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8 steps to write an effective project status report
Effective project status reports are the best way to keep your stakeholders aligned and in the loop during your project progress. These high-level updates proactively let your team know if a project is on track, at risk, or off track—so you can course correct if necessary to hit your deadlines every time. Learn how to create project status reports in a few easy steps, plus check out a template you can use right away.
It’s the end of the week and here you are again: having to dig through a variety of spreadsheets, emails, and tools to patch together an update of how your project is doing.
Instead of manually assembling this information, use a project status report template to streamline this process for you. That way, you spend less time on unnecessary data gathering and more time on work that matters.
Whether you’re gearing up for your first ever project status report or you’re looking for a better system than the one you currently use, this article will walk you through what a progress report is, how you can build one, and how to use project status reports to hit your project deadlines on time, every time. Here’s how.
What is a project status report?
Project status reports are timely updates on the progress of your projects. Written concisely, project reports offer high-level information about project progress, so team members get at-a-glance insight into what’s happening within the project. With a timely status report, you can ensure your entire project team and cross-functional stakeholders understand what’s on track, what’s blocked, and what’s coming next.
Regularly sharing project status reports is important because they help you keep all project stakeholders in the loop and aligned on how your project is progressing. They answer the questions everyone has before team members even have a chance to ask them. They show and tell your team that you’re on track, making you (and everyone else) feel confident.
How often you share project status reports depends on your project’s timeline. Some projects benefit from weekly reporting, while others only need to be updated once a month. Schedule your project reports as frequently as is helpful for your stakeholders. These shouldn’t be reactive reports on things going poorly—rather, effective reports keep your team updated on the project’s progress, whether the project is on track, at risk, or off track.
The benefits of effective project reporting
Reporting isn’t just something you should do for the sake of doing it. Effective reporting has a variety of benefits. When you correctly report on project status, you effectively:
Keep track of project health
The worst thing for a project is when you arrive at the end of the timeline and realize you were off track the whole time. No one likes being blindsided—and as the project manager, you’re empowered to make sure your team is aware of your project health at all times.
Progress reports are a way to do that without too much manual work. Because these reports mix high-level summaries with some important metrics, everyone has a sense of the project's health. And if the project is off track? You can quickly and proactively fix it—so you still hit your project deadline on time and on budget.
Summarize project progress
Project status reports are not real-time reports. These reports are summaries of what happened during the past week, two weeks, or month of project work. They’re an opportunity for your stakeholders to stay informed on how well you’re sticking to the project plan .
If you’re looking for tips on how to report on projects in real time, check out our article on universal reporting tools for every team .
Reduce manual work
As the project manager, you already have enough on your plate. You don’t need to also spend hours every week or month grabbing data from different places. Project reporting tools make it easy to find all of this information in one place, and create a project status report with the click of a button.
Share next steps and action items
Project status reports should go out to your project team, project sponsor, important stakeholders, and cross-functional team members. Because these are high-level reports, they’re appropriate for anyone who wants to stay informed about project progress.
This is the optimal way to let everyone know what’s happening without getting into the details. If there are important project next steps or action items, share them here so everyone knows what to expect.
Proactively identify blockers
If your project isn’t on track, your status report lets others know what the delay is and what you’re doing to resolve any blockers, allowing you to show off your proactive approach to getting things back to where they should be. Similar to the project risk management process , proactive status reporting helps you identify and overcome issues before they impact your project timeline.
Say goodbye to status meetings
The day of the status meeting is over. We now know these aren’t effective ways to spend your time. Unlike face-to-face meetings, project status reports are shared in a central tool that team members can check asynchronously when they want to. They can refer back to the information, or dig deeper into the project if necessary. Save your face-to-face meeting time for valuable meetings like brainstormings or all hands.
Before you report: Combine reporting with effective project management
The biggest benefit of project status reporting is that it reduces your manual work, centralizes information, and makes it easy to keep everyone up to date. If your information is scattered across multiple tools, you can’t effectively use project reporting templates—you still need to manually open this Excel spreadsheet and that team email to gather your information.
Instead, make sure you’re using project management software as your central source of truth. With project management software you:
Have a central source of truth so team members can see who’s doing what by when.
Can easily visualize project information in a Gantt chart , Kanban board , calendar, or spreadsheet-style list view.
Create status reports with the click of a button.
Offer a place for team members who read the status report and want more details to look and find the information they need.
Have access to additional project information, like your project plan, communication plan , project goals, milestones, deliverables , and more.
Naturally, we think Asana is a great option. Asana is a work management tool your entire team can use. Your cross-functional collaborators need a way to view past status reports. Your key stakeholders need a bird’s eye view of the entire program or project portfolio management progress. And your team members need a way to track individual work throughout the project lifecycle.
8 steps to write a great project status report
So, how do you go about doing project status reports? Be sure to create a clear structure you can use consistently for all future status reports. You should also make sure it matches with your project brief to keep your report on topic.
Follow this guide to understand what to include in your project status report, and watch as we put each step into practice with an example of an Employee Satisfaction project.
1. Build your report where work lives
Before you build your report, make sure you’re already tracking your work information in a project management tool. That way, you don’t have to manually grab information from a host of sources—instead, you can reduce manual work and create a report with a few clicks.
Starting off with a project management tool makes it easy to capture dependencies and note upcoming tasks so you’re never blindsided about your project health.
2. Name your report
A great option is to simply use the project name for clarity. If you’re reporting on this project regularly, you should also include a date or timestamp.
Example project report title: February 2020 - Employee satisfaction initiative
3. Indicate project health
The project health is the current status of the project. Project health may change from report to report, especially if you run into blockers or unblock big project risks. Look for a project management tool that allows you to communicate the project’s status and whether or not it’s on track. One way to do this is to use a color coding system (green = on track, yellow = at risk, red = off track).
Example project health update: Project status is on track.
4. Quickly summarize the status report
Your project status report summary should be brief—about 2-3 sentences. The goal here is to give readers who may not have time to read the entire report a quick TL;DR of the most important facts.
This is the first section of your report, so it’s the best place to:
Include highlights
Flag major blockers
Note unexpected project risks
Example status report summary: Our survey results are in and being reviewed. At first glance, we’re seeing 80% employee satisfaction, up 3 points from the last survey. The Engagement Committee is working with the Executive team on what new engagement initiatives to implement in our key target areas, which include career growth and transparency.
5. Add a high-level overview of each key area
Depending on your project, your key areas may vary from report to report, or they may stay consistent. For example, in an Agile project that’s continuously improving, you’d likely use dynamic key areas that cover the things your team worked on during the last sprint. Alternatively, for an event planning project, there are a set number of key areas that you always want to touch on, like promotion, signups, and speakers.
For each key area in the status report, add a few bullet points that give an update on progress, accomplishments, and upcoming work.
Example high-level overview of a key area: Survey results
70% of employees took the satisfaction survey.
Our overall satisfaction rating is 80%.
Only 57% of employees report having a clear path towards career advancement, down 5% since the last survey.
41% of employees listed transparency as the number one improvement they’d like to see.
6. Add links to other documents or resources
While you shouldn’t include every little detail about how your project is going, some people will want to know more. For stakeholders who are looking for more in-depth information, provide links to documents or resources. This can include more specific project information, like links to specific project milestones , or the broader impacts of the project, like a reference to the business goals the project is contributing to.
Example: Include a link to the employee satisfaction survey , as well as to the larger company OKR around increasing employee engagement over the course of the fiscal year.
