating with stakeholders.

On the other hand, a business plan is a comprehensive document that outlines a company’s goals, strategies, and tactics for achieving success. It typically includes an analysis of the market, a description of the company’s products or services, an overview of the management team, and a financial plan that details how the company will generate revenue and manage expenses over time.

How to Write a Business Report

Writing a business report can be a valuable tool for analyzing and presenting information related to a company’s performance or a specific business project. Here are some steps to follow when writing a business report:

1) Determining the purpose: Before writing the report, it’s important to define the purpose of the report. The writer must know what type of report they are writing and why it is being written. This helps in better research and writing.

2) Check target audience: After determining the purpose of the report, the writer must keep in mind who the report will be addressed. This can help in effectively conveying the message to the concerned persons.

3) Gather information: The writer must then gather data and conduct research. It is necessary to use credible sources such as industry reports, financial statements, or market research studies to collect relevant data.

4) Analysis of the supportive information: This is the main body of the report where the writer will present their findings. They must make sure to use data and statistics to support conclusions. This section can include charts, graphs, and tables to make the information easy to understand.

5) Findings and recommendations: Once the writer has presented their findings, they can draw conclusions and make recommendations based on the analysis. This is where they can suggest ways to improve the company’s performance or make recommendations for future business projects.

6) Determining report format: Before writing the report, the writer must determine what kind of business report it is. This is done so they can structure the report in a logical and easy-to-follow way. They can create outlines that include headings, subheadings, and sections to organize the information in a clear and concise manner.

Elements of a Business Report

A business report consists of three main elements – Front Matter, Body of the Report, and Back Matter. 

The format of a business report is as follows:

(A)Front Matter: The front matter of a business report is the first section of the report and provides essential information about the report’s contents and purpose. It includes the following elements:

• Cover Page: This is the first page of the report, typically including the title, author or authors, date, and company logo.
• Title Page: It follows the cover page and provides more detailed information about the report. 
• Table of Contents: It is also included in the front matter and provides an outline of the report’s contents, including headings and subheadings with page numbers.
• Executive Summary: It provides a brief overview of the report’s main findings, conclusions, and recommendations.

A portion of the executive summary in the business report: An executive summary is a brief overview of a business report that highlights the main points and conclusions of the report. It is usually the first section of the report that the reader sees and is often used as a standalone document for busy executives who need to quickly understand the report’s key findings. The purpose of an executive summary is to provide a concise and clear picture of the main purpose of the report, the methods used to gather data, the key findings and conclusions, and the recommendations based on those conclusions.

(B) Body of the Report: The body of a business report is the main section of the report where the writer presents the data, analysis, and interpretation of the findings in a clear and concise manner. It contains the following elements:

• Introduction: The introduction gives a background on the problem or issue being addressed in the report, the objectives of the report, and an explanation of the report’s scope.
• Methodology: It is a description of the research methods used to gather data and information for the report.
• Results: This section highlights the presentation of the findings or data gathered during the research phase, including tables, graphs, and other visual aids to support the information.

The importance of tables and graphs in a business report: Tables and graphs are important elements in a business report because they can help to communicate complex data and information in a visual and easy-to-understand way. They are useful for presenting large amounts of data in a clear and concise manner, making it easier for the reader to interpret and understand the information presented.

• Discussion: An analysis and interpretation of the results, including the significance of the findings and their implications.
• Conclusion: The conclusion contains a summary of the main points made in the report, including the conclusions drawn from the analysis and any recommendations for action.
• Recommendations: Finally, the recommendation section contains specific actions or strategies that are proposed to address the problem or issue being investigated in the report. 

(C) Back Matter: The back matter of a business report is the section that comes after the main body of the report and includes any additional information that may be useful for the reader. This section may include

• Appendices: This contains additional materials such as charts, graphs, or data that support the report but are not included in the main body of the document.
• References: This contains all the citations and references used in the research and collection of data for the report.
• Glossary: A glossary lists the technical terms used in the report with their meanings and descriptions. 

Must Read : What are the parts of a business report 

How should headings be used in business reports?

Headings are an essential tool for organizing a business report and making it easy to read and navigate. Headings should be clear and descriptive, giving the reader a sense of what each section will cover.

They should also be formatted in a way that makes them stand out from the rest of the text, such as by using bold or larger font sizes. They should be used consistently throughout the report to guide the reader through the various sections and sub-sections.

When using headings in a business report, it is important to follow a logical and hierarchical structure. The main heading of the report should clearly state the purpose of the report and provide an overview of the main points that will be covered. Subheadings should be used to break down the report into smaller sections, each covering a specific topic related to the overall theme of the report.

Examples of business reports

Below we have listed business reports of some top companies along with the business performance metrics.  

Topics for writing Business Reports Importance of the communication process ? Non-verbal aspect of business communication?  Modes of the communication process?  Changing patterns of business correspondence? Types of barriers in business communication ? How to overcome barriers of communication in an organization ?

Most common types of Business Reports

In business communication, there are many different types of business reports , with each type designed to provide specific information about a particular aspect of a company’s operations. Some common types of business reports include:

1) I nformational Report: This type of business report provides factual information on a particular topic or issue, without making any recommendations or drawing conclusions. 

Further Reading : How to Write an informational report 

2) Analytical Report: These reports use data and analysis to draw conclusions and make recommendations. It typically includes an executive summary, introduction, methods and results sections, and a conclusion with recommendations. 

3) Routine Report: These reports are produced on a regular basis, such as weekly or monthly. It typically provides updates on specific activities or tasks, such as progress on a project or sales figures for a given period.

4) Informal Business Report: An informal business report is less structured and formal than other types of business reports. It may be used for internal communication between colleagues or departments and can include memos, emails, or short notes.

5) Short Report : This type of business report is concise and to the point, typically no more than five pages in length. It is often used to communicate a specific issue or recommendation quickly and may include only the most essential information.

Must Read : List of different types of business reports with classification 

Importance of Business Reports

Business reports are an important tool for organizations to communicate and document important information related to the business. Some of the key reasons why business reports are important to include:

• Evaluation: Business reports can be used to evaluate the effectiveness of specific initiatives or programs by tracking progress toward goals and measuring outcomes.
• Communicating with stakeholders: Business reports can be used to communicate important information to a range of stakeholders, including investors, customers, suppliers, and employees.
• Supports decision-making: Business reports can provide the information and analysis needed to make informed decisions about business operations, investments, and strategies. 
• Providing a record of performance: Business reports can provide a historical record of the organization’s performance, documenting trends and changes over time. 

Must Read : What is the importance of a business report

Characteristics of Business Reports

A good business report should have the following characteristics:

1) Purpose: Business reports are written with a specific purpose in mind, such as informing a decision, presenting research findings, or providing updates on a project or initiative.

2) Audience: Reports are tailored to the needs and interests of the intended audience, which may include executives, managers, stakeholders, or external clients.

