MS 111
BUSINESS
COMMUNICATIO
N REPORT WRITING
         Presented By:
         025 Anil Gupta
         026 Tanvi Jindal
         027 Anshul Jain
         028 Vipul Singhal (Group
         Leader)
         029 Vineet Kumar
         030 Ishita Dhingra
          Overview
   Report and its Importance
   Report Writing
   Classification of Reports
   Styles of Report Writing
   Tips For Effective Report Writing
   Who writes and reads Reports
   Purpose of Report Writing  Steps involved in Report
                                    Writing
                                  Essentials of a Good Report
                                  Parts of Formal Reports
                                  Three Levels of Reports
                                  Some Principles of Report
                                    Writing
                                  Presentation of a Report
                                  Various Examples of Reports
         What is a
         Report?
   Management tool for effective decision making.
   Detailed examination of a situation or problem, of action
    taken, or of the findings of an investigation.
   Written in a clear, informative way.
   Often drawing conclusions, making recommendations.
   Orderly   and    objective    communication      of   factual
    information that serves a business purpose.
              Report Writing
   Importance of Report writing:
    Report writing is central to:
       Decision making
       Progress reporting
       Root cause analysis
       Problem solving
       MIS
   Report writing can be done by an individual or by a team.
   Writing a Report
Assembling material   Planning the Report
 Editing the Report   Drafting the Report
 Classification of Reports
            REPORTS
Informational         Analytical
    Report             Report
           Informational Report
   Intended to explain something or educate readers.
   Focus    on   data     and     facts   without    analysis    or
    recommendations.
   Informational Reports include those for monitoring and
    controlling      operations,      progress       reports     and
    compliance reports.
   E.g.    Annual    Report     prepared    by   the     company
    secretary for presentation at Annual General Meeting.
                      Classification of Reports
          Analytical Report
   Designed to convince audience that the conclusions and
    recommendations developed are valid.
   Body of the report presents all the facts and ends by
    presenting a decision or a solution to a problem.
   E.g. Technical Reports
                    Classification of Reports
     Styles of Report Writing
                 Report Writing styles
Letter style Report                  Schematic Report
           Letter Style vs Schematic
           Style Report
Letter         Style         of    Schematic Report
    Report                            Deals with a number of
                                       related topics.
   Covering mainly one topic
                                      Is generally requested by
   Is used to make requests,
                                       senior management.
    pass information.
                                      Is presented in a particular
   Used      for       detailed
                                       format.
    communi-cation.
                    Styles of Report Writing
         Tips For Effective Report
         Writing
While writing a Report, some useful tips are as under:
   Simple words and Short Paragraphs
   Avoid adverb and adjectives
   Avoid emphatic words like very, highly, extremely
   Be specific and precise
   Never exaggerate
   Write to inform and not to impress
         Who Writes And Reads
         Reports
   Generally subordinate to superior.
   In specific terms, it depends on purpose of writing it.
   Because of constraints, managers delegate this duty
    to their subordinates.
   E.g. -- a sales manager forecasts sales on the basis of
    field representative ‘s report.
      Purpose of Report Writing
               1. Informing
2. Analyzing                  3.
                                   Recommendin
                                   g
           Informing
   Facts and events surrounding a particular situation.
   No attempt is made to analyze or interpret the data or to
    draw conclusions or recommend a course of action.
   Main interest lies in providing all relevant information,
    objectively and accurately.
                   Purpose of Report Writing
          Analyzing
   Data in itself is meaningless, so should be played
    with to serve the purpose.
   Interpret data as per the requirement of problem.
   It   involves    going    into    depth      of   problem,
    understanding      it   and   coming   out    with   some
    solutions.
                    Purpose of Report Writing
         Recommending
   Endorsing a specific course of action
   After interpretation , suggesting a plan of attack
   Recommendation should be based on problem in
    question and data gathered and analyzed.
                  Purpose of Report Writing
        Steps Involved in Report
        Writing
   Planning
   Data gathering
   Organizing
   Analyzing
   Drafting
          Planning
Define the purpose of report ----
   Determine why issue is important
   What use of report will be made?
   Decide purpose of report and know constraints.
Define the audience for report---
   Whether it is for internal or external reader.
   Level of interest and knowledge of reader.
              Steps Involved in Report Writing
        Gathering Information
   Determine what data would be required.
   Know what data is available with you.
   Trace the sources from where remaining data can
    be obtained.
   Collect the data actually.
