Professional Documents
Culture Documents
Chapter 17 Summary
Chapter 17 Summary
Chapter 17 Summary
Chapter 17 Summary
Report Definition
Reports are used to supply a record, record and clarify, present information, record
problems, document schedules, recommend action, document status, or record
procedures.
Online Reports
Many organizations have developed tools for on-line and on-the-go reporting.
Types of Reports
There are many types of reports including Incident Reports, Investigative Reports, Trip
Reports, Progress Reports, Lab Reports, Feasibility Reports, Research Reports, and
Proposals.
Criteria for Writing Reports
Organization
Every report should include five basic units: identification lines, headings and talking
headings, introduction, discussion, and conclusion/recommendations.
Development
To figure out what to say in each section, ask who, what, when, where, why. Be specific.
Audience
Determine what type of audience will read your report and use appropriate
terminology.
Style
Use highlighting techniques and be concise.
Incident Reports
Incident reports document an unexpected problem that has occurred.
Purpose and Examples
A trouble report or accident report. Example: An oven at a restaurant caught fire,
injuring a cook and damaging equipment. An incident report may be required.
Criteria
Introduction: purpose and personnel involved. Discussion: the problems motivating the
report and follow up actions taken. Conclusion: explain what caused the problem.
Investigative Reports
Examination of the causes behind an accident or event.
Purpose and Examples
The report focuses on why an incident or accident occurred. Example: A theft occurred
at a bank, and a report was written after the investigation to help prevent similar thefts
in the future.
Criteria
Introduction: purpose, personnel, location, and authorization. Discussion: document
your findings. Conclusion: what did you accomplish and what are your
recommendations.
Trip Reports
Report on job related travel.
Purpose and Examples
Helps your employer keep up to date on your travel. Example: Writing a trip report
about a meeting you attended.
Criteria
Introduction: purpose, personnel, and authorization. Discussion: observations, contacts
made, seminars attended, and difficulties encountered. Conclusion: what did you
accomplish or learn.
Progress Reports
Documents the status of a job or activity.
Purpose and Examples
Documents the scheduling difficulties, and plans for the future. Example: A progress
report to help management plan what additional resources might be required.
Criteria
Introduction: objectives, personnel, previous activity. Discussion: work accomplished,
problems encountered, work remaining. Conclusion: sum-up and make
recommendations.
Lab Reports (test reports)
Lab reports are used for documenting findings from a lab experiment, procedure, or
study.
Purpose and Examples
Helps to communicate to colleagues your findings in a lab setting. Example: A lab report
written for a biomedical company to understand the findings of a pathology study on
tissue.
Criteria
Introduction: purpose of report. Discussion: apparatus used, procedures followed.
Conclusion: present your findings. Recommendations: what follow up action is needed.
Feasibility/Recommendation Reports
Feasibility reports study the practicality of a proposed plan and recommend actions.
Purpose and Examples
Determines the viability of a project. Example: To research and analyze whether the cost
of new equipment is viable, and if there are other options that may be a better fit.
Criteria
Introduction: the objectives of the report and the personnel involved. Discussion: state
the criteria for the recommendation and an analysis to compare the findings against the
criteria. Conclusion: state the significance of your findings and recommend a course of
action.
The writing process at work
Prewriting
Use a simple topic outline to gather data and determine objectives.
Writing
Write a problem to solution rough draft, ask for feedback.
Rewriting
Review suggestions and make sure the report meets company standards.