All Formats

Table of Contents

Report template bundle, 8+ business research report templates in pdf | doc | xls, 1. business research report template, 2. sample business research report template, 3. business planning research report template, 4. business research report example, 5. school business research report template, 6. business market research report template, 7. market research report template in pdf, 8. business research final report template, 9. business research report template in doc, 10. simple business research report template, 11. business research report template in xls, 8 steps to write a research report, report templates, free 8+ business research report templates in pdf | ms word | xls.

A research report is referred to as the document that is prepared by a researcher or strategist in a stock brokerage or investment bank which is part of the investment research team. When this report is written for a particular business, it is known as a business research report . Such a report can concentrate on a particular stock or industry sector, a currency, product, or fixed-income instrument, or a geographic region or country.

business research report sample pdf

  • Google Docs

business research report template

Step 1: Select the Research Topic

Step 2: write down the thesis statement, step 3: do your research, step 4: provide a good outline, step 5: make the rough draft, step 6: provide an introduction, step 7: provide the conclusion, step 8: proofread the whole thing and then submit, more in report templates, business card template, professional business card template, business card background template, digital marketing agency creative business card template, metro dark corporate business card template, luxury real estate business card template, simple ceo business card template, logistics services business card template, law business card template, sample real estate business card template.

  • How to Create a Financial Audit Report [10+ Templates to Download]
  • 40+ Monthly Management Report Templates in PDF | Google Docs | Excel | Apple Pages
  • 25+ Non Conformance Report Templates – PDF, Docs, Word, Pages
  • 19+ Event Report Templates – Word, PDF, Docs, Pages
  • 34+ Report Card Templates- Word, Docs, PDF, Pages
  • 23+ Sample Inspection Report Templates- Docs, Word, Pages
  • 36+ Weekly Activity Report Templates – PDF, Docs
  • 10+ Free Audit Findings Report Templates in PDF | MS Word
  • 10+ Audit Exception Report Templates in PDF | MS Word
  • 11+ Audit Committee Report Templates in PDF | MS Word
  • 6+ Logistics Audit Report Templates in PDF | MS Word
  • 11+ Logistic Report Templates in PDF
  • 8+ Logistics Monthly Report Templates in PDF | MS Word
  • 17+ Internship Student Report Templates
  • 64+ Monthly Report Samples

File Formats

Word templates, google docs templates, excel templates, powerpoint templates, google sheets templates, google slides templates, pdf templates, publisher templates, psd templates, indesign templates, illustrator templates, pages templates, keynote templates, numbers templates, outlook templates.

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

  • Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

  • Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

  • Google Tag Manager
  • Infographics
  • Daily Infographics
  • Popular Templates
  • Accessibility
  • Graphic Design
  • Graphs and Charts
  • Data Visualization
  • Human Resources
  • Beginner Guides

Blog Marketing 50+ Essential Business Report Examples with Templates

50+ Essential Business Report Examples with Templates

Written by: Sara McGuire May 29, 2023

50+ Business Report Templates Every Business Needs Blog Header

Reports may not be the most exciting communication format. But they’re important.

To make smart decisions about budgeting, marketing strategies, product development and growth strategies, you can’t rely on gut feeling alone.

And if you’re trying to sway stakeholders, creating a report with a simple, elegant design and creative data visualizations is guaranteed to impress.

This guide will deliver the most essential business report templates you can edit with Venngage, plus design tips and best practices.

Top business report templates (click to jump ahead):

What is a business report?

  • Annual reports
  • Project status reports
  • Budget reports
  • Sales reports
  • Marketing reports
  • Case studies
  • White papers
  • How to create a business report in 6 steps
  • What are the types of business reports
  • Business report template FAQs

A business report is a document that delivers important information about a company’s performance, financial health, a particular project, or other aspects that influence its decision-making process. 

Business reports come in various formats, such as PowerPoint presentations and online dashboards, offering more than just traditional files and spreadsheets.

They are crucial for organizations as they provide vital details that guide decision-making for business owners and managers.

They act as GPS, highlighting essential aspects like customer satisfaction, operational efficiency, and financial figures. Business reports serve different audiences and purposes, delivering information in a clear and engaging format for both internal and external stakeholders.

Want a quick rundown of some of the business report templates in this blog? Check out this video tutorial:

1. Annual Report Templates

An annual report is an all-encompassing document that allows you to reflect on your company’s past year, including:

  • Your company’s mission statement
  • Your company’s growth (financially, product-wise, culture-wise)
  • Your statement of income and cash flow
  • Your various business segments
  • Information about the company’s directors and executive officers
  • Information about your company’s stock and dividends
  • Wins and success stories

A lot of that sounds pretty dry, doesn’t it?

There’s actually a lot to be excited about in that list. You’re talking about how your company has grown, your wins (and maybe a few losses), and what’s on the horizon for the coming year.

You can bring that story to life in your annual report design  and we have business report samples to inspire you.

This annual business report example uses a variety of charts and unique sections like “program highlights” to tell the agency’s story:

National Agency Annual Report Template

Think about how you can represent your company visually:

  • Are there photos you can include of your business in action?
  • What fonts and colors reflect your business’s personality?
  • Are there icons you can use to illustrate certain concepts?

The below annual report design uses an energizing orange and yellow color scheme and cute icons. The format is highly visual and modern. All this reflects a dynamic company that’s optimistic about the future.

Food Corporate Annual Report Template

This company annual report template uses a mountain motif to reflect the company’s ambitious goals. Take a look at how the different sections of the report (“Strategy”, “Finance” and “Performance”) are color-coded to make the report easier to scan:

Annual Finance Report

In the business report example below, the sleek, modern design with bold color accents reflects design trends in the games industry, which would appeal to stakeholders.

Retro Year End Annual Report Template

The same design ideas can be applied to an annual report presentation.

Take this annual report presentation for a coffee shop company. The whole design reflects the coziness of a coffee shop, from the softly filtered photos to the old-fashioned font:

annual report templates

A few annual report best practices:

  • Create an eye-catching cover for your report
  • Tell your company’s story in your annual report design by using thematic visuals, like background images and icons
  • Pick a decorative font for headers and pair it with a more minimalist font for body text
  • Look for opportunities to visualize data using infographics , charts and pictograms

Related : Our blog post with 55+ annual report templates , plus design tips and best practices.

2. Project Status Report Templates

Communication is central in any project. Consultants, agencies and freelancers especially want to be as transparent as possible. That is why a project status report template is one of the business report examples we are sharing in the article.

A project status report is crucial for communicating updates on what you’ve accomplished and what’s still pending. It also helps you flag any issues, either current or on the horizon. This helps build trust with the client.

The project status report template below communicates key information in an easy-to-understand format.

business report templates

The above template lets you alert the client if the project is:

  • Suffering from budget or scope creep
  • On track in terms of schedule
  • Healthy or not i.e. milestones completed on schedule, issues resolved

You can add bullet points on the second page to quickly flag key issues that are impacting project success.

Related : Our post on how to write a project management plan .

Simple Project Status Report Templates

Avoid ad-hoc emails or meetings. Use a simple project status report template to present your latest work and keep everyone on the same page, without endless back and forth.

Simple Project Status Report Template

The project status report below would work well for weekly updates.

This template lets you quickly provide an overview to busy stakeholders, who’ll be able to spot key project issues and progress  at a glance.

business report templates

Project Status Report Template PPT

Big updates might require consultants to communicate the status of a project in person. The below presentation template uses charts and data visualization to get your key points across immediately.

Clients or other stakeholders can see what’s been accomplished and when, while the last slide leaves room for what’s still pending.

business report template

A few project status report best practices:

  • Include a summary of all important tasks currently in progress. If you have a weekly meeting with the client, this section will probably serve as the jumping-off point for your conversation.
  • Stakeholders should be able to tell at a glance if the project is way off schedule or there are too many unresolved issues.
  • Document all outstanding problems and concerns. It’s important to have a record in case you run into issues with the client later on.

Related : Our post with 30+  project plan examples plus design tips.

3. Budget Report Templates

This is Business 101: on a quarterly or yearly basis, you should be analyzing your budget, expenses and revenue.

A budget report typically breaks down:

  • The different categories of your budget
  • The last year or quarter’s spending for each category of your budget
  • Areas where you may need to cut or increase spending
  • Forecasts for the coming year or quarter

Business Monthly Expenses Template

A full budget report is a bit too dense to pass around a room during a meeting.

But, a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders up to speed.

Modern Monthly Budget Report Template

You can provide an overview of the last period’s spending by category, and highlight the amount you saved or exceeded the budget by.

For example, take a look at this summary budget report slide that uses a thematic background image to make it more engaging:

budget report templates

A quick summary page is also the perfect opportunity to creatively visualize data.

While tables are certainly efficient for comparing amounts spent, you could also use a more unusual visual like a bubble chart. This is because unique visuals make memorable business report examples.

budget report templates

Forecast Budget Template

A forecast is an essential business report that shows where a business is headed financially. It’s not a plan for the future, but rather its current short-term direction .

Use this forecast template to project your businesses’ revenue, and take appropriate action.

Modern Forecast Budget Template

A few budget report best practices:

  • Clearly label the period the report covers (monthly, quarterly, yearly)
  • Provide a brief description of each section of your report, to highlight important insights
  • Use a table to compare amounts of money saved vs. spent
  • Use bar charts, pie charts and bubble charts to visualize budget allotment
  • Highlight important insights using contrasting colors, bold fonts and icons

4. Sales Report Templates

If you aren’t tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.

Creating a sales report for different time periods can help you identify trends, as well as an opportunity for growth. Regularly reporting on your sales can also help your team stay focused on your goals.

What should be included in a sales report?

A sales report typically covers any of the following data:

  • An overview of sales goals and whether or not those goals are being met
  • Revenue and expenses
  • Sales forecasts for the upcoming periods (month, quarter, year)
  • Products and services that are selling the most and ones that are lagging
  • Number of leads and conversion rates for a given period
  • Any challenges or roadblocks

Weekly sales report template

Consider making  sales reporting  a segment of your weekly team meetings. You may want to provide a quick update for company-wide meetings and a more in-depth report for sales and marketing team meetings.

Here’s an example of what a quick weekly sales report could look like:

sales report templates

The slide simply covers the total sales for the week and compares them to previous weeks to highlight growth.

While this sales report presentation digs deeper into KPIs (key performance indicators) and conversions :

sales report templates

Monthly sales report template

For a monthly, quarterly or yearly sales report, you will probably want to go more in-depth into your metrics as you plan for upcoming periods.

That said, you don’t want to produce a 62-page text-heavy document no one will read. Surprise your client or boss with a fresh new way of doing things that are engaging and concise. You’ll differentiate yourself as an innovator.

For example, the following monthly sales report template uses a variety of charts and tables to keep the data fresh:

Gradient Monthly Sales Report Template

The below sales report template will help you visualize key sales metrics using pie charts, bar graphs and tables. The weighted text and icons help organize information in an easily digestible way.

business report templates

Making your sales report easily accessible will help build your reputation as someone who’s transparent and trustworthy.

A few sales report best practices:

  • Clearly identify the time period you are reporting on
  • Use descriptive section headers and include descriptions for any charts or tables that need more clarification
  • Provide context for readers, explain any major trends they should be aware of, any challenges your team encountered, and how the goals have been impacted
  • Use line charts and bar graphs to show changes over time and highlight trends
  • Emphasize key metrics in big, bold fonts (for example, the total sales for a given week)
  • Use contrasting colors to emphasize keywords or one point on a graph

Related :  5 ways to host a more successful sales demo  by using images.

5. Digital Marketing Report Templates

If you’re a SaaS or e-commerce business, I don’t have to tell you how important digital marketing is. It’s the thing that can make or break many small businesses.

In order to scale and grow your business , it’s important to make informed, deliberate digital marketing decisions.

That means always looking for ways to improve your search rankings, grow your social media engagement, and optimize your ad campaigns.

A ‘ digital marketing report ‘ is a pretty broad term for a report that could be an overview of all your digital marketing channels or one particular channel.

A digital marketing report that covers all your main marketing channels  could include any (or all) of the following data:

  • An overview of your current digital marketing strategy
  • Your main marketing goals and whether or not they are being met
  • An overview of your conversion metrics, including the number of leads, paid vs. organic leads, and your cost per conversion
  • An overview of your traffic metrics, organized by channel
  • An SEO overview , including any chhttps://growthbarseo.com/anges in rankings for target keywords
  • An overview of PPC campaigns you’re running, including clickthrough rate, ROI and cost per click
  • An overview of your social media channels, including engagement metrics and leads from specific channels

For example, take a look at this digital marketing report template that dedicates one page to each channel. Note how the company’s branding has also been incorporated into the design by using the brand’s colors and visuals that reflect the computer theme:

digital marketing report templates

In a digital marketing report that focuses on one specific marketing channel, you will probably want to go more in-depth into each metric.

For example, in a social media report, you should cover:

  • A comparison of your performance on specific social media channels like Facebook, Twitter and YouTube (you could try visualizing it with a  comparison infographic )
  • Specific engagement metrics like impressions, clicks, subscriber count, likes and comments
  • An overview of your followers, including demographic information like age, gender and profession
  • Conversion metrics from each specific social media channel

The below social media report visualizes some of these key metrics.

business report templates

As a consultant, you may be gifted in social media marketing but totally flummoxed by all things design. Look better than you are by using the above template. It’ll help you present your findings in a way that’s effective and professional, while still managing to be playful and engaging.

If you’re concerned about organizing information by channel, here’s an example of a social media marketing report presentation that uses colored columns to make it easy to scan for a specific channel’s metrics:

digital marketing report templates

A few digital marketing report best practices:

  • Provide an overview of the performance of all your channels, or a particular channel
  • Organize your report by channel (“Organic Search”, “Social Media”, “PPC”) or by specific campaigns/projects
  • If your report is long enough, include a table of content to make it easier for readers to navigate your report
  • Use bar charts and tables to compare your performance on different marketing channels
  • Use icons to emphasize key information and visualize different channels (for example, different social media networks)
  • Try to communicate your information concisely and focus on only one topic per page or slide

Related : Our post on what is a marketing plan and how to write and design one for maximum effectiveness.

6. Competitor Analysis Templates

Get the attention of marketers with a competitor analysis report. The best reports show exactly what a company must face off (and beat) to be successful.

A competitor analysis report usually has the following sections:

  • Product summary
  • Competitor strengths and weaknesses
  • Competitor strategies and objectives
  • Outlook: is the market growing? Flat? Splintering into niche segments?