              Steps Involved in Report Writing
         Organizing the Data
   Compiling data in a systematic and logical form.
   Organizing data according to problem.
   It involves classifying data, tabulating them,
    using graphs and other pictorials.
              Steps Involved in Report Writing
          Analyzing Data
   Each bit of data individually and then in conjunction
    with other data.
It brings out----
   Findings
   Alternative solutions and sometimes probable solution
    as well
   Conclusion.
               Steps Involved in Report Writing
        Drafting the Report
   Consider needs of reader and nature of problem.
   Determine length, formality and format of report.
   Make sure that report is complete, objective and
    credible.
   Proofread to ensure it reflects highest standards
    of accuracy, thinking and care.
                Steps Involved in Report Writing
       Essentials of a Good
       Report
    Meet the needs of the readers and answer the questions in
    their minds.
   At the right level for the readers- some readers have an in-
    depth knowledge of the subject; others may be decision-
    makers without specialized technical knowledge.
   Have a clear, logical structure- with clear signposting to show
    where the ideas are leading.
   Not to make assumptions about the readers’ understanding.
    All writers need to apply the “so what” test and need to
    explain why something is a good idea.
   Give a good first impression. Presentation is very important.
          Parts of Formal
          Reports
   A Report is divided in three sections:
    Preliminary Section
                      Body of the Report
                                     Supplementary Section
          Preliminary Section
A) Title page
   Typically contains the title of the report; the writer’s name, title &
    department; and the date of submission.
   Should indicate the purpose and content of the report.
B) Letter and Memo of Transmittal
   It introduces report to the reader. Its like Preface or Foreword.
   It may include personal comments or suggestions and any item
    worthy of discussion.
   Should be concise and subjective.
                       Parts of Formal Reports
          Preliminary Section
          (cont.)
C) Table of Contents
   Lists all major sections and the page on which each
    begins.
   An aid in quickly locating specific information in the report
   Usually for reports of more than five pages.
   Sometimes also contains list of illustrations.
                     Parts of Formal Reports
           Body of the Report
A) Introduction
   General Information about the problem and main issues involved in it.
   Statement of problem which clearly identifies the specific problem that was
    investigated.
   Purpose of the study that why the study was conducted. It should convince
    the reader that the problem was important and need to be studied.
   Scope of the research which can include resources, time, or geographic
    boundaries.
   Writer can define the terms unfamiliar to the reader. If there are many terms
    than glossary should be included in the supplementary section.
                         Parts of Formal Reports
         Body of the Report
         (cont.)
B) Procedures or Methodology
   It includes the steps taken in conducting the study.
   It allows readers to determine whether all aspects of the problem
    were investigated adequately.
C) Findings
   They are results discovered during the research.
   Presented in a factual and objective manner without personal opinion
    or interpretations.
   Present all findings- Positive and Negative.
D) Analysis
   It is the writer’s interpretation of the qualitative and quantitative
    assessments of the findings.
   Analysis assists reader in determining which relationships are
    important.
                        Parts of Formal Reports
           Body of the Report
           (cont.)
E) Conclusions
   These are drawn from the findings of the study.
   Summary of the content of the Analysis Section.
   No new data should be presented in this section.
   A study may have one or more conclusions.
F) Recommendations
   It is the writer’s suggestion to the reader as to the actions that
    should be taken to solve the problem.
   These should develop logically from the findings, analysis and
    conclusions of the study.
                      Parts of Formal Reports
            Supplementary Section
A) Glossary
   Alphabetic list of terms used in the report with brief definition of each.
   Used only when numerous unfamiliar terms are included in the text.
B) Appendix
   Related information excluded from the body to improve its readability.
   All appendixes should be referred to in the body of the report.
   Some examples are: questionnaires, computer printouts, follow-up letters,
    working papers, intricate tables and supporting material.
                            Parts of Formal Reports
               Levels of Reports
There are three levels of reports that means a Report can provide:
   Information Only:
    Sales report and Quarterly reports
   Information plus Analysis:
    Annual Reports, Audit Reports and Make-good or pay-back reports
   Information plus Analysis plus a Recommendation:
    Feasibility reports, Justification reports and Problem-solving reports.
         Principles of Drafting a
         Report
1.   Principle of Purpose: Must have a specific and
     sound purpose.
2.   Principle of Organization: Should be properly
     planned and well-organized.
3.   Principle of Clarity: Written in Simple Language.
         Principles of Drafting a
         Report (cont.)
