business research report first draft

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Welcome to the Research Planning Guide

Step 11: write the first draft.

• Step 1: Understand the Assignment
• Step 2: Choose your Topic
• Step 3: Gain Working Knowledge
• Step 4: Create the Research Question
• Step 5: Devise a Preliminary Outline
• How to Search the Catalog
• Types of Searches
• Articles from our Databases
• Search Terms
• Step 9: Read and Take Notes
• Step 10: Get Organized / Finalize Outline
• Step 12: Revise, Rewrite, and Proofread
• Citation Help
• Step 14: Evaluate the Process & Yourself

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You chose a topic, crafted a research question, and formulated an outline.  You searched for books, journal articles, and internet sources on your topic.  You scanned those sources and read the pertinent sections, and consequently, you learned a lot more about your topic than you ever thought possible!  You took notes while you read, and now you've organized those notes to reflect your outline, which you may have adjusted based on what you found out about your topic.  Now it's FINALLY time to start writing!  

Unfortunately, this is where many students FREEZE UP.  Staring at a blank sheet of paper, or a blank screen, you may not know how to get started.  Here are some suggestions to help you "thaw" out:

• You don't have to start at the beginning.  Instead, start writing about the part of your topic that you find most interesting.  Figure out where this information should appear in your outline, then figure out what else you need to write to get you there.  
• Decide which sources you need to refer to, and which sources you should quote directly.  Use only the quotes that you can't live without (more about quoting, below).
• Jot your main ideas down on paper before you start typing.  Some people think better with pen or pencil in hand.  You can type it all up nicely later.  
• Remember—this is only your first draft.  It doesn't have to be perfect; it doesn't even have to be good.  But once you have something written down, you have a starting point—something you can work with and improve upon. 
• Use your outline as your blueprint. If you start writing about something that doesn't fit your outline, ask yourself: is this important?  is it on topic?  Your outline should help you avoid getting side-tracked. 

Using Quotations

Now that you've read and understood all the fantastic resources you found, you may be tempted to quote them all as proof of the hard work you did.  But ask yourself:   Whose paper is this?  Your readers don't want to know what other people said—they want to know what YOU think about your topic; they want to know what YOU have to say.  Here are some general guidelines for using quotes in a standard research paper:

• DON'T use a quote to introduce a topic or idea.  The quote should be used to support your ideas and viewpoints about the topic.   Present your ideas first , then use a quote from an expert to back you up.
• DON'T use a quote when you can state the idea or data using your own words.  Use a quote only when the author has said something catchy or memorable, or something that explains the idea so well that no other words are needed.
• DON'T use a quote that is over 5 lines long unless it is indispensable in making your point. If you do have to use a long quote, it should be set apart from the rest of your text, as a "block quote" with margins that differ from the rest of the text (Consult the appropriate style manual to be sure).
• DO enclose the quote in quotation marks and follow the quote with a parenthetical reference.  Be sure the parenthetical reference matches the entry in your bibliography or "Works Cited" list.  

For more information about parenthetical references, bibliographies, and other topics related to citation and plagiarism, see our Citation and Plagiarism Guide or consult the DBU Writing Center's excellent resources .  

Using Academic English

In most cases, professors will want you to use a type of clear, no-nonsense language, known as "Academic English." Academic English is the standard form of written communication for reports, research papers, and other assignments. It's not flowery or filled with big, important-sounding words.  The point of using Academic English is to get your point across efficiently and elegantly.  

Here are some great websites that can help you master the basics of Academic English:

• Academic Phrasebank - this is an excellent source for instances when you need a new or more compelling way to present your case.  The Academic Phrasebank offers suggested phrases for you to use to make your points, and it covers a wide variety of common problems you might encounter while writing.  
• Using English for Academic Purposes  and  Academic Writing, from the Purdue OWL   - these two websites present more comprehensive information on the topic, as well as explaining how to handle different types of circumstances and assignments.
• What is Academic English? - a basic introduction to the conventions of Academic English.
• << Previous: Step 10: Get Organized / Finalize Outline
• Next: Step 12: Revise, Rewrite, and Proofread >>

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For educators.