3) Structure: The report must have a clear and standardized structure, which typically includes an introduction, background information, results, analysis, recommendations, and conclusions.

4) Objectivity: Reports are expected to be objective and unbiased, and to present information and analysis in an accurate and factual manner.

Must Read : What are the characteristics of a good business report

Advantages and Disadvantages of Business Reports:

In this section, we will look at a few advantages and disadvantages of business reports .

Advantages:

• Business reports provide clear and concise information about various aspects of a business, such as financial performance, market trends, customer satisfaction, and employee productivity.
• Business reports can be used to share information among employees, departments, and stakeholders. This facilitates communication and collaboration, allowing everyone to stay informed and work together towards common goals.

Disadvantages:

• Business reports can be time-consuming to create, especially if they require extensive research and analysis. This can be a burden on employees who are already busy with their regular responsibilities.
• Depending on the length and complexity of the report, it can be overwhelming for readers to process and understand all of the information contained within it. This can be especially true if the report is full of technical jargon or financial data that may not be familiar to all readers.

Must Read : Advantages and disadvantages of business reports 

What is a Small Business Report 

A short business report is a concise document that provides a brief summary of key information related to a specific business topic. Short reports are typically between one and five pages in length and are often used to communicate information to a specific audience.

Short business reports typically include an introduction that highlights the context of the report, a summary of the key points or findings, and a conclusion or recommendation. They may also include supporting data, such as charts, graphs, or tables, to help illustrate key points.

Must Read : What is a small report and how to write a small report with examples 

What is the Significance of Business Report Writing in Business Success?

Business report writing is a critical tool for achieving success in business. Reports provide valuable information to business owners and managers that can be used to make informed decisions, identify improvement areas, and create growth strategies.

They also facilitate communication within the organization, allowing employees and stakeholders to stay informed about the business’s progress and work together towards common goals. Business reports can be used to help plan for the future and set goals, and promote accountability by tracking and reporting on performance metrics. 

Checklist for making your Business Report Reader-Friendly

Here is a checklist for making your business report reader-friendly:

• Use clear and concise language: Avoid using technical jargon and complex language that may be difficult for readers to understand. Use simple, clear language that is easy to read and comprehend.
• Organize your report effectively: Use headings, subheadings, and bullet points to break up your report into smaller, more digestible sections. This makes it easier for readers to navigate and find the information they are looking for.
• Use visual aids: Incorporate graphs, charts, and tables to help illustrate key points and make the information more engaging. This can help readers understand complex data more easily.
• Proofread your report: Ensure that your report is free of grammatical errors, typos, and other mistakes. This can help make your report appear more professional and increase the credibility of the information contained within it.

Frequently Asked Questions

Q1) what is the purpose of a business report.

Ans: The purpose of a business report is to communicate relevant information about a company’s performance, activities, or other important data to various stakeholders, including executives, shareholders, employees, customers, or external partners. They also help in decision-making, evaluation, and keeping a record of business activities.

Q2) What are the important principles of a business report?

Ans: The important principles of the business report are the principle of objectivity, the principle of knowing your target audience, the principle of planning & framework, the principle of clarity, the principle of organizing your report, and the principle of evaluating information.

Q3) What are the 5 main parts of a business report?

Ans: The 5 main parts of a business report include a title page, executive summary, table of contents, findings, and discussion, and finally, the conclusion and recommendations.

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Learn How to Write a Business Report With CIPD

Practical advice on the report-writing process, with key steps to improve the quality of business reports

A business report is a document in which the author analyses a business issue and gives recommendations based on that analysis. It may also be referred to as writing a business case or a manager’s briefing.

HR practitioners are likely to write business reports to summarise their investigations into a particular situation (for example, to explain a difficulty in attracting particular talents during the recruitment process) or to support a proposal to introduce a new initiative (for example when introducing a new learning and development programme).

Students are likely to be asked to write a business report as part of their studies, usually as a piece of assessed work. Such reports differ from an essay because they have a much more structured approach. See our  guide on writing an academic essay .

Reports written by students and HR practitioners will have a similar format, apart from a literature review. Most reports written for a business audience would not need a literature review, although in some circumstances it would be appropriate.

Strategic awareness, a business orientation and a concern to add value through HR practice are key elements of professional competence. Qualified HR professionals should be able to research relevant topics and write reports that can persuade key decision-makers in the organisation to change and/or adopt a particular policy and practice. To achieve this, the report must present a clear and logical case that demonstrates the subject knowledge and authority of the author and will lead the reader to understand and appreciate the value of the recommended actions.

This guide offers advice on the report-writing process and sets out key steps to improve the quality of business reports.

On this page

Planning the report, collecting relevant information, understanding the report structure, presenting the report, references and books, acknowledgements.

The key to a successful report is effective planning, so before you start writing the report consider the following points.

Identifying who you are writing for will help to shape the content of the report.

If the report will be submitted as part of a qualification, check that you know what your tutor expects and the assessment criteria for the report. Also think about stakeholders in the organisation; the report is an ideal opportunity to demonstrate how you, as an HR professional, can add value and help influence change.

If you’re writing the report solely for a business audience, think about what they need to know, and make the report succinct so that busy people will take time to read it. Think about:

• Who will read the report and what are they looking for?
• What will you want them to do as a result of reading the report?

Clear aims and objectives specify the purpose of the report and show your reader what you are aiming to do. Identifying the boundaries of the report in advance can help you avoid wasting time on researching irrelevant topics, and knowing the size of report can help to ensure that you don’t collect too much or too little information.

Once you know the size and scope of your report you can estimate the work required and the time available to do it. It’s also helpful at the planning stage to anticipate potential problems and blockages and how you might address these if they occur.

The range of topics on which an HR practitioner might write a report is wide. It’s likely that many topics have already been the subject of previous work within your organisation or at your institution or centre, and most will have been addressed in earlier research published in journals and books. This means that there is plenty of material that you can consult before starting to write.

Our website provides access to recent publications from the CIPD’s research and policy teams. CIPD members can use our HR and L&D archive database  of books, reports and journal articles, which also gives full-text access to our older reports. Members can use online journals covering HR, L&D and management topics via EBSCO's Discovery Service database.

The report’s title should clearly indicate its focus. It should be brief and, if possible, generate interest in the importance of the report’s content.

Executive summary

This is a brief summary of the report, no longer than one page, which is designed to help the reader decide whether to read the full document. Although it is the first thing to be read, you should write it last, and it should include:

•    The purpose of the report •    How the topic was investigated •    An overview of the findings •    The key recommendations.

Table of contents

This shows how the report is structured and indicates the page numbers of the main elements. You should also include a list of charts and diagrams (where appropriate) and any appendices.

The purpose of the introduction is to set the scene and show how the chosen topic seeks to address an issue of strategic relevance to the organisation. A brief explanation of the organisational context can highlight the key drivers that are influencing the business and demonstrate a rationale for the report.