The following competitor analysis template neatly organizes these categories into compact sections and highlights important stats. Stakeholders can quickly compare them with their own company’s numbers and get an immediate sense of how they measure up.

business report templates

Using a pre-designed competitor analysis template is also a great idea for consultants who want to set themselves apart from big consulting firms or boutiques. Visualizing data is a way to set yourself apart as numbers-focused, unique and innovative, as in this business report example.

business report templates

A few competitor analysis report best practices:

  • If you’re listing all competitors, add those entering the market in the next year as well as indirect competitors who sell to the same customers as yours.
  • Find customer satisfaction surveys for competitors (usually carried out by trade press) and include their findings.
  • Talk to the sales department to get a sense of the competitor’s customers.
  • Do informal research on the competitor’s strengths and weaknesses. Talk to journalists who cover this specific industry. Don’t just rely on online information.

Related : Our post on how to create a competitor analysis report (with templates).

7. Case Study Templates

One of the business report examples on our list is the business case study. Though not a report exactly, a case study analyzes a particular aspect of a company or a situation it faced. A consultant may need to write one as part of a corporate training program they’re developing.

Case studies usually focus on one of these situations:

  • Startup or early-stage venture
  • Merger, joint venture, acquisition
  • Market entry or expansion
  • New project or product
  • Pricing optimization
  • Profitability
  • Industry landscape
  • Growth strategy

What makes case studies unique is how they tell a story. They include background information on the company, a protagonist or key players, the situation and outcomes.

The below case study template has plenty of space for this narrative while using icons and numbers to highlight key details.

Bold Social Media Business Case Study Template

Make sure to include a conclusion that contains your key findings. Why did the protagonist make the decisions she made? What were the outcomes? What can we learn from this? Circle back to the key question the case study raises and answer it.

Business case study template

Business case studies are usually teaching tools to show how real companies approached a particular scenario or problem. The case study usually reflects a business theory and demonstrates its real-life application.

For example, the following business case study template shows how a crafts retailer uses earned media to drive engagement-heavy traffic.

Light Simple Business Case Study Template

This is another version of the above case study. Notice the changes in branding in this business report example that sets it apart from the previous template.

Blue Simple Business Case Study Template

Marketing case study template

Case studies are a powerful form of marketing as they show a potential customer how existing customers are already using your product or service to meet their goals.

For example, this social media marketing case study illustrates how Toy Crates used content marketing to radically increase their sales:

Coral Content Marketing Case Study Template

A few case study best practices:

  • Outline any constraints and challenges the protagonist of the case study faced that affected her decision (such as a tight deadline).
  • Attach supporting documentation, such as financial statements.
  • Include an original title, such as “Design Thinking and Innovation at Apple.” The title should mention the company and the subject of the case study.

Related : Our post on how to write and design a case study .

8. Growth Strategy Templates

Setting goals for your business might seem easy in theory… but setting ambitious yet realistic goals can actually be quite challenging.

At Venngage, we follow these 5 steps to set our goals:

  • Identifying and set high-level goals.
  • Understand which inputs and outputs impact those goals.
  • Run experiments to impact those inputs.
  • Validate those experiments.
  • Foster accountability for the results within the team.

For a more in-depth look at this process read our  growth strategy guide .

For example, if you’re a SaaS company, your high-level goals would probably be a specific number for revenue, a number of daily active users or employee count, like in the business report template below:

Company Growth Infographic Template

Once you’ve identified your high-level goals, the next step is to identify your OKRs (Objective Key Results), the metrics that impact your goals. Generally, you will probably want to break down your OKRs by channel.

So, if one of your goals is to hit a certain number of daily active users, your OKRs could be organized by:

  • Acquisition OKRs, like organic traffic and paid traffic
  • Conversion OKRs, like conversion rate
  • Retention OKRs, like retention rate

Once you’ve identified your OKRs, you can come up with experiments to run that will impact those OKRs.

At Venngage, we use a weekly sprint to plan, execute and analyze our growth experiments. But I know other companies that use longer sprints, like two-week or month-long sprints.

Before you run an experiment, you should validate that it’s an experiment worth running. You can do that by identifying which goal it impacts, what resources the experiment will require, and how much effort you anticipate it will take to run the experiment.

This is the exact marketing sprint validator template that our marketing team uses when we schedule growth experiments:

business report templates

After you’ve run a growth experiment, it’s extremely important to track your results.

At the end of every sprint, take a good chunk of time to analyze your experiments to see what learnings you can take from them. Then, classify an experiment as a “Winner” or “Loser” based on whether or not the results lined up with your hypothesis.

You can use your results from the sprint that just ended to inform your experiments in the upcoming print.

Here’s an example of a sprint release and results template that you could use. Note how each experiment is owned by a team member to foster accountability for the process and results:

business report templa

A few growth strategy report best practices:

  • Divide your growth strategy reports into color-coded columns based on goals, OKRs, or stages in a sprint
  • Use icons like checkmarks and x’s to identify winning experiments and losing experiments
  • Include brief descriptions on each template, to make it easy to understand
  • Attribute each growth experiment to a team member, to foster accountability for the process and results
  • Use your company colors, fonts and logo to maintain consistent branding across all of your communications

Related : Our complete guide to developing a growth strategy checklist.

The Team Alignment Handbook

9. Market Research Report Templates

Even after you’ve launched your business, it’s a good idea to do regular market research. You can use your research to plan and refine your marketing strategies, to identify new prospective customers and product plan.

Market research generally involves gathering information about the needs, problems and wants of your customers. This research can help you come up with your customer personas and specific problems you want to solve with your product or service.

You can conduct market research in two ways:

  • Qualitative research (calls, focus groups)
  • Survey research

For example, many consultants struggle to get buy-in from various stakeholders. The boss may be constantly changing the scope of the project based on a whim, such as the latest article he’s scoured from the internet! Employees may be set in their ways and resistant to incorporate consultants into their workflow.

One way to get clients on board and build trust is to provide stats and research that support your recommendations.

Here’s a market research business report example that lays out the industry landscape and gives clear guidance on the way forward, all backed up by facts.

business report templates

This cheerful, icon-heavy market research report should help energize reluctant stakeholders. Packaging new (and sometimes daunting) information in fresh ways can help break through resistance.

business report templates

You may also want to look at competitor statistics and industry trends. This template includes a competitor case study, including website analytics, and a SWOT analysis :

business report templates

When it comes to creating your market research report, you may want to do an in-depth overview of all of your market research. Or you may want to focus on one area of your research, such as your survey results.

Survey Report Template

This survey report template helps visualize your findings; the pictogram and chart make the findings easy to understand.

Survey Data Infographic Report TemplateSurvey Data Infographic Report Template

The one-slide market research report identifies the demographics of the survey participants. The report categorizes participants by their jobs, locations, and the topics that they find most engaging. Note how each persona is visualized using an icon:

market research report templates

This business report example highlights how you can give your team and stakeholders a quick overview of your main market and what topics they’re interested in.

One of the purposes of a market research report is to present any conclusions that you came to after analyzing the data.

These could be conclusions about who your target customers are, areas where you can expand your business, and customer needs that aren’t currently being met. The below business report example visualizes this data and also provides space to draw your own conclusions.

business report templates

Here’s an example of a market research report template that emphasizes key findings in the larger text before providing supporting data:

market research report templates

A few market research report best practices:

  • Use icons to illustrate your customer personas
  • Use charts and graphs to compare demographic information like customer age, gender, location, and occupations
  • Include the main conclusions you came from after analyzing your data
  • If your market research report is long enough, include a table of contents
  • Include a brief summary of your data collection methods , including the sample size

10. White Paper Templates

White papers are great tools to educate and persuade stakeholders. Consultants can also use them to improve their reputation vis-a-vis big consulting firms and boutique firms or use them as lead magnets  in Facebook ads etc.

As always, a polished design is much more likely to engage senior leaders or potential clients.

A business report template or consulting report template is the fastest way to produce something that’s both attractive and easy to understand.

The below consulting report example has a full page dedicated to visuals. It’s the perfect way to break up the text and let it breathe. It also reinforces the information.

business report templates

Browse our library of thousands of professional, free stock photos to swap in images that suit your topic best. Or upload your own.

Our editor makes it simple to adapt any of our business and consulting report templates to your needs. Change the text, fonts, photos, icons, colors, anything you want.

The next business report template is perfect for marketers and marketing consultants. It has an inviting and fun (but still professional) cover page that quickly communicates the content marketing process using icons.

business report templates

Venngage has an extensive library of thousands of custom, modern and diverse icons you can swap into the above consulting report example. For instance, you could add the Twitter or Facebook logo or a “thumbs up” icon.

Then, click on the template’s chart or graph (pages four and five) to add your own data.

Struggling with organizing information in your reports?  It’s important for consultants and marketers to find a way to communicate key takeaways, and not overwhelm your reader with data.

The below consulting report template uses filled text boxes and icons on the third page to highlight top findings.

business report templates

Different-colored headers also help create a hierarchy of information and add more variety to the design.

A few white paper best practices:

  • Create an eye-catching white paper cover page using a background in bold color, photos or icons.
  • Add a key takeaways section, with a header and bullet points.
  • Visualize data using charts and pictograms in order to highlight key data.
  • Incorporate your branding into your white paper template (brand colors and logo).

Related : Our blog post with 20+  white paper examples  for even more templates and design tips.

11. Project Plan Templates

A project plan is the best way to keep a project on track.

But, showcasing the steps towards completing a project and showing how each step is actionable and measurable can be tough. 

This is especially difficult if you’re a consultant and you don’t have company templates to rely on.

The below  project plan template is a simple way to visualize what needs to happen, and when.

business report templates

The above highly organized project plan template uses bar graphs, icons and color-coding to present information in an accessible way. Once you enter the editor, click on the bar graph to customize the schedule.

The project timeline below also uses icons and color-coding to organize information, though in a slightly different way.

Projects suffer when there’s confusion about deadlines and what’s required at each step. This timeline from a business report sample makes it crystal clear what tasks belong to what step and how long each step should take.

business report templates

A timeline is a perfect way for your team or client to refer back to the project schedule without having to read through tons of text.

You can also revise your timeline as the project progresses to reflect changes in the schedule.

The below consulting report template has a more traditional format for a project plan. Still, like the timelines, this business report sample relies heavily on visuals to create an easily scannable and understandable project overview.

business report templates

Scope creep is the enemy of any project’s success (and the bane of many consultant’s existence). That’s why it’s so important to define the project from the very beginning. The consulting report template above has a section to do just that.

Of course, projects change and evolve. The project report below will help you raise any issues as soon as they happen and present solutions. That way, stakeholders can make a decision before the project schedule is seriously derailed.

business report templates

Check out our blog post with  15+ project plan templates  for even more examples and design tips.

A few project plan best practices:

  • Plot your project schedule visually using a timeline.
  • Use color to categorize tasks and milestones.
  • Use icons to illustrate steps in a process.
  • Insert charts to track the duration of each phase of a project.
  • Pick a flexible template that you can update as the project progresses and things change.

Related : Our post on the four phases of the project life cycle .

12. Business Proposal Templates

A business proposal  is a document that presents your product or service as the solution to a client’s problem. The goal of a business proposal is to persuade a prospective client to buy your product or service. These proposals can be either solicited or unsolicited.

The contents of a business proposal report will vary depending on the problem. 

Typically, a business proposal will include these sections:

  • Information about your company (mission, qualifications, competitive edge)
  • A detailed description of your client’s problem 
  • The cost of your product/service 
  • The methodology of how you propose to solve the client’s problem
  • A timeline of your approach to solving the problem

A few business report examples and design tips:

Create an engaging title page for your business proposal. Think of it as the cover of a book or a movie poster. This will be your prospective client’s first impression of your business.

Use a design that tells a story about your company’s mission and the people you serve. For example, the cover for this business proposal template shows a happy team working together:

Bold Blue Business Proposal Template

Meanwhile, this simple business proposal example uses icons to illustrate what the company does. The motif is carried throughout the rest of the proposal design:

Modern Business Proposal Template

Use visuals to highlight the emotion behind the problem

Businesses are made up of people, and people are emotionally charged. When identifying the problem, use imagery to highlight the frustration, confusion, or dissatisfaction behind the problem. This will show empathy towards the people you’re proposing your solution to.

This business report sample page from a business proposal contrasts one image to illustrate the “problem” with a more cheerful image for the “solution”:

Modern Design Business Proposal Template

This marketing business proposal uses a variety of visuals like icons, bold typography and photos to tell a story:

Social Media Marketing Proposal Template

Related : Our post on  consulting proposal templates or our guide to creating a business proposal .

How to create a business report in 6 steps?

Creating a business report can seem daunting, especially if you’ve never done it before. don’t let the word “business” intimidate you – these steps can be used for writing a report in any field!

Step 1: Define the purpose and scope of your report

Know the purpose of your report. Are you aiming to share the results of a project? Analyze performance? Recommend specific actions? Whatever the goal, keep it in mind as you go through the process. Also, consider the scope of your report. Decide what information you’ll be including, as well as what you can leave out.

Example: Let’s say your boss wants a report on your team’s sales performance during the last quarter. Your purpose might be to analyze the numbers and identify trends, areas for improvement, or opportunities for growth.

Step 2: Gather relevant data and information

Now that you know what you’re aiming for, it’s time to gather the information you’ll need. This might involve pulling data from internal systems, interviewing colleagues, or even conducting your research. Remember, the quality of your report depends on the accuracy and relevance of the information you provide, so double-check your sources and make sure you’ve got everything you need.

Example: For our sales performance report, you’ll need to collect data on product sales, individual and team performance, and any factors that may have influenced sales during the quarter.

Step 3: Organize your content

Next up is organizing all that information into a logical and easy-to-follow structure. This will depend on the specific requirements of your report, but some common components are an introduction, executive summary, main body, conclusion, and recommendations. A clear and logical structure helps readers easily understand and follow your report.

Example: In a sales performance report, you might start with an executive summary highlighting sales growth (or declines), outline individual team member’s performance, and then delve into a more detailed analysis of factors and trends.

Step 4: Write the report

When writing your report, start by developing a clear and concise writing style, avoiding jargon and buzzwords. Keep your audience in mind – make sure your report is easily digestible for your intended readers.

Example: When writing about sales performance, share facts and figures in simple terms that everyone can understand. Instead of saying, “Our sales team demonstrated a 12.3% compound annual growth rate,” say, “Our sales team increased their sales by 12.3% each year.”

Step 5: Add visual aids

To make your report more engaging and easier to understand, consider adding visual aids like graphs, charts, or images. These can help break up large blocks of text and highlight key findings or trends.

Example: For your sales performance report, you might create a bar chart showing sales growth over time or a pie chart displaying individual team members’ contributions.

Step 6: Review and refine

Last but not least, review your report. Does it achieve the purpose you set at the beginning? Are there any gaps in the information? Are there areas that could be clearer or more concise? Address any issues you find and refine your report until it meets your goals and is easy to understand for your target audience.