7. Flag any blockers the project has run into
All projects run into roadblocks. These can come in the form of project risks , unexpected increases to the budget , or delays that impact the project timeline . Keeping stakeholders in the loop when issues arise will help everyone adjust accordingly to stay on track.
Example roadblock: The executive team wants to look at results before the engagement committee meets again, but won’t be able to do so for another three weeks. This will delay our overall project timeline.
8. Highlight next steps
These could include a list of next steps, kudos you want to give someone, or anything else you want to highlight.
Example: Thank you Sarah A. for sending out multiple communications to employees encouraging them to participate in the survey!
Template for creating your project status report
To quickly put everything you learned in the previous section to use, write your next project status report using this easy-to-fill-out template:
Report name:
Name your report. This can be as simple as the project name and the date of the report.
Project health:
Is the project on track, at risk, or delayed?
Include a short description of the most important takeaways from your project status report here. Keep in mind that busy stakeholders may only look at this section, so include any highlights or blockers the entire team needs to know about
Key area 1: High-level overview
Specific details about progress, accomplishments, and upcoming work.
Key area 2: High-level overview
Key area 3: High-level overview
Additional information and links:
Link to relevant project details or higher-level project information that stakeholders might be curious about. This section is a chance for team members to dig deeper on specifics, or understand how the project initiative fits into your larger strategic goals .
Are there any challenges you’re facing? How will you resolve them?
Additional notes or highlights:
Are there any additional things your team needs to know? What are the main next steps?
Example project status report
While a how-to guide on writing project status reports is helpful, sometimes seeing a real-life example allows you to really see what your own update could look like, right? We thought you might agree, so here’s an example you may find useful:
Report name: Ebook launch
Project status: On track
Great progress this week! We are still in the concept phase, but Avery Lomax will be choosing a topic this week. Content and Design teams are standing by and ready to get started once we give the go ahead.
Planning team met to discuss an overall topic
We have three final ideas and will choose one on Friday
A brief is due to the Content team the following Thursday
The Content team is ready to start writing copy as soon as our idea is finalized
They are gathering pertinent company information that should be included
Design reviewed five ebook examples to determine the style they liked
They will be choosing a template by next Tuesday
Jen is out of the office all next week so please direct any content questions to Joy
Thank you to Henry for curating a huge list of topics for us to choose from!
Issues/challenges:
The e-book’s deadline is tight, as we all know. It’s critical that we’re all working in our project management tool to keep everyone organized and on track. Thanks!
Streamline reporting with a work management tool
The above report is clear and easy to follow. By building this report in a work management tool like Asana, you can automatically fill each section but the summary. Here’s what the above report looks like in Asana:
![[Product UI] Example Asana project status report for an ebook launch meeting (Status Updates)](https://assets.asana.biz/transform/f4db2f8c-dc13-47b9-86ae-b8835fccb5ac/inline-how-project-status-reports-1-2x?io=transform:fill,width:1680&format=webp "sample project end report")
Project status reporting best practices
Now you know what to include in your project status report, but you may still have a few additional questions. As you’re creating status reports for your project, these best practices will help you formulate a winning update.
How often should you report out?
The frequency with which you send project updates depends on the type of project you’re running. If your project has a short timeframe, or if things are moving quickly, aim to send weekly project status reports. Alternatively, if the initiative you’re reporting on is a long-term project, you probably only need to send biweekly or even monthly reports. The most important thing is making sure your project stakeholders are up to date.
When you use a project reporting tool, you can set a task for yourself to always send status reports on a certain day each week. These recurring reminders make it easy to keep stakeholders informed, whether you're sending weekly status updates or monthly progress reports. Either way, stakeholders will begin to expect your updates, which means less frequent check-ins from them (plus they’ll appreciate always being in the loop).
By sending regular reports, you can avoid multiple meetings related to a project (we all know unnecessary meetings have their own reputation ). Skip the check-in meetings and save your time for more important work.
Who should you include?
It depends on the project and who is involved, but typically plan to send an update to any stakeholders working on your project. You should have created a stakeholder analysis—outlining all stakeholders, sponsors, and team members—during the project planning process, but refer to your project plan if you aren’t sure.
Even if that week’s status report doesn’t affect a particular team member, you should still share it with everyone. It’s important for everyone to have a high-level overview. Team members who don’t need to review the report in depth can quickly skim your summary section, while others who are more involved can dive into the details you’ve provided.
How detailed should you get?
A project status report shouldn’t offer every little detail. Let the work tell the story—you’re simply curating information and adding a little color. Think of a project status report as a top line message—just the most important pieces of your project that affect most of stakeholders should be included.
You should always indicate whether the project is on track, at risk, or off track, give a quick summary of what’s complete and what’s upcoming, then link out to other resources for people who want more details.
Where should you write your project status report?
The best way to draft and share status updates is with a work management tool . Look for a tool that offers an overview of your project, so your team has a central source of truth for all project-related work. That way, instead of managing projects in spreadsheets , you can keep it all—status updates, project briefs, key deliverables, and important project milestones—in one place. Your reports will be easily shareable, and stakeholders can look back on previous reports at any time, avoiding email overload on your end.
![[Product UI] Example Asana Project Overview for a product marketing launch project (Project Overview)](https://assets.asana.biz/transform/b98ec6f2-2167-42f3-8bb5-4c7964970294/inline-how-project-status-reports-2-2x?io=transform:fill,width:1680&format=webp "sample project end report")
Wrapping your project up: summarizing your work
The status reports we’ve been talking about are always sent during a project to keep everyone in the loop. However, once the project is finished, it’s smart to send out a final summary report. Think of this as the executive summary for your project. This is your chance to offer stakeholders a wrap-up to the project. Use it to officially close it out.
Again, it’s a high-level overview, but instead of including updates and statuses, you’ll provide a summary of how the overall project went. Here are a few questions to answer in a project summary report:
What were the goals of this project and were they met?
Was the project completed on time and on budget (if applicable)?
What successes should be highlighted?
What challenges did we run into?
What can we learn from this project to help us on future projects?
Keep every stakeholder on track with status reports that write themselves
If you’re looking to over-deliver on your next project, try sending project status updates. They keep you productive, efficient, and accountable, while giving everyone else a quick (and engaging) look into what’s been happening.
Use the resources we’ve provided to create reports that give just enough information without diving into too much detail. Find a project management solution like Asana that has features designed specifically to help with status reports. You’ll save time and be as organized as possible.
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Project closure: 8 steps to finish projects confidently
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What is an End of Project Report? – Planview AdaptiveWork
An end of project report is used by project managers and their team at the end of a project to determine how the project performed. Whether your end of project report is as short as a single page or long enough to fill a three-ring binder, the purpose of the report is the same:
- Document what the project team delivered
- Provide a project evaluation in terms of work quality
- Evaluate budget and schedule performance
Since the purpose of an end of project report is to evaluate how a project performed, be honest and be objective.
What Should an End of Project Report Include?
Although the end of project report can take a number of formats, including a formal presentation, an entry in a project management tool, or a document that can be passed around to different stakeholders, each of the below should be included in an end of project report:
- A description of the process by which the project was approved, and the business case for undertaking the project.
- A summary of the project execution, including whether the project met its objectives.
- Details of the project’s budget performance and timeline performance.
- A list of factors that affected the project results.
- If possible, a description of the financial impact or other benefits the project will provide.
- Attachments or appendices containing summaries (or the full text) of important project documentation, such as the scope document , project plan, test results and final approval/acceptance.
Why is an End of Project Report Necessary?
