How to write a report on. How to write an analytical report: step by step instructions

The activity of any organization or company always involves reporting. Even if the company is completely independent, and it does not have a higher management, a report on the activities of such a company is necessary for the management of the company itself to assess the effectiveness of work over a certain period, to build a further prospect for the development of the campaign.

Compiling a report, like writing a business letter, would seem a simple question ... but what difficulties can arise?

Usually, those who do it for the first time have difficulties in how to compile a report on the work done. Having compiled such a report once or twice, correcting it according to the comments received, the specialist compiling it no longer experiences any particular difficulties in compiling the next one.
Writing a progress report for the first time, and doing it right, is not as easy a task as it seems at first glance.

A little about accounting

The simplest, in terms of execution, is an accounting report. It can be lengthy and time-consuming to compile, requires precision and accuracy in its preparation, and yet it is somewhat easier to compile than a text report on the work done. When preparing an accounting report, there is usually a strict certain form reporting, expressed in various tables.

You need to fill in these tables with digital indicators of the organization's activities, and that's it. Of course, all indicators must be reliable and be combined with each other, but it is still easier to calculate and insert numbers into the appropriate columns than to write a text report on the work done, when you need to describe all aspects of the organization's activities in words.

Sometimes, when compiling an accounting report, an explanatory note is required for it. It is usually not large in volume and some figures are explained in it. For example, why did some indicators decline, what caused the growth of other indicators, what is the general trend towards growth and development, according to the figures of the report.

Classification of progress reports

Reports are classified according to two criteria

• By time of the reporting period: daily, weekly, monthly, quarterly, semi-annual, annual.
• In terms of composition and volume: a report on the work done by one division of the organization and a report on the work of the entire organization.

Compiling a daily or weekly report about the work done is rarely difficult. Usually, they consist of several numerical indicators that reflect the main activities of the organization. The volume of monthly reports on the work done is larger, but also mainly expressed in numbers. And quarterly, semi-annual and annual, most often, involve text versions of reports on the work done.

Text report on the work done - creative process

Compiling a report in numbers is a responsible task, but easier than compiling a competent, qualified text report on the work done. Compiling a report in a text version is a kind of creativity.

It should reflect the activities of a department or the entire organization as a whole, it should be written in the language of the document, but it should be easy to read, it should not contain excessive “water”, the text should be confirmed by numbers, it should reflect a comparison with the indicators of the previous reporting period or indicators of the same period last year, and it should end with some conclusions.

Drawing up a report on the activities of the entire organization as a whole, the work of all its departments and divisions is usually assigned to the head of the organization. General practice Submission of reports implies that the higher body sends to the organization that must provide a report on the work done, the structure of the forthcoming report, which indicates what specifically needs to be covered in the report on the work done, which numbers, indicators and areas of activity should be reflected in the forthcoming report.

The head of the organization introduces the departments to the structure of the report of each department, and each department draws up its own report on the work done. The manager checks all reports, if necessary, corrects them, and forms a general report on the organization's activities.

Basic requirements for compiling a report on the work done

And although compiling a report on the work done is a creative process, and it must reflect all aspects of the organization's activities, it is still a document, and not an essay on a specific topic, it must meet all the requirements of a business document. Therefore, the progress report should not contain any sentences with personal pronouns, for example, “I said, they did, we achieved” and the like. Here is a small example of what vocabulary should exist in the text of the report:

“The number of sales in the department of technology for the 2nd quarter of 2014 is 205,000, which amounted to 27% of total sales. This is 10% more than the number of sales for the corresponding period last year. The 2nd quarter sales level for the engineering department was up 7% compared to the 1st quarter. Such an increase in the level of sales was due to the expansion of the sales market (the creation of new points of sale, the activation of agents).”

You can not insert into the report on the work done, when talking about improving some indicators, such proposals as "thanks to the hard work of the leader, thanks to the improvement of the work of the team." Firstly, this is an incorrect style of drawing up a business document, and secondly, such proposals do not reflect true reason raising the level of indicators. What, before the leader worked not hard, but somehow? The team worked poorly before this reporting period, and then for some reason began to work well?

When compiling a report on the work done, in the relevant sections of the report, you can insert a description of some specific events, actions, presentations that contributed to the improvement of work, increase in indicators.

Progress report sections

So, what sections should a text report on the work done contain if a specific report structure is not attached to its compilation.