Example: In your sales performance report, if you find that you haven’t adequately explored the impact of a new product launch on sales, go back and add that analysis to provide a more comprehensive view.

What are the types of business reports?

Different types of business reports cater to various purposes, including monitoring performance, making decisions, and more, offering a range of options beyond standard reports.

1. Informational reports

The primary purpose of informational reports is, well, to inform. These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions. 

Examples include daily sales reports, inventory levels, or even project updates. This is the essential “just the facts, ma’am” type of report you need to stay in the loop.

2. Analytical reports

Analytical reports give you a more in-depth look at the data to help you make decisions. These reports come with all the bells and whistles – charts, graphs, and recommendations based on thorough analysis. Analytical reports are what you whip out when you need to decide whether to invest in a new project, evaluate your marketing efforts, or diagnose challenges within the company. The goal of such a report is to help you make smarter decisions for the growth and development of your business.

3. Summaries & reviews:

If you’re a little short on time and need a quick overview of your business’s performance, summary reports are your best bet. These reports condense the crucial details from other reports at regular intervals (monthly, quarterly, or annually) and present them in a digestible format. 

4. Research reports

As the name suggests, these in-depth reports dig into specific topics or issues relevant to your business. Research reports are great when exploring new markets, considering new product development, or requiring a detailed evaluation of business practices. These reports act as guides for making major decisions that could significantly impact your company’s direction and success.

5. Progress reports

Let’s say you’ve got a fantastic project idea underway. You’ll need to keep track of every stage of it to ensure it’s smooth sailing ahead. Enter progress reports. They track the achievements, setbacks, and future plans of ongoing projects. These are essential for keeping everyone – from employees to investors – in the loop.

Business report template FAQs

1. what are the best practices for creating a business report.

You could open up Google doc, record your metrics and make a few points of analysis, send it to your team and call it a day. But is that the most effective way to report on your findings?

Many people may not even read those types of reports. Not to mention, a plain old report probably won’t impress stakeholders.

It’s important to brand yourself (and stand out from your competition). And then there’s the ever-important need to create buy-in from stakeholders and convince them of your recommendations.

That’s why it pays to make your reports as engaging as possible. That means visualizing data , processes , and concepts to make them easier to understand and more fun to look at, as you’ve seen from the business report examples in this post.

business report template

You can do that easily by getting started with a  business report template  or consulting report template .

There are two big reasons why it’s a good idea to create a highly visual business report:

  • You will be able to organize, analyze and summarize your findings .
  • You will be able to communicate your reports more effectively with your team, stakeholders and customers.

For example, the below business report template shows four different ways you can visualize information. It’s much more captivating and easily digested than a block of text.

business report template

And don’t worry about how time-consuming designing a report might be. If you start with a solid business report template, you can repurpose that template over and over again.

Use the template as a framework, then customize your information and design to fit your specific needs. Then, use a  chart tool  to convert cumbersome data into clear visuals.

Just like in the above business report sample, you’ll have a succinct, powerful (and polished) report that stakeholders can understand at a glance.

2. How do you design a business report template?

Incorporate your branding into the design

Part of building a strong brand is using consistent branding across all of your content, both internal and public-facing. You can incorporate your branding into your business report design by importing your logo and using your brand colors and fonts.

Our My Brand Kit feature automatically imports company logos and fonts from any website. You can then apply them to your design with one click.

Stick to only one topic per page or slide

When creating a report, it’s easy to try and cram a bunch of text onto one page. But then you run the risk of creating an impenetrable wall of text.

Instead, focus on only one topic per page or slide. If you find that even that makes your page look too cramped, then try breaking up your information into two pages or looking for ways to better summarize your information .

Put functionality first

When you’re designing a business report, you should look for opportunities to visualize data and creatively present information. That being said, the primary goal of your business report should still be to communicate information clearly.

Use design elements such as icons or fonts  in different sizes, weights and colors to highlight, emphasize and categorize information, not obscure it. If a page you’re working on looks cluttered or confusing, take another stab at it.

Remember that functionality comes first, and that includes using the right visuals for your information.

3. What is the best business report maker?

You can make a business report online using a number of tools. As we have mentioned, a great business report is visually appealing, includes icons, images, clear fonts, easy-to-understand charts and graphs, as well as being branded.

Venngage is the one-stop design solution when it comes to creating reports. The business report examples in this article highlight how easy it is to design a variety of reports for every type of organization and activity. Make design simple by using Venngage.

More business communication guides:

  • The Ultimate Guide to Consulting Proposals (2024)
  • 20+ White Paper Examples [Design Guide + White Paper Templates]

Discover popular designs

business research report sample pdf

Infographic maker

business research report sample pdf

Brochure maker

business research report sample pdf

White paper online

business research report sample pdf

Newsletter creator

business research report sample pdf

Flyer maker

business research report sample pdf

Timeline maker

business research report sample pdf

Letterhead maker

business research report sample pdf

Mind map maker

business research report sample pdf

Ebook maker

What Are Business Reports & Why They Are Important: Examples & Templates

Business reports examples and templates for managers by datapine

Table of Contents

1) What Is A Business Report?

2) Types Of Business Reports

3) Business Reports Examples & Samples

4) Why Do You Need Business Reports?

5) How To Setup A Business Report?

6) Challenges Of Business Reports

In your daily operations, you likely notice your processes and ‘activities’ constantly changing – sales trends and volume, marketing performance metrics, warehouse operational shifts, or inventory management changes, among many others.

All these little alterations in your organizational activities are impacting the global well-being of your company, your warehouse, your restaurant, or even your healthcare facility. Whether you manage a big or small company, business reports must be incorporated to establish goals, track operations, and strategy to get an in-depth view of the overall company state.

But with so much information being collected daily from every department, static business reports created manually will not give your company the fresh insights it needs to stay competitive. Businesses that want to succeed in today’s crowded market need to leverage the power of their insights in an accessible and efficient way. This is where modern business reports created with interactive data visualizations come to the rescue. 

Traditional means of reporting are tedious and time-consuming. Due to how the human brain processes information, presenting insights in charts or graphs to visualize significant amounts of complex information is more accessible and intuitive.  Thanks to modern, user-friendly online data analysis tools armed with powerful visualizations, companies can benefit from interactive reports that are accessible and understandable for everyone without needing prior technical skills.

Here, we take the time to define a business report, explore visual report examples, and look at how to create them for various needs, goals, and objectives. In the process, we will use online data visualization software to interact with and drill deeper into bits and pieces of relevant data. Let's get started.

What Is A Business Report?

A business report is a tool that helps collect and analyze historical and current data from a company’s operations, production, and more. Through various types of business reports, organizations make critical decisions to ensure growth and operational efficiency.

To understand the best uses for these reports, it’s essential to properly define them. According to authors Lesikar and Pettit, “A corporate-style report is an orderly, objective communication of factual information that serves some organizational purpose”. It organizes information for a specific business purpose. While some reports will go into a more detailed approach to analyzing the functionality and strategies of a department, other examples of business reports will be more concentrated on the bigger picture of organizational management, for example, investor relations. That’s where the magic of these kinds of reports truly shines: no matter for which company goal you need, their usage can be various and, at the same time, practical.

Traditional business reports are often static and text reach (bullet points, headings, subheadings, etc.). Classically formatted in sections such as the summary, table of contents, introduction, body, and conclusion, this report format is no longer the most efficient when it comes to extracting the needed insights to succeed in this fast-paced world. On one hand, by the time these reports have been finished, the insights included within them might not be useful anymore. On the other hand, the fact that it is mostly text and numbers makes them hard to understand, making the analysis strategy segregated and inefficient.  

The visual nature of modern business dashboards leaves all the aforementioned issues in the past. Thanks to interactive data visualizations and modern business intelligence solutions , the analysis sequence can be done fast and efficiently while empowering non-technical users to rely on digital insights for their decision-making process. 

Your Chance: Want to test professional business reporting software? Explore our 14-day free trial. Benefit from great business reports today!

Types Of Business Reports?

Before creating your business outcome reports, it is important to consider your core goals and objectives. This way, you can pick the correct type of report for each situation. Here, we present you with five common types of visual reports that you can use for different analytical purposes. 

1. Analytical reports

Analytical reports are reporting tools that use qualitative and quantitative data to analyze the performance of a business strategy or as support when a company needs to make important decisions. A modern analytical dashboard created with top reporting software can include statistics, historical data, as well as forecasts, and real-time information. Let’s look into it with a sales example. 

This dashboard is an example of one of the most common types of business reports: analytical reports

**click to enlarge**

This visually appealing business analysis report contains relevant sales KPIs to measure performance, such as the average revenue per unit, the customer lifetime value, acquisition costs, and some sales targets to be met. The value of this analytical report lies in the fact that you get a lot of relevant metrics in a single dashboard. The data can be filtered and explored on different time frames such as daily, weekly, monthly, or quarterly, depending on the discussion that it needs to support.   

With this kind of sample in hand, managers can quickly understand if they are meeting their targets, find improvement opportunities, get a bigger picture of their sales, and find efficient ways to proceed with new strategies.  

2. Research reports

Next in our types of business reports that we will discuss is a research report. Companies often use these kinds of reports to test the viability of a new product, study a new geographical area to sell, or understand their customer’s perception of their brand image. To generate this type of report, managers often contact market research agencies to gather all the relevant information related to the studied topic. This brand analysis dashboard is a great example.

A brand analytics dashboard as an example of research business reports

The image above is a business report template of a brand analysis. Here, we can see the results of a survey that was conducted to understand the brand’s public perception on different topics. The value of this market research dashboard lies in its interactivity. Often, research reports are depicted in long and static PowerPoint presentations. With a modern market research dashboard like this one, all the info can be filtered upon need, and the whole presentation of results can be done on one screen. For example, if you want to know the brand awareness of a particular region or age group, you just have to click on the graphs, and the entire dashboard will be filtered based on this information. Like this, the analysis sequence is fast, interactive, and efficient. 

3. Industry reports

Following on from the research topic, our next type is an industry report. Benchmarks and targets are excellent ways to measure a company’s performance and success. But, these targets need to be based on realistic values, especially considering how crowded and competitive today’s markets are. For this purpose, companies perform industry reports. By getting a clear picture of the average industry numbers, such as the competitive landscape, industry size, economic indicators, and trends, they can plan smart strategies and create realistic targets for performance. 

Technavio Global Ice Cream Market 2020-2024

Let's take this industry report by Technavio about the Global Ice Cream Market as an example. Here, we can see relevant numbers concerning the ice cream market, how COVID-19 impacted it, and what is expected to happen between the years 2020-2024. For example, the business report sample shows that the pandemic has positively impacted the ice cream market and that it grew 4.33% during 2020. The report also shows that there is increasing popularity of plant-based ice cream and that this trend is driving market growth. This is invaluable information for an ice cream company as they can invest in new products with almost certain success.

4. Progress reports

Next, we have progress reports. Unlike our other examples, this type of business report is not necessarily based on deep research or advanced analytics but rather on delivering a clear picture of the performance of a particular area or business goal. Their visual nature makes them the perfect tool to support meetings or business discussions as they provide a glance into the status of different metrics. A common use of progress reports is with KPI scorecards . Let’s look at an example. 

A balanced scorecard showing financial and customer objectives, learning and growth, and internal objectives.

The image above is a business report example of a balanced scorecard. The goal here is to quickly understand the development of metrics related to 4 key business areas: financial, customers, learning and growth, and internal objectives. Each of these metrics is displayed in a current value and compared to a set target. Paired with this, the template has five colors for the performance status. This allows anyone who uses this report to quickly understand just by looking at the colors if the target is being met.

5. By business function

Getting a bigger picture of a company’s performance is a great benefit of the best business reports. But, apart from helping the company as a whole, the real value of these reports lies in the fact that they empower departments to leverage the power of data analysis for their decision-making process. Instead of the sales department, human resources, or logistics, your entire organization will be data-driven. Let’s look at it with a business report example by function on marketing.  

Business report example by function: a marketing performance dashboard

Created with modern marketing dashboard software , this example entirely focuses on the development of marketing campaigns.  With metrics such as the total number of impressions, clicks, acquisitions, and cost per acquisition being depicted on intuitive gauge charts, you quickly get a clear understanding of the performance of your campaigns. Through this, you can spot any inefficiencies before they become bigger issues and find improvement opportunities to ensure your marketing efforts are paying off. If you want to dig even deeper, this interactive business report can be filtered for specific campaigns so you only see related insights, making this dashboard the perfect tool to support team meetings. 

Business Report Examples And Templates

We’ve answered the question, ‘What is a business report?’ and now, it’s time to look at some real-world examples.

The examples of business reports that we included in this article can be utilized in many different industries; the data can be customized based on the factual information of the specific department, organization, company, or enterprise. Interdepartmental communication can then effectively utilize findings, and the content can be shared with key stakeholders.

Now that we know what they are, let's go over some concrete, real-world instances of visuals you will need to include in your reports.

1. Visual financial business report example

This first example focuses on one of the most vital and data-driven departments of any company: finance. It gathers the most essential financial KPIs a manager needs to have at his fingertips to make an informed decision: gross profit margin, operational expenses ratio (OPEX), both earning before interests (EBIT) and net profit margins, and the income statement. Next to these are the revenue evolution over a year compared to its target predefined, the annual evolution of operational expenses for various internal departments as well as the evolution of the EBIT compared to its target.

Visual of a financial business report example for top-management

The different sets of visual representations of data can clearly point out particular trends or actions that need to be taken to stay on the financial track of a company. All your financial analysis can be integrated into a single visual. When the presentation becomes interactive, clicks will provide even deeper insights into your financial KPIs and the desired outcomes to make a company healthy in its financial operations. The importance of this finance dashboard lies in the fact that every finance manager can easily track and measure the whole financial overview of a specific company while gaining insights into the most valuable KPIs and metrics. Empowering a steadfast and operation-sensitive plan is among the most important goals a company can have, and finance is right in the middle of this process.

Thanks to all this information displayed on a single dashboard, your report is greatly enhanced and backed with accurate information for you to make sound decisions. It becomes easier to implement a solid and operation-sensitive management plan.

2. Visual investor's business report layout

As mentioned earlier, holding an account of your activity, performance, and organization’s assets is important for people outside of the company to understand how it works. When these people are investors, it is all the more critical to have a clean and up-to-date report for them to know how successful is the company they invest in and for you to increase your chances of having more funds. This example provides just that: an exact overview of the most important insights and specific values in a particular time frame.