If your project involves work for an external customer, your end of project report may be required by contract, especially if the amount or timing of a final payment will depend on the information in your report. Even when a final report is not specifically called for in a contract, internal and external stakeholders will likely be expecting one, so it’s best to deliver your report as soon as possible after your project work is complete. Your report will serve several purposes, including:
- Informing senior stakeholders, who may not have been actively engaged during any phase of the project, that the project is complete.
- Informing other departments or organizations that work is complete, and that no further resources will be needed for the project. This allows funding and employee availability to be released for use on other projects.
- Documenting any variances from the planned budget or schedule, along with explanations as to why the variances occurred. This can help you draft a more accurate project plan when you manage similar projects in the future, and can also help other project managers plan their own projects.
- Recognizing the efforts of the employees who worked on the project, especially those who contributed more than was expected of them. This type of formal recognition can go a long way toward building and maintaining employee engagement.
There’s no way of knowing who may eventually read your end of project report, or what they may need to get from it. That means that your report should include enough information so that even someone unfamiliar with the project will be able to understand the purpose, execution and end result of the project, without being overloaded with too much information.
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8 Steps to Writing a Project Closure Report [Free Template] var cid='4644102883';var pid='ca-pub-9060488763531155';var slotId='div-gpt-ad-projectpractical_com-box-3-0';var ffid=1;var alS=1002%1000;var container=document.getElementById(slotId);var ins=document.createElement('ins');ins.id=slotId+'-asloaded';ins.className='adsbygoogle ezasloaded';ins.dataset.adClient=pid;ins.dataset.adChannel=cid;ins.style.display='block';ins.style.minWidth=container.attributes.ezaw.value+'px';ins.style.width='100%';ins.style.height=container.attributes.ezah.value+'px';container.style.maxHeight=container.style.minHeight+'px';container.style.maxWidth=container.style.minWidth+'px';container.appendChild(ins);(adsbygoogle=window.adsbygoogle||[]).push({});window.ezoSTPixelAdd(slotId,'stat_source_id',44);window.ezoSTPixelAdd(slotId,'adsensetype',1);var lo=new MutationObserver(window.ezaslEvent);lo.observe(document.getElementById(slotId+'-asloaded'),{attributes:true});
Every project no matter how complex it may be will eventually come to the end of its lifecycle. One of the most significant documents that have to be submitted once a project reaches its end is the Project Closure Report.
The Project Closure Report is the final document produced upon the completion of a project. The report details everything to do with the project is often used by the various stakeholders involved in the project to assess the success of the project. Besides the assessment of the project’s success, the document is also an invaluable tool to use for identifying the best practices to ensure that all future projects go on smoothly.
1. Give The Project Overview Including A Summary Statement
The first step to writing this project closing document is to give your general overview of the whole project and the summary statement. An overview statement is a brief description of what the project was about. It looks at the ‘what’ side of a project. It looks at what needed to be done during the project and how it was actually done. In addition, an overview looks into and describes things like the Opportunity/Problem, Goal, and Objective, Success Criteria and any risks or assumptions about the project.
On the other hand, the summary statement of the project in a Project Closure report will be looking at the overall summary of what’s in the report. One important thing to note is the key difference between the project overview and the summary statement. The overview is about the project, its scope, and the activities that were done and the summary statement is about the report itself and things contained in the report.
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2. Describe The Results And Outcomes Of The Project
Before you set out to do your project, chances are, you first wrote down your key performance and indicators and key targets. In addition to the KPI’s, another thing you probably had was outcome targets. On this section, the goal is to look at the whole project in relation to the Key Performance Indicators that you would have set and see the outcomes achieved from that.
What are the project outcomes? Project outcomes refer to the level of performance or achievement that would have occurred due to the activities of the teams on the project. However, measuring project outcomes correctly is not an easy task. There are three metrics that you can use to determine if your project outcomes were positive or negative. The metrics are stakeholder satisfaction, project cost, and overall quality of the project.
3. Describe The Project Scope, Project Schedule, And Project Cost
When a Scope analysis is initially done, everything including the project costs is factored into the initial analysis. These figures, however, will vary and shift as the project goes which is why it’s important to do such a comparison of the actual vs the targeted costs to see whether you ended up going over budget or remained under budget.
4. Project Performance Analysis
i. Goals and Objectives Performance
Before you began the project, in the project outline, what were the set goals and objectives for the project? What did you hope to have achieved by the end of the project? How many of those goals have actually been achieved? In addition, how many of those have had to be revised as the conditions on the ground changed?
The questions above are some of the key questions that should be asked when looking at the Goals and Objectives Performance Analysis of the project.
The success Criteria is the one that deals directly with the KPI’s. One thing great project managers do before they embark on a new project is to define success before the project begins. The definition of success for a project can differ from one project to the next. Therefore, you have to look at how you defined the success of your project and check to see whether you got there.
iii. Schedule and Budget Performance
Lastly, under performance analysis, you will have to look at your Schedule and Budget Performance. On your project Scope, what were the set deadlines? Did you meet those deadlines? If not, what were the main reasons for the failure to meet the deadlines? The same questions will apply when you look at your budget. Was it enough or did you have to go to the bank or client for more funding?
In any case, the key thing would be to analyze and compare your actual performance with your set targets.
5. Project Highlights (Important Aspects Of The Project)
Compiling the highlight report and adding it to the project closure report should not be hard. It is recommended that you should at least make a highlight report at the end of each week throughout the course of a project updating the different stakeholders involved in the project of the project’s current progress.
If you have those reports, then you can just refer to them and pick the key points from each of the weekly reports to combine them into one master report to include in your final Project Closure Report.
6. Write And Outline The Challenges Faced And Risks
Every Project has its challenges and risks. This section will enable you to highlight all the challenges that might have been faced throughout the course of the project. One thing about challenges especially in relation to projects and project management is that they can be difficult to foresee. Apart from that, no matter how carefully you plan at the inception of the project, you can never plan around every potential challenge.
For future reference and presentation to stakeholders, you should use this section to highlight every challenge you faced throughout the course of the project. In addition to listing down the challenges, you should also highlight how the challenge affected other aspects of your project including your budget and schedule.
7. Write About The Lessons Learned During Implementation
One source of valuable lessons for any project are the challenges. When you overcome the challenges faced when doing a process, chances are, you will learn one or two things. Use this section of your Project Closure Report to highlight what you learned.
During the course of the project, you will also be working with different stakeholders from different industries. Sometimes these stakeholders can teach you different techniques to help work get done faster which is valuable. If you learned such techniques from the various stakeholders you would have worked with throughout the project implementation, then you should use this section to highlight those lessons.
The reason why it’s important to note down the lessons learned in this project closing document is that later on when doing another project, you can always reference the report of your previous project to look for common pitfalls and how you can avoid those pitfalls.
8. Add Recommendations Based On Lessons Learned
A Project Closure Report is an important document that signifies the formal project closing. One thing to remember when working on the report is to pay attention to detail especially on performance analysis. Paying attention to detail especially when a project goes over budget will help you avoid falling into the same pitfalls in the future.
Related posts:
- 10 Steps to Implement PMO and Project Management Processes in Your Organization
- 12 Steps To Writing a Lessons Learned Report [Free Template]
- Project Scope Creep Explained with Examples
- Project Cost Estimate vs Project Budget: Concept, Examples
- Can Project Managers Handle the Future of Distributed Teams?
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End Project Report
The end project report is produced by the project manager towards the end of the project during the closing a project process and is used by the project board to evaluate the project before they make the decision to authorize closure. It is one of the main outputs of the Closing a Project process and will be read by the Project Board and it is seen as a report on the performance of the project.