• The introductory part, where short description organization, its position among similar organizations in the city, region, or some other information about the organization or region where its activities are carried out
• Followed by reports on the work done by each unit (department). If the organization is small and does not have departments, then the main part of the report on the work done is compiled by the head of the organization based on the data provided by each specialist of the organization.
• The final part, which summarizes the results of the organization's work for the reporting period, draws conclusions about successes and miscalculations, and provides forecasts for future activities.

Progress reporting options

The structure of the report on the work done may have some other options related to the specifics of the activities of this organization, but it must contain the following data:

• A complete and objective report on all areas of the organization's activities, with numerical indicators, possibly diagrams
• Conclusions on the work of the organization for the reporting period
• Ways and prospects for the development of the organization for the upcoming reporting period.

Each of us many times in his life is faced with the writing and execution of various documentation. This documentation also includes a report that may be required both from a student at school and from an employee at his place professional activity. Therefore, it is important for everyone to know how to write a report correctly and format it. Writing reports is a rather broad topic, it includes many nuances, because reports are different in form and content. We will limit ourselves to the most popular cases, tell you how to write a study and work report, and also highlight the basic requirements for any kind of reports.

General rules for writing reports

How to write a report correctly? Any report must meet the following criteria:

1. brevity. The report must clearly and concisely state all the necessary information, using simple business language.
2. The report must begin with a properly formatted title page (required for large reports).
3. If you still need to write a large report, then you must also draw up a table of contents and indicate on one additional sheet the main thoughts and ideas of the report.
4. Clear structure. The report should be logically structured. At its beginning, it is necessary to bring up to date, indicating all the necessary data, in the middle - the main ideas of the report, at the end - conclusions.
5. The sentences in the report should be short and well-formed, there should not be huge paragraphs. The use of headings and subheadings is encouraged. The report must be readable.
6. To disclose the topic, if necessary, draw up annexes to the report: diagrams, figures, diagrams, tables.
7. The report is best presented in a special folder.

Work report

Often, managers and directors require special reports on the work done from employees. How to write a report in this case? Be guided by the form of writing and formatting reports that is accepted in your company, and all the above tips will suit you. In addition, for the working report, the following recommendations can be distinguished:

The report does not have to be drawn up on a form if it is accompanied by a letter or an explanatory note.

If a report on work for a certain period is transmitted to the boss, then transmittal letter in this case is not required.

The travel report must be submitted together with the entire package of necessary documents.

The report should be written on standard sheets (A4) and drawn up in accordance with GOST R 6.30-2003.

For a large report, it is necessary to draw up a title page; for a small report, the title of the report can be indicated at the top of the first sheet. First you need to indicate the word "Report", then - its subject and the period for which reporting is given.

The working report begins with an introduction, which describes the problem, objectives and goals of the work carried out. If the report is standard document with a specified frequency (for example, quarterly or monthly), then an introductory part is not needed.

How to format a report in its main part? Here you need to list and disclose all the types of work that you have completed, while you must specify the deadlines for completing each specific task. If there is, then you should indicate the difficulties in the course of the work or the reasons why the work was not performed properly, explain why this happened.

At the end of the report there is a conclusion in which it is necessary to indicate the conclusions and evaluate the effectiveness of the work done in accordance with the tasks set.

A work report is not just a piece of paper, it is an important document that can seriously affect your career, so take it seriously in writing and formatting.

Study report

Another type of report is student reports, the most popular among them is a practice report, so let's talk about how to write it correctly.

An internship report is an important document confirming the successful completion of an internship by a student. The final grade for the practice, which will go into the diploma, will depend on this report, so you need to take seriously its writing and design.

How to write a practice report, where to start? In the practice report, it is imperative that the title page be correctly formatted. Surely in your educational institution There are templates for the design of title pages, you can use the most suitable one and design your title page on its example. On the title page Your last name, first name and patronymic, the enterprise where you had an internship, and the period of internship (from what to what date) should be indicated.

The practice report begins with a description of the company where you worked. Indicate the basic necessary data - what is the name of the enterprise, what does it do, what are its main characteristics (how long has it existed, how big is the company, etc.).

If the practice was completely introductory and you did not take an active part in the work, then it will be enough to indicate basic information about the enterprise. Otherwise, the matter is field trip – most of The report must contain information about your practical activities and about its results.

Next, you should specify goals and objectives (this will benefit you). The goal is what you want to achieve from the practice, describe the goal specifically and accurately, you can specify different goals. For example, to gain new knowledge related to the profession, to consolidate and learn how to apply theoretical knowledge in practice, etc. Objectives are ways to achieve goals. For example, a systematic visit to the enterprise where the student is doing an internship, and a careful study of his work; conversations on professional topics with employees of the enterprise; performance various kinds work on the instructions of the chief, etc.