• Educators' guide
• Writing a business research report

This video explains how to write a business report for postgraduate level students. It covers the introduction, report structure and organisation, writing the report, and business writing.

Introduction

[slide 1: Topic slide]

[slide 2: Outline]

Description:

Sitting at the centre of the screen is: “What am I going to be learning today?” The following four words animate in:

- Introduction

- Report structure and organization

- Writing the report

- Business writing

This resource covers three important features of the writing required for a successful business research report. Following this brief introduction, the second section covers report structure with a focus on suitable ways

to organize content. The third section outlines the features of persuasive writing. And the final section provides tips for strong effective business writing.

[slide 3: What is a business research report?]

A checklist of items that make up a research report:

- Formulates a research

- Reports on research findings

- Recommends actions to achieve desirable outcomes

And is written in a

- Business report format

- Professional business writing style

This assignment provides you with the opportunity to research and write a real workplace report. It will inform the client of important aspects of their research brief. It will also provide recommendations to achieve desirable outcomes. The report will be presented as a written business proposal and as a presentation. This assignment requires a transition from academic writing to professional business writing. A business research report is written in a professional business style that differs from academic writing.

Report structure and organization

[slide 4: Topic slide]

[slide 5: Linear text structure]

[Graphic] Three babushka dolls representing each of the following:

- Whole text

- Paragraph

Overall, reports have a highly structured linear form with a beginning, middle and an end. This is repeated at the section level and the paragraph level.

[slide 6: Part: 1 - Organising content]

A report structure should be broken down into sections, having a beginning, middle and end. An example of this is:

- Executive summary

- Research question

- Problem, context and literature

- Methodology, approach and limitations

- Discussion and data analysis

- Implications (benefits and limitations)

- Recommendation and conclusion

- Considerations of policy adjustments and recommendations for further research

- References

A numbering system is used for the table of contents, and within them a broad example of a research page appears. Here it emphasizes the use of TEEL, and how each paragraph should be linked with one another.

Reports are structured using sections that are clearly organized and use a numbering system. Paragraphs within the sections should be well structured

and ideas should be linked between paragraphs.

[slide 7: Part: 2 - Organising content]

An example of going from general to specific.

- Current trend for businesses to outsource non-core activities

- Increase in demand for Facilities Management (FM) services

- More integrated and strategic approach to providing FM services

- Business now delivers a range of services through a single contract. These include…

General to specific is a useful strategy for organising content in business writing. This is particularly helpful for giving background or an overview.

[slide 8: Report sections]

[Text] We will now go through each of the report sections in detail:

Example. Report structure and headings.

- Report title and authors names

- Recommendations and conclusions

- Consideration of policy adjustments and recommendation for further research

No narration.

[slide 9: Executive summary]

- Briefly summarise the whole report in a logical order

- Outlines context, rationale, objectives, findings, conclusions, recommendations

- Written last, mainly in past tense

A strong executive summary is vital to a successful report as it determines the relevance of the report for the reader. It is the section the reader reads first and provides an overall summary of the whole report. Each major section of the report should be summarised in 1 or 2 sentences.

[Slide 10: Introduction]

- Identifies the main context and issues

- Narrows to project aim/purpose

[Text and graphic example]

Graphic of a triangle point downwards, writing from a general to specific.

Accompanying this the following text:

General (top of the triangle): ‘PICA is a property and financial services company currently offering…’

Specific (bottom of the triangle): ‘PICA requires a business plan for….’

Notice how the introduction narrows the topic from its broader context to the specific purpose of this report. The introduction is written from general to specific, which is a common form found in business writing.

[slide 11: Research question]

Frames the whole report

[Text example]

This report aims to answer the question ‘Is now a good time for PICA to diversify into Facilities Management (FM)’?

- Sub-questions

This research question frames the whole report and focuses the research to a specific area. It is common to have one research question followed by sub questions and these emerge from the larger question being answered.

[slide 12: Problem, context and literature]

Outlines the general situation in the specific business area

- Definitions

- Competitors

- Financial background

The accompanying graphic is of the triangle representation pointing downwards from general to specific.

