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Basics of Report Writing
CHAPTER10
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What are Reports?
An Orderly and ObjectiveCommunication of Factual Information
That Serves a Business Purpose
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Why Are Reports Written?
To provide information to management
To solve problems
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Classification of Reports
1. Informational Reports -- these just presentthe facts; no interpretation of the facts is given;no conclusions drawn or recommendationsmade.
2. Examinational Reports -- these present the
facts and interpret the facts; no conclusions
are drawn or recommendations made.3. Analytical Reports -- these present the
facts, interpret the facts, draw conclusions, andmay offer recommendations.
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5 Steps to Report Writing1
1. Define the problem
2. Gather the necessary information
3. Analyze the information4. Organize the information
5. Write the report
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State the problem in one ofthree ways.
Infinitive phrase:"To measure the effect of radio spot
advertising on X company sales" Question:
"What are the effects on X company sales ofradio spot advertising?"
Declarative statement:"Company X wants to know how a spotadvertising campaign will affect its sales."
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Types of Factors
Determine the Factors
Use Subtopics in informational
and some analytical reports Use Hypotheses in problem-
solving situations
Use Bases of Comparison in
comparative reports
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State the Problem and FactorsUse the question form with subtopics.
A national chain of dress shops wants to learn whatqualities to seek in hiring sales personnel.
Problem statement
What qualities determine the successful salespeoplefor X Dress Shop?
Factors
Education ,Cultural Background ,ExperienceVital Statistics (age, height, weight, marital status,religion, etc.) Personal qualities (personality,
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State the Problem and FactorsUse the question form with subtopics.
A daily newspaper wants to know how well the various typesof items in a typical issue are read.
Problem statement
What is the readership of the types of items in a typical issueof X newspaper?
Factors
Probably such a study would involve an item-by-item survey.The items would be classified by types, which would be thefactors of the problem.
World news Local news SocietyEditorials Sports Comics
St t t P F t
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State t e Pro em an FactorsUse the question form withhypotheses.
Youve been assigned the problem of determining why sales atthe Moline store have declined.
Problem statementWhy have sales declined at the Moline store?
Factors
Activities of the competition have cause the decline.Changes in the economy of the area have caused the decline.
Merchandising deficiencies have caused the decline.
Changes in the economic environment have caused thedecline.
State the P oblem and Fa to s
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State the Problem and FactorsUse the infinitive form with bases ofcomparison.
A major soap manufacturer wishes to determine whichof three cities would be best for a new factory.
Problem statementTo determine whether Y companys new factory shouldbe built in City A, City B, or City C.
FactorsAvailability of labor Nearness to marketsAbundance of raw material Power supplyTax structure Community attitudeTransportation facilities
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Gather Information
Primary
Observation
Experiments Surveys
Telephone
Mail/Email
Web surveys Interviews
(personal,expert)
Company
Secondary
Library
Online Company
records(interpreteddata)
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Interpret the DataAdvice for avoiding human error
Report the facts as they are.
Draw conclusions only when appropriate.
Do not interpret lack of evidence asproof to the contrary.
Be sure your data is comparable.
Be sure you draw only logicalconclusions.
Be sure the data are reliable andrepresentative.
Give attention to all im ortant facts
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Organizing Reports
Comparison/contrast
Problem-solution
Elimination of alternatives General to particular
Geographic or spatial
Functional Chronological
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Impersonal vs. Personal Styles(1 of 2)
ImpersonalThe first week of the period was spent onvacation. Work now is continuing to completethe next annual report. A description of the newhigh-temperature technique is the item that hascome under consideration.
PersonalDuring the first week of the period, I was onvacation. I now am writing a description of thenew high-temperature technique for the next
annual report
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Impersonal vs. Personal Styles(2 of 2)
ImpersonalThe current period has been devoted to
becoming familiar with the newequipment.
Personal
I have spent the current period inbecoming familiar with the newequipment.
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Anatomy of a Report
Cover Page
Title Page
Table of Contents
Executive Summary
Report Body
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Report Body
Introduction Purpose and Scope;Limitations, Assumptions, and
Methods
Background/History of the Problem Body
Presents and interprets data
Conclusions and Recommendations
References or Works Cited Appendixes
Interview transcripts, questionnaires, questiontallies, printouts, and previous reports