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Chapter 5 Business Report
Chapter 5 Business Report
Overview
• Chapter 6 examines the functions, organizational strategies,
writing styles, and formats of typical business reports. It discusses
the importance of clearly identifying the problem to be solved and
the specific purpose of the report
• learn proposal. proposal is a written offer to solve problems,
provide services, or sell products. Proposals can mean life or
death for a business.
Chapter Objectives
• Explain informational and analytical report functions,
organizational strategies, and writing styles.
• Describe typical report formats and understand the
significance of effective headings
• Determine the problem the report is addressing as well as
the report’s purpose, and gather significant secondary
and primary information
• Write short informational reports that describe routine
tasks
• Prepare short analytical reports that solve business
problems
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Chapter Objectives
• Understand the importance, purpose, and components of
informal and formal proposals.
• Describe the steps in writing and editing formal business reports.
• Conduct research using primary and secondary sources, and
understand how to assess the credibility of resources.
• Identify the purposes and techniques of documenting and citing
sources in business reports
• Convert report data into meaningful visual aids and graphics
• Describe the components of typical formal reports.
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Contents
• Informal Report
• Proposal and Formal Report
Report Functions
Present data or
findings, analyses,
Analytical conclusions, and
recommendations
Report Patterns
The Direct Strategy
Direct Strategy
Direct Strategy
Indirect Strategy
Indirect Strategy
Analytical Report
Introduction/Problem
__________________________________
__________________________________
__________________________________
__________________________________
Facts/Findings _________________
__________________________________
__________________________________
__________________________________
Discussion/Analysis
__________________________________
__________________________________
__________________________________
CONCLUSIONS/
RECOMMENDATIONS____________
__________________________________
__________________________________
__________________________________
Report Formats
Letter For informal reports sent to outsiders
Determine problem
and purpose.
Gather data.
Organize data.
Write first draft.
Edit and revise.
Gathering Data for Reports
• Company records
• Printed materials (books, newspapers,
and periodicals)
• Electronic resources (Web, electronic databases, online resources)
• Personal observation and
experience
• Surveys, questionnaires,
and inventories
• Interviews
Typical Informal Reports
Information reports
Progress reports
Justification/recommendation
reports
Feasibility reports
Minutes of meetings
Summaries
Information Reports
Warm Regard,
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Justification/Recommendation
Reports
Benefits
• Serve as an outline of the report
• Highlight major ideas and categories
• Act as guides for locating information
• Provide resting points for the
mind and the eye
• Organize data into meaningful
blocks
Report Headings
• Functional headings
describe functions or general topics
Background, Findings, Benefits, Costs
• Talking headings
describe content and provide more information
Benefits of Offering a Wellness Program
• Combination heading
Benefit : Benefits of Offering a Wellness Program
Effective Report Headings
Surveying Experimenting
Observing Interviewing
Documenting Data
Prefatory Parts
• Title page
• Letter or memo of transmittal
• Table of contents
• List of figures
• Executive summary
Presenting the Final Formal Report
Body of Report
• Introduction
Background
Problem or purpose
Significance and scope
Sources and methods
Organization
• Discussion of findings
• Summary, conclusions, recommendations
Presenting the Final Formal Report
Supplementary Parts of a Formal Report
Footnotes or endnotes
Works Cited, References, or Bibliography
Appendix
Parts of Formal Appendix
Bibliography
Reports
Recommendations
Conclusions
Body
Introduction
Executive summary
List of figures
Table of contents
Letter of transmittal
Title page
Cover