Visual of a finance KPIs business executive dashboard example for investors

Calculating and communicating KPIs about the overall company situation is what this investors’ relationship dashboard tries to focus on. You learn about the return on equity and return on asset, the debt-equity ratio, and the working capital ratio, but also see the evolution of a share price over time. Each of these metrics is crucial for a potential shareholder, and if they are not monitored regularly and kept under control, it is easy to lose investors’ interest. Tracking them and visualizing them through a modern dashboard is a competitive advantage for your investors’ reports. You can even see on this visual a clear set of data, so you don’t have to dig through numerous amounts of spreadsheets, but clearly see the specific development over time, the percentage gained or lost, ratios, and returns on investments. Not to be limited just to these data, you can always customize and make sample business reports for your specific needs.

3. Visual management report example

The management KPIs presented below focus on the revenue and customer overview seen through a specified quarter of a year. With just a click, you can easily change your specific date range and make an overview of different months or years.

Management business report showing the important KPIs to C-level executives

When analyzing insights on a more specific level, you can easily spot if the revenue is approaching your target value, compare it to the previous year, and see how much of the target you still need to work on. The average number of your revenue per customer compared to your targets can also identify on a more specific level how much you need to adjust your strategy based on your customers’ value. If you see your values have exceeded your goals, you can concentrate on KPIs that haven’t yet reached your target achievement. In this specific example, we have gained insights into how to present your management data, compare them, and evaluate your findings to make better decisions.

This clear overview of data can set apart the success of your management strategy since it is impossible to omit vital information. By gathering all your findings into a single CEO dashboard , the information presented is clear and specific to the management’s needs. The best part of this example report is seen through its interactivity: the more you click, the more data you can present, and the more specific conclusions you can look for.

These report templates that we have analyzed and presented in this article can be a roadmap to effectively create your own report or customize your data to tailor your needs and findings.

4. SaaS management dashboard

The next in our rundown of dynamic business report examples comes from our specialized SaaS metrics dashboard .

A business report example visualizing the number of paying customers, ARPU, CAC, CLTV, and MRR over the course of a month

A SaaS company report example that packs a real informational punch, this particular report format offers a panoramic snapshot of the insights and information every ambitious software-as-a-service business needs to succeed.

With visual KPIs that include customer acquisition costs, customer lifetime value, MMR, and APRU, here, you will find everything you need to streamline your company’s initiatives at a glance. This is an essential tool for both short- and long-term evolution.

5. Sales KPI dashboard

Niche or sector aside, this most powerful of online business reports samples will empower your sales team to improve productivity while increasing revenue on a sustainable basis.

A monthly sales report template focused on high-level metrics such as revenue, profits, costs, incremental sales, accumulated revenue, up/cross-sell rates, etc.

A powerful daily business activity report as well as a tool for long-term growth, our sales dashboard boasts a cohesive mix of visualizations built to boost your business's bottom line.

With centralized access to sales graphs and charts based on churn rates, revenue per sales rep, upselling & cross-selling, and more, this is a company report format that will help you push yourself ahead of the pack (and stay there). It’s a must-have tool for any modern sales team.

6. Retail store dashboard company report example

Retail is another sector that pays to utilize your data to its full advantage. Whatever branch of retail you work in, knowing how to generate a report is crucial, as is knowing which types of reports to work with.

Example of a business report for an online retail store that displays return reasons, total orders, top sellers, average order per customer, etc.

Our interactive retail dashboard is one of our finest visual report examples, as it offers a digestible window of insight into the retail-centric unit as well as transaction-based information that can help you reduce costs while boosting your sales figures over time.

Ideal for target setting and benchmarking as well as strategy formulation, this is an unrivaled tool for any retailer navigating their activities in our fast-paced digital age. If you’re a retailer looking for steady, positive growth, squeezing every last drop of value from your retail metrics is essential—and this dashboard will get you there.

7. Customer service team dashboard

As a key aspect of any successful organizational strategy, optimizing your customer service communications across channels is essential. That’s where our customer service analytics report comes into play.  

Business reporting example for customer service team performance

Making your customer service efforts more efficient, effective, and responsive will not only drastically improve your consumer loyalty rates but also set you apart from your competitors.

One of the best ways to achieve a mean, lean, well-oiled consumer-facing machine is by giving your customer service representatives the tools to perform to the best of their abilities at all times. Armed with a balanced mix of KPIs to track and enhance service performance, this most powerful of business report samples will help you drive down response times while improving your first call resolution rates. It’s a combination that will result in ongoing growth and success.

8. Employee performance dashboard

In addition to your customers, your employees are the beating heart of your organization. Our employee dashboard will give you the power to track the ongoing value and productivity of your internal talent.

Employee performance depicted with business reporting processes.

An ideal formal business report example for any modern HR department, this telling dashboard will give you deep insight into how your employees perform and behave over specific timeframes.

Here, you can examine trends in absenteeism rates, track overtime hours by age group, monitor your training costs, and explore peaks and troughs in productivity across the entire workforce. This melting pot of at-a-glance information will empower you to provide training exactly where it’s needed and get to the heart of any issue that’s affecting productivity or engagement levels. 

Working with this business report format example consistently will ultimately ensure you get the very best return on investment (ROI) from your internal talent.

9. Marketing KPI dashboard

Without a solid multichannel marketing strategy, it’s unlikely that you’ll ever see a consistently healthy ROI from your promotional efforts. Shooting in the dark regarding marketing will also see you fall behind the competition. Enter our marketing dashboard .

Marketing business report for management, with main KPIs about costs and revenue

This business report format template brimming with insight, lets you set accurate performance benchmarks while uncovering a wealth of insight from one intuitive dashboard.

To optimize your promotional campaigns and activities, talking to specific audience segments and using the right touchpoints at precisely the right time is essential. Without a targeted approach, all you’re doing is throwing your time and money away.

This effective company report example offers a balanced overview of your campaigns’ performance by offering the tools to dig deep into vital metrics like cost per acquisition (CPA), customer lifetime value (CLTV), and ROI.

This perfect storm of metrics will show you where your communications or campaigns are failing to drive engagement and where they’re yielding positive results. Armed with this critical information, you can optimize all of your efforts to make the biggest possible impact across channels. An essential report design for any modern organization looking to scale swiftly and consistently.

10. Warehouse KPI dashboard

Being a warehouse manager or decision-maker is a high-pressure job where every decision counts. To keep your fulfillment activities and initiatives fluid, functional, and primed for organizational growth, sweating your data correctly is a must.

A business report example focused on the warehouse performance in the logistics industry

Our warehouse KPI dashboard is a business report sample that aids both real-time decision-making and longer-term strategic planning.

With a powerful selection of logistics-based KPIs, this highly visual business report structure features metrics based on on-time shipment rates, a breakdown of warehouse costs, the number of shipments made over a specified timeframe, and a perfect order rate.

By making this kind of business reports formats a core part of your daily operations, you can eliminate unnecessary costs or activities while boosting overall productivity and significantly improving the success, as well as accuracy, of your warehouse operations. It is an invaluable tool that will help consistently deliver on your fulfillment promises, improving your brand reputation in the process.

11. Cybersecurity dashboard

In our hyper-connected digital age, failing to invest in adequate cybersecurity solutions is the same as leaving your front door wide open when you’re on holiday.

Business report template tracking relevant IT metrics for cybersecurity

To avoid the devastating impact of organizational cyber attacks or informational breaches,  our cyber security IT dashboard will ensure your company is fortified from every angle. This most vital of business report examples will help you fend off any prospective acts of cybercrime while monitoring for any attacks or abnormalities in real-time.

Here, you can keep on top of your cybersecurity rating, track your phishing test success rates, understand how long it takes you to identify an attack (and improve your responsivity), look at how often you backup your company's sensitive information, and discover the most common intrusion rates related to your company from a cohesive space. It’s an essential analysis tool designed to keep your company safe, secure, and happy.

12. CEO dashboard

The CEO is the highest leadership position in an organization. As such, they need to get a complete overview of the entire operations and performance to ensure everything is running smoothly and on track to meet expected goals. Our next example is a scorecard report tracking relevant metrics related to finances, marketing, customer service, and human resources. 

Business report template tracking metrics for the CEO

What makes this template so valuable for the CEO is the fact that it offers a long-term view with benchmarks for quarterly and annual performance. This way, leadership can evaluate the development of the different strategies and spot any inefficiencies at a glance by looking at the green or red colors depicted on each KPI. Plus, each section of the scorecard offers a detailed breakdown of additional information to help dive deeper into the reasons behind a specific result. 

For instance, we can see that there is an increase in the total expenses in the current quarter. However, when taking a deeper look at the yearly breakdown, we can see that the operating expenses ratio has been decreasing for the past three months. Therefore, the quarterly increase is nothing to worry about.

13. Manufacturing production dashboard 

As a production company, you must ensure every aspect of the process is efficiently carried out at its maximum capacity. This means, ensuring machines are working properly, the right amounts of products are being produced, and the least amount are being returned by customers. Our next template aims to help with that task by offering a 360-degree view into a company’s production processes.

Manufacturing business report template displaying main manufacturing KPIs to keep the pulse of your factory

With insights into production volume vs. quantity ordered, top 5 machines by production volume, and return items by reason, the manufacturing manager can spot inefficiencies and identify trends to optimize production and ensure the highest possible ROI. 

For example, looking at the top machines by production can help you spot the ones that might need some maintenance and plan that maintenance time without affecting production. On the other hand, analyzing the returned items by reason can also help improve customer experience and satisfaction. If you see a large amount of returns due to a broken product, it means you need to improve the quality of your materials or the packaging when they are sent to the customer to keep it safer. 

14. IT project management dashboard

Completing a project successfully relies heavily on the team being connected to keep tasks moving at the expected speed. The issue is that it often involves multiple meetings that end up taking a lot of time that could be implemented actually completing the tasks. Our next sample aims to tackle that issue by providing a real-time overview of project development metrics.

IT business reports: project management overview

At the top of the report, we see a breakdown of the different stages of the project with a development percentage and a projected launch date. This is great information to have as it can inform the team about the status of the entire project and any external stakeholders as well.

We then get insights into the project budget, overdue tasks, upcoming deadlines, and employee workload. This is invaluable information that can help optimize any bottlenecks and increase overall efficiency. For instance, we can see that Georg and Nancy are 10+ days overdue with their tasks which is not good for the project. However, a deeper look shows us that these two employees are the ones with the biggest workload, which means they might need some help from other team members to speed up their tasks.

15. HR diversity dashboard 

Diversity in the workplace has become a big priority for organizations and prospective talents. Each year, more and more businesses realize the value of having employees from different backgrounds and cultures as a way to boost their strategies and overall growth. That being said, to be considered a diverse company, you need to ensure your workforce feels comfortable and that the same opportunities are being given to all. Enters our last business report template.

business research report sample pdf

The template above offers a view into different diversity management metrics from recruitment to talent management. Through this insightful report, HR managers can test the success of their diversity strategies and spot any areas of improvement to ensure the highest level of employee satisfaction. The template is highly interactive and offers insights into diversity by gender, ethnicity, and disabilities.

Analyzing the content of the report, we can see that black employees are the ones with the highest voluntary turnover rate. This is something that needs to be looked into to find the reasons why these employees are not feeling comfortable at the company. On the other hand, we can see that the organization is 1% above the 2% industry standard for hiring employees with disabilities. This is a great indicator, and it can translate into a low 7% of voluntary leaves by these workers.

Now that we’ve looked at report samples, let’s consider the clear-cut business-boosting benefits of these essential analytical tools. These perks will make your company stronger, more fluent, and more efficient on a sustainable basis.

Why Do You Need Business Reports?

Why do you need business reports? 1. Risk assessment & opportunity, 2. Trends & connections, 3. Business Intelligence, 4. Buy-in, 5. Operational efficiency,6. Specificity, 7. Accuracy & consistency, 8. Engagement, 9. Benchmarking, 10. Communication

These reports also enable data collection by documenting the progress you make. Through them, you have the means to compare different periods and activity, growth, etc. You can better see which products or services are more successful than others, which marketing campaign outperforms which other, and which markets or segments require more attention. Collecting all this data is indispensable – and by doing so, you build a paper trail of your past (or, namely, a data trail). They let people outside the company (like banks or investors) know about your activity and performance and enable stakeholders to understand your organization’s tangible and intangible assets.

  • Risk assessment & opportunity: With a business report, you can increase the understanding of risks and opportunities within your company . Sample reports accentuate the link between financial and non-financial performance: they streamline processes, reduce costs, and improve overall cohesion in an informed, commercially ‘safe’ way.
  • Trends & connections: Business report samples can help you compare your performance to other internal units or companies in the same sector. On a more specific level, a report template can help you dig thoroughly into operational metrics and details and discover correlations that would be otherwise overlooked. In today’s hyper-connected digital age, gaining a deeper insight into your data will empower you to formulate strategies that will accelerate key areas of your business growth through trend identification. This fact alone highlights the importance of a business analysis report.
  • Business intelligence (BI): If used correctly, the best BI tools will answer a vital question: ‘Will I survive on the market?’ By creating a business report of a company built to improve your BI activities and answer essential organizational questions, you will gain the ability to tackle deeper specific insights that can bring operational value and control the overall expenditures. By knowing how to set up such a report with specific samples and templates, you can provide building blocks to establish a successful business intelligence strategy.
  • Buy-in: While there are many different types of business reports for a company, they all have one common trait: gathering data and tracking the business activities related to something specific. By working with the right reports, users can perform in-depth visual analyses of many key areas or functions and provide informed recommendations that will ultimately improve efficiency and encourage innovation. Regardless of how good or beneficial an idea might be , getting buy-in from senior executives or external partners is often a major roadblock to progress. However, a good report template presents a level of depth and presentation that is both factual and convincing and will encourage buy-in from the people with the power to sign off on new strategies, initiatives, or ideas.
  • Operational efficiency: The more factual the report is, the clearer the data. When your data is well organized and crystal clear, it’s possible to interpret your business activities cost-effectively, reducing the time required to analyze findings while saving countless working hours sifting through metrics for actionable insights. A good template presents an in-depth analysis where the writers show how they have interpreted their findings. For example, a marketing report can reduce the time needed to analyze a specific campaign, while an HR report can provide insights into the recruiting process and evaluate, for example, why the cost per hire increased?
  • Specificity: When you create a business information report, you are giving yourself a key opportunity to address specific issues that are often used when decisions need to be made. As author Alan Thomson says, “A company report conveys information to assist in business decision-making. [It] is the medium in which to present this information.” They have several purposes: some record information to plan for the future, some record past information to understand a situation, and others present a solution to a pressing problem. Some executive dashboards are for daily usage, while a monthly business report template will help you pinpoint your activities on a more gradual, incremental basis.  They are all essential to commercial success, as they bring clarity to complex analysis. As mentioned earlier, the clearer the data, the more cost-effective results will be, so keeping in mind the exact data to incorporate into this kind of report should be essential in deciding what kind of report to generate. You can find multiple key performance indicator examples in different industries, which should be considered when creating that kind of report. You can also generate an interdepartmental report or between businesses to compare industry values and see how your company stands in the market.
  • Accuracy & consistency: In The Age of Information, data is a vast landscape, and if you want to use it to your advantage, aiming for consistency and accuracy is key. If your data is off or presents hit-and-miss findings, it could cost your company in the long run.  Working with an online dashboard tool to produce your reports is an incredible advantage for the ease of use, the time saved, and, most importantly, the accuracy of the information you will use. As you work with real-time data, everything on your report will be up-to-date, and the decisions you will take will be backed with the latest info. Business report examples are significantly helpful when you need to explore your data and perform data analyses to extract actionable insights. They will deliver an important added value to your report thanks to the visualization of your findings, bringing more clarity and comprehension to the analyses, which is their primary purpose.
  • Engagement: As intuitive, digestible, and visual tools, business-centric reporting tools are easier to understand and tell a story that is far more likely to resonate with your audience.  While exploring your data, with deeper insights generated with just a few clicks, the report doesn’t have to be dull, boring, and lost in hundreds of pages or spreadsheets of data. If you create a report that is clean and customized, you will bring more value than by printing or searching through a spreadsheet. Achieving a design like this is simple with the right KPI dashboard software . Imagine yourself in a meeting with 200 pages of analysis from the last 5 years of business management. One participant asks you a specific question regarding your operational costs dating 3 years back. And you’re sitting there, trying to find that specific piece of information that can make or break your business meeting. With business dashboards , you cannot go wrong. All the information you need is generated with a click, within a click.
  • Benchmarking: If you know how to set up a business-centric report with efficiency, you will gain the ability to set defined, accurate benchmarks. By frequently setting targets based on your most important organizational goals and working with visual reporting tools, you will keep your organization flowing while catalyzing your overall growth and productivity levels.
  • Communication: One of the best uses of these tools is improving internal collaboration and communication. By gaining 24/7 access to your most essential business data while enhancing the way you analyze and present it, you will empower everyone in the business with better access to information, which, in turn, will enhance internal communication and collaboration.
  • Innovation: The intuitive nature of these reports makes them the most efficient way to steer a progressive analytical strategy. As such, it’s easier (and quicker) to uncover hidden insights, spot trends, and hone in on critical information. It’s this speed, ease, and accuracy that frees creativity and improves innovation across the organization, accelerating growth as a result.