Problem, context and literature section of the report requires a general

Introduction to the business which then narrows to cover details of competitors and their financial background. Again you are writing from general to specific.

[slide 13: Methodology, approach and limitations]

The research uses an applied strategy with a change focus (Saunders, Lewis & Thornhill 2012).

The main approach is data collection will be This methodology is appropriate because….

The research is based on secondary data, both qualitative and quantitative

Limitations in the research include…

The methodology covers how the research was done, why these methods were chosen, the details of the methods used and the limits of stating explicitly what is covered and what is not.

[slide 14: Discussion and data analysis]

Refer to your research

- Limitations in the research include…

Compare to theory / other research

- Industry bodies and secondary research…

- Eg. This strategy encompasses all aspects of financial reporting (Faulding & Lau 2011)…

Sum up at the end of each section

- In summary, Sydney is well positioned for further growth in residential buildings that require FM services…

It is important to refer to your research to show links between the primary research. In this case industry bodies, secondary research such as academic papers, theory and research and your findings.

[slide: 15: Implications: benefits and limitations]

What do your findings mean for the client?

- The findings outlines above suggests that PICA’s desire to enter the FM industry is expected to be beneficial given that…

- NSW trends demonstrate…

- Evidence suggests that PICA will be required to …

- There are risks associated with entering the FM services market.

It is important to refer to your research to show links between the primary research. In this case industry bodies, secondary research such as academic papers, theory and research and your findings. You need to explain what your research findings mean for your client. These implications will lead into your recommendations in the next section.

[slide 16: Recommendations and conclusions]

[Text and Graphic]

- Restates purpose

- Provides ‘the answer’

- Provides a concluding statement

The accompanying graphic of a triangle representation, this time with it points upward -going from specific to general.

Recommendations

- Suggests steps for further action

Eg. It is recommended that:

o PICA should enter the FM market

o Pica should acquire new…

The conclusion should provide a clear answer to the research question.

The conclusion is the reverse of the introduction it moves from answering the specific research question to showing how it fits into the broader context. In the recommendation section we return to the steps that this specific business should be taking as a result of the report.

[slide 17: Recommendation for further research]

Outline other research

- Based on the research findings, it is recommended that further in-depth analysis be conducted of the competitive landscape.

- PICA should seek legal and tax advice in order to…

Broadening the scope of the research

Examining certain issues in detail

In the final section of your report, outline what other research you think the client should undertake. This could include broadening the scope of the current research or examining certain issues in more detail.

Writing the report

[slide 18: Topic slide]

[slide 19: Paragraphs: TEEL]

[Graphic and Text]

Buns top and bottom: Topic and linking sentence

Condiments and meat: Explanation, evidence and examples

TEEL can be described using a burger metaphor. The topic and linking sentences make up the bun and base of the burger, and the evidence and explanations make the filling.

A paragraph contains one main idea, which is found in the topic sentence.

It is best to put the topic sentence first in the paragraph as this makes reading easier. The rest of the paragraph is made up of explanation and evidence to support the topic sentence.

[slide 20: Paragraph structure: TEEL]

A sample of a paragraph structure is given using the TEEL structure; each of these parts is highlighted.

[Topic] Leighton Contractors is a large-scale FM operation with considerable FM expertise within its own group of companies [end-topic]. [Example] A brief analysis of Leighton’s focus is helpful to PICA as it considers entry to the FM industry as PICA is considering a similar strategy [end-example]. [Evidence] The specific observation of this report is that Leighton focuses its FM operations into specific areas in which its group of companies has expertise, in particular in construction, telecommunications and mining (Leighton Constractors Pty Ltd 2009) [end-evidence]. [Link] This is a key observation as it affirms PICA’s expressed desire to enter FM by leveraging its expertise in Strata Management [end-link].

[slide 21: Persuading the reader]

Grid of icons accompanying the following text:

- Strong topic sentence

- Introduction and summaries for each section

- Effective evaluation and analysis

- Integration of sources to support your view

In a business research report your goal is to persuade the reader to follow your advice. Therefore, it is essential that they believe your understanding of the market is thorough and well researched. The following strategies are useful for writing persuasively.