Your introduction should also outline the aims and objectives of the study: 

•    The aim clarifies what the report is trying to achieve  •    The objectives are more specific and show how the issue will be addressed.  You can also use the introduction to outline the scope of the report, including any boundaries or constraints that may apply or affect the progress of the study.

It’s important that people professionals stay up to date with recent developments and ideas that inform HR practice. The purpose of the literature review is to put the issue under investigation into perspective and demonstrate your knowledge of the key works and latest findings on the topic. HR practitioners who are writing a report solely for a business audience might find it inappropriate to include a literature review. However, consider including recent surveys or other material to support any proposals contained with the report. A student who is writing a report for academic purposes must always carry out a literature review to identify the sources used for the theoretical concepts that underpin the report.

What should the review cover?

The literature review should be a discussion and critical evaluation of published material, including books, journal articles, research reports and discussion papers. Different sources may contradict each other so it’s important to consider the strengths and weaknesses of each and explore why any differences might occur. In the review you should also aim to explain the issue in the context of contemporary ideas and thinking, including a discussion of relevant models, concepts, ideas and current good practice. You should identify key trends and/or gaps in knowledge and so inform and influence the subsequent stages of your investigation. It can help to summarise the key issues and show how this relates to your own research of the topic.

Use this section to explain what you did to gather the information that you are presenting. You should explain the approach used (such as questionnaires, interviews, and so on), why you took this approach and how you decided what sample of people to include in any surveys that you undertook. You should also demonstrate an awareness of alternative methods, and set out the suitability of primary and secondary data sources to your investigation, ethical considerations and any logistical problems you may have encountered.

We recommend that you consult and make reference to texts on research methods to justify why your chosen approach was suitable and, therefore, why the resulting findings are robust enough to inform business decisions.

Present your results as clearly as possible so that they are easily understood and accessible to the reader. Graphs, charts and diagrams can be used to illustrate the key findings. In this section you should also analyse and interpret the results by drawing on the research you have collected and explaining its significance. You should also suggest explanations for your findings and any outline any factors that may have influenced the results.

You should ensure that any responses from individuals are anonymised, unless you have the express written permission of the individual to refer to their response by name.

Us this section to draw together the main issues identified in your report and should refer back to its aims and objectives – has the report achieved what it set out to do? This section should not include any new material.

The recommendations should be actionable and feasible in the organisational context. You should show what needs to be done and why. It is advisable that you prioritise recommendations that are likely to achieve the greatest effect. The implementation plan should give some indication of timescales and cost implications.

It’s acceptable to give a choice of approaches in the recommendations. If you do this, ensure that the costs and benefits of each approach are explained, so that the reader can make an informed decision. You might also make a recommendation that further research is carried out. If you do this, explain what the benefits of the additional research would be.

At the end of your report you should list all the publications and other material that you have quoted or made reference to in the report. This enables the reader to follow up on issues of particular interest but is also essential to avoid plagiarism. CIPD’s referencing guide  recommends the Harvard style of citation and referencing, although others are available and may be specifically requested by examiners. The guidance in the book Cite them right and the associated online resource also follows the Harvard style and is used by many colleges and universities.

These should include additional material that is related to the study but not essential to read. If used, they should be signposted in the main report and should be clearly numbered. Don’t use the appendices as a ‘dumping ground’ for lots of documents that have vague relevance to the topic. Only include material in appendices if it really adds value to the report.

This isn’t always required for business reports but provides the opportunity to apply crucial reflective skills to your own performance. It is a good discipline to reflect on any report, whatever the reason for writing it, and to consider what you have learned from it, even if you do not write a formal reflective statement.

Your statement should outline:

•    The significant personal learning achieved through conducting the study •    Any learning needs that have emerged and how they will be addressed •    How you have dealt with difficulties or obstacles and whether these could have been avoided •    What you might have done differently and why •    How it has helped you understand the process of business research.

The standard of presentation needs to be professional if it is to persuade key decision-makers to accept the report’s recommendations.

·         Use wide margins and clear line spacing.

·         Clearly number all pages.

·         Ensure headings are clear and follow a logical structure.

·         Keep paragraphs short and concise.

·         Use simple language and avoid unnecessary jargon.

·         Label graphs, charts and diagrams.

·         Check the draft of your report thoroughly, or ask a colleague to do so. Spelling mistakes and typographical errors are likely to detract from the quality of the case being made.

Students may need to conform to a particular presentation style required by examiners.

PEARS, R. and SHIELDS, G. (2022)  Cite them right. The essential referencing guide . 12th ed. London: Bloomsbury Academic.  http://www.citethemrightonline.com/

ANDERSON, V. (2019)  Research methods in human resource management .  4th ed. London: CIPD-Kogan Page.

CAMERON, S. and PRICE, D. (2009)  Business research methods: a practical approach . London: CIPD-Kogan Page.

HORN. R. (2009)  The business skills handbook . London: CIPD-Kogan Page.

HORN, R. (2012)  Researching and writing dissertations: a complete guide for business and management students . 2 nd ed. London: CIPD-Kogan Page.

ROBINSON, S. and DOWSON, P. (2012) Business ethics in practice . London: CIPD-Kogan Page.

This guide was written by Dr Julie Beardwell, CIPD’s Chief Moderator, Standards and updated by Kathy Daniels FCIPD and CIPD staff.

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How to Write a Business Report with Examples

Lauren Christiansen

The manner in which information is presented to an audience often affects how well it is received. If a topic is conveyed in a precise, organized, and detailed way, there is a likely chance it will be taken seriously. Detailed, written accounts that include background information, methodology, findings, and a conclusion can properly inform an audience about a relevant topic. When employees are tasked with investigating data relevant to a company's overall performance, whether that be for an annual report or on an ongoing basis, business reports can be utilized to make sure discoveries are conveyed and necessary recommendations are provided. To understand how to receive the most benefit from business reports , it's important to know the various ways they are used, how they are structured, and why they should be formatted differently depending on the audience.

What is a Business Report?

• Examine solutions pertaining to a particular problem or set of issues
• Demonstrate critical thinking skills in weighing particular outcomes to a situation
• Reach conclusions based on the research generated in the report
• Provide recommendations on how to improve future business operations in relation to the particular issue addressed
• Demonstrate communication skills by utilizing relevant data to study a particular set of circumstances within the company

How to Write and Structure a Business Report

• A brief description of the report
• The data collection methodology
• Key findings from the research
• Key evaluations and recommendations
• Background information on the utilized data or historical information relating to the report
• What is to be gained from writing the report
• What the report will encompass and what it will not

Review- Writing the Report

In summary, remember to structure the business report as follows- 1. Title Page - Use an Informative title with name and date 2. Summary - Brief summary of what the report covers and what data collection methods were utilized. Also include the findings and recommendations in this section 3. Table of Contents - Longer reports require a table of contents to organize the information 4. Introduction - Briefly explain the purpose of the report, what it's about, and what it encompasses 5. Methods - A description of the various methods utilized in order to make key discoveries about the topic 6. Conclusion - A set of recommendations or conclusions pertaining to the topic 7. References - The sources used in the report 8. Appendix - If applicable, use an appendix to show the supporting materials utilized. This prevents the report from being too lengthy and unfocused

Format Examples

• Table of Contents
• Executive Summary
• Company Overview
• Industry Analysis
• Customer Analysis
• Competitive Analysis
• Marketing Plan
• Operations Plan
• Management Team
• Financial Plan
• Appendix (if applicable)

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How to Write a Business Plan Executive Summary (Example Included!)