These reports can also be of many different types, but they all have one common trait: gathering data and tracking the organizational activities related to something specific. From there, their author(s) will often perform an analysis and provide recommendations to the organizations.

How To Generate A Business Report

Top 10 steps on how to do a business report

The primary importance of a corporate-centric report lies in gaining confidence and clarity. Before starting to create it, it’s vital to establish the goals and the audience. Knowing who you want to direct it to is key in its elaboration, from the tone, vocabulary/jargon you choose to the data you will focus on. A report to external stakeholders, to the CEOs, or to the technical engineers’ team will be drastically different from one another.

Likewise, the scope varies according to the objective of the report. State beforehand the needs and goals to direct you on the right path. It should be impartial and objective, with a planned presentation or dashboard reporting tool , which enables an interactive flow of data and immediate access to every piece of information needed to generate clear findings.

To help you write your daily, weekly, or monthly business-centric report template with confidence, let’s go over some essential steps and tips you should focus on:

1. Consider your audience

First of all, if you want to understand how to do a business report the right way, you have to think of your audience from the outset. Your reporting efforts must make sense and offer direct value to the end viewer or user - otherwise, they’ll be meaningless. That said, it’s critical that you take the time to consider who will use the reporting tool most and which information or features will add the most value, helping improve the organization in the process. Take the time to understand your audience, and your reporting tools will not only meet expectations but exceed them - one well-placed visualization at a time.

2. Determine and state the purpose

As we stated in the previous paragraph, defining the needs of your audience is vital to reporting success. As we said, a report usually assists in decision-making and addresses certain issues. You can state them at the beginning of the report. The more clear and specific the goal, the better the content will be. You won’t lose time adjusting information when you present your purpose in a clear and well-defined manner.

3. Use a mix of real-time and historical data

Another key component of this report is making sure you’re free of any informational blind spots. So many companies work with one form of metric, stunting their organizational progress in the process. To drill down deep into detailed pockets of information and gain a panoramic view of specific trends or patterns, working with a balanced mix of historical and real-time data is key. Doing so will empower you to capitalize on potential strengths while learning from historical weaknesses. This balanced approach will also give you the tools to develop strategies that return the best possible ROI while making powerful decisions under pressure.

4. Set actionable targets and goals

Once you’ve curated your informational sources and defined your audience, you should set actionable goals. Setting the right benchmarks will help you track your ongoing success with pinpoint accuracy while defining goals or targets will give you the insight you need to work with the right KPIs while ensuring your company is moving in the right direction. Taking the time to set actionable goals and targets that align with your organizational strategy will ensure your reports offer a consistently healthy ROI.

5. Define your reporting frequency

Another key component of successful organizational reporting is deciding how often you will analyze your metrics and information. Depending on the function or the goals you’re looking to achieve, you should decide whether your dashboard will serve as a daily, weekly, monthly, or quarterly reporting tool. Setting the right frequency will ensure your analytical strategy is fully streamlined while connecting you with the insights that count most at exactly the right time. The best modern reporting tools also offer automated functionality, helping to monitor insights and offer alerts without human intervention - the best way to save time while ensuring you never miss a critical piece of information again.

6. Gather and organize the information

Now that the purpose and scope are clearly defined, you can start gathering the data in any form that can address the issue. Thanks to that information, you will carry out data analysis to understand what lies beneath and to extract valuable insights. These findings need to be balanced and justifiable – what significance they have to the report's purpose. Identifying key performance indicators for a specific company, organizing, comparing, and evaluating them on the needed level, can be one of the most important parts of creating this kind of report. An example of a business report that shows how to extract and define your analysis can be found above in the article, where we presented our visuals.

7. Present your findings

Explain how you uncovered them and how you interpreted them that way. Answer the original issue by detailing the action to take to overcome it and provide recommendations leading to a better decision-making process. A best practice to present the insights you have drawn out is using dashboards that communicate data visually in a very efficient way. A dashboard software like datapine can precisely answer that need while helping you with data exploration at the same time, which is a crucial part. When you click on a specific part of the dashboard, you can easily access your data in a more in-depth approach.

Comparing your findings is also one of the features you can use if you are asking yourself what has changed in relation to a specific period. When you assess these datasets in just a few clicks on your monitor, the whole reporting process and measurement of your strategy can be done in minutes, not days. Evaluating findings in today’s digital world has become one of the main focuses of businesses wanting to stay competitive in the market. The faster you can do that, the more information you gain, and the more successful your actions will become.

8. Align your visualizations

Expanding on presenting your findings, it’s also important to get your design elements right when considering how to write a business report. As a rule of thumb, your most essential at-a-glance insights should be at the top of your dashboard, and you should aim to be as clean, concise, and minimal as possible with your presentation to avoid cluttering or confusion. To improve your visual storytelling and bring every key element of your report together cohesively, getting your dashboard design just right is vital. Our essential guide to data visualization methods will help to steer your efforts in the right direction.

9. Proofread your reports

When you’re looking at a polished example of a business report, you’ll notice that every element of design and content is immaculate and makes complete logical sense. That said, to get the best returns for your analytical efforts, proofreading your reports is vital. Work through your report with a fine-toothed comb and ask trusted colleagues in your organization to do the same. Once you’ve carefully proofread your entire report, you can collectively tighten up any sloppy design elements, typos, misleading copy, and bad visual placements. Doing so is vital because it will make your examples of business reports slick, actionable, accurate, and built for success.

10. Be responsive

While modern reporting dashboards are dynamic and interactive in equal measure, it’s important that you also remain robust and responsive when writing a business-based report. What does this mean, exactly? It means that in the digital age, the landscape is always changing. As such, if you want to get the most from your reports or dashboards, you must commit to editing and updating them according to the changes around you. In an informational context, what is relevant today may be redundant tomorrow, so to remain powerful and relevant, your reports must always be optimized for success. When you write a business-style report, you should understand that, to some extent, you will need to rewrite it repeatedly. Remember, commit to regularly assessing your reports, and success will be yours for the taking.

You can easily find a sample of a business report on the Internet, but not all of them fit your needs. Make sure, at any moment, that the report you want to create is accurate, objective, and complete. It should be well-written, in a way that holds the reader’s attention and meets their expectations, with a clear structure.

Common Challenges Of Business Reports

Common challenges of generating business reports

As we just learned from the previous section, generating a successful report requires carefully following some steps and considerations. This often comes with challenges and limitations that users face during the generation and analysis process. To help you be aware of those challenges and how to overcome them efficiently, we will list some of the most common ones below. 

  • Data quality 

All the time and effort dedicated to the reporting process will be for nothing if you are not working with high-quality information. Believe it or not, according to recent reports , 41% of companies cite inconsistent data across technologies as their biggest challenge. With only 16% labeling the data they are using as “very good”. 

This presents a huge challenge as the consequences of poor data quality can be quite expensive since organizations are basing their most important strategic decisions on unreliable insights.  

To prevent this issue from affecting you, it is essential to invest time and money in implementing a thoughtful data quality management plan to ensure your information is constantly checked under specified guidelines. Putting extra attention to the cleaning and constant manipulation of the information is also a huge aspect of the process. 

  • Lack of data literacy 

Another big challenge that businesses face when implementing reporting practices is the level of literacy of their employees. As mentioned earlier in the post, the success of the entire process relies heavily on the entire workforce being involved in it and collaborating with each other. The issue is that generating a report and analyzing the data can be very intimidating for non-technical employees who often don’t have the necessary skills or confidence to integrate data-driven activities into their daily work. 

That is why carrying out a careful analysis of the literacy level across your workforce can help you understand the actual situation and offer training instances to anyone who needs it. Paired with that, investing in self-service BI tools that allow any user, regardless of their technical knowledge, to generate a business report with just a few clicks is a great way to approach this challenge. 

  • Long generation processes 

It is not a secret that manually generating a business report can take a lot of time and effort. In fact, in some cases, when a report is finally completed, the information in it might not be entirely valuable anymore. Luckily, this challenge has been tackled a long time ago thanks to the power of automation. 

Modern online reporting tools offer users the possibility to automatically generate a report in a matter of seconds, eliminating any form of manual work. All they need to do is connect their data sources, select the KPIs they want to display, and enjoy a visually appealing and fully functional report in just a few clicks. This enables organizations to focus on the important part, which is extracting powerful insights to inform their strategies. 

  • Static vs. interactive business reports 

Traditionally, these reports generated with tools such as Excel or PowerPoint have been static and full of text and complex numbers. Making it impossible to extract deeper conclusions from them or act on fresh insights. This is not to say that they are completely unuseful, but their historical and static perspective makes them less effective, especially considering how agile decision-making can represent a huge competitive advantage for organizations today.  

To help you make the most out of your data-driven efforts and tackle this common limitation,  we recommend you invest in tools that offer dynamic reports. BI reporting tools , such as datapine, give you the ability to generate interactive real-time reports, like the ones we saw earlier, which can be easily filtered to explore different periods or lower levels of data. This will give you the power to extract deeper and fresh insights to boost your strategies and growth. 

  • Ensuring data security and privacy 

In the digital age we live in, we need to be fully aware of the risks of using online tools to manage our business’s operations. Studies have shown an increasing trend in cyberattacks and data breaches that has left decision-makers concerned about how they manage their sensitive data. One of these attacks can significantly impact an organization’s reputation but also incur considerable costs that can be hard to come back from. According to recent research, these types of breaches cost businesses an average of $4.35 million in 2022. 

All of this makes security and privacy a big challenge for businesses of all sizes. Especially regarding their report-related activities, as they contain sensitive information about the company and its clients. Luckily, modern SaaS BI tools offer high levels of security to help you keep your data secure at all times, from the moment it is generated to the time it is shared with different stakeholders. Therefore, it is important to consider this topic before investing in such a tool. 

Key Takeaways Professional Business Reports  

"Once we know something, we find it hard to imagine what it was like not to know it." - Chip & Dan Heath , Authors of Made to Stick, Switch.

We live in a data-driven world, and as a business, it’s up to you to move with the times. If you ignore the power of smart data analytics, you are only stunting your own commercial progress.

We’ve explored many shining business reports examples, and one thing is abundantly clear: if you embrace the power of digital reporting, your company will be bigger, better, and exponentially more informed. The more confident and informed you are as a business, the better you will be able to respond to constant change. In today’s digital world, it doesn’t matter what sector you work in. If you’re rigid in your approach to data, you will get left behind. Digital reporting dashboards are the only way forward.

So, you now know what business reports are, how to structure and write them , and how they can benefit your business. Committing to the right reporting and information delivery can have a significant impact on your organization and orientate its strategy better. For more ideas about business reporting in a more specific, function-related way, you can dig deeper into some of our popular articles on sales reports and marketing reports !

Don’t miss out on that opportunity and start now with datapine’s online reporting software , and benefit from a free 14-day trial ! You won’t regret it.

How to Write a Business Report: A Step By Step Guide with Examples

Author's avatar

Table of contents

Peter Caputa

Enjoy reading this blog post written by our experts or partners.

If you want to see what Databox can do for you, click here .

With so much experience under your belt, you already know a lot about business reporting.

So, we don’t want to waste your time pointing out the obvious because we know what you need.

Secrets. Tricks. Best practices.sales rep drilldown business report

The answer to how to write a mind-blowing business report that you don’t need to spend hours and days writing.

A business report that will immediately allow you to identify your strengths and weaknesses.

A report that’ll help you learn more about your business and do more accurate forecasting and planning for the future.

We believe we have just that right here.

With this comprehensive guide, you’ll create effective sales, analytical, and informative business reports (and business dashboards ) that will help you improve your strategies, achieve your goals, and grow your business.

So, let’s dive in.

What Is a Business Report?

Importance of creating business reports, types of business reports, what should be included in a business report, how to write a business report: an 11-step guide.

  • Business Report Examples

profitwell-dashboard-template-databox-cta

Although there’s a variety of business reports that differ in many aspects, in short, a business report definition would be the following:

A business report is an informative document that contains important data such as facts, analyses, research findings, and statistics about a business with the goal to make this information accessible to people within a company.

Their main purpose is to facilitate the decision-making process related to the future of the business, as well as to maintain effective communication between people who create the reports and those they report to.