The end project report is the project manager’s report to the project board that confirms delivery of outputs to the customer. It provides an overview of what went well and not so well, a review of the benefits as compared to the expected benefits that were listed in the business case, and a review of how well the project went according to the project plan. It can also confirm that products have been accepted by the customer.
The following image is an example of the End Project Report from the PEN Sample Project:
The End Project Report is derived from the following:
- Project Initiation Documentation (from the initiation stage)
- Business Case (from the initiation stage and last stage)
- Project Plan (from the initiation stage and last stage)
- Benefits Management Approach (from the initiation stage and last update)
- Registers (Issue Register, Quality Register and Risk Register)
- Lessons Report that was created during the Closing a Project process
Format of the End Project Report
- The End Project Report can take a number of formats:
- E.g., A presentation to the Project Board (physical meeting or conference call)
- A document (e.g., word / PDF)
- Or email (for smaller projects)
- A report in a project management tool.
End Project Report Quality Criteria
- Project Managers summary of the performance of the project in their words
- Review of the Business Case (compare the versions) and comment on benefits and changes to ROI.
- Comment on the six-project objective: Time, Cost, Quality, Scope, Benefits and Risk
- Comment on Team Performance
- Comment on products: Current status, quality information, how products were tracked, handover process, …
- Overview of lessons
- Summary of issues and risks
Tips from Frank
- Ask the Project Board how they would like to receive the End Project Report and suggest presenting it.
- Keep the report as simple as possible
- Use the existing project information to create the End Project Report
- Check if the Project Board bothered to read it.
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Conclusion Examples: Strong Endings for Any Paper
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- PERMISSION Used under Getty Images license
Some might argue that a conclusion is one of the most important components of any research paper or article. It's your last opportunity to make a good impression on your reader. If you can confidently say you’ve fully answered the question posed, or are leaving the readers with a thought-provoking consideration, you've done well. Explore a variety of different papers with great conclusion examples.
Professional Conclusion Examples
When it comes to good conclusion examples, a good rule of thumb is to restate your thesis statement if you have one. Your conclusion should also refer back to your introduction, summarize three main points of your essay and wrap it all up with a final observation. If you conclude with an interesting insight, readers will be happy to have spent time on your writing. See how a professional writer creates a thought-provoking conclusion.
Professional Essay Conclusion Example
The New Yorker published an op-ed by Fergus McIntosh titled A Trip to St. Kilda, Scotland's Lost Utopia in the Sea . He's making the case that St. Kilda's inhabitants are not out of touch as so many travelers seem to believe. Take a look at how he brings it all home.
"Mainlanders always knew that St. Kilda was there, and to describe its people as uncontacted is hyperbole — so why does it, in common with other abandoned places and lost or threatened cultures, arouse such fascination? Perhaps it’s because, in our globalizing, urbanizing, capitalist age, such places remind us that there are alternative ways to relate to the world, and the people, around us: they spur our utopian imagination."
Scientific Paper Conclusion Example
In this research paper , the author summarizes her main findings while also supporting the conclusions she's drawn. In an effort to fully engage the reader in her area of study, she proposes suggestions for future research. This was her way of leaving the readers wanting more.
"Recent research on cold-water immersion incidents has provided a more complete understanding of the physiological processes occurring during drowning and near-drowning accidents. Current findings suggest that the cooperative effect of the mammalian diving reflex and hypothermia plays a critical role in patient survival during a cold-water immersion incident. However, the relationship between the two processes is still unclear. Because it is impossible to provide an exact reproduction of a particular drowning incident within the laboratory, research is hampered by the lack of complete details surrounding drowning incidents. Consequently, it is difficult for comparisons to be drawn between published case studies. More complete and accurate documentation of cold-water immersion incidents—including time of submersion; time of recovery; and a profile of the victim including age, sex, physical condition—will facilitate easier comparison of individual situations and lead to a more complete knowledge of the processes affecting long-term survival rates for drowning victims. Once we have a clearer understanding of the relationship between hypothermia and the mammalian diving reflex, and of the effect of such factors as the age of the victim, physicians and rescue personnel can take steps to improve patient care both at the scene and in the hospital."
Report Conclusion Example
This is the end of a book review by Nanette Scarpellini for the Journal of Air Transportation World Wide . Scarpellini uses her conclusion to reiterate her main points about the author making what could be a dull topic entertaining and offering a suggestion for a future edition. Take a look at how she wraps it all up in her conclusion.
"Aviation History is a collection of significant events in aviation accented by the people who made it happen and correlated with world affairs. The book’s use of color and vivid stories helps to make the advancements come to life as something more than significant events on a timeline. While at times the stories may clutter the page, they also breathe life into what is considered by many to be a dull subject. The author’s enthusiasm for the topic is obvious throughout the book. More thorough proofreading could help alleviate some of the confusion that is caused by typos and a few mislabeled illustrations. The credibility of the content does not suffer due to these obvious errors which will likely be corrected in the next edition."
Examples of Conclusions for Students
While not all students are professional writers, you can still wow your audience with your conclusion. As you review these, take note of the manner in which the writer tied their ideas together, made a call to the reader or left off with some compelling food for thought.
College Essay Conclusion Example
Here we have a college entrance essay worth reading . This student recalls when she used to sit in a blue armchair in her parents' café and read, people-watch and imagine. In the conclusion, she refers back to the blue armchair and that cozy world but also looks forward to finding her niche. You'll see why Johns Hopkins uses this on their website for the model of college entrance essays.
"To say that I have figured out all of who I am would be a lie. Unlike the world of fantasy, there is no single defining moment—no Excalibur, no Sorting Hat—that marks my complete evolution. My niche in the world constantly changes, but what remains steadfast is my commitment to a life of service and adventure, albeit it isn’t as cozy as the blue armchair."
Thesis Conclusion Example
When it comes to a thesis or research paper conclusion example, it's important to end it on a high note. See a thesis conclusion example to get an idea for your thesis paper.
The purpose of this research was to identify effective strategies for dealing with repetitive motions identified in individuals with Autism Spectrum Disorder. Based on the analysis conveyed, it can be concluded that there are multiple behavior modification therapies important for the improvement of this behavior. Future exploration into behavior modification techniques could be useful to finding further therapy techniques. The amount this could improve the lives of others with repetitive motion behaviors is worth exploring.
Conclusion Example for Project
When you think of a project conclusion, there are all different types of projects out there. You might be doing a literature project or a science project. Whatever the case, you want to end with a bang. Check out a conclusion example for a high school science fair project.
Through my analysis of Huggies and Pampers brand diapers, it’s been proven that Huggies is the sure winner in leak protection and fluid retention. As you can see through my experiment, using Huggies over Pampers can help parents to avoid embarrassing diaper leaks and ensure their baby’s skin stays dry avoiding diaper rash and skin irritation. But that begs the question, is Huggies the best in leak protection among all brands? That would take a bit more research.
Formulating Your Conclusion
There is some important information you need to write a conclusion . In addition to restating your thesis and highlighting your main points, you could add a relevant quotation from an authoritative source. This will not work in every case, but if, for example, you were writing a reflective essay on a piece of literature, you might quote a famous scholar who also reviewed that piece.
Additionally, it may be worth taking this opportunity to tie your argument to a larger context, such as relating your central theme to a particular group in society or even a global concept.
What Not to Do in a Conclusion
When it comes to crafting the perfect conclusion, there are a lot of different things you should do. But there are also a few things you’ll want to avoid.
- While you do need to refer back to your essay or report, don’t just provide a bland summary. Think of the conclusion more as an opportunity to end with a flourish . Spend some time on this last paragraph. You want the reader to finish your essay and think, "Wow. I never considered that," or, "I'm going to remember that."