How do you turn your brilliant business idea into a reality? You've done your homework and know that to get investors or partners, you need a business plan . But more than that, you want to really stand out and make a strong first impression—and that's where the business plan executive summary steps in.

This key section gives a quick snapshot of your entire business strategy, and is designed to catch the interest of potential investors, stakeholders, or partners. It can be the difference between landing that dream deal or getting lost in the slush pile.

So, what's better than a business plan executive summary example to point you in the right direction? Below, you'll find a great one—plus tips on what to include, what to avoid, and how to craft yours.

What is a business plan executive summary?

A business plan executive summary is a condensed overview of the key elements of your business plan. It introduces your business, what you offer (products or services), your target market, and what sets you apart from the competition. It also outlines your financial projections and funding needs (if applicable) and gives a clear picture of your company description and vision.

Your business plan executive summary could be decisive in several situations:

• Pitching to investors: Investors often make preliminary decisions based on the executive summary. A well-crafted summary can get you a meeting and a chance to present your full business plan.
• Summarizing for stakeholders: Stakeholders need to quickly understand your business's direction and key strategies. An executive summary gives them a concise update.
• Business competitions: In many business plan competitions, judges rely on the executive summary to decide which plans move to the next round.

Now that you understand the importance of an executive summary in a business plan, let’s see the key components that make up a winning one.

What should an executive summary include in a business plan

Crafting an effective executive summary means transforming the most critical elements of your business plan into a clear and compelling story. It's typically positioned at the beginning of the document but is written last to ensure it accurately reflects the entire plan.

Here are the key parts of an executive summary in a business plan:

Mission statement

Your mission statement is the heart of your business; it can grab your audience's attention and clarify your business’s core values and objectives. Briefly describe your company’s purpose and what you aim to achieve.

Company history and management team

Provide a brief overview of your business’s history, noting key milestones and achievements. Introduce your management team, highlighting their experience and expertise. This section helps build credibility and shows that you have a capable team behind the business.

Products or services

Describe the products or services your business offers, focusing on what makes them unique and how they meet market needs. This part should clearly explain the value your offerings provide.

Target market

Define your target customers, including their demographics, needs, and pain points. Highlight the demand for your products or services and how your business meets this demand. Assess your main competitors, identifying their strengths, weaknesses, and market share.

Competitive edge

Identify what sets your business apart from the competition. This could be unique technology, excellent customer service, a strong brand, patents, or trademarks—anything that really gives you an edge. Emphasize these strengths to show why your business will thrive in the market.

Financial projections

Give a high-level overview of your financial projections, covering revenue, profit margins, and growth expectations. This section should reassure readers about your business’s financial viability and potential for success. Do not forget to include the amount of funding you're seeking and how you'll use it to achieve your goals.

Speaking of funding, you can build your dream business with the help of a high-paying job—browse open jobs on The Muse »

How to write a business plan executive summary: Dos and Don'ts

So, how do you write an executive summary for a business plan? Here's what you should do—and what you should avoid.

• Hook them early: Start with a captivating introduction that grabs the reader's attention. This could be a strong opening statement or an impactful statistic that highlights your most compelling value proposition.
• Write with clarity: Keep your language clear and straightforward. Using jargon or technical terms could confuse your audience.
• Tell a story : People are naturally drawn to stories. Try to frame your business plan executive summary as a narrative that includes challenges and successes.
• Focus on impact: Prioritize the most important information. Remember, it's a summary, not the full story.
• Quantify your success: Use data and metrics whenever you can to back up your claims about market size, growth potential, and financial projections.
• Proofread like a pro: Typos and grammatical errors can leave a negative impression. Double (or triple) check your work before sending it out. Don’t just use spelling and grammar check—actually re-read it to catch any mistakes.
• Showcase your passion: That should be the easy part. Just let your enthusiasm for your business and its mission shine through!
• Bury the lead: Don't wait until the end to share your most important information. Start strong and capture their interest right away.
• Be too vague: Instead, be specific and provide concrete details. Vague statements don’t add value or clarity, so they don't belong in your business executive summary.
• Ignore your audience: Tailor your summary to the needs and interests of your audience. Consider what they need to know and what will capture their interest.
• Overpromise and underdeliver: Be realistic about your projections and timelines. Setting unrealistic expectations can damage your credibility.
• Get bogged down in details: Save the nitty-gritty details for your full business plan. Focus on the key highlights in your executive summary.
• Forget the call to action: Tell your readers what you want them to do next. Do you want them to invest? Partner with you? Clearly outline your desired outcome.
• Write in a vacuum: Get feedback from trusted advisors or mentors before finalizing your summary. Fresh eyes can help spot areas for improvement.

Business plan executive summary example

Wondering how these tips look in action? Here's the business plan summary example you've been looking for.

This one is for a fictitious company—let's call it Econnovate—specializing in renewable energy solutions. Use it as a guide to craft your own business plan executive summary.

Mission and vision statements

Econnovate is revolutionizing the energy landscape with innovative, sustainable solutions that empower businesses and communities to embrace a cleaner future. Our mission is to use the power of renewable energy sources to provide innovative, affordable, and sustainable energy solutions to reduce our reliance on fossil fuels and create a more environmentally conscious world.

Founded in 2021, Econnovate is a team of passionate engineers and environmental enthusiasts dedicated to developing cutting-edge renewable energy technologies. Our team boasts over 50 years of combined industry experience, including experts in technology, marketing, and operations. Headquartered in Denver, CO, we operate with a global mindset, serving clients across diverse industries and geographies.

Our products

Econnovate's flagship product, SolarMax, is a cutting-edge solar panel system that offers 20% more efficiency than conventional panels. Additionally, we provide EcoBattery, a state-of-the-art energy storage solution that maximizes the utility of our solar panels, ensuring energy availability even during non-sunny periods. Our products are designed to be both cost-effective and easy to install, making sustainable energy accessible to a wider audience.

The global renewable energy market is expected to grow at a CAGR of 7.8% over the next decade. Our target market includes environmentally conscious homeowners and businesses seeking sustainable energy solutions. With increasing regulatory support and growing environmental awareness, the demand for our products is poised for substantial growth.

Econnovate’s proprietary solar technology not only increases efficiency but also reduces costs, giving us a significant edge over competitors. We not only provide renewable energy solutions but also adhere to sustainable practices in our own operations. Additionally, our exceptional customer service and strong brand reputation further differentiate us in the marketplace. We also offer comprehensive warranties and maintenance services, ensuring long-term customer satisfaction and loyalty.

