bsnscomii (s1)
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A Business Report is: a professional document designed to convey
information to assist in decision-making.
an impartial, objective, planned presentation of factsto one or more persons for a specific, significantbusiness purpose.
orderly and objective communication of factualinformation that serves some business purpose.
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Types of Reports
Basically there are two types of reports:
1. Informational reports: present the facts and asummary without stating analyses, conclusions or
recommendations. Such asprogress reports, interim
reports and quarterly reports.
2. Analytical reports: present facts, analyses and
interpretations and recommendations or conclusions.Such as recommendation reports, proposals, and
justification reports.
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Other Types of Reports
Short Reports:
1. Expense reports
2. Incident reports
3. Periodic and progress
reports
4. Lab and test reports
5. Field reports
6. White Papers
Long Reports:
1. Feasibility reports
2. Recommendation reports
3. Proposals
4. Quarterly and Annual
reports
5. Long range planning reports
6. White Papers
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Purposes of Business Reports
To seek the truth, regardless of the
consequences
To use factual information, interpretations andconclusions; and to use recommendations
which must be supported by facts or clearly
labeled as opinion.
A business report must serve some businesspurpose and assist in providing solution to a
problem.
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Purpose Statements in Reports:
Purpose statements give a clear understanding ofwhy areport is written. They could be written either as astatement or a question.
To determine ways to improve employees morale.(statement)
To design a new procedure for the companys annualinventory. (statement)
Should new computers be purchased to replace theolder models? (question)
Should the office arrangement be open or modular?(question)
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General Characteristics:
The following are the
general characteristics of
business reports:
Focused on the topic
Completeness
Conciseness
Clarity
Correctness
Consideration
Courtesy
Concreteness
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Classification:
Business reports can be classified in different
ways such as:
1.
Function2. Subject matter
3. Formality
4. Origin
5. Frequency of issue
6. Type or appearance
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Classification: (Continued)
1. Function:
Informational and analytical reports are different
because of their functions; e.g.:
Informational reports are prepared to presentthe facts and a summary without stating analyses,conclusions or recommendations.
Analytical reports are prepared to present
facts, analyses and interpretations andrecommendations or conclusions.
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Classification: (Continued)
2. Subject Matter:
Subject matter usually relates to the department; e.g.:
Insurance
Accounting
Engineering
Finance
Advertising Misc
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Classification: (Continued)
3. Formality:
Business reports may be classified on the basis offormality -- formal or informal.
Formal reports(Usually long): 1.Prefatory parts (cover,
title, fly, title page, authorization letter, acceptance,approval, transmittal, acknowledgments, synopsis,abstract, executive summary, table of contents etc)2.
Introduction,3. Body4. Terminal section5. Supplementalparts ( appendices, bibliography, glossary, index etc.)
Informal reports (Usually short): 1. Include only body,2. Some IRs may have title page, transmittal, end notesand appendices)
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Classification: (Continued)
4. Origin:
This classification of business reports refers to their origin,
whether it is authorized or voluntary / private or public.
Autorized reports are requested or authorized by a
person or committee etc.)
Voluntary reports are prepared on individuals owninitiative.
Private reports originate in a private business firm. Public reports are made by a government department.
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Classification: (Continued)
5. Frequency of issue:
Frequency of issue means if the report is periodic or
special.
Periodic reports are prepared at regular intervalsweekly, monthly, quarterly or yearly.
Special reports are written on a single occasion orunique situation.
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Classification: (Continued)
6. Type or appearance:
Type or appearance also classify the reports. It refers tothe length and formality. For example:
1. Informal:
Memorandum reports:1.Short , 2. Memo format ( To, FROM,
SUBJECT), 3. Single-spaced , 4. Sent within the organization.
Letter reports:1. Short , 2. Letter format, 3. Inside address, 4.Salutation , 5. Complimentary close, 6. Signature area, 7. Referencesection, 8. Sent within or outside the organization and 9. Single-spaced..
Printed forms:1. Job application form, 2. Accident reports, 3.Insurance claim reports or 4.employees appraisal reports.
2. Formal:1. Long, 2. Includes different parts 3. Sent within oroutside the organization