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Business Reports
Informational and Analytical Reports
| Question | Answer |
|---|---|
| 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 |