We project a 30% annual revenue growth over the next five years, with profitability expected to be achieved by year three. Our robust financial model is based on conservative estimates and thorough market analysis. By year five, we anticipate generating $50 million in annual revenue, with a healthy profit margin of 15%.

We are seeking $2 million in funding to scale our manufacturing capabilities and expand our market reach. This investment will enable Econnovate to double production capacity and increase market share by 15% within two years. The funds will be allocated to enhancing our production facilities, boosting our marketing plan, and expanding our sales team.

1. What is an executive summary in a business plan?

It's a concise summary of the key points of a business plan, highlighting the business’s mission, products or services, market, competitive advantages, financial projections, and funding needs. The goal is to give a quick overview that captures the reader’s interest and encourages them to read the full plan.

2. How long should an executive summary be?

An executive summary is typically one to two pages long. It should provide a concise overview without overwhelming the reader. Focus on the most important aspects of your business plan, making sure each point is clear and impactful.

3. Can I use a template to write an executive summary?

Yes! Templates offer an effective structure and help ensure you cover all essential elements. But don't just fill in the blanks. Tailor the template to fit your business and make it your own. (Feel free to use our example as a guide.)

4. Should an executive summary be written in first person or third person?

An executive summary is typically written in the third person to maintain a professional tone. However, if your business plan is for internal use or a more personal presentation, using the first person can be appropriate. The key is to keep your writing clear and professional at all times.

5. How do I make my executive summary stand out?

To make your executive summary stand out, focus on being clear and compelling. Start with a strong opening statement that grabs attention. Use visual elements like bullet points, headings, and charts to make it easy to read. Highlight your unique selling points and ensure your summary is free of complex jargon and technical language.

Remember, your executive summary is often the first impression of your business, so make it count!

Business Report

Report generator.

Entrepreneurship is not a science but an art. In other words, there is no standard approach to boost all businesses; thus, an entrepreneurial individual or institution needs to study their business. In researching your undertaking, a business report is a must-have because it encompasses every detail that describes your study. If making one challenge you, don’t give up. Read through this article to impress your clients with a compelling business report of your own.

In the field of business, there are several variations of business reports. To provide you an illustration of these documents, we collected some samples for you to view. However, let’s suppose that you don’t have sufficient time anymore; still, there’s no need for you to worry since we also gathered beautiful templates for you to use. Scroll down to learn more.

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What Is a Business Report?

A business report is a written document concerning a company where evaluations and assessments are laid out to provide a presentation of its current status and performance. You may also see report writing examples.

It is commonly created by business analysts of a company or a third-party representative to the task of investigating and presenting facts and data necessary for the business. It facilitates the assessment of development in terms of the company’s overall operation and feasibility of business practices to come up with significant decisions. You may also like sample activity reports .

Business reports are often written in the traditional pen and paper or with the use of modern platforms like Word, PDF, and Excel.

What Is the Structure and Format of a Business Report?

Taking into account that a business report is a systematic document, it is given that a business report has a specific structure and format to be recognized and followed. Accordingly, a formal business report commonly abides by this framework:

In its simplest sense, a title page serves as the cover or face of your business report. It contains the title of your report or project, date of the report, company’s name, name of the author with his corresponding title, name of the institution or individual the business report is submitted or prepared to, and the logo of the company . If it’s made for an academic function, it commonly encompasses the student’s course name or code, lecturer’s name, student number, and tutor’s name as well. Considering that this page is made for the title, make sure that it is clearly stated, clean, and legible.

• Executive Summary

An executive summary is a part that acts as the preface of your report. This is the part where you summarize the key details such as the brief report description that talks what is the document all about, the methodology of data gathering, major findings, conclusion, and recommendations. This is essential to be presented initially considering that several business entities’ schedules are fully booked. With that, make this segment as impressive as you can.

• Table of Contents

Similar to any document, the table of contents is used to aid the reader in navigating the parts he/she wishes to see. This enumerates the major topics covered by the report and the particular page number on which the topic can be located. Though some short business reports do not include this portion, this is a must for the long ones. For instance, if an executive wants to see the findings only, then he/she will go to this page to see its respective page number and proceed directly to that certain sheet. Indeed, this is more practical than scanning each sheet one by one.

Body of the report

Generally, the body of the report contains in-depth pieces of information about the report. Correspondingly, this section is divided into subparts such as:

• Introduction

The introduction is the part where you open your topic to the reader and catch their interests as well. This is the section where you emphasize the key topics that are discussed in the document and provides the reader with some background information that explains why the data was collected in the first place. Furthermore, elucidating on the terms used in the paper is also helpful.

Methodology

The methodology is the part of your report’s body where you elaborately explain the exact procedures you performed to get the data. This section should also state the different variables and factors that must be considered in your study.

Findings or Results

After writing the methodology, state the major results or findings of your data gathering. In doing such, be straightforward and clear. Comprehensibly and briefly mention the discoveries by also utilizing visual representations like graphs and charts. Moreover, you can also use tables if needed.

• Conclusions and Recommendations

Just like writing an essay, conclusions also pertain to the same thing. In this part, simply answer the main questions that are asked in your report and never open another topic. Make this section as clear and concise as well. Moreover, you can also mention some recommendations to the researchers that would do similar studies. This will be beneficial for them to improve the said study.

One of the final sections of your report should include the list of references where the pieces of information about your composition came from. This is important to avoid plagiarism and also support your reader to easily verify or locate the details you included.

In writing the references, do not forget that there are certain formats used in citing the source of your information according to the field of its application such as the Modern Language Association (MLA) which is used in humanities and American Psychological Association (APA) which is utilized in education, psychology, and sciences. It is the Chicago/Turabian style that is applicable for business, history, and fine arts purposes.

Appendices refer to the additional materials that contain necessary data but are not insertable in the main report. This may include the survey questionnaires used, a list of raw data, drawings, maps, diagrams, charts, mathematical derivations, transcripts, etc. Broadly speaking, appendices include all the supplementary information and attachments that would help your reader discover the deeper details about your document.

That was the structure commonly applied in business reports, but at the same time, these documents also follow certain formats that are preferred by most business entities. Consider applying the following formats in making your own:

• Use simple and easy-to-read fonts. Commonly, San Serif fonts such as Helvetica, Tahoma, and Arial are more preferable in composing the content of your report.
• The minimum font size should be at least 12 points for the body text. Vary font size in headings and subheadings as well.
• Label all figures, charts, tables, and graphs.
• Start your page number 1 on the first page of your introduction.

What Is the Purpose of a Business Report?

As we all know, reports are necessary to track and understand the current situation of something. It provides information about a particular subject. Much more importantly in a business setting. Reports are documents that are deemed essential. You might be interested in management report examples .

Take for example sales reports . These documents provide an overview of a company’s sales performance and assess if there is more profit than expenses.