A good business report is concise and well-organized, looks professional, and displays the relevant data you can act on. The point is to reflect upon what you’ve achieved so far (typically, over the past month, quarter or year) and to use the data to create a new strategy or adjust the current one to reach even more business goals.

Business reports should be objective and based on the data. When stating the facts, people rely on numbers rather than giving descriptions. For instance, instead of saying “our conversion rate skyrocketed”, you would display the exact percentages that back up that claim.

Business reporting matters for several reasons, among which the most important ones are:

Recognizing Opportunities to Grow

Detecting issues and solving them quickly, evaluating a potential partner, having a paper trail, keeping things transparent for the stakeholders, setting new company goals.

In fact, over half of the companies that contributed to Databox’s state of business reporting research confirmed that regular monitoring and reporting brought them significant concrete benefits.

If you never look back at what you’ve achieved, you can’t figure out what you’ve done well and what you can leverage in the future for even better results.

When you analyze a specific aspect of your business over a specific time period and present the data you gathered in a report, you can detect an opportunity to grow more easily because you have all the information in one place and organized neatly.

Is it time to introduce new products or services? Is there a way to enhance your marketing strategy? Prepare a report. Can you optimize your finances? Write a financial business report . Whatever decision you need to make, it’s easier when you base it on a report.

Reports are essential for crisis management because they can introduce a sense of calmness into your team. Putting everything on paper makes it easier to encompass all the relevant information and when you know all the facts, you can make a more accurate and effective decision about what to do next.

Writing business reports regularly will also help you identify potential issues or risks and act timely to prevent damage and stop it from escalating. That’s why monthly reporting is better than doing it only once a year.

Having an insight into your finances , operations and other business aspects more regularly allows you to have better control over them and mitigate potential risks more effectively.

Different types of business reports may be accessible to the general public. And if they’re not, specific situations may require a company to send them over to the person requesting them. That may happen if you’re considering a partnership with another company. Before making the final decision, you should learn about their financial health as every partnership poses a certain risk for your finances and/or reputation. Will this decision be profitable?

Having an insight into a company’s business report helps you establish vital business relationships. And it goes the other way around – any potential partner can request that you pull a business report for them to see, so writing business reports can help you prove you’re a suitable business partner.

In business, and especially in large companies, it’s easy to misplace information when it’s communicated verbally. Having a written report about any aspect of your business doesn’t only prevent you from losing important data, but it also helps you keep records so you can return to them at any given moment and use them in the future.

That’s why it’s always good to have a paper trail of anything important you want to share with colleagues, managers, clients, or investors. Nowadays, of course, it doesn’t have to literally be a paper trail, since we keep the data in electronic form.

Writing business reports helps you keep things transparent for the stakeholders, which is the foundation of efficient communication between these two sides.

You typically need to report to different people – sometimes they’re your managers, sometimes they’re a client. But your company’s stakeholders will also require an insight into the performance of your business, and relying on reports will help you maintain favorable business relationships. A business report shows you clearly how your company is performing and there isn’t room for manipulation.

Once you set business goals and the KPIs that help you track your progress towards them, you should remember they’re not set in stone. From time to time, you’ll need to revisit your goals and critical metrics and determine whether they’re still relevant.

When you write a business report and go through it with your team members or managers, you have a chance to do just that and determine if you’re efficient in reaching your goals. Sometimes, new insights will come up while writing these reports and help you identify new objectives that may have emerged.

Depending on your goals and needs, you’ll be writing different types of business reports. Here are five basic types of business reports .

Informational Report

Analytical report, research report, explanatory report, progress report.

Informational reports provide you with strictly objective data without getting into the details, such as explaining why something happened or what the result may be – just pure facts.

An example of this type of business report is a statement where you describe a department within your company: the report contains the list of people working in this department, what their titles are, and what they’re responsible for.

Another example related to a company’s website could look like this Google Analytics website traffic engagement report . As we explained above, this report shows objective data without getting too much into the details, so in this case, just the most important website engagement metrics such as average session duration, bounce rate, sessions, sessions by channel, and so on. Overall, you can use this report to monitor your website traffic, see which keywords are most successful, or how many returning users you have, but without further, in-depth analysis.

Google Analytics Website Engagement Dashboard Template

Analytical reports help you understand the data you’ve collected and plan for the future based on these insights. You can’t make business decisions based on facts only, so analytical reports are crucial for the decision-making process.

This type of business report is commonly used for sales forecasting. For instance, if you write a report where you identify a drop or an increase in sales, you’ll want to find out why it happened. This HubSpot’s sales analytics report is a good example of what metrics should be included in such a report, like average revenue per new client or average time to close the deal. You can find more web analytics dashboard examples here.

HubSpot CRM – Sales Analytics Overview

From these business reports, you can find out if you will reach your goals by implementing your current strategy or if you need to make adjustments.

Research is critical when you’re about to introduce a change to your business. Whether it’s a new strategy or a new partner, you need an extensive report to have an overview of all important details. These reports usually analyze new target markets and competition, and contain a lot of statistical data.

While not the same, here is an example of an ecommerce dashboard that could help track each part of a campaign in detail, no matter whether you are launching a new product, testing a new strategy, and similar. Similar to a research report, it contains key data on your audience (target market), shows your top-selling products, conversion rate and more. If you are an online store owner who is using paid ads, you can rely on this report to monitor key online sales stats in line with Facebook Ads and Google Analytics. See more ecommerce dashboards here.

Shopify + Facebook Ads + Google Analytics (Online Sales overview) Dashboard Template

As you might guess from its name, you write the explanatory report when it’s necessary for you to explain a specific situation or a project you’ve done to your team members. It’s important to write this report in a way that everyone will be able to understand.

Explanatory reports include elements like research results, reasons and goals of the research, facts, methodology, and more. While not exactly an explanatory report, this example of a HubSpot marketing drilldown report is the closest thing to it, as it helps marketers drill into an individual landing page performance, and identify how good their best landing pages are at converting, or which ones have the best performance.

HubSpot Marketing Landing Page Drilldown

A progress report is actually an update for your manager or client – it informs them about where you stand at the moment and how things are going. It’s like a checkpoint on your way towards your goal.

These reports may be the least demanding to write since you don’t need to do comprehensive research before submitting them. You just need to sum up your progress up to the point when the report was requested. This business report may include your current results, the strategy you’re implementing, the obstacles you’ve come across, etc. If this is a marketing progress report you can use marketing report templates to provide a more comprehensive overview.

In many companies, progress reports are done on a weekly or even daily basis. Here is an example of a daily sales report from Databox. HubSpot users can rely on this sales rep drilldown business report to see how individual each sales rep is performing and measure performance against goals. Browse through all our KPI dashboards here.

HubSpot CRM (Sales Rep Drilldown) dashboard template

What does a great business report look like? If you’re not sure what sections your report should have, you’ll learn what to include in the following lines.

Business Report Formatting

Different types of reports require different lengths and structures, so your business report format may depend on what elements your report needs to have. For example, progress reports are typically pretty simple, while analytical or explanatory reports are a different story.

However, most reports will start with a title and a table of contents, so the person reading the report knows what to expect. Then, add a summary and move on to the introduction. After you’ve written the body and the conclusion, don’t forget to include suggestions based on your findings that will help your team create an actionable plan as you move forward.

After that, list the references you used while creating the report, and attach any additional documents or images that can help the person reading the report understand it better.

This outline may vary depending on what kind of report you’re writing. Short business reports may not need a table of contents, and informative reports won’t contain any analyses. Also, less formal reports don’t need to follow a strict structure in every situation.

Business Report Contents

When it comes to the contents of your report, keep in mind the person who’s going to read it and try to balance between including all the relevant information, but not overwhelming the reader with too many details.

  • The introduction to the report should state the reason why you’re writing it, and what its main goal is. Also, mention what methodology and reporting software you’ve used, if applicable.
  • The body of the report is where you’ll expose all your key findings, explain your methodology, share the important data and statistics, and present your results and conclusion.
  • The conclusion , similarly to the summary you’ll add at the beginning of the report, briefly singles out the most important points and findings of the report.

If you decide to include more sections like recommendations, this is where you’ll suggest the next steps your team or the company may want to take to improve the results or take advantage of them if they’re favorable.

PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?

As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:

  • Recurring Revenue. See the portion of your company’s revenue that is expected to grow month-over-month.
  • MRR overview. View the different contributions to and losses from MRR from different kinds of customer engagements.
  • Customer overview . View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
  • Growth Overview . Summarize all of the different kinds of customer transactions and their impact on revenue growth.
  • Churn overview. Measure the number and percentage of customers or subscribers you lost during a given time period.

If you want to track these in ProfitWell, you can do it easily by building a plug-and-play dashboard that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.

profitwell-dashboard-template-preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your Profitwell account with Databox. 

Step 3: Watch your dashboard populate in seconds.

Note : Other than text, make sure you include images, graphs, charts, and tables. These elements will make your report more readable and illustrate your points.

Whether you’re writing a specific type of business report for the first time or you simply want to improve the quality of your reports, make sure you follow this comprehensive guide to writing an effective business report.

  • Do Your Research
  • Create an Outline
  • Determine Formatting Guidelines
  • Think of an Engaging Title
  • Write the Introduction
  • Divide the Body of the Report into Sections
  • Choose Illustrations
  • Conclude Effectively
  • Gather Additional Documentation
  • Add a Summary
  • Proofread Your Work

Step 1: Do Your Research

A well-planned report is a job half done. That means you need to do research before you start writing: you need to know who you’re writing for and how much they know about the topic of your report. You need to explore the best business dashboard software and templates you can use for your report.

Also, if you believe you will need additional resources and documents to add in the appendix, you should do it during this phase of report writing.

Step 2: Create an Outline

Once you’ve gathered the resources, it’s time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don’t have a clear plan.

Moreover, the report shouldn’t be complicated to read, so sticking to a plan will allow you to keep it concise and clear, without straying from the topic.

Step 3: Determine Formatting Guidelines

Most companies have their in-house formatting that every official document has to follow. If you’re not sure if such rules exist in your company, it’s time you checked with your managers.

If there arent’ any guidelines regarding formatting, make sure you set your own rules to make the report look professional. Choose a simple and readable format and make sure it supports all the symbols you may need to use in the report. Set up proper headings, spacing, and all the other elements you may need in Word or Google Docs.

Pro tip: Google Docs may be easier to share with people who are supposed to read your business report.

Step 4: Think of an Engaging Title

Even if you’re writing a formal business report, the title should be clear and engaging. Reports are typically considered dull as they’re a part of official business documentation, but there’s no reason why you can’t make them interesting to read. Your title should suit the report topic and be in different font size so the reader can recognize it’s a title. Underneath the title, you should add the name of the author of the report.

Step 5: Write the Introduction

A good introductory paragraph for a business report should explain to the reader why you’ve written the report. Use the introduction to provide a bit of background on the report’s topic and mention the past results if there’s been a significant improvement since your last report.

Step 6: Divide the Body of the Report into Sections

As this will be the most comprehensive part of your report, make sure you separate the data into logical sections. Your report is supposed to tell a story about your business, and these sections (such as methodology, hypothesis, survey, findings, and more) will help the data look well-organized and easy to read.

Step 7: Choose Illustrations

Of course, each of these sections should be followed with charts, graphs, tables, or other illustrations that help you make a point. Survey results are typically best displayed in pie charts and graphs, and these enable the reader to visualize the data better. From the formatting point of view, breaking the long text sections with illustrations makes the report more readable.

Pro tip: Using centralized dashboard solutions like Databox can bring your reporting game to the next level. Sign up for a forever-free trial now to see how you can use Databox to track and visualize performance easier than ever before .

Step 8: Conclude Effectively

Finish your report with a to-the-point conclusion that will highlight all the main data from the report. Make sure it’s not too long, as it’s supposed to be a summary of the body of the report. In case you don’t want to add a specific section for recommendations, this is where you can include them, along with your assessments.

Step 9: Gather Additional Documentation

If you’ve determined what additional documents, images, surveys, or other attachments you may need for your report, now is the time to collect them. Request access to those you may not be able to get on time, so you have everything you need by the deadline. Copy the documents you can use in the original form, and scan the documents you need in electronic format.

Step 10: Add a Summary

The summary is usually at the top of the report, but it’s actually something you should write after your report is completed. Only then will you know exactly what your most relevant information and findings are, so you can include them in this brief paragraph that summarizes your report’s main points.

The summary should tell the reader about the objective of the report, the methodology used, and even mention some of the key findings and conclusions.

Step 11: Proofread Your Work

It may seem like common sense, but this final step of the process is often overlooked. Proofreading your work is how you make sure your report will look professional because errors can ruin the overall impression the reader will form about your work, no matter how great the report is.

Look for any spelling or grammatical mistakes you can fix, and if you’re not sure about specific expressions or terminology, use Google to double-check it. Make sure your writing is to-the-point and clear, especially if you’re writing for people who may not know the industry so well. Also, double-check the facts and numbers you’ve included in the report before you send it out or start your reporting meeting.

Business Report Examples (with Ready-to-Use Templates)

Here, we’re sharing a few business reporting examples that you can copy, along with ready-to-use and free-to-download templates. If you don’t know where to start and what to include in different types of business reports, these business report examples are a great way to get started or at least get some inspiration to create yours.

Activity Report Example

Annual report example, project status report example, financial report example, sales report example, marketing report example.

Note : Each of the business report templates shared below can be customized to fit your individual needs with our DIY Dashboard Designer . No coding or design skills are necessary.

For reporting on sales activity, HubSpot users can rely this streamlined sales activity report that includes key sales metrics, such as calls, meetings, or emails logged by owner. This way, you can easily track the number of calls, meetings, and emails for each sales rep and identify potential leaks in your sales funnel. Check all our sales team activity dashboards here. Or if you are looking for dashboards that track general sales performance, browse through all Databox sales dashboards here.

Activity Report Example

If you’re preparing for annual reporting, you will benefit from choosing this HubSpot annual performance report . It contains all the relevant metrics, such as email and landing page performance, new contacts, top blog posts by page views, and more. See all our performance dashboard templates here.

Annual Report Example

Project status reports can be very similar to progress reports. If you’re in need of one of those, here’s an example of a Project overview dashboard from Harvest that shows that can help you create simple, but well-organized report based on metrics that matter: hours tracked, billable hours, billable amount split by team members., and more. Check out more project management dashboard templates we offer here.

Project Status Report Example

Are you creating a financial report? You will find this QuickBooks + HubSpot integration a great choice for a financial performance dashboard that makes creating a report simple. This dashboard focuses on the essential financial report

ting metrics and answers all your revenue-related questions. See all Databox financial dashboards here.