[slide 22: Strong topic sentence]

[Text examples]

- [underlined] Evolution consulting [end-underlined] recommends that PICA consider acquiring the Port Stevens Group.

- [underlined] The hypothesis [end-underlined] is that now is a good time for PICA to diversify into FM.

Strong topic sentences reinforce your argument and help persuade the reader. Both topic sentences below have a clear direct message.

Notice how the topic sentence comes at the beginning of the sentence.

[slide 23: Introductions and conclusions for sections]

Introduction to a section

It is the belief of the research team that the successful entry into the FM sector will require PICA to target a specific building sub-market.

Conclusion to a section

In a conclusion, from the analysis of overall market trends, PICA would benefit from targeting the residential building sub-market.

Use section introduction and summaries to clearly state and restate your view. This acts as a reminder to the reader and emphasises the consistency

of your argument.

[slide 24: Effective evaluation and analysis]

- Paragraph strategy

- Sentence strategy

It is essential to write convincing evaluations of the strengths, weaknesses and risks. It is this understanding that makes it possible for the company to make decisions about future strategy.

[slide 25: Paragraph strategy]

A graphic illustrating the narration:

At the beginning of a paragraph, the topic sentence (evaluation of risk) should be first written. Followed by an explanation and analysis. Lastly, providing a solution. The language used in the process, should be formal impersonal language.

Here are two useful writing strategies, which make your evaluation

and analysis more effective. They are firstly clear paragraph organization

and secondly use of a formal impersonal style.

[slide 26: Sentence strategy]

Use tentative language

This demonstrates you have a thorough understanding of the level of risk.

- It is advised

- Is minimized

- Will be made

Use passive form

Write in an impersonal style. Suggest your view is based on research rather than opinion.

- Could, would, may, might

- There is a view that,

- There is a perception that

Use active verbs

In business writing it is generally better to write in a

clear and direct style. This includes using active verb forms.

However, when evaluating risks it is useful to write in a more

tentative and indirect style. Using tentative language shows you have a complex understanding of the situation and are aware of the degrees of risk.

It is also useful to write in an impersonal style as this gives your writing authority. It suggest that you are stating the views of the industry or other experts, and not just your own opinion. Passive verb forms generally weaken business writing as they are indirect. However, they are useful in evaluation as their use emphasises the advice itself rather than the voice of the writer.

[slide 27: Integration of sources]

- Supports your view with evidence

- Demonstrates the strength of your research and sources

[slide 28: Referencing in sentences]

Description: Sentence 1:

[Source] ACIF (2013) [end-source] projects that recovery will continue to strengthen for NSW in 2014.

Sentence 2:

Recover of the construction sector will continue to strengthen for NSW in 2014 [source] (ACIF) [end-source]

There are two ways to include references in a sentence at the beginning or at the end. The difference between these two constructions is subtle but it changes the focus of the sentence.

[slide 29: Effects and emphasis]

Source prominent

- Source (ACIF) emphasized as topic

- Common in academic writing where the research itself can be the topic

Information prominent

- Recovery emphasized as topic

- Common in business writing

This sentence emphasizes the source of the information and is common in academic writing. This does not emphasize the view of the student or writer. This sentence puts the information at the beginning of the sentence and emphasizes the writers view. This is useful if the writer wants to persuade the reader to follow his or her advice.

Business writing

[slide 30: Topic slide]

[slide 31: Academic writing and business writing]

Description: Academic

Knowledge and research

- Expected structure

- Academic style

- Uses a range of sources

Business decision-making and action

Workplace / Industry

- Business style

- Uses sources with practical application

There are differences between academic writing and business writing. In academic writing the overall focus is on knowledge and research. In business writing decision making and action are the goal. These differences are important and affect the writing style.

[slide 32: Tips for business writing]

Iconography for the following three points:

- Be direct: Darts board, aimed at the centre

- Be concise: Cutting out words (paper)

- Use strong active verbs: A man lifting up weights

[slide 33: Be direct]

Put the most important information first. So people can easily find it.

Put the topic sentence at the beginning

attitude towards FM services [end-emphasis] have changed to now viewing these costs as life cycle costs (International Facilities Management Association 2011).