- Avoid the tired "In conclusion …" Allow readers to sense you're bringing it home with your tone and thoughtful summation. Turn the essay toward them if you can by asking a question or tying your idea to current society.
- Also, hold true to what you've just expressed in your writing. Some might feel tempted to say things like, "This is merely one opinion …" In that single line, you've just undercut everything you worked so hard to draw together. Remember to stand behind the case you just made. Be proud of it and end on the highest note possible.
The Last Word
Take some time to go over your conclusion. Remember, it’s an opportunity to pull your thoughts together and magnify the central theme of your writing. It's the cream cheese frosting to that red velvet cupcake you just baked. Don't allow it to be an after-thought to a paper you want to get off your plate. It could end up being the five or so sentences that a reader carries with them forever. Now that you’ve mastered a great conclusion, learn how to write a strong introduction through examples .
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How to write a project report - guide & templates, table of contents, what is a project outline, what is a project report.
A project report is a document created for a team or company that ensures a project stays on track. The project report should describe progress, milestones, and roadblocks.
Why is a project report important?
Project Reports are a core part of any project management process. There are a few key documents necessary for successful project progress, and a project report is undoubtedly one of them.
Alongside a project plan, a project report holds significant weight in justifying budgets, team members, tools, and other resources. In this article, we'll explore one of the two types of project reports any project manager needs to be able to write.Report number one is an ongoing project status report ; this report will be needed on more than one occasion throughout a project's life span and explores the overall progress of the project.
Report number two is a project completion report ; this report comes at the end of the project and wraps everything up.
We've also provided a range of project report templates that you can adapt to your project and project report type that you need.
A Complete Guide to Project Reports
Why write a project report in the first place.
This report is so crucial in keeping key players up to date - we'll explore who exactly you need to be writing for in the next point. A project status report is needed to give a summary of a project , significant changes, and to keep a record of the project's progress.
A project status report adds milestones and target reminders to the process. Without the report, many project teams will struggle to keep up the momentum on long term projects.
Who prepares project reports?
A project status report is typically prepared by insiders who are involved in its day-to-day workings. Usually this is the project management team, a body of project managers and department executives with general or specific knowledge of the project.
Who is a project status report for?
A project report will need to be written for different people; each stakeholder will require different information that's important to them - remember this when putting together the progress of the project. It's not a one size fits all situation.
You may be dealing with sensitive information that could damage relationships or even severe them if put in front of the wrong eyes. At the same time, you could be releasing information that isn't relevant to certain people; in receiving an onslaught of information someone may miss the data or info that is specifically important for their eyes.
Different people that need to see an ongoing project status report:
- Project Stakeholders need the status report to stay in the loop and aligned with other team members
- Project Team need to know the project's progress across all departments and divisions
- Project Sponsors use the project status report to provide necessary guidance and resources to the teams and managers
- Leadership uses project status reports to stay apprised of the project's progress
- Finance Team use the project status report to determine areas that need funding allocation and to avoid potential cost overruns
- Contractors can see the project's priorities and timelines and allocate time and resources accordingly
- Project Management uses the status report to produce project manager reports on their department's progress
When to write a project status report?
This largely depends on the timeline (or predicted timeline for that matter) outlined in your project manager reports . If your project is expected to run over a few years, it may be best to create quarterly project status reports. However, if your project is set to run around six months to a year, monthly is recommended.
For all of the help that project status reports provide, it's important to remember that they can be pretty time consuming to make. We've provided a sample project report in this article to make your job easier; however, it's still a process. Click here to view our project report sample gallery .
For all the time a project manager is putting into a status report, they're not putting the work into managing their team. Pick a regular period to deliver the report in and put it in the Gantt calendar. Be conscious of the time it consumes, and try to stick to the real-time delivery dates.
In doing this, you'll save a lot of time with unnecessary communication from different players. Questions like "What’s the status of XYZ?" "How's the budget looking for XYZ for the project?" can all wait for the regular report- leaving the team to focus on their job.
How to write a Project Report in 7 Steps
Step 1: define your objectives.
Clearly state the purpose of the report and explain why it is necessary. Defining your objectives and providing smart goal examples can help you stay focused while writing and keep those reading the report engaged and informed.
Step 2: Have Your Audience in Mind
When writing project reports, tailor the content and your tone of voice to the audience as much as possible. Use impactful graphics and important data to connect with the people who will be reading this report.
Step 3: Write the Outline
Before you start writing, first create a list of all the sections in your report. For more details, check "What to Include in a Project Status" below, or take a look at our status report templates .
Step 4: First Draft
After your outline and analysis, you can start a rough draft. As the name suggests, it doesn't need to be perfect. If you are looking for a tool to help you put together project reports, try our document editor .
Step 5: Fine Tune Your Analysis
As time permits and new information comes in, fill in any data gaps or highlight any current or potential issues you find. Use the 'Findings' section to focus on the values, and make clear any limitations of the analysis.
Step 6: Recommend Next Steps
Once you have completed your data analysis, you will be able to propose actionable ideas towards the project's mutually desired outcome. The more solid your analysis and findings are, the more credible your project reports will be.
Step 7: Polish for Distribution
Before you send your report, proofread for grammar, spelling, and typos so that your final document looks as professional as possible. If you're sending the report in a group email, keep an eye on the file size.
What to include in a project status report?
Depending on who you're writing the report for, this will change. However, there are a few core elements to include for the project progress , despite who is reading the project report.
Executive Summary
If you are wondering how to write a report about a project, start with an executive summary. Short overviews provide the reader with the essential takeaways from the report without having to read all the project details. Executive summaries are very helpful for those who need a quick glance at the project's general direction without wading through a lot of data.
Project Progress
In the project status report, the project's progress is tracked with real metrics. This provides an overview of the project's status and budget and also identifies potential risks and issues. This data-driven approach provides project management with feedback and enables them to make adjustments.
It's important to document all of the resources you had mapped out in your project plan . What do you have left still available? What have you used and found insufficient? Of what resources do you need more? This can include project management tools and physical resources like software or a PDF, but also human resources.
Timelines and targets
It's essential to give everyone an overview of your project timelines in these status reports, especially those that are outside of your project team and not using the project management software you're using.
At this point, be realistic with your timelines, not optimistic . Refer back to your Gantt calendar to help with this. Save your optimism for team meetings to spur your project team on in working more efficiently and hitting deadlines. In the reporting part, you need to be honest with your timelines and deliverables, both with the goals you have or have not hit and those you expect to be on time with or not.
Many players further down the line will be working on the information you provided in this section of the project reports, it therefore needs to be accurate so they can manage their workload and be available on the predicted date.
Notable changes
This can radically vary but needs to be anything notable that's happened and is no longer abiding by the initial project plan. If you're using editable report samples for projects rather than a PDF, you can go back and edit your project plan to accommodate changes.
However, it's not recommended. You can't guarantee that your team will continuously be referencing the initial project plan once they've got a clear scope of what they need to do for the entire project.
Funding & budgets
The project manager should use the time dedicated to a project status report to reflect his or her budget. Accounting skills are vital for a project manager's success, and being able to handle a large budget will come in handy when it comes to managing the overall funding of a project.
In this part of the report, give a clear overview of expenses, predicted expenses, and visually highlights where you were over or under budget in real-time. The team can learn from this, not only for future projects but even for next month's project management status report.
Team performance
Use goals and targets to quantitatively identify if the team is performing well. While doing this, it's essential to consider the hurdles they've had to jump along the way. Have they faced exceptional circumstances that were not planned? If so, how did they cope and react to these challenges?
