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Business Reports

Informational and Analytical Reports

information facts and statistics such as dollar volume, averaages, costs, estimates, percent increase, percent decreases
analyses of the information potential trends, projections, and forecasts based on facts
Classification of reports analytical or informational
analytical reports longer and more formal (both in language sytel and in format). They may require in-depth research and investigation. Often they include conclusions and recommendations to management
informational reports simpler, more straightforward, and more direct. Often prepared on standard memo letterheads or on specially designed printed forms
Information reports are also frequently prepared on.... printed forms
printed-form reports save time and ensure uniformity. For reports that require little narrative copy and are completed by a number of employees
analytical report consist of *complicated topics *critical subjects *important decisions
Parts of analytical report 1)letter of transmittal/memo of transmittal 2)summary 3)body 4)conclusion and recommendations 4)appendix
puposes of letter of transmittal tells why report is being submitted, identify the report, acknowledge sources of information and help
Summar includes 1)purpose for writing the report 2)th methods for collecting data 3)the conclusions based on the data 4)the recommendations based on the conclusions
sections of the body 1)purpose 2)scope 3)limitations 4)justification 5)related publications 6)teh present study
scope tells what the report does include and what topic areas are to be covered
limitations tells what the report does not include; usually specifies geographic locations and dates on information that is included
justification lists those who will benefit from the report and explains why
related publications lists any articles the writer may have studied as background before gathering the data
the Present Study presents the relevant facts that have been gathered for this particular report
By asking for the writer's conclusions and recommendations, the executive is showing 1) faith in the writer's judgment 2)interest in what the writer will say
appendix include working papers that show statistical computations;graphics and visual aids (tables, pie charts, trend lines, maps, graphs) that were too numerous to include in the body; and the computer printouts
computer printouts any kind of material that supports the report
The purpose of headings and subheadings 1)form an outline for your report 2)improve your organization 3)prepare your readers for the next topic 4)help readers to keep on track
graphics visual aids such as tables, charts, graphs, and tend lines
When developing graphics, be sure to 1)label each graphic. Use a title that is clear and complete, & add dates 2)identify the original source of the data 3) explain the meaning of any typographic or artistics devices such as colors, shaded areas, & symbols -
source of data author's name, publisher's name, place of publication, date of publication, volume #, page numbers for books and periodicals, dates, names for interviews, etc.
Parts of the long analytical report 1)cover 2)title page 2)letter of transmittal 4)table of contents 5)summary 6)body 7) conclusions and recommendations 8)bibliography 9)supplementary materials or appendix
What kind of papers should reports be keyed on? plain white bond paper , 8.5 by 11 inches. Keying should be done on only 1 side of each sheet. Double space all reports, each page in the body after the first should be numbered
Does a number appear on the first page of a report? no
The left margin measures 1.5 inches - for binding
the top, bottom, and right margins of all pages except the first should measures 1 inch
Main headings 1)displayed in all-capital letters 2)centered, and 3)keyed on separate lines. Two blank lines are used above main headings and one blank line below them
subheadings keyed in capital and small letters. 2 blank lines above, 1 blank line below. However, if a main heading is before the subheading, the only one blank line is above. If you bold the subheading, then don't underline it
Third heading level run in with the text. 1)Indented 2)keyed in capital and small letters 3)underscored 4)followed by a period(or a question mark or an exclamation point) Two spaces are used after the period, one blank line above
Created by: Tiffastic