The same effect goes with a business report. It provides an overall review and evaluation of the company’s performance and identifies the things that are effective to continue doing it. It also presents those that are unessential or unprofitable to make important decisions on how to eliminate them. You may also see performance report examples.

How to Write a Business Report

Writing a business report requires the ability to analyze things. In addition to that, you need to know what are the important factors you need to consider to complete the task.

1. Gather the data.

First, gather the necessary information to complete your business report. You can check the financial reports , marketing reports , and performance reports so you can have multiple resources.

2. Check periodic reports.

Next, compare and contrast past and present data. This helps you come up with better content on the report.

3. Complete the report.

Once you have all the files, start writing what you found out. However, do not provide recommendations as reports are intended to only present data. You may also check out examples of business reports .

Tips on for a Good Business Report

Business reports require intensive amount of time and effort. However, if you know the techniques on how to write one, then it should not be that hard. You may also see quality report examples.

1. Set an objective.

Creating an objective makes your task easier. You have the inspiration and you will be guided every step of the way.

2. Consider it essential.

Emphasizing what you are doing sets a healthy pressure on what you are doing. Consider that what you are doing will provide benefits to your organization. You may also like employee report examples & samples.

3. Be resourceful.

Do not settle on the information that is on your table. Dig in so you can have more inputs to write.

General FAQs

1. what is a business report.

A business report is a formal report that assesses a situation or issue of business to suggest areas for improvement. It is generally written in response to a request that is made by a senior executive of an organization.

2. What is the Format of a Business Report?

The format of a business report is as follows:

• Methods and Findings

3. What is the Purpose of a Business Report?

The purpose of a business report is to provide business owners and senior managers with an important analysis of how the business is trailing in all areas of the organization. It also helps in decision making.

4. What are the Benefits of Using Business Reports?

Following are the benefits of using business reports:

• It helps find potential solutions to a problem
• It helps demonstrate analytical and evaluation skills
• It helps provide recommendations for future action
• It also helps display clear communication skills.

5. What are the Characteristics of a Good Report?

A good report has the following characteristics:

• It should be simple to read and understand
• It should be grammatically accurate
• It should have a proper arrangement of facts

Text prompt

• Instructive
• Professional

Generate a report on the impact of technology in the classroom on student learning outcomes

Prepare a report analyzing the trends in student participation in sports and arts programs over the last five years at your school.

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How to Make a “Good” Presentation “Great”

• Guy Kawasaki

Remember: Less is more.

A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others. Here are some unique elements that make a presentation stand out.

• Fonts: Sans Serif fonts such as Helvetica or Arial are preferred for their clean lines, which make them easy to digest at various sizes and distances. Limit the number of font styles to two: one for headings and another for body text, to avoid visual confusion or distractions.
• Colors: Colors can evoke emotions and highlight critical points, but their overuse can lead to a cluttered and confusing presentation. A limited palette of two to three main colors, complemented by a simple background, can help you draw attention to key elements without overwhelming the audience.
• Pictures: Pictures can communicate complex ideas quickly and memorably but choosing the right images is key. Images or pictures should be big (perhaps 20-25% of the page), bold, and have a clear purpose that complements the slide’s text.
• Layout: Don’t overcrowd your slides with too much information. When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences.

As an intern or early career professional, chances are that you’ll be tasked with making or giving a presentation in the near future. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others.

• Guy Kawasaki is the chief evangelist at Canva and was the former chief evangelist at Apple. Guy is the author of 16 books including Think Remarkable : 9 Paths to Transform Your Life and Make a Difference.

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• Essay Editor

3 Paragraph Essay: Structure and Writing Guide

There is a wide range of challenging and interesting writings in academic assignments. A 3 paragraph essay is highly rated in this list. What is the purpose of this project? What parts should be there? How to organize material correctly? These questions will be discussed in the article.

The purpose of the 3 paragraph essay is to show a student's ability to fit a topic interpretation in a limited amount of words. This format is usually used for summaries, argumentative essays, and other papers, implying brief but saturated narration.

To get a successful paper it is necessary to:

• make a plan,
• organize information according to the structure,
• to put everything into the shape required in your department.

Let's walk into the topic step by step.

What is the essay structure?

How many paragraphs is an essay? As the name says, this essay consists of only 3 paragraphs, so you have only one part for expressing your thoughts, ideas, arguments, and whatnot. Two others should be brief, containing only a thesis, and both introducing and finalizing fragments. So we have here a traditional structure:

• introduction,
• conclusion.

This project requires a concise compact material block. When preparing an informative base for this essay the author is to choose the most persuasive argument among all and present it to the audience. The process occurs to be quite a challenge but if to dive into brainstorming and composing deeply, everyone will get a successful result.

Students usually ask how many words is 3 paragraphs. As a rule, there should be about 400-500 words. This quantity is split up in the following way:

But remember, it's an average case. The requirements may differ from one educational institution to another.

To clothe the outline structure in the right words it is advisable to engage in some preliminary activities. They include:

• defining the topic you want to discuss (if it is not given by the professor);
• looking through a few good examples of this very type of essay;
• making a detailed plan or a rough draft; and
• thinking over the necessary material.

Finally, you are ready to begin writing the assignment.

How to start a 3 paragraph essay?

The introduction functions as an entrance to the world of your matter interpretation. It usually grabs the reader's attention and describes the paper's significance. 

According to a typical 3 paragraph essay outline, the introduction should have the following components:

• a catching hook;
• background information in a clear compact form;
• a thesis statement, well-formulated and impactful.

A hook's purpose is to attract a person's attention. To achieve it experts recommend using:

• a thought-provoking or rhetorical  question;
• a thematic joke or anecdote;
• an unusual exciting fact or statistic information;
• a quotation of the professional in the mentioned sphere;
• or a personal real-life story.

The background information includes an explanation of the reason for choosing this very topic. As for the thesis statement, it highlights the central idea of the essay and points to some supporting material in a very short, informative form.

How to write the body section?

The body section is the basis of the project. It will look smart and competent if to use the succeeding elements:

• a topic sentence, acquainting with the main idea;
• one or two pieces of supporting evidence;
• a smooth transition to the final section.

Combining your key message, main argument and the evidence into one entity may occur rather challenging. To organize everything logically and swimmingly use transitional words and phrases. Besides, a deep analysis of the topic is sure to help in creating a well-structured consistent narration. As a result, each sentence will be clear, informative, and relevant to the main concept.

How to write a worthy conclusion?

We'd like to offer you a few tips on how to start a third paragraph and how to finish it. To make a closing section really brilliant merge together such points as:

• a reformulated thesis statement;
• a summarized block of the discussed thoughts and ideas;
• a sentence to provoke the reader's curiosity and desire for further problem investigation or sharing their thoughts in the mentioned sphere, or something else of this kind.

The last point may be compared with the introducing hook, the same techniques may be used. Its purpose is to produce a great long-lasting impression on the audience, not to leave them indifferent towards your work. So be free to include jokes, questions, quotes, short stories, and whatnot. But remember that they should be short and relevant to the context.

After writing the essay leave it for a while, at least for a night. Then reread the text and correct all the mistakes in spelling, punctuation, and style. Look through it again. You may also give it to your colleague or any concerned person to get feedback.

Final thoughts

If you take into consideration all key points, described above, perform a deep analysis of the reference material, and make a meaningful informative text you will show proficiency in the mentioned field.

One more thing to be accentuated is that when writing a 3 paragraph essay pay special attention to the title of your project. It should be bright, captivating, and, of course, relevant to the whole narration. This element is intended to make the audience interested on par with the hook. 

Besides, you may need a few examples of the target essay, or any question concerning the word filling may bother you. How long is 3 paragraphs? What transitional phrases am I to use? In these cases, we invite you to turn to Aithor , a free convenient essay generator. It will give you personalized help. So express your thoughts briefly and thoroughly, good luck!

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Watch CBS News

What is Project 2025? What to know about the conservative blueprint for a second Trump administration

By Melissa Quinn , Jacob Rosen

Updated on: July 11, 2024 / 9:40 AM EDT / CBS News

Washington — Voters in recent weeks have begun to hear the name "Project 2025" invoked more and more by President Biden and Democrats, as they seek to sound the alarm about what could be in store if former President Donald Trump wins a second term in the White House.

Overseen by the conservative Heritage Foundation, the multi-pronged initiative includes a detailed blueprint for the next Republican president to usher in a sweeping overhaul of the executive branch.

Trump and his campaign have worked to distance themselves from Project 2025, with the former president going so far as to call some of the proposals "abysmal." But Democrats have continued to tie the transition project to Trump, especially as they find themselves mired in their own controversy over whether Mr. Biden should withdraw from the 2024 presidential contest following his startling debate performance last month.

Here is what to know about Project 2025:

What is Project 2025?

Project 2025 is a proposed presidential transition project that is composed of four pillars: a policy guide for the next presidential administration; a LinkedIn-style database of personnel who could serve in the next administration; training for that pool of candidates dubbed the "Presidential Administration Academy;" and a playbook of actions to be taken within the first 180 days in office.

It is led by two former Trump administration officials: Paul Dans, who was chief of staff at the Office of Personnel Management and serves as director of the project, and Spencer Chretien, former special assistant to Trump and now the project's associate director.

Project 2025 is spearheaded by the Heritage Foundation, but includes an advisory board consisting of more than 100 conservative groups.

Much of the focus on — and criticism of — Project 2025 involves its first pillar, the nearly 900-page policy book that lays out an overhaul of the federal government. Called "Mandate for Leadership 2025: The Conservative Promise," the book builds on a "Mandate for Leadership" first published in January 1981, which sought to serve as a roadmap for Ronald Reagan's incoming administration.

The recommendations outlined in the sprawling plan reach every corner of the executive branch, from the Executive Office of the President to the Department of Homeland Security to the little-known Export-Import Bank. 

The Heritage Foundation also created a "Mandate for Leadership" in 2015 ahead of Trump's first term. Two years into his presidency, it touted that Trump had instituted 64% of its policy recommendations, ranging from leaving the Paris Climate Accords, increasing military spending, and increasing off-shore drilling and developing federal lands. In July 2020, the Heritage Foundation gave its updated version of the book to then-White House Chief of Staff Mark Meadows. 

The authors of many chapters are familiar names from the Trump administration, such as Russ Vought, who led the Office of Management and Budget; former acting Defense Secretary Chris Miller; and Roger Severino, who was director of the Office of Civil Rights at the Department of Health and Human Services.

Vought is the policy director for the 2024 Republican National Committee's platform committee, which released its proposed platform on Monday. 

John McEntee, former director of the White House Presidential Personnel Office under Trump, is a senior advisor to the Heritage Foundation, and said that the group will "integrate a lot of our work" with the Trump campaign when the official transition efforts are announced in the next few months.

Candidates interested in applying for the Heritage Foundation's "Presidential Personnel Database" are vetted on a number of political stances, such as whether they agree or disagree with statements like "life has a right to legal protection from conception to natural death," and "the President should be able to advance his/her agenda through the bureaucracy without hindrance from unelected federal officials."

The contributions from ex-Trump administration officials have led its critics to tie Project 2025 to his reelection campaign, though the former president has attempted to distance himself from the initiative.

What are the Project 2025 plans?

Some of the policies in the Project 2025 agenda have been discussed by Republicans for years or pushed by Trump himself: less federal intervention in education and more support for school choice; work requirements for able-bodied, childless adults on food stamps; and a secure border with increased enforcement of immigration laws, mass deportations and construction of a border wall. 

But others have come under scrutiny in part because of the current political landscape. 

Abortion and social issues

In recommendations for the Department of Health and Human Services, the agenda calls for the Food and Drug Administration to reverse its 24-year-old approval of the widely used abortion pill mifepristone. Other proposed actions targeting medication abortion include reinstating more stringent rules for mifepristone's use, which would permit it to be taken up to seven weeks into a pregnancy, instead of the current 10 weeks, and requiring it to be dispensed in-person instead of through the mail.

The Alliance Defending Freedom, a conservative legal group that is on the Project 2025 advisory board, was involved in a legal challenge to mifepristone's 2000 approval and more recent actions from the FDA that made it easier to obtain. But the Supreme Court rejected the case brought by a group of anti-abortion rights doctors and medical associations on procedural grounds.

The policy book also recommends the Justice Department enforce the Comstock Act against providers and distributors of abortion pills. That 1873 law prohibits drugs, medicines or instruments used in abortions from being sent through the mail.

Now that the Supreme Court has overturned Roe v. Wade , the volume states that the Justice Department "in the next conservative administration should therefore announce its intent to enforce federal law against providers and distributors of such pills."

The guide recommends the next secretary of Health and Human Services get rid of the Reproductive Healthcare Access Task Force established by the Biden administration before Roe's reversal and create a "pro-life task force to ensure that all of the department's divisions seek to use their authority to promote the life and health of women and their unborn children."

In a section titled "The Family Agenda," the proposal recommends the Health and Human Services chief "proudly state that men and women are biological realities," and that "married men and women are the ideal, natural family structure because all children have a right to be raised by the men and women who conceived them."

Further, a program within the Health and Human Services Department should "maintain a biblically based, social science-reinforced definition of marriage and family."

During his first four years in office, Trump banned transgender people from serving in the military. Mr. Biden reversed that policy , but the Project 2025 policy book calls for the ban to be reinstated.

Targeting federal agencies, employees and policies

The agenda takes aim at longstanding federal agencies, like the National Oceanic and Atmospheric Administration, or NOAA. The agency is a component of the Commerce Department and the policy guide calls for it to be downsized. 

NOAA's six offices, including the National Weather Service and National Marine Fisheries Service, "form a colossal operation that has become one of the main drivers of the climate change alarm industry and, as such, is harmful to future U.S. prosperity," the guide states. 