Risk management
This is the final part of the Project Status report and one of the most important skill sets for a successful project manager: Risk Management . A project manager needs to have a certain amount of hindsight at play in their everyday work and be able to give an executive summary of all risks.
In the project status report, give an overview of any predicted risks and try to display them tiered so that any reader has a clear overview of what the greatest risks are right through to very low-level risks, and what can be done to prevent them. Always have a Plan B and adapt it every time a project status report is created.
The risk management report is often best accompanied by a risk analysis meeting. Come out of your meeting with detailed meeting minutes and use your team's knowledge and perspective to give a comprehensive overview of all the risks at play.
Project Report Examples
There are several different types of project reports. Here are some project reporting examples of the most widely used types.
Project Status Report
A project status report is used to communicate the project’s progress and to ensure that all parties involved are kept in the loop. Project status report examples include updates to all stakeholders as the project progresses, amended project plans, and notifications of any issues or risks that have arisen.
Project Tracking Report
Project tracking reports provide real numbers, metrics, and other key indicators of the project's progress. Tracking project report examples include data concerning project status, tasks, team performance, completion rate and other metrics in a comprehensive report.
Project Performance Report
Project performance reports are a more specialized project status report. Examples include overviews of progress, resource allocation, and costs. Project performance reports help monitor the project's current direction and forecast its success. Using performance reports, the team can address issues that are holding the project back.
Project Health Report
Project health reports are an example of project management reports that help identify potential issues before they occur, saving the firm money, time, and resources. When project sponsors and supervisors are notified of risks, they can adjust strategy accordingly before problems manifest.
Project Summary Report
You are writing for busy people when you prepare a project management report. Examples of tasks completed and financials let them see important data quickly, then allocate their time to sections that directly concern them. A project summary report should highlight key milestones and point out upcoming tasks.
Project Time Tracking Report
Project time tracking reports can help project managers gauge their teams' efficiency and identify areas for improvement. For example, project reports can show which parts of the project are requiring more time to complete and reallocate resources from issues that are requiring less hours than expected.
Best practices when writing a project report
Wondering how to write a report on a project effectively? Look no further, we've got you covered!There are a few things you need to remember when putting together a project report to help ensure it's efficient and supports the project's success.
Knowing how to write project reports successfully is largely dependent on honesty.
There is no use in hiding deliverables or viewing the truth through rose-tinted glasses. You're not creating a presentation to win someone over here; you're creating a factual report to make sure everyone has as clear an overview as possible.
Stay honest throughout your reporting, give accurate numbers (don't round up or down), and don't make excuses. Remain critical.
Give as much information as possible
This comes at your judgment, but the more relevant information, the better. A project manager will have a fantastic overview of a project and the current status. For that reason, they're the best person to put together a project status report.
However, a project manager shouldn't be afraid to let team members fill in parts of the report if they have a better overview of a particular task within the project. Assign different areas of the project report to different team members and then review everything before the report is submitted.
Write clearly
Clear and concise writing skills are so crucial in making sure your project report is understood. Don't view the project status report as something you just need to get done and delivered.
Review it, make sure there are no spelling mistakes or grammatical errors. You'll be surprised at what the power of a comma can, do. See? Make sure the read of your report is as smooth as your project management skills.
Celebrate success
For all of the faults, risks, and problems you report in your project status report, it's essential to document your successes. A project is a rollercoaster. There will be ups and downs and spirals and flips. Identify which of these are wins and celebrate them.
By celebrating success, you will lift the morale of the project team and remind the project manager of what has been achieved so far.
Write for aliens
A proper project manager report example will be accessible for a wide audience.You'll be writing a project plan for many people, many of whom will not have had direct exposure to your team, your company, or the task/s at hand. When we say write for aliens, we mean writing for someone who has no clue what's happening.
Even the simplest of abbreviations or presumptions can be interpreted as something entirely different by someone else. Leave no room for error or misunderstanding.
Don't be afraid to use visuals
Visual support is fantastic for getting your point across or displaying information more clearly in a project status report. Visual aids can break up the monotony of the report if there's a lot of copy, which will be a welcomed relief on the eyes of any reader.
They say a picture is worth a thousand words and for a good reason, if you're struggling to get your point across, then look for an example of it online. Use visuals as a supporting example of what you're saying.
Automate processes where you can
Despite each project having its own landscape, you can surprise yourself with the amount that you can automate in your reporting process. Learn how to make the most of excel spreadsheets and tool integrations to see how you can backfill or auto-populate data into your project report.
It's these small time-saving hacks that will make your project report more efficient and better looking in the future.
A Project Report Template
Use this project report sample as a starting point for your project reports. Adapt it to your company and project needs and share it with the right people to ensure your project stays on track.
Clément Rog is working in our Marketing team from Lyon, France. He loves geography, playing legos with his son, and sharing convictions about marketing or design.
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How to Write a Project Report: Step-By-Step Guide [+ 4 Free Templates]
By archtc on December 26, 2017 — 21 minutes to read
- How to Write a Project Report: Step-By-Step Guide Part 1
- Project Report Templates: Free Download Part 2
- Additional Resources Part 3
- How to Dramatically Reduce Time You Spend Creating Reports Part 4
At some point during the implementation of a project, a project report has to be generated in order to paint a mental image of the whole project. Ultimately, a project report must maximize the insight gained with minimal effort from the reader. Apart from describing its results, it must also explain the implications of those results to the organization and its business operations.
How to Write a Project Status Report:
The most common type of project report, a project status report provides a general state of the project to its stakeholders. It quantifies work performed and completed in measurable terms. It compares this with an established baseline to see if the project is on track or; if adjustments have to be made if the project is behind its schedule. It keeps everyone on the same page and manages each other’s expectations.
Project status reports are accomplished to serve the following purposes;
- to keep an updated flow of information in relation to the project’s progress
- to immediately address issues and concerns that may come up at any point of the project’s implementation or duration
- to document reasons for changes and adjustments made to the original plan for the project
- to monitor fund utilization and to ensure that the project expenses are still within the budget
- to serve as a basis for decision-making and addressing problems
- to keep track of the team’s performance and individual contributions
- to act as a uniform procedure for communicating project development to the stakeholders.
Status reports are most effective when they follow a standard form with predefined fields that need to be regularly updated. Doing so will save time and provide consistency and predictability of the information the stakeholders will receive about the status of the project.
WHAT TO INCLUDE
For a status report to be comprehensive, it must include the following elements:
Summary/overall health of the project, facts on the project progress, target vs. actual accomplishments, action(s) taken, risks and issues, keys to an effective project status report.
- Submit the report on time . A status report is time sensitive and sending it late defeats the purpose of such a report.
- Giving complete but inaccurate information is just as bad as giving accurate but incomplete information . Since stakeholders rely on the status report for a heads-up on the project, and its content is used as the basis for decision-making, it is critical that the report provides both complete and accurate information.
- Do not cover up bad news or adverse reports as these are all part of the transparency of the status report . Keep in mind that being open with the stakeholders, whether the project is sailing smoothly or not, will benefit both the team and the client, since any problems there are will be immediately given attention and solved.
- Be proud of the team’s accomplishments, after all, this is what the clients and the stakeholders will want to know about .
- Anticipate questions from the clients or stakeholders and be prepared to answer them .
- Be familiar with the culture of the organization and respect the information hierarchy they observe . There are instances when the CEO wants to be the first to know about the contents of these reports before cascading it to his downlines. On the other hand, middle managers will want a head start on these reports so they can also anticipate and prepare for any reaction from the top executives.