Financial Report Example

If you’re tracking your sales team’s monthly performance, this sales report template will help you prepare an outstanding report. Check out all the vital productivity KPIs, track your progress towards your goals, and understand well how your current sales pipeline is performing. See all sales performance dashboards we have available here.

Sales Report Example

Marketing reports can be easily prepared by using this monthly marketing report template . With HubSpot’s reporting, you can determine where your website traffic is coming from, how your landing pages and specific blog posts are performing, and how successful your email campaigns are. Browse all Databox marketing dashboards or marketing report examples here.

Marketing Report Example

Create a Professional Business Report in No Time with Databox

Does creating a business report still sound like a daunting task? It doesn’t have to be with Databox.

In times when we’re all trying to save our time and energy for things that matter rather than scattering valuable resources on tedious, repetitive tasks, it’s critical to optimize your business process. And we want to help you do just that.

Using a business reporting dashboard enables you to track data from all the different tools you’re using – but in one place. With Databox, you can monitor and report on performance in a single dashboard that is optimized for all your favorite devices and you can create streamlined and beautiful dashboards even if you are not that tech-savvy. (no coding or design skills are required).

Automating business reporting has never been easier. And with Databox, you can do exactly that in just a few clicks. Sign up now and get your first 3 business dashboards for free.

Do you want an All-in-One Analytics Platform?

Hey, we’re Databox. Our mission is to help businesses save time and grow faster. Click here to see our platform in action. 

  • Databox Benchmarks
  • Future Value Calculator
  • ROI Calculator
  • Return On Ads Calculator
  • Percentage Growth Rate Calculator
  • Report Automation
  • Client Reporting
  • What is a KPI?
  • Google Sheets KPIs
  • Sales Analysis Report
  • Shopify Reports
  • Data Analysis Report
  • Google Sheets Dashboard
  • Best Dashboard Examples
  • Analysing Data
  • Marketing Agency KPIs
  • Automate Agency Google Ads Report
  • Marketing Research Report
  • Social Media Dashboard Examples
  • Ecom Dashboard Examples

Performance Benchmarks

Does Your Performance Stack Up?

Are you maximizing your business potential? Stop guessing and start comparing with companies like yours.

Pete Caputa speaking

A Message From Our CEO

At Databox, we’re obsessed with helping companies more easily monitor, analyze, and report their results. Whether it’s the resources we put into building and maintaining integrations with 100+ popular marketing tools, enabling customizability of charts, dashboards, and reports, or building functionality to make analysis, benchmarking, and forecasting easier, we’re constantly trying to find ways to help our customers save time and deliver better results.

Share on Twitter

Stefana Zarić is a freelance writer & content marketer. Other than writing for SaaS and fintech clients, she educates future writers who want to build a career in marketing. When not working, Stefana loves to read books, play with her kid, travel, and dance.

Get practical strategies that drive consistent growth

12 Tips for Developing a Successful Data Analytics Strategy

Author's avatar

What Is Data Reporting and How to Create Data Reports for Your Business

What is kpi reporting kpi report examples, tips, and best practices.

Author's avatar

Build your first dashboard in 5 minutes or less

Latest from our blog

  • BTB: Mastering Data-Driven Legal Marketing Success (w/ Guy Alvarez, Good2BSocial) May 15, 2024
  • The State of B2B Content Creation: Navigating the Future of In-House Marketing Innovation May 9, 2024
  • Metrics & KPIs
  • vs. Tableau
  • vs. Looker Studio
  • vs. Klipfolio
  • vs. Power BI
  • vs. Whatagraph
  • vs. AgencyAnalytics
  • Product & Engineering
  • Inside Databox
  • Terms of Service
  • Privacy Policy
  • Talent Resources
  • We're Hiring!
  • Help Center
  • API Documentation

Pledge 1%

Examples

Research Report

business research report sample pdf

The act of researching can be long-winded and difficult. Once you’ve gone through it, you’ll need something to help you record your findings. For many, the thought of coming up with a research report can be as daunting as the actual research itself. This can be a kind of business report if your research has a lot to do with business or it can be academic in nature. Either way, by scrolling down you will not only learn more about this kind of document but you’ll have a list of amazing templates to choose from as well.

Brand Research Report Template

Brand Research Report Template

  • Google Docs
  • Apple Pages

Size: A4, US

Academic Research Report Template

Academic Research Report Template

Investment Research Report Template

Investment Research Report Template

Equity Research Report Template

Equity Research Report Template

Corporate Research Report Template

Corporate Research Report Template

Product Research Report Template

Product Research Report Template

Research Progress Report Template

Research Progress Report Template

Market Research Report Template

Market Research Report Template

Research Report Executive Summary Template

Research Report Executive Summary Template

Size: 120 KB

Research Report Gantt Chart Template

Research Report Gantt Chart Template

Size: 31 KB

Company Research Report Template

Company Research Report Template

Size: 64 KB

Business Research Report Template

Business Research Report Template

Size: 39 KB

Monthly Research Report Template

Monthly Research Report Template

Size: 59 KB

Survey Research Report Template

Survey Research Report Template

Size: 58 KB

Quantitative Research Report Template

Quantitative Research Report Template

Size: 144 KB

Research Paper Report Template

Research Paper Report Template

Size: 191 KB

Acknowledgement For Research Project Report

Acknowledgement For Research Project Report

Size: 162 KB

Business Project Report Word Template

Business Project Report Word Template1

Printable Survey Report Template

Printable Survey Report Template

Training Report Template to Edit

Training Report Template to Edit

Formal Report Template MS Word

Formal Report Template in MS Word

Research Report Cover Page Template

Research Report Cover Page Template

Free Download

Sample Equity Research

Sample Equity Research Report

Size: 887 KB

Market Research Report

Market Research Report

Size: 78 KB

Research Report Outline

Research Report Outline

Size: 41 KB

Action Research Report

Action Research Report

Size: 52 KB

Company Research Report Example

Company Research Report Example

Size: 506 KB

Psychology Research

Psychology Research

Size: 84 KB

Final Research Report

Final Research Report

Size: 359 KB

Sample of Research Report

Sample Research Report

Size: 87 KB

Statistics Report

Statistics Research Report

Size: 32 KB

What Is a Research Report?

By definition, a research report is a document presented when reporting about the findings or results of a research or investigation about particular subjects or topics. In business, a research report is a document containing the results of business research. A fine example of this would be the  market reports  that firms write up on a monthly or periodic basis. As you may have already expected, in lieu of actually creating a report on your own, there’s always the option of downloading items like self-report research templates and market research report samples.

Tips for Writing Your Own Research Report

If you’re having trouble coming up your research report, know that you’ve come to the right place. Learning how to write a research report does not need to be overly difficult. All one needs to do is keep a few points in mind. Having said that, take a look at the following:

Tip 1: Decide on the Report Type

By now you’re aware that there are multiple kinds of research reports. Each one will correspond to a different topic, a different industry, and various other factors. Before you get started, you need to know which one you are going to be diving into. Otherwise, the effort of creating a quality report will be wasted on you.

Tip 2: Identify Your Goals

Knowing what your goals are when it comes to your research report can help immensely with how you will end up completing it. If you recognize that your goal is to do more market research , for example, then you’ll have a much easier time coming up with a market research report.

Tip 3: Keep Everything Organized

Although there is no need to strictly adhere to any kind of research report format, you must still do what you can to ensure that your report remains organized. Take a look at any research report example or research report template . See how those examples keep themselves organized and try to copy it as much as you can.

Tip 4: Do Not Neglect to Proofread

You need to check for possible mistakes or errors in spelling, grammar , and information. Though it can also be helpful if you had somebody else to proofread your work for you. This is because a different perspective can often find things that we may be blind to.

What are the different types of research reports?

First of all, there is a technical report , which happens to be more suited to the researchers’ target audience. Then you have the popular report, which is designed to be consumed by a more general or mainstream audience. It is meant to display findings in such a non-technical manner for easier readability.

What are the different components of a research report outline?

When it comes to the research report outline, you can expect the following components: first is the abstract, followed closely by the introduction. After that, you have the research methodology , the results, and then the discussion. The references come at the very end.

How can you end or conclude a research report?

There are a few ways you can choose to end any research report you may be writing. You can choose to go for a summary , for one. Either that or you may come up with an afterword or a true conclusion.

Like any other kind of report, there are a lot of factors to consider when dealing with research reports. Having read this article, we guarantee that you are now better off compared to before due to the new-found knowledge you’ve gained here. Now all you have to do is decide how to best apply that knowledge. Will you start creating report documents yourself or are you going to choose from our list of report examples ? Either way, you can’t go wrong with the resources at your disposal, so act now!

Twitter

Report Generator

Text prompt

  • Instructive
  • Professional

Generate a report on the impact of technology in the classroom on student learning outcomes

Prepare a report analyzing the trends in student participation in sports and arts programs over the last five years at your school.

  • Sample Research

FREE 10+ Business Research Proposal Samples & Templates in PDF | MS Word

sample business research proposal templates

A business or organization with proper research has an excellent chance of winning the market. Research is a strategy that helps businesses discover new ideas and factors that will help them in improving business operations, generating concrete action plans, securing a healthy financial status, and more. Hence, it is essential to execute it well. Thus, the purpose of having a  business research  proposal. In this article, you will learn the importance of writing one. Scroll down below.

Business Research Proposal

Free 10+ business research proposal samples & templates in pdf | ms word, 1. business research proposal sample pdf, 2. business research proposal, what are the types of business research, 1. exploratory research:, 2. descriptive research:, 3. causal research:, 4. correlational research:, 5. cross-sectional research:, 6. longitudinal research:, 7. quantitative research:, 8. qualitative research:, 9. action research:, 10. case study research:, 11. cross-functional research:, 12. market research:, 13. social media research:, 3. business research proposal example, 4. business proposal research, 5. business research proposal sample, how to make a business research proposal, 1. start with a title and an overview, 2. write a clear introduction, 3. present the data gathering procedure, 4. provide and organize the research questionnaire, 5. state a brief conclusion, 6. make the content simple and organized, 6. research proposal about business, 7. business administration research proposal pdf, advantages and disadvantages of business research, 8. research proposal on business management pdf, 9. business research examples pdf, 10. simple research proposal template, 11. research proposal outline sample, what is a business research proposal, what are the types of research proposal, what should a research proposal include, how do you start a business research proposal, what is the role of business research, what is ethics in business research.

In this article, we have provided business research proposal samples and templates that are accessible anytime. These sample templates come with professionally written content and are preformatted in PDF and MS Word file formats for your convenience. Check them out now!

business research proposal template

Size: 17 KB

business research project proposal

Size: 165 KB

Business research is a systematic process of collecting, analyzing, interpreting, and presenting information related to a business problem or opportunity. There are several types of business research, each serving different purposes. Here are some common types:

  • Aimed at exploring a new area or gaining insights into a phenomenon.
  • Helps in understanding the basic nature of a problem.
  • Focuses on providing an accurate description of a situation or phenomenon.
  • Involves gathering data to characterize and define the subject of study.
  • Investigates cause-and-effect relationships between variables.
  • Aims to establish a cause-and-effect connection between two or more variables.
  • Examines the statistical association between two or more variables.
  • Does not imply causation but identifies relationships between variables.
  • Involves collecting data from participants at a single point in time.
  • Provides a snapshot of the situation or phenomenon.
  • Involves collecting data from the same group of participants over an extended period.
  • Helps to track changes or developments over time.
  • Focuses on numerical data and statistical analysis.
  • Involves the use of surveys, experiments, and structured observations.
  • Emphasizes understanding and interpreting non-numerical data.
  • Involves methods such as interviews, focus groups, and case studies.
  • Conducted by practitioners within an organization to solve specific problems.
  • Involves a cyclical process of planning, acting, observing, and reflecting.
  • In-depth analysis of a specific case or situation.
  • Often used to gain a deep understanding of a particular phenomenon.
  • Involves collaboration between different functional areas of a business.
  • Aims to address complex issues that require input from multiple perspectives.
  • Focuses on understanding market trends, customer preferences, and competition.
  • Helps businesses make informed decisions about their products or services.
  • Involves analyzing data from social media platforms to understand consumer sentiment, trends, and feedback.

These types of business research can be used individually or in combination, depending on the nature of the research question and the goals of the study.

sample business school research proposal

Size: 104 KB

research paper proposal template

Size: 184 KB

simple business research proposal

Size: 23 KB

A business research proposal serves a vital role in research related to business. That is why it is only imperative to ensure that it follows the accurate procedure and should contain the relevant information. Using this allows you to outline the things to be done to gather the right data to be presented in a  research report . So, if you are writing a research proposal for your business and you don’t know-how, then you are on the right page. Below are simple yet useful tips on how to make an informative and effective business research proposal. Read below.

Begin writing your business research proposal by providing the business research title and a brief yet informative research overview. The title should be concise and triggers the curiosity of the management. As for the research overview, it should present the highlight of the research.

The next thing you need to put in your business research proposal is a precise and clear introduction. This section should identify what the research is all about, its scope, and its importance to the business. The introduction should also provide the objectives and sub-objectives of the business study that needs to be achieved.

After the introduction, the next thing you need to do is to present the data gathering procedure. In this section, you have to outline the activities that should be done for the process. And to this, you have to identify the appropriate data gathering methods, whether qualitative or  quantitative research . There are different methods and strategies that you can use. However, you should have to choose the appropriate methodology that will work on your business process.

The next thing you have to include in your business research proposal is the research questionnaire. The list of questions will help you collect relevant and useful data that will complete the research process. In presenting this information, you may use bullet points to make it organized and understandable. 

Finalize your business research proposal by writing a brief conclusion that summarizes the whole idea of your proposals’ content. In this section, you have to emphasize the importance and purpose of research for your business. Also, provide a statement of the several benefits and advantages that the company will gain from the research. 

Having an informative business research proposal is not useful if the people who will read it are not able to grasp the idea the proposal is providing. That is why it is essential to use only simple words and terms that are readable and understandable by your readers. The organization of thoughts is also important. It presents the right structure of information accordingly. 

business research proposal format

Size: 929 KB

administration business research proposal

Size: 94 KB

This table highlights some key aspects of both the advantages and disadvantages of business research. Keep in mind that the impact of these factors can vary depending on the specific context and industry.

business management research proposal

Size: 441 KB

research proposal template

Size: 133 KB

simple research proposal template

Size: 55 KB

research proposal outline sample

Size: 57 KB

Researches that are related to businesses are essential for sustainability and success. According to an article from Medium, research is a critical component for businesses, specifically  market research . Hence, business owners should put enough effort into researching to secure a permanent and high spot in the market. And this is where a business research proposal comes useful—the first thing that management should have before research.