The Department of Homeland Security, established in 2002, should be dismantled and its agencies either combined with others, or moved under the purview of other departments altogether, the policy book states. For example, immigration-related entities from the Departments of Homeland Security, Justice and Health and Human Services should form a standalone, Cabinet-level border and immigration agency staffed by more than 100,000 employees, according to the agenda.

If the policy recommendations are implemented, another federal agency that could come under the knife by the next administration, with action from Congress, is the Consumer Financial Protection Bureau.

The agenda seeks to bring a push by conservatives to target diversity, equity and inclusion, or DEI, initiatives in higher education to the executive branch by wiping away a slew of DEI-related positions, policies and programs and calling for the elimination of funding for partners that promote DEI practices.

It states that U.S. Agency for International Development staff and grantees that "engage in ideological agitation on behalf of the DEI agenda" should be terminated. At the Treasury Department, the guide says the next administration should "treat the participation in any critical race theory or DEI initiative without objecting on constitutional or moral grounds, as per se grounds for termination of employment."

The Project 2025 policy book also takes aim at more innocuous functions of government. It calls for the next presidential administration to eliminate or reform the dietary guidelines that have been published by the Department of Agriculture for more than 40 years, which the authors claim have been "infiltrated" by issues like climate change and sustainability.

Immigration

Trump made immigration a cornerstone of his last two presidential runs and has continued to hammer the issue during his 2024 campaign. Project 2025's agenda not only recommends finishing the wall along the U.S.-Mexico border, but urges the next administration to "take a creative and aggressive approach" to responding to drug cartels at the border. This approach includes using active-duty military personnel and the National Guard to help with arrest operations along the southern border.

A memo from Immigration and Customs Enforcement that prohibits enforcement actions from taking place at "sensitive" places like schools, playgrounds and churches should be rolled back, the policy guide states. 

When the Homeland Security secretary determines there is an "actual or anticipated mass migration of aliens" that presents "urgent circumstances" warranting a federal response, the agenda says the secretary can make rules and regulations, including through their expulsion, for as long as necessary. These rules, the guide states, aren't subject to the Administration Procedure Act, which governs the agency rule-making process.

What do Trump and his advisers say about Project 2025?

In a post to his social media platform on July 5, Trump wrote , "I know nothing about Project 2025. I have no idea who is behind it. I disagree with some of the things they're saying and some of the things they're saying are absolutely ridiculous and abysmal. Anything they do, I wish them luck, but I have nothing to do with them."

Trump's pushback to the initiative came after Heritage Foundation President Kevin Roberts said in a podcast interview that the nation is "in the process of the second American Revolution, which will remain bloodless if the left allows it to be."

The former president continued to disavow the initiative this week, writing in another social media post  that he knows nothing about Project 2025.

"I have not seen it, have no idea who is in charge of it, and, unlike our very well received Republican Platform, had nothing to do with it," Trump wrote. "The Radical Left Democrats are having a field day, however, trying to hook me into whatever policies are stated or said. It is pure disinformation on their part. By now, after all of these years, everyone knows where I stand on EVERYTHING!"

While the former president said he doesn't know who is in charge of the initiative, the project's director, Dans, and associate director, Chretien, were high-ranking officials in his administration. Additionally, Ben Carson, former secretary of Housing and Urban Development under Trump; John Ratcliffe, former director of National Intelligence in the Trump administration; and Peter Navarro, who served as a top trade adviser to Trump in the White House, are listed as either authors or contributors to the policy agenda.

Still, even before Roberts' comments during "The War Room" podcast — typically hosted by conservative commentator Steve Bannon, who reported to federal prison to begin serving a four-month sentence last week — Trump's top campaign advisers have stressed that Project 2025 has no official ties to his reelection bid.

Susie Wiles and Chris LaCivita, senior advisers to the Trump campaign, said in a November statement that 2024 policy announcements will be made by Trump or his campaign team.

"Any personnel lists, policy agendas, or government plans published anywhere are merely suggestions," they said.

While the efforts by outside organizations are "appreciated," Wiles and LaCivita said, "none of these groups or individuals speak for President Trump or his campaign."

In response to Trump's post last week, Project 2025 reiterated that it was separate from the Trump campaign.

"As we've been saying for more than two years now, Project 2025 does not speak for any candidate or campaign. We are a coalition of more than 110 conservative groups advocating policy & personnel recommendations for the next conservative president. But it is ultimately up to that president, who we believe will be President Trump, to decide which recommendations to implement," a statement on the project's X account said.

The initiative has also pushed back on Democrats' claims about its policy proposals and accused them of lying about what the agenda contains.

What do Democrats say?

Despite their attempts to keep some distance from Project 2025, Democrats continue to connect Trump with the transition effort. The Biden-Harris campaign frequently posts about the project on X, tying it to a second Trump term.

Mr. Biden himself accused his Republican opponent of lying about his connections to the Project 2025 agenda, saying in a statement that the agenda was written for Trump and "should scare every single American." He claimed on his campaign social media account  Wednesday that Project 2025 "will destroy America."

Congressional Democrats have also begun pivoting to Project 2025 when asked in interviews about Mr. Biden's fitness for a second term following his lackluster showing at the June 27 debate, the first in which he went head-to-head with Trump.

"Trump is all about Project 2025," Pennsylvania Sen. John Fetterman told CNN on Monday. "I mean, that's what we really should be voting on right now. It's like, do we want the kind of president that is all about Project '25?"

Rep. Jim Clyburn of South Carolina, one of Mr. Biden's closest allies on Capitol Hill, told reporters Monday that the agenda for the next Republican president was the sole topic he would talk about.

"Project 2025, that's my only concern," he said. "I don't want you or my granddaughter to live under that government."

In a statement reiterating her support for Mr. Biden, Rep. Frederica Wilson of Florida called Project 2025 "MAGA Republicans' draconian 920-page plan to end U.S. democracy, give handouts to the wealthy and strip Americans of their freedoms."

What are Republicans saying about Project 2025?

Two GOP senators under consideration to serve as Trump's running mate sought to put space between the White House hopeful and Project 2025, casting it as merely the product of a think tank that puts forth ideas.

"It's the work of a think tank, of a center-right think tank, and that's what think tanks do," Florida Sen. Marco Rubio told CNN's "State of the Union" on Sunday.

He said Trump's message to voters focuses on "restoring common sense, working-class values, and making our decisions on the basis of that."

Ohio Sen. J.D. Vance raised a similar sentiment in an interview with NBC's "Meet the Press," saying organizations will have good ideas and bad ideas.

"It's a 900-page document," he said Sunday. "I guarantee there are things that Trump likes and dislikes about that 900-page document. But he is the person who will determine the agenda of the next administration."

Jaala Brown contributed to this report.

Melissa Quinn is a politics reporter for CBSNews.com. She has written for outlets including the Washington Examiner, Daily Signal and Alexandria Times. Melissa covers U.S. politics, with a focus on the Supreme Court and federal courts.

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