[Emphasis] Attitudes towards FM services [end-emphasis] have changed from that of an overhead cost to a life cycle cost (International Facilities Management Association 2011).

Make it easy to read

Clear logical structure, headings, sub-headings and bullet points.

People are busy and will read only minimally. Therefore, one very useful strategy in business writing is to put the most important information first,

so you know the audience will find it. Notice how the first sentence is more difficult to read. In the second sentence the topic is at the beginning of the sentence as this makes the point immediately clear to the reader.

[slide 34: Be concise]

Description: Cut out unnecessary words

Use concise language by replacing wordy phrases with single words.

[slide 35: Use strong active verbs]

Description: Use strong active verbs

[Example 1]

ACIF believes [end-emphasis] that construction projects will experience [end-emphasis] considerable growth in 2014.

[Example 2]

ACIF forecasts [end-emphasis] considerable growth in residential construction investment in 2014.

Strong active verbs convey a clear and remove the need for repetition.

[slide 36: Identify the weaknesses ]

Description: [Poor example]

In terms of non-residential construction projects ACIF (2013) expects that construction investments in NSW will be subject to a considerable growth rate, whereas investments in non-residential construction projects are expected to remain constant for all other region.

How this can be improved

Legend: [strikethrough] = Be concise. [Highlight] = be direct. [Emphasis] = Use strong active words.

[Strikethrough] in terms of [end-strikethrough] [highlight] non-residential [end-highlight] construction projects ACIF (2013) expects [end-emphasis] that [highlight] construction investments in NSW [end-highlight] will be [strikethrough] subject to a considerable growth rate [end-strikethrough] , whereas investments in non-residential construction projects are expected to [end-emphasis] remain constant for all other regions.

[Improved example]

In NSW, construction investment for non-residential projects will grow compared with other regions of Australia (ACIF 2013).

• Overall structure of a report
• Methodology section in a report
• Example of a report
• Report checklist

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

Table of contents

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

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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As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:

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• Customer overview . View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
• Growth Overview . Summarize all of the different kinds of customer transactions and their impact on revenue growth.
• Churn overview. Measure the number and percentage of customers or subscribers you lost during a given time period.

If you want to track these in ProfitWell, you can do it easily by building a plug-and-play dashboard that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your Profitwell account with Databox. 

Step 3: Watch your dashboard populate in seconds.

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.

Create a Professional Business Report in No Time with Databox

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Stefana Zarić is a freelance writer & content marketer. Other than writing for SaaS and fintech clients, she educates future writers who want to build a career in marketing. When not working, Stefana loves to read books, play with her kid, travel, and dance.

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Writing a First Draft

A first draft is a preliminary attempt to get ideas down on paper. It’s okay if your ideas aren’t completely formed yet. Writing can shape your thoughts and guide you to your conclusion.

Strategies For Writing a First Draft

Try these tips for writing a first draft. They will help you stay focused on your topic and provide a rough sketch of what your paper will look like.

• Write your research question or thesis and post it above your work space so you can see it.
• Print out your outline and refer to it as you write.
• Start wherever you want. Write the part that comes most easily. Many people recommend leaving the introduction until the end.
• Some people recommend writing as much as you can in one sitting. In the time you’ve given yourself to write, you should be producing sentences and paragraphs, even bad ones.
• Get your main points down, but leave out quotations and specific evidence if you don’t have them yet.
• Leave gaps in the writing where you know you want to add more, and write yourself a quick note about what you should eventually include there.
• Let go of perfection! Try to write complete sentences but don’t worry too much about grammar, word choice, or punctuation. These elements can be fine-tuned in revision.

To better understand disciplinary requirements for your research, talk to your professors and look for resources in your discipline. 

Once you have a first draft, your writing will need revising and polishing. See our resources on   Revision   and   Proofreading Strategies .

Writing up a Research Report

• First Online: 04 January 2024

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A research report is one big argument about how and why you came up with your conclusions. To make it a convincing argument, a typical guiding structure has developed. In the different chapters, there are distinct issues that need to be addressed to explain to the reader why your conclusions are valid. The governing principle for writing the report is full disclosure: to explain everything and ensure replicability by another researcher.

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Barros, L. O. (2016). The only academic phrasebook you’ll ever need . Createspace Independent Publishing Platform.

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Field, A. (2016). An adventure in statistics. The reality enigma . SAGE.

Field, A. (2020). Discovering statistics using IBM SPSS statistics (5th ed.). SAGE.

Früh, M., Keimer, I., & Blankenagel, M. (2019). The impact of Balanced Scorecard excellence on shareholder returns. IFZ Working Paper No. 0003/2019. https://zenodo.org/record/2571603#.YMDUafkzZaQ . Accessed: 9 June 2021.

Pearl, J., & Mackenzie, D. (2018). The book of why: The new science of cause and effect. Basic Books.

Yin, R. K. (2013). Case study research: Design and methods (5th ed.). SAGE.

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Step 9: Research Paper Rough Draft

• Step 8: Research Paper Introduction
• 1: Research Question
• 2: Types of Papers
• 3: Research Overview
• 4: Primary Research
• 5: Evaluating Sources
• 8: Introduction
• 9: Rough Draft
• 10: Conclusion
• 11: Citations (APA)
• 12: Citations (MLA)
• 13: Works Cited Page
• 15: Samples
• 17: Downloads
• Step 10 Research Paper Conclusion

Now that you've completed your outline and have found plenty of scholarly sources to back up the points you intend to make, the time has come to hunker down and crank out the first draft of your essay. This is the phase of writing where you will sink the most time and effort into your work. That first, rough draft is immensely important in shaping how your paper will ultimately turn out. You can see how your ideas work together on the page, find spots that you need to beef up with more research, and discover where tweaks and restructuring might need to happen before you turn in the final iteration of your work.

Tip: Remember: it's a rough draft. Anything and everything can be changed, and this is the best time to make serious structural changes regarding your paper.

When you write your rough draft, it'll be the first time you're fully fleshing out your ideas on paper, having previously defined your thesis and obtained support for it through research. As such, you have no business treating this version of your paper like it's what you'll be turning in to your professor. As writer Anne Lamott puts it in her book Bird By Bird, "The first draft is...where you let it all pour out and then let it romp all over the place, knowing that no one is going to see it and that you can shape it later." If you think of your essay as a painting, the rough draft is the time for you to use broad strokes to fill in as much of the available space as possible. Don't worry about the fine details just yet. Seeking perfection on the rough draft will lead to nothing but stress and frustration, both of which may hamper your ability to complete an effective draft. The name of the game here is not to achieve perfection, it's to establish a strong foundation to work within as you fine-tune your essay on later drafts.

Getting Started

Since your rough draft is going to be the basis for your final draft, you want to make sure you've gotten the heavy lifting out of the way in order to have the time to focus on making all the pieces fit together in the home stretch. As such, it's important to write coherently and professionally on the first draft. While you write, keep these tips in mind.

As you sit down to write, have a copy of your outline handy, along with any notes and research you've compiled in the prewriting phase. You'll be frequently consulting all of this while you work on your first draft. Stick to the plan you've crafted in advance as much as you can, but don't feel obliged to wholly express your ideas quite yet. For instance, you surely have bits of research that are more essential to include in your body paragraphs than others. When writing the rough draft, focus on finding how to fit in the essential information and arguments that you've turned up rather than the extraneous supporting details. The inessential pieces of your research are more appropriately added in future drafts.

The rough draft is the best time to double check that your paper and the arguments, points, or clarifications made within it all follow sensible logic. Ideas must be given breathing room and allowed to develop naturally as the essay goes on. Let things naturally build as you write. Don't rush the introduction of a new idea or viewpoint, or shoehorn in meaning where there is none. Instead, take your time with your work, and make sure that there is logical development with the topics brought up in your work. Don't leave things underdone, either. Follow the idea until it reaches a logical conclusion. If necessary, you can cut out the extraneous portions of your tangent from future drafts.

Additionally, the rough draft is an excellent time to work on establishing smooth transitions between your paragraphs. As a writer, avoiding jarring or choppy segues between the different ideas you bring up is deceptively difficult, but taking the time to really make sure that your work flows effectively from paragraph to paragraph will reflect well on you and your writing ability. Having strong transitions also helps ensure that those who read your work - whether it is a professor or one of your peers - will have less trouble understanding your thought process. Clarity is the name of the game here, and a surefire way to achieve that clarity is by making sure your transitions are straightforward.

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Furthermore, your writing should be clear and uncomplicated. Even if you're writing a scholarly paper, there is no need to get caught up in using jargon or buzzwords in the name of sounding smart or "in the know". Use the appropriate vocabulary and lingo for whatever topic you're writing about, but make a concerted effort to keep your sentences from being too confusing. A big part of this is always using the active voice while you write. This simply means to establish that, within your sentences, the subject is performing the action, as opposed to the action happening to the subject as a result of the object. An easy way to detect usage of the passive voice is to look for words denoting the past tense, such as were or was. For example, "The rations were served to the refugees by aid workers." is a passive voice sentence because the action (serving rations) has already happened, and is happening to the subject (the aid workers). Rephrasing this sentence to use  active voice is simple: "Aid workers served rations to the refugees." Using passive language reflects poorly on your writing abilities, especially in a scholarly context, where captivating writing is essential to liven up what could be boring subject matter. Maintaining the active voice throughout your rough draft will make the process of revision much easier, since you'll have less line-by-line fine tuning to complete if your sentences are already written using the active voice.

Introduction

When writing your rough draft, the most important thing to keep in mind is that the goal of an introduction is to capture the attention of your readers, then to give them a primer on what you'll be discussing in detail throughout your essay. As such, you need to make sure that you have a few strong, captivating opening sentences that address your topic without giving too much away, followed by clear, cohesive information on what exactly you'll be expounding upon in your writing. Your thesis will be central to the construction of your introduction, as it must be presented here for the first time. Along with a strong thesis, a good introduction in your rough draft will briefly elaborate on the specific points you'll be making in each body paragraph, providing a general overview of what is to come later in the paper.

Body Paragraphs

In any rough draft, the body paragraphs should be where you focus the brunt of your energy. Since these are the parts of your essay where you're defending your thesis statement, you must first and foremost make sure that you're providing the reader with enough supporting information and research for every nuance or tangent branching off of your main idea that you incorporate in the final paper. While you can rearrange the sections of your paper as you need to later on, the rough draft is an excellent time to simply dump your information into the appropriate body paragraph, then provide your own analysis. This strategy will help you give the paper some semblance of what it will ultimately look like by the time you have finished the revision process. You'll also be able to manage the flow of your paper better by following this method; you'll see firsthand how your ideas interlock and play off each other, ensuring that you maintain your point of view without sacrificing smoothness and clarity.

Tip: Don't cut corners on your rough draft-- use proper punctuation, grammar, and style. It will save time when it comes to polishing the paper during the review process.

While it may be tempting to avoid being expansive with your words during the rough draft and write short paragraphs instead, avoid falling into this trap. The rough draft deserves your full attention, and that means developing your notions in this round of writing. There is no place for underdeveloped ideas in the rough draft. If you find yourself having trouble making a point in your rough draft, that's a good sign that you either need to find more research to back up the claim or argument you are presenting, or that you simply need to toss that point and move on to the more relevant sections of your essay. 

The conclusion of your rough draft should serve a couple of different purposes. Most importantly, the conclusion needs to effectively summarize the ideas you discussed throughout your entire essay. This generally means covering the information in a way similar to how you already did in your introductory paragraph, so be sure that you're not aping yourself too much. While there is certainly a degree of rehashing that occurs, make sure that you're striving to tie together the points you made previously, rather than simply presenting them again. Restate your thesis and show how the ideas you brought up in your body paragraphs directly relate to and answer the questions it raised in your introduction.

With a strong rough draft, the revision process becomes a snap. Don't ignore the importance of writing well in the rough draft, but also keep in mind that perfection is not the goal here. At the end of the day, this draft is not what you'll be turning in to your professor. The rough draft is for you, the writer. It provides a dense foundation with room to grow, and should be written with care. Remember: the better the rough draft, the less fine-tuning you have to complete later on.

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