A vital part of any business or organization, reports document specific information for specific audiences, goals, or functions. The type of report is often identified by its primary purpose or function, as in an accident report, a laboratory report, a sales report, or even a book report. Reports are often analytical but sometimes just “report the facts” with no analysis at all. Other reports summarize past events, present current data, and forecast future trends. While a report may have conclusions, propositions, or even calls to action, presenting analysis is the primary function. A sales report, for example, is not designed to make an individual sale. It is, however, supposed to report sales to date and may forecast future sales based on previous trends (Business Communication for Success, 2015, 9.4).

Report Topics

• 7.3.1: Types of Reports: Informational and Analytical
• 7.3.2: Report Organization

Before delving into reports in detail, however, let’s review the advantages, disadvantages, and occasions for writing them as given earlier in Table 2.3 on channel selection.

Table 2.3 Excerpt: Letter Pros, Cons, and Proper Use

7.3.1: Types of Reports: Informational and Analytical

Reports come in all shapes and sizes—from a couple of soft-copy pages shared electronically to a book-sized binder. The type of report depends on its function as expressed in the thesis or purpose statement. The function also influences the writing style and other elements such as visual content (figures) and presentation of numerical values. Reports also vary by style and tradition. Regardless of their specific function or type, however, there are two main categories of reports: informational and analytical.

An informational report informs or instructs and presents details of events, activities, individuals, or conditions without analysis. An example of this type of “just the facts” report is a police accident report. The report will note the time, date, place, contributing factors like weather, and identification information for the drivers involved in an automobile accident. It does not establish fault or include judgmental statements. You should not see “Driver was falling down drunk” in a police accident report. Instead, you would see “Driver failed sobriety tests and breathalyzer test and was transported to the station for a blood sample.” The police officer is not a trained medical doctor licensed to make definitive diagnoses but can collect and present relevant information that may contribute to a diagnosis.

On the other hand, an analytical report presents information with a comprehensive analysis to solve problems, demonstrate relationships, or make recommendations. For instance, a field report by a Public Health Agency of Canada physician from the site of an outbreak of the H1N1 virus will note symptoms, disease progression, and steps taken to arrest the spread of the disease. It will ultimately make recommendations on the treatment and quarantine of subjects. Table 9.3 below includes common reports that, depending on the audience needs, may be informational or analytical (Business Communication for Success, 2015, 9.4).

Table 7.3.1: Report Types and Their Functions

(Business Communication for Success, 2015, 9.4)

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7.3.2: Report Organization

Because reports vary by size, format, and function, writing them involves adjusting to the needs of the audience while respecting conventions and guidelines. Reports are typically organized around six key elements, the 5Ws + H:

1. Whom the report is about and/or prepared for
2. What was done, what problems were addressed, and the results, including conclusions and/or recommendations
3. Where the subject studied occurred
4. When the subject studied occurred
5. Why the report was written (function), including under what authority, for what reason, or by whose request
6. How the subject operated, functioned, or was used

Pay attention to these essential elements when you consider your stakeholders, or those who have an interest in the report. That may include the person(s) the report is about, whom it is for, and the larger audience of the business, organization, or industry. Ask yourself who are the key decision makers reading the report, who the experts or technicians will be, and how executives and workers may interpret your words and images. While there is no universal format for a report, there is a common order to the information. Each element supports the main purpose or function in its own way, playing an important role in the representation and transmission of information (Business Communication for Success, 2015, 9.4).

Table 7.3.3: Common Report Elements

The following is a 14-point checklist for helping to ensure that a report fulfills its goals:

◻  1. Report considers the audience’s needs

◻  2. Format follows function of report

◻  3. Format reflects institutional conventions and expectations

◻  4. Information is accurate, complete, and documented

◻  5. Information is easy to read

◻  6. Terms are clearly defined

◻  7. Figures, tables, and graphic elements support written content

◻  8. Figures, tables, and graphic elements are clear and correctly labeled

◻  9. Figures, tables, and graphic elements are easily understood without text support

◻  10. Words are easy to read (font, arrangement, organization)

◻  11. Results are clear and concise

◻  12. Recommendations are reasonable and well-supported

◻  13. Report represents your best effort

◻  14. Report speaks for itself without your clarification or explanation

(Business Communication for Success, 2015, 9.4)

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For more on reports, see the following resources:

• Reports, Proposals, and Technical Papers (Purdue OWL, 2018)
• Handbook on Report Formats (Cember, Heavilon, Seip, Shi, & Brizee, 2018)
• Writing Report Abstracts (Driscoll, 2013)