A business  research proposal  is a written document used by management for either marketing research,  accounting  research, etc. The business research proposal presents and justifies the purpose of the study to be conducted. This also outlines the ways on how business research should be conducted. The standard length for the business research proposal is two to three pages. Nonetheless, it should be informative and well-written.

There are two types of research proposals that are useful for businesses, organizations, as well as in academic, approval proposals and funding proposals. Approval proposals refer to a written document that is written before doing the actual research. On the other hand, a funding proposal refers to a written document that seeks research funds.

A research proposal must present the idea of what the research is about and its importance. Thus, it should include a clear research title, a research overview, an introduction, the questionnaire, data gathering methods, and a research timeline. These components are commonly used in business and academic research.

Begin a business research proposal with a concise introduction outlining the research problem, its significance, and the proposed methodology. Clearly state the objectives and expected outcomes to provide a solid foundation for the study.

Business research plays a crucial role in informing strategic decisions by gathering, analyzing, and interpreting relevant data. It guides organizations in understanding market trends, consumer behavior, and industry dynamics for informed decision-making and sustainable growth.

Ethics in business research involves adhering to principles of integrity, honesty, and fairness. It ensures researchers conduct studies responsibly, respect participants’ rights, and maintain confidentiality, fostering trust and credibility.

Business research is one of the most important components of a sustainable and successful business. With this, businesses or organizations will be able to grasp new ideas that they can use to enhance their operations and improve  marketing strategies . Hence, making sure that business research follows the standard format and obtains the necessary information. Thus, the use of a business research proposal to make the process comprehensive and effective.

Related Posts

Free 10+ construct validity samples & templates in ms word | pdf, free 10+ code of human research ethics samples & templates in ms word | pdf, free 10+ biography research report samples and templates in pdf, free 10+ system documentation samples & templates in ms word | pdf, free 10+ process document samples & templates in ms word | pdf, free 10+ action research samples & templates in pdf, free 10+ longitudinal research samples & templates in pdf | ms word, free 10+ causal research samples & templates in ms word | pdf, free 10+ client discovery samples & templates in ms word | pdf, free 10+ null hypothesis samples & templates in ms word | pdf, free 9+ product knowledge samples & templates in pdf, free 10+ software documentation samples & templates in ms word | pdf, free 10+ exploratory research samples & templates in pdf | ms word, free 10+ experimental research samples & templates in ms word | pdf, free 10+ descriptive research samples & templates in pdf, free 15+ investment proposal templates in pdf ms word ..., free 9+ one-page proposal samples in pdf ms word, 9+ free sample restaurant proposals - pdf, how to create a music business proposal [5+ samples].

17+ SAMPLE Market Research Report in PDF | MS Word | Google Docs | Apple Pages

Market research report | ms word | google docs | apple pages, 17+ sample market research report , what is a market research report, benefits of market research report, basic methods of market research, how to create a market research report, what is the format of a report, what exactly is primary research, and how do i begin, what is the difference between primary and secondary data.

Market Research Report Template

Market Research Report Template

Market Research Report Template

Market Research Report of Traditional Medicine Conference

Global Market Research Report

Global Market Research Report

Market Research Final Report

Market Research Final Report

Market Research Survey Report

Market Research Survey Report

Basic Market Research Report

Basic Market Research Report

Sample Innovation Market Research Report

Sample Innovation Market Research Report

Market Research Report and Analysis

Market Research Report and Analysis

Market Research Report in PDF

Market Research Report in PDF

Application Services Market Research Report

Application Services Market Research Report

Industry Market Research Report

Industry Market Research Report

Standard Market Research Report

Standard Market Research Report

Market Research Report Format

Market Research Report Format

Marketplace Research Report

Marketplace Research Report

Market Research Progress Report

Market Research Progress Report

Market Research Report in DOC

Market Research Report in DOC

Marketing Annual Research Activity Report

Marketing Annual Research Activity Report

  • One-on-one interviews-   These are conducted in high-traffic areas such as shopping malls during in-person surveys. They allow you to hand out product samples, packaging, or advertising to consumers and get rapid feedback. In-person surveys can provide response rates of over 90%, but they are expensive. An in-person survey might cost up to $100 per interview due to the time and work needed.
  • Telephone surveys-   This is cheaper than in-person surveys, but they are more costly than surveys sent by mail. However, consumers’ aversion to constant telemarketing and persuading consumers to engage in phone polls has become more challenging. Response rates to telephone surveys are typically in the 50 %to 60 % range.
  • Mail surveys-   This is a low-cost technique to reach a large number of people. They’re a lot less expensive than in-person or phone surveys, but they only get 3 to 15% of people to respond. Mail surveys, despite their low return, are still a cost-effective option for small enterprises.

Share This Post on Your Network

File formats, word templates, google docs templates, excel templates, powerpoint templates, google sheets templates, google slides templates, pdf templates, publisher templates, psd templates, indesign templates, illustrator templates, pages templates, keynote templates, numbers templates, outlook templates, you may also like these articles, 12+ sample construction daily report in ms word | pdf.

Introducing our comprehensive sample Construction Daily Report the cornerstone of effective project management in the construction industry. With this easy-to-use report, you'll gain valuable insights into daily activities report,…

25+ SAMPLE Food Safety Reports in PDF | MS Word

sample food safety reports

Proper food handling ensures that the food we intake is clean and safe. If not, then we expose ourselves to illnesses and food poisoning. Which is why a thorough…

browse by categories

  • Questionnaire
  • Description
  • Reconciliation
  • Certificate
  • Spreadsheet

Information

  • privacy policy
  • Terms & Conditions

Academia.edu no longer supports Internet Explorer.

To browse Academia.edu and the wider internet faster and more securely, please take a few seconds to  upgrade your browser .

Enter the email address you signed up with and we'll email you a reset link.

  • We're Hiring!
  • Help Center

paper cover thumbnail

MBA RESEARCH PROJECT REPORT

Profile image of Sunil Malav

Related Papers

Jeff Tobias

business research report sample pdf

Walid Alrawi

nika derecho

Efthymios Constantinides

"Addresses one of the fundamental issues of e-marketing: how to attract and win over the consumer in the highly competitive Internet marketplace. Analyses the factors affecting the online consumer's behavior and examines how e-marketers can influence the outcome of the virtual interaction and buying process by focusing their marketing efforts on elements shaping the customer's virtual experience, the Web experience. Identifying the Web experience components and understanding their role as inputs in the online customer's decision-making process are the first step in developing and delivering an attractive online presence likely to have the maximum impact on Internet users. Click-and-mortar firms delivering superior Web experience influence their physical clients’ perceptions and attitudes, driving additional traffic to traditional sales outlets. Provides a contribution to the theoretical debate around the factors influencing the online consumer's behavior and outlines some noticeable similarities and differences between the traditional and virtual consumers. "

Ian Blackman

Kuwait chapter of Arabian Journal of Business & Management Review

Shahram Gilaninia

Barbara Neuhofer

American Behavioral Scientist

Ronald Faber

The Internet has apparently become an important source of information for consumers and partly because of this trend, the Internet now presents a huge opportunity for advertisers who seek effective communication with their target markets. The purpose of this article is to provide an understanding of the qualities and potentials of the Internet as an advertising medium. First, an overview of the various forms of Internet advertising is provided, as well as a review of existing literature regarding the effectiveness of each form. The article next compares the Internet with traditional mass media from the perspective of the consumer information environment and shows how unique characteristics of the Internet may alter consumer experience and decision making. The article concludes with a discussion of the needs and challenges facing the field.

Konstantinos Fouskas

IMAGES

  1. FREE 11+ Business Research Report Samples & Templates in MS Word

    business research report sample pdf

  2. FREE 8+ Business Research Report Templates in PDF

    business research report sample pdf

  3. Business Report

    business research report sample pdf

  4. FREE 30+ Sample Business Reports in PDF

    business research report sample pdf

  5. Business Report

    business research report sample pdf

  6. FREE 8+ Business Research Report Templates in PDF

    business research report sample pdf

VIDEO

  1. Data Collection & Analysis Chapter 5 Business Research

  2. Seminar Paper

  3. Global Low Temperature Co fired Ceramics LTCC Market Insights and Forecast to 2026

  4. Global Bio Based Polypropylene Market Outlook 2021

  5. Global Waste Plastic Recycling Market Research Report 2021

  6. The Future of Emotion AI: A Market Research Report

COMMENTS

  1. FREE 8+ Business Research Report Templates in PDF

    FREE 8+ Business Research Report Templates in PDF | MS Word | XLS. A research report is referred to as the document that is prepared by a researcher or strategist in a stock brokerage or investment bank which is part of the investment research team. When this report is written for a particular business, it is known as a business research report.Such a report can concentrate on a particular ...

  2. 50+ Essential Business Report Examples with Templates

    These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions. Examples include daily sales reports, inventory levels, or even project updates. This is the essential "just the facts, ma'am" type of report you need to stay in the loop. 2. Analytical reports.

  3. PDF Writing a Business Report

    3.1 Use effective headings and subheadings. Headings and subheadings are useful tools in business writing. Ensure they are descriptive of the content to follow. In other words, rather than labelling a section Section 2.5, it would be better to describe it as 2.5 Justification for the high risk scenario.

  4. 44 Business Report Templates for Professional Reports (2024)

    This free business report template is just what you need. Create your own Budget Report with this easy-to-edit template! Edit and Download. Showcase your company's budget in an impactful and unforgettable design. Input your data for the graphs by importing a CSV file, a Google Sheet, or by hand.

  5. How to Write a Business Analysis Report [Examples and Templates]

    A business analysis report examines the structure of a company, including its management, staff, departments, divisions, and supply chain. It also evaluates how well-managed the company is and how efficient its supply chain is. In order to develop a strong strategy, you need to be able to analyze your business structure.

  6. PDF An Introduction to Business Research

    Put another way, in the honeycomb, the six main elements - namely: (1) research philosophy; (2) research approach; (3) research strategy; (4) research design; (5) data collection and (6) data analysis techniques - come together to form research methodology. This structure is characteristic of the main headings you will find in a methodology ...

  7. Business Report Examples & Samples For Your Company

    Research reports. Next in our types of business reports that we will discuss is a research report. Companies often use these kinds of reports to test the viability of a new product, study a new geographical area to sell, or understand their customer's perception of their brand image. ... For example, the business report sample shows that the ...

  8. How to Write a Business Report: A Step By Step Guide with Examples

    Step 2: Create an Outline. Once you've gathered the resources, it's time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don't have a clear plan.

  9. PDF Writing a Business Report

    Title Page: Title of your report, your name, student number and your course. 2. Table of Contents: include headings, subheadings and page numbers 3. Executive summary: Summarises your whole report, and gives your reader a clear idea of what your report says, without needing to read it. Start with the report's purpose, then give your scope,

  10. PDF WRITING A BUSINESS REPORT

    This is a letter to the person who commissioned the report. It should state: Subject of report. Explain how it relates to the organisation's work. acknowledge any help given. It is placed immediately after the title page. List the main sections of the report and the page on which each begins -. Including any appendices.

  11. PDF The Impact of Covid-19 on Small Business Owners: National Bureau of

    THE IMPACT OF COVID-19 ON SMALL BUSINESS OWNERS: EVIDENCE OF EARLY-STAGE LOSSES FROM THE APRIL 2020 CURRENT POPULATION SURVEY Robert W. Fairlie ... 1050 Massachusetts Avenue Cambridge, MA 02138 June 2020 I have no disclosures to report. The research did not receive funding from external sources. The views expressed herein are those of the ...

  12. PDF How to Write an Effective Research REport

    Abstract. This guide for writers of research reports consists of practical suggestions for writing a report that is clear, concise, readable, and understandable. It includes suggestions for terminology and notation and for writing each section of the report—introduction, method, results, and discussion. Much of the guide consists of ...

  13. PDF Sample Business Report, APA Style (Spencer)

    report will define the problem of employee motivation in one company and examine potential solutions. OAISYS is a small business based in Tempe, Arizona, that manufactures business call recording products. Currently OAISYS employs 27 people. The business has been notably successful, generating annual compound sales growth of over 20% during

  14. FREE 11+ Business Research Report Samples & Templates in MS Word

    Reports like the business research report serve as the anchor to a company's decision-making. That is why it is only imperative that it presents accurate data and information. Hence, the problem or issue must be well-stated, as well as its corresponding solutions. The business research report must focus on providing relevant and direct ...

  15. (PDF) Chapter 13 Writing a Research Report: Organisation and presentation

    When reporting the methods used in a sample -based study, the usual convention is to. discuss the following topics in the order shown: Chapter 13 Writing a Research Report 8. • Sample (number in ...

  16. Research Report

    By definition, a research report is a document presented when reporting about the findings or results of a research or investigation about particular subjects or topics. In business, a research report is a document containing the results of business research. A fine example of this would be the market reports that firms write up on a monthly or ...

  17. Report Writing Format with Templates and Sample Report

    2. Follow the Right Report Writing Format: Adhere to a structured format, including a clear title, table of contents, summary, introduction, body, conclusion, recommendations, and appendices. This ensures clarity and coherence. Follow the format suggestions in this article to start off on the right foot. 3.

  18. FREE 10+ Business Research Proposal Samples & Templates in PDF

    Begin writing your business research proposal by providing the business research title and a brief yet informative research overview. The title should be concise and triggers the curiosity of the management. As for the research overview, it should present the highlight of the research. 2. Write a Clear Introduction.

  19. PDF Sample Research Report

    Edna Ryan and Anne Conlon provi de the following table, which shows that the proportion of women in the manufacturing industry peaked during the war, declined until 1959, and then began to increase gradually. Table 1. Proportion of women in the manufacturing industry. Males to every 100 females. 1932-3.

  20. PDF Johann J Lübbe

    The role of governance in using project finance as a contract for the delivery of infrastructure in Africa. Research report presented in partial fulfilment of the requirements for the degree of Masters in Development Finance at the University of Stellenbosch Business School, Bellville, South Africa.

  21. 17+ SAMPLE Market Research Report in PDF

    Tools, platforms, and internal data can all be used to compile the research. Step 2: Create a Plan. Create a draft of the report next, so you know where each piece of information will go. An outline with parts and subsections will aid in the proper organization of your marketing research report.

  22. PDF Microsoft Word

    03 May 2010. The acceptance of your work is subject to your signature on the following declaration: SECTION 2: (Confirmation of Authorship) I confirm that I have read the University policy on plagiarism (see Paragraph 9.4. in the Student's Handbook) and that the work presented to the University is my own work.

  23. (PDF) MBA RESEARCH PROJECT REPORT

    To fill these gaps, the current study sought to determine the effectiveness of internet advertising on consumer behaviour. 1.3 Research Objectives The objectives of the study were to; i. Determine the effectiveness of internet advertising on reach and creation of awareness. ii.