- Craft the status report in such a way that there will be no information overload . It should contain necessary information that the stakeholders need to know. Lengthy reports will consume not only the writer’s time but also that of the reader. Too many details also give an impression of micro management.
Risk Registers
All projects, or any activities of business, face risks. It is just a matter of how an organization identifies, assesses, analyzes, and monitors these risks. With a Risk Register, an organization is equipped with a tool to better respond to problems that may arise because of these risks. It helps in the decision-making process and enables the stakeholders to take care of the threats in the best way possible.
A Risk Register, also called an Issue Log, is iterative because it will be updated periodically depending on how often the team identifies a potential risk. It may also be updated if the characteristics of the existing potential risks change as the project progresses.
The Risk Register document contains information about the following:
Risk Identification
- Risk Category: Grouping these risks under different categories is helpful. Doing so will provide a way to make a plan of action that will address most, if not all of the risks falling under the same category, saving time, effort, and resources.
- Risk Description: Provide a brief explanation of the identified potential risk. The description can be done in a variety of ways depending on the level of detail. A general description can be difficult to address while giving too much detail about the risk may entail a significant amount of work. Three factors to consider when making a risk description are: the way these risks are going to be managed, who will handle them, and the reporting requirements of the person receiving the risk register.
- Risk ID: Assign a unique identification code to each risk identified to track it in the risk register easily. Create a system of coding in such a way that the category to which the said risk belongs is easily identifiable.
Risk Analysis
- Project Impact: Indicate the potential effect of the assumed risk on different aspects of the project such as budget, timelines, quality, and performance.
- Likelihood: Referring to the possibility of the risk occurring, the likelihood can be expressed qualitatively—high, medium, low—or quantitatively, if there is enough information available. Whatever criteria are to be used, assign a number—with the highest value corresponding to that which is most likely to occur.
Risk Evaluation
Using the table above, the identified risk can be ranked this way:
- Risk Trigger: These are the potential risk events that will trigger the implementation of a contingency plan based on the risk management plan. This plan should have been prepared prior to the development of a risk register.
Risk Treatment
- Prevention Plan: This enumerates the steps or action to be taken to prevent the risks from occurring.
- Contingency Plan: On the other hand, the contingency plan determines the steps or action to be taken once the risk events have occurred. This program also contains the measures to be taken to reduce the impact of such risks to the project.
- Risk Owner: The person responsible for managing risk, and the implementation of the prevention and contingency plans, it can be anyone among the stakeholders—members of the team, a project manager, or project sponsors.
- Residual Risk: Sometimes, a risk cannot be entirely eliminated after treatment. Part of it may linger throughout the duration of the project, but once it has been treated, it can be considered as a low-level risk.
Keys to an Effective Risk Register
- The first risk register must be created as soon as the project plan and the risk management plan has been approved . This initial risk register must be integrated into the project plan.
- Active risks during a particular period must also be included in the project status report .
- Risk management is an iterative process which is why the risk register must also be updated from time to time . Updates can be made when new risks are identified or there have been changes in the risks already in the register.
- The numerical value assigned to the likelihood and severity levels must remain constant throughout the duration of the whole project .
- Likewise, any terms used must be defined, and this definition must be utilized consistently .
Project Closure Report
As the end of a project, a Project Closure Report signals its culmination. Its submission officially concludes a project and implies that funds and resources will no longer be needed, and everything will go back to its status prior to the implementation of the project.
This process is critical as it will officially tie up all loose ends and prevent confusion among stakeholders.
This particular type of project report summarizes information on the project results, the criteria used to measure the effectiveness of the project delivery process, and the feedback from the stakeholders. Each performance metric includes an assessment and a narration of how the team performed on such metrics.
This performance metric describes how the team utilized the budget in carrying out the project effectively. Under this performance metric, the following aspects are measured:
Component Breakdown
Budget variance, explanations for key variances.
Describe how the team implemented the project within the expected time frame and schedule.
Overall Project Duration
Schedule variance, the explanations for key variances, change management.
This metric refers to the team’s ability to handle and manage changes throughout the project’s implementation effectively. It is measured through the following:
Total Number of Changes
The impact of the changes, the highlight of changes, quality management.
This particular metric refers to the team’s ability to observe and comply with quality standards during the project’s implementation.
Total Number of Defects Identified
The explanation for resolved defects, risk and issue management.
This metric deals with how risks and matters that occurred during project implementation were handled and resolved by the team. Key points to include are the following:
The impact of the Risks and Issues to the Project
Human resource management.
This refers to the team’s ability to carry out the project effectively.
Project Organization Structure
This metric looks at how the stakeholders participated in the project.
Decision-makers
Communication management.
Under this metric, communication throughout the duration of the project is assessed.
Communication Management Plan
- Summarize essential feedback collected . Describe the method by which these comments were gathered and who was solicited for feedback. Also include how they responded to each question and briefly discuss which items received great responses from the participants and which ones got few answers.
- Take note of common themes or trends of feedback gathered .
- From the feedback gathered, also take note of any opportunities from this feedback and discuss how these opportunities can be applied to future projects, or in the organization itself .
Lesson Learned
- Give a brief discussion of what the team learned when carrying out the project . Among these learnings, discuss which ones can be applied to future projects and how it will impact not only those future projects but also the whole organization.
Other Metrics
Other points of interest may not have been captured in the Project Status Report and may be included in the Project Closeout Report. Some of these factors include:
Duration and Effort by Project Phase
Benefits realized, benchmark comparisons, keys to an effective project closure report.
- The closure report is mostly a summary of all efforts related to the project . It is important to ensure that all highlights of the project have been properly documented so that retrieval of these reports is easier and all efforts will be acknowledged.
- Emphasize the high points the project delivered, how efficiently it was done, and what has been learned from the process.
- If there are notable variances during the project implementation, make sure to provide a fact-based explanation on it . In addition, the impact of this difference must also be described.
- A critical point in a project closure report is establishing the link between the project performance, the lessons learned, and the steps that will be taken by the organization for its continuous improvement . Aside from the project deliverables, another valuable output of a project is the learnings derived from the process and how it will be translated into concrete concepts applicable to the business processes of the organization.
Executive Summary
A little bit different from the types of project reports previously mentioned, an Executive Summary is a distinct kind of report which uses different language. It is a high-level report which aims to provide a bigger and deeper understanding of the project—how it will benefit the organization and how it will fit into future business strategies. It is written with a busy executive in mind, someone who has a lot of important things to do and may find reading a lengthy piece of prose a waste of precious time. Factual and objective, this particular type of project report must be able to provide a realistic status of the project, as business executives understand that everything may not go according to the plan.
Some may confuse an executive summary with an abstract but, in reality, they are clearly distinct from one another and serve a different purpose.
An abstract is usually written for academic or scientific papers. It is written with a topic sentence which, generally, gives an overview of what the article is about. It is, then, supported by two or three supporting sentences which support the main idea of the topic sentence.
An executive summary, on the other hand, is composed of different sections discussing almost every significant aspect of an undertaking. It consists of sequentially arranged key points supported by conclusions and recommendations. Check our in-depth article on how to write an effective executive summary .
Things to Remember in Writing Project Reports
Here are some of the principles that need to be observed in writing an effective project report;
Write for the reader
The report should have a structure, ensure that the report is evidence-based and is supported by data, make it as objective as possible.