4.     Principle of Brevity: Should be brief
     enough.
5.      Principle of Scheduling: Without
     undue burden on staff and with sufficient
     time for their preparation.
6.    Principle of Cost: Cost should be less
     than the benefits.
Presentation of a Report
      After the collection of data for the
       report comes the stage of presentation
       of the data in the report. This stage is
       one of the most important stage in
       report writing and presentation thereof
       as however good the data may be if it
       is not presented correctly and the
       hardwork put in collecting the data may
       go in vain.
       Factors to be
       considered in
       Presenting a Report
   Errors in interpreting the data
   Not being too elaborative
   Congestion of data must be avoided
   The report must look good
               Presentation of Reports
       Errors in Interpreting the
       Data
   Adding colors to the facts
   Drawing unnecessary conclusions
   Interpreting the lack of evidence as a proof of the
    contrary
   Comparing the non-comparable data
   Drawing illogical cause-effect conclusion
   Relying on unreliable and unrepresentative sources
   Oversimplification of the problem
                 Presentation of Reports
         Remedial Steps
   Maintain     a   judicious   attitude   (Without   bias   or
    prejudice)
   Consult others
   Test your interpretations. For this, the two tests are:
    i. The experience test
    ii. The negative test
                     Presentation of Reports
         Not being too elaborative
   Focus on the subject matter
   Attention span of the audience must be kept in mind
   Not too lengthy
   Unnecessary details and explanations must be avoided
                      Presentation of Reports
       Congestion must be
       avoided
   Data to be arranged in paragraphs, paragraphs to be
    evenly placed.
   Paragraphs must be duly identified.
   Consecutive lines/paragraphs must be properly spaced.
   Font size of the words must be adequate for the
    readers to read.
                  Presentation of Reports
       Looking Good
   Use pleasant colored background
   Different color font for titles, headings and body text.
   Font size for titles, headings and body text must be
    different.
   Appropriate diagrams must be used at proper place
                  Presentation of Reports
      Various Examples of
      Reports
   Annual Reports
   Audit Reports
   Feasibility Reports
   Sales Reports
   Progress Reports
   Directors Reports
   Case Studies
        Annual Report
   An annual report lists the achievements and failures of
    an organization.
   It is a progress report in which every department is
    accounted for.
                Various Examples of Reports
         Audit Report
   There are two types of auditor: the external auditor and
    the internal auditor.
   External auditors are independent of the companies on
    which they report. They are required to report to the
    shareholders at general meetings on whether the final
    statements of a company give a 'true and fair view' of
    the state of the company's affairs.
   Internal auditors are concerned with the segregation of
    duties and the internal control of the business for which
    they are employed.
                 Various Examples of Reports
        Feasibility Reports
   These discuss the practicality, and possibly the
    suitability and compatibility of a given project, both
    in physical and economic terms.
   They also discuss the desirability of the proposed
    project from the viewpoint of those who would be
    affected by it.
   Report writers must come to a conclusion, and must
    recommend that some action is taken or is not taken
    and/or that some choice is adopted or is rejected.
                Various Examples of Reports
        Sales Report
   It is a salesperson's detailed record of sales calls and
    results for a given period; typically, a sales report will
    include information such as the sales volume per
    product or product line, the number of existing and
    new accounts called upon, and the expenses incurred
    in making the calls.
                Various Examples of Reports
       Progress Report
   You write a progress report to inform a supervisor,
    associate, or customer about progress you've made
    on a project over a certain period of time.
   The project can be the design, construction, or repair
    of something, the study or research of a problem or
    question, or the gathering of information on a
    technical subject.
   You write progress reports when it takes well over
    three or four months to complete a project.
                Various Examples of Reports
        Directors Report
   Financial Report prepared for company directors.
   The report is typically prepared on a quarterly and
    annual basis.
   It includes detailed items such as the accountant's
    financial       analyses     and          management
    recommendations.
   The report is usually unaudited.
                Various Examples of Reports
           Case Studies
   Case study refers to the collection and presentation of detailed
    information about a particular participant or small group, frequently
    including the accounts of subjects themselves.
   A form of qualitative descriptive research, the case study looks
    intensely at an individual or small participant pool, drawing
    conclusions only about that participant or group and only in that
    specific context.
   Researchers    do   not   focus   on   the   discovery   of   a   universal,
    generalizable truth, nor do they typically look for cause-effect
    relationships; instead, emphasis is placed on exploration and
    description.
                    Various Examples of Reports