The next important and main point that should be described in detail is all the activities that you were engaged in in practice. Many teachers advise their students to write down all their activities on the report, even if it was a very short call to a client or a very light work assignment. One of the most convenient forms of writing this part of the report is as follows: first - the full date (mark all days of practice in order), then - what the student did on each day of practice, and after - micro-conclusion (what did the student learn, what experience did the student gain). You can not draw a conclusion from each entry, but draw it up at the end by entering all the necessary information there. Your main goal in this part of the work is to fully and competently tell about what you did in practice, what kind of work you had. You can also note the difficulties you encountered and indicate possible reasons their appearance or focus on what you liked most in practice, explain why.

The final part of the report on student practice is a conclusion, a conclusion. It is by the conclusions in the report that the teachers will judge how well you mastered the profession, what you could learn, how much you were able to apply your knowledge in practice. Pay special attention to the formatting of conclusions. Clearly and in order (you can list) state everything new that you have learned and mastered in practice. In any case, write honestly, you don’t need to invent something that doesn’t exist, an experienced teacher will notice artificiality. Let it be a simple and honest story, but detailed and detailed.

As for the design of the report, it must comply with the norms and standards. What exactly, you can ask at your faculty, they will surely tell you. Well, in general, the font should be simple (Times New Roman), size - 12 points, line spacing - 1.5. A clear division into parts, chapters, paragraphs and lists, if necessary, is welcome. The report should be readable and informative.

Now you know how to write a report on work or on educational practice. We have outlined all the basic requirements for such reports, we hope that our advice will help you.

Progress Report
representative of interests Russian Federation in the management bodies of the open joint-stock company "NAIFI"

Open Joint Stock Company "Research Institute of the Order of the Red Banner of Labor Photo Institute" (abbreviated name - OJSC "NAIFI") was formed by reorganization in the form of transformation of the Federal State Unitary Enterprise "Research Institute of the Order of the Red Banner of Labor Photo Institute". JSC "NAIFI" was registered on March 29, 2009 by the Interdistrict Inspectorate of the Federal Tax Service No. 46 for Moscow, under the main state registration number - 109774263985367. Certificate of state registration legal entity series 77 No. 04919010504, issued on March 29, 2009 by the Interdistrict Inspectorate of the Federal Tax Service No. 46 for Moscow. JSC "NAIFI" has the following legal and mailing address: 195161, Moscow, Ashinsky prospect, house No. 237, contact phones: ____________, fax __________, address Email: ____________ . The main activity is research. Since the moment of state registration of OJSC NAIFI, the types of activities have not changed, the authorized capital has not changed.

The activities of the Company in 2010 were carried out in accordance with federal law RF dated December 26, 1995 No. 208-FZ “On Joint Stock Companies”, Federal Law No. 129-FZ dated November 21, 1996 “On Accounting”, other legal documents, Order federal agency on State Property Management dated June 30, 2010 No. 1918-r “On decisions of the annual general meeting of shareholders of the open joint-stock company “Research Institute of the Order of the Red Banner of Labor Photo Institute”, other orders of the Federal Property Management Agency. Mandatory annual audit of JSC "NAIFI" based on the results of 2010 was carried out by OOO Firma "TIGA".

The authorized capital of the Company is 28,976,000 (twenty-eight million nine hundred seventy-six thousand) rubles and consists of 289,760 (two hundred and eighty-nine thousand, seven hundred and sixty) registered ordinary non-documentary shares with a par value of 100 (one hundred) rubles each. The owner of 100% of the ordinary uncertificated shares of the Company is the Russian Federation represented by the Federal Agency for State Property Management, in connection with which the Russian Federation has special right to participate in the management of the Company, the right - a "golden share". The size of the authorized capital of the Company complies with the requirements of Art. 26 of the Federal Law "On Joint Stock Companies" and exceeds a thousand times the amount minimum size remuneration established by the Federal Law as of the date of registration of the Company.
The issue of shares was not registered due to the fact that technical errors were revealed during registration in the statutory documents of NAIFI OJSC, which served as the basis for refusing state registration of the issue of shares. To eliminate data technical errors currently applied for Court of Arbitration Moscow. The Company has no preference shares.

In the reporting period, JSC "NAIFI" did not make investments, including those aimed at the construction of social, cultural and household facilities.

Structural changes in the range of services rendered by the Company, as well as in the shares of service markets that the joint-stock company has in 2010, did not occur.

In 2010, the annual general meeting of shareholders was held on June 30, 2010. Agenda: - approval of the annual report, annual financial statements, including the profit and loss statement of JSC NAIFI for 2009; approval of the distribution of net profit; - election of the Board of Directors of the Company; - election of the Audit Commission of the Company; - Approval of the auditor of JSC NAIFI was not carried out. The decision of the annual general meeting of shareholders of the open joint-stock company "Research Institute of the Order of the Red Banner of Labor Photo Institute" for 2009 was formalized by the Order of the Federal Agency for Federal Property Management dated June 23, 2010 No. 1918-r "On decisions of the annual general meeting of shareholders of the open joint-stock company "Scientific -Research Institute of the Order of the Red Banner of Labor "". In accordance with the decision of the annual general meeting of shareholders, the net profit in the amount of 321,200 rubles, which remained at the disposal of the Company, was used as follows:

Related article How to write a public report There is no single strict format for writing a report. Each organization, as experience is gained, develops internal rules and requirements for it. If this is your first time writing a report, try to make it meaningful and logical. Instruction 1 Determine the form of reporting. The report can be text and statistical. In the first, information is presented in the form of a coherent narrative, which, if necessary, is supplemented by tables, graphs and other illustrations. In a statistical report, the opposite is true: figures and diagrams are accompanied by brief textual explanations. 2 Set a time frame. The report can be written about the work for the week, month, quarter, year. But sometimes it is necessary to report on a specific event, the organization and conduct of which took several days.

Progress Report: Sample

You simply run the risk of being underestimated, because the boss does not have enough strength to finish reading about all your labor exploits that you barely managed to accomplish in a working week or month. 4 The structure of the presentation of information should be uniform throughout the document. Think about it, it may be more convenient to draw up such reporting in a tabular form.

The joke that sometimes it's harder to report on the work done than to do it has a good reason. By the way such a report is written, the person who will read it can get a clearer idea not only about the results of your work, but also about your business qualities.

Examples of progress reports. how to write a report

Smirnova P.P.;

• prepare Information Support meetings with HR-consulting LLC, send out invitations to participants, prepare a draft meeting program;
• take part in a conference on the problems of optimizing the use of working time, prepare questions and suggestions.

All tasks were completed, namely:

• letters to the tax and labor inspectorate prepared and sent;
• information materials for the meeting with HR-consulting LLC have been prepared, invitations have been sent out, a draft program of the meeting has been drawn up.
• took part in the conference memo with proposals attached to the report.

In addition, work was carried out with the incoming documentation, namely:

• prepared and sent two responses to requests from the labor inspectorate;
• responses to written appeals were given.

How to write a progress report for the first time

• HR records management
• Internal documents

The report on the work done allows the manager to evaluate the quality and speed of the tasks. The article provides sample progress reports and provides step-by-step instruction compiling a report on the work done.

Info

From the article you will learn:

• why do you need a report on the work done;
• what to write in a progress report;
• how to write a report: step by step instructions.

Why do we need a report on the work done The manager sets the task, the employee performs it - this is the essence of the labor process. The fact that the task was completed is recorded in the form of a report on the work done.

Progress report: sample and step-by-step instructions for compiling

Attention

Instruction 1 Working reporting has a different frequency and, accordingly, should have different content. If you write a weekly or monthly report, then your activities should be reflected in them in great detail, since they are intended for operational control.

How to write a progress report?

The volume of monthly reports on the work done is larger, but also mainly expressed in numbers. And quarterly, semi-annual and annual, most often, involve text versions of reports on the work done.

A text report on the work done is a creative process Compiling a report in numbers is a responsible task, but easier than compiling a competent, qualified text report on the work done. Compiling a report in a text version is a kind of creativity.

It should reflect the activities of a department or the entire organization as a whole, it should be written in the language of the document, but it should be easy to read, it should not contain excessive “water”, the text should be confirmed by numbers, it should reflect a comparison with the indicators of the previous reporting period or indicators of the same period last year, and it should end with some conclusions.

The chief accountant must report daily on the work done

In the "Main part" describe in more detail the sequence of your work:

1. preparation for project implementation;
2. stages of its implementation (indicate all resources used: marketing research, analytical work, experiences, business trips, involvement of other employees);
3. problems and difficulties, if any;
4. troubleshooting suggestions;
5. achieved result.

A report in the form of a table will look more visual, structured and concise. If you often have to compile ongoing reports on the work done, it will be convenient to prepare a template in which you regularly need to enter the necessary data. And in order not to forget anything important for the past working day, take a few minutes out of your schedule by writing down everything you did. Otherwise, you are bound to miss something.

How to write a report on the work done by an accountant

An even more detailed chain of "specific problem - causes of its occurrence - setting tasks - solution" immediately suggests the need to present a daily report in tabular form. Moreover, the names of the graphs are already known. The information presented in this way is easy to read and analyze.

Performance quantitative indicators In cases where the report consists mainly of numerical data, the tabular form can just be very difficult to understand. A continuous stream of numbers literally tires the reader after a few minutes.

Another thing is colorful charts and graphs. They are clear, understandable and easy to read. Each diagram must be commented on. In addition, it is necessary to indicate how the various graphs are interconnected; clarification of causal relationships will further facilitate the analysis of the report.

How to write a report on the work done by an accountant

Do not hire people whose data may interfere with the performance of duties. For example, a PC operator cannot be with long nails. This will degrade his performance. 5 Learn the Basics non-verbal communication and apply them in interviews. If the applicant constantly touches his head when answering questions, then this sure sign that he is lying. The information that he tells about himself should not be trusted. 6 Check professional skills, if possible. A resume can contain a lot of information, but it is not certain that it will correspond to the candidate's real skills. It is worth trusting only what you yourself see in reality. 7 Create a work-like situation to test the candidate's skills. Of course, the applicant should not know about the upcoming test.

How to write a report on the work done by an accountant

AT real life it is quite difficult for bosses to assess how well employees are doing their job if they do not see the results of their work. Therefore, in almost all enterprises, management obliges each employee to regularly draw up a report on the work done. Often this document is created with a frequency of 1 week. Thus, the authorities can see what the employees were doing, as well as how useful they were to the enterprise. Wrong example The document is in free form. Perhaps that is why it occurs a large number of reports that say nothing to management or make them think that the worker is not coping with the functions assigned to him. At the same time, a particular employee can be a real hard worker and overfulfill his plan. The reason for this is an incorrectly drawn up report on the work done.

How to write a report on the work done by an accountant sample

Drawing up a report on the activities of the entire organization as a whole, the work of all its departments and divisions is usually assigned to the head of the organization. The general practice of submitting reports suggests that the parent body sends to the organization that must provide a report on the work done, the structure of the upcoming report, which indicates what exactly needs to be covered in the report on the work done, which figures, indicators and areas of activity should be reflected in the upcoming report .

The head of the organization introduces the departments to the structure of the report of each department, and each department draws up its own report on the work done. The manager checks all reports, if necessary, corrects them, and forms a general report on the organization's activities.

Nataliya

I wonder why it be strong

The technology of "Management by objectives" - MBO (Management by objective) was proposed by Peter Drucker in the 50s of the twentieth century. At that time, the West clearly began to understand that Western methods require change and correction. Today, many methods are used in management to evaluate the effectiveness of both companies and individual employees. These are, for example, a balanced scorecard BSC (Balanced Scorecard), management by MBO goals, performance management Business BPM(Business Performance Management), management based on key performance indicators - KPI (Key Performance Indicators). In the Soviet Union in the 60-70s of the 20th century, the concept of program-target planning (PTP) became widespread, the ideas of this concept are largely in common with the ideas of MBO. Majority American companies use MBO ideas in planning and management. This technology is taught in almost all American schools business. And some authors attribute America's economic success to this approach. One of the functions of the manager is setting tasks for employees and monitoring their implementation. The efficiency of project implementation, competitiveness, and, ultimately, the profit of the company depend on the fulfillment of such tasks. The fact that the manager has a convenient task management tool is a guarantee of his personal effectiveness and the coordinated work of all employees. The key is the concept of SMART tasks - these are operational instructions and activities formed within the framework of the company's existing goals. Each task is formed in accordance with the SMART principle. The task in this case is considered not as a task (operation) within the framework of a business process, but as a task-goal for an employee for a period. The task can be decomposed (allocated) from a larger task-goal, formed for a long period. For example, as part of the task of creating a company's website, an employee may have the task of choosing a contractor for a month. Smart tasks have their own weight in the general list and must be approved by a higher manager. Unapproved tasks are not included in the calculation of the employee's performance. The initiative for the formation of tasks comes from both the leader and the performer himself. An experienced employee is able to independently prepare a plan of his work, using the principles of SMART. In this situation, the manager will only have to approve the tasks before execution, and in the future to ensure control. At the end of the period, the employee must transfer the completed tasks to the manager. In other words, the responsibility for the process of "delivery-acceptance" of the task lies with the employee. When summarizing the results for the period, the manager evaluates the performance of the task on the basis of predetermined criteria. This provides high level objectivity of assessments.