There is a clear distinction between facts and opinions . These should never be used together, especially if the report is dwelling on a failed project. The report becomes subjective if it reflects personal opinions of the writer. Make it objective by eliminating all parts which are not based on facts and real events. If it is really necessary to include a personal view or opinion, make sure to explicitly identify it as such. A separate section of the project report may be devoted to the writer’s personal opinion to keep the rest of the report unbiased.
There are a number of ways project reporting helps an organization, a team, and even the project itself and here are some of them:
It tracks the progress of the project
It helps identify risks, it helps manage project cost, it gives stakeholders an insight on how the project is performing, project report template: free download.
Click Here to Download Project Status Report XLSX
Click Here to Download Project Update Report DOC
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Sample reports in Project Online
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Project Online comes with sample reports that you can use as a starting point for reporting on your projects. Read this article to get an overview of these reports and how you can use them.
Where are the reports?
Your sample reports are available in a Reports library in your Project Online site. To view them, in your Project Online site, click Reports .
Or, click Settings > Site Contents , and then choose Reports . Open the language folder that applies to you, and there you'll see your sample reports.
What's in the set of sample reports?
In Project Online, you get three sample reports that provide high-level details about all your projects. Each report uses some combination of the six prebuilt OData data connections that come with Project Online. Using OData data sources enables people to refresh the data while viewing each workbook in a browser window. The following sections provide more details about the sample reports.
Project Overview Dashboard
Project overview, resource overview.
The Project Overview Dashboard looks like this:
This workbook includes several useful views about assignments and tasks.
Projects In the upper left corner, you'll find a list of projects. If you select a project, you'll see its start date and finish date and percent complete data.
AssignmentWork, and AssignmentActualWork by ProjectName An assignment is a unique pairing between a resource and a task. For example, if you have one task and you assign two resources to that task, you have two assignments for your project. This view shows planned assignment work alongside completed assignment work.
Count of TaskId by ProjectName This view tells how many tasks there are for each project.
Risks and Issues information about your projects will also show up in this report.
The Project Overview Dashboard workbook contains a Data Model that uses the following OData connections: Issues, Projects, Risks, and Tasks .
The Project Overview report looks like this:
This workbook contains a slicer two charts:
Project Name This slicer enables you to select a project and then view information for just that project in the charts.
Percent Complete This chart shows you, in percentages, the degree of completion for your projects. You can see at a glance which project is the most complete, and which ones are least complete.
Count of Assignments and Tasks This chart shows you how many tasks and assignment there are for each project.
The Project Overview workbook contains a Data Model that uses the following OData connections: Assignments, Issues, Projects, Risks, and Tasks.
The Resource Overview report looks like this:
This workbook contains one slicer and two charts:
Assignment Work and Actual Work This chart shows planned, assigned work and actual work done across different project resources.
Count of Tasks by Resource This chart shows how many tasks there are for project resources.
The Resource Overview report contains a Data Model that uses the following OData connections: Assignments, Resources, and Tasks.
What if more reports are needed?
Most likely, you'll want to create your own reports to view and track your projects. The sample reports are intended to provide a starting point for you; those reports are not intended to be your overall project reporting solution. You can easily create new reports that you can use in addition to (or instead of) the sample reports.
See the following resources:
What reporting tools can I use with project data?
Use Excel 2013 to create a new Project Online report
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- Microsoft PowerPoint
20 Best PowerPoint PPT Project Status Report & Update Templates 2022
Working on a big project can be stressful if you've got no idea of how it’s progressing. It’s easy to keep everyone on the same page and updated. Present the status of your project with a project status report for PPT.
Creating a project status report in PPT may sound difficult and time-consuming. But you don’t have to start from scratch. You can find hundreds of ga-analytics#sendElementsClickEvent">modern and easy-to-edit project status report templates online. I'll share some of the ga-analytics#sendElementsClickEvent">best project status report templates for PowerPoint .
Where to Find Great Project Status Report Templates
Are you looking for the best project status report templates? Envato Elements should be your first stop. This marketplace offers thousands of ga-analytics#sendElementsClickEvent">top-quality project status report templates for PowerPoint. Also, find thousands of design assets.
Looking for project status update templates or different PowerPoint templates? Envato Elements is a great choice. Find ga-analytics#sendElementsClickEvent">project status report templates for PowerPoint.
ga-analytics#sendElementsClickEvent">Explore PowerPoint Status Report Templates
Envato Elements is a natural choice. Get great web themes, presentation templates, and stock photos. Find thousands of design assets on the regular.
Top 20 Project Status Report Templates From Envato Elements
Take a look at some of the ga-analytics#sendElementsClickEvent">best project status report templates for PPT. All available on Envato Elements:
1. ga-analytics#sendElementsClickEvent">Imfea: Project Status Report Template for PowerPoint
Looking for a professional and creative project status template for PowerPoint? This template will come in handy. The PowerPoint report template has 60 unique slides and two color variations. It was designed in widescreen resolution. This project progress report PPT comes with custom icons and image placeholders.
2. ga-analytics#sendElementsClickEvent">Project Status Report PowerPoint Template
This project status report template for PowerPoint has a modern design. It’s perfect for a project progress report PPT. The PowerPoint report template comes with many different slides. These help you include relevant project details. It was designed in widescreen resolution and comes in five color variations. Start working with this project status update presentation PPT!
3. ga-analytics#sendElementsClickEvent">Project Status Report Template (PPT)
Project Status is a simple project status report for PPT. It comes with 40 editable slides and 10 color variations. Designed in widescreen resolution to present a perfect project status report PPT. It comes with custom icons and image placeholders.
This template includes plenty of tables, charts, and other infographic elements. Use them to design a beautiful project status report.
4. ga-analytics#sendElementsClickEvent">Project Status PowerPoint Template
Choose this project status update presentation PPT. It's great if you’re looking for a bold and professional template. You’ll find 20 unique slides based on master slides. The status report template PPT comes with image placeholders, icons, tables, and charts. You'll also find plenty of infographic elements.
5. ga-analytics#sendElementsClickEvent">A4 Project Status Update Presentation PPT Vertical PowerPoint Template
Stand out with this vertical project status PowerPoint template. It includes many different slides. You'll find slides for an agenda, yearly Gantt chart, and task timeline. The PowerPoint report template comes in five color variations. It includes 800 custom icons, image placeholders, and various infographic elements.
6. ga-analytics#sendElementsClickEvent">Project Review PowerPoint Presentation Template
Wondering how to present project status in PowerPoint? This template comes with modern and minimal slide designs. It's easy to see the project status PPT. It was designed in standard and widescreen resolution. With this PowerPoint report template you'll get:
- 31 PowerPoint slides
- resizable graphics
- free web fonts
- picture placeholders
- 16:9 widescreen ratio
It's definitely a great project progress presentation PPT.
7. ga-analytics#sendElementsClickEvent">Project Plan - A4 Vertical PowerPoint Template
This PowerPoint report template has a versatile and modern design. Use the template to create status report updates for any type of project. This vertical template comes with dark & white versions. Also, these project status presentation slides are suitable for print. Start working with this original project report PPT!
8. ga-analytics#sendElementsClickEvent">Retail Pitch Deck PowerPoint Template
Try this PowerPoint report template if you're in the retail business. Find versatility in your project report design with this template. This project update template PPT comes with modern and professional designs. Find plenty of slide designs to add your content, including a status update slide.
9. ga-analytics#sendElementsClickEvent">Marketing Plan PowerPoint Presentation Template
Looking for a sample project report PPT? This marketing project status PowerPoint template has everything you need. Create a detailed project status report. It includes a project status slide. The template comes with plenty of slide designs and five pre-made color themes. It's perfect for a complete project status report in PowