How to write and structure a report.
Writing a report is easier when you follow a clear structure. Here’s how to format each section professionally.
1. Title page.
This should include your report title, the author’s name, the publish date, and any relevant job title or company name. This page should have a simple but formal design with effective use of white space and a clear information hierarchy.
A legible sans serif font is preferred for readability from the title page and throughout the report.
2. Contents page.
A contents page lists each section of the report with the corresponding page numbers. This helps the reader quickly find what they need. It’s crucial the contents page is easy to navigate. That means using clear headings and sub-headings to break down the different overall sections and the sub-sections that sit within them.
It’s important to make sure this page is updated if any pages are added or removed.
3. Executive summary.
This is a short overview of the report’s purpose, findings, and conclusions. Though it comes at the beginning of the report it’s generally the final thing to be written.
The main thing to remember here is to keep things concise and only include essential information. You’re trying to paint a top-level picture, rather than cover in-detail the report’s contents.
4. Introduction.
The introduction to your report sets the context. It explains the aim, background, and scope. Lead with the most compelling statistic or problem and make clear how your report will address this.
Clarify what falls within the scope and outside of the scope – for example, if you’re only covering a specific time period or focusing on one product category. Consider briefly factors that may have contributed to the problem or challenge.
5. Main copy (body).
The body of your report should be divided into sections with subheadings to make it easy to scan and navigate. Sections may include methodology, findings, analysis, recommendations – as well as an introduction and conclusion.
Each section and page should have a clear visual hierarchy, so the reader knows where to look next. Pages should make use of bullet points to break down key points and bold text to highlight important phrases.
Favour Plain English, with short sentences and paragraphs and everyday language where appropriate. Include data, analysis, and discussions. If possible, use visuals such as charts and graphs to support your points.
6. Conclusion.
This is where you recap the key findings of your report. Your conclusion should offer clear, concise recommendations or next steps. The aim here is to contextualise the findings rather than simply repeat sections.
You want to show how your analysis has solved – or gone some way to solving – the problem it set out to tackle. It’s crucial to follow the data and evidence and remain objective and clear-headed. But make clear what needs to happen as a result of your findings and what could potentially go wrong if it does not.
Be concise too. A good conclusion should conclude its findings in no more than five paragraphs. And those paragraphs should ensure every word has earned its place. There should be no waffle or waste in a concluding statement.
7. References.
Your report is only worth the information it is based on, right. Whether that’s your own proprietary data or third-party data from the government or an industry body. Or you’re drawing on insights from reports published by other brands or influential organisations in your space.
Either way, it’s crucial to reference all this source information so readers can easily find where you got it and ascertain it can be trusted. At the end of your report, include a list of all sources of data, quotes, and research used in your report – and add in-text citations too.
Choose one referencing style and stick with it. If you’re familiar with one from college or university, it may be worth using that. In business, the main ones are Harvard and APA. Find the right citation style for your professional report.
Business report examples.
There are many types of business reports that each have a specific purpose. Here are a few common examples used in workplaces in the UK.
Financial reports.
These reports summarise financial performance, budgets, and forecasts. They’re usually presented to stakeholders and executives, and include income statements, cash flow data, and profit margins.
Progress reports.
Progress reports are used to track milestones on ongoing projects. Common in project management or client communications, they include status updates, delays, and risks.
Market analysis.
Market analysis presents data on market size, trends, competitors, and target audiences. It is often used in strategic planning or product development.
Marketing and sales reports.
If you need to detail campaign results, lead generation, and ROI, you’ll want to create a marketing and sales report. These usually include key metrics like CTR, conversion rate, and pipeline status.
Employee progression reports.
Used by HR or line managers to assess development, employee progression reports include goals, training updates, feedback, and promotion readiness.
Editable report examples and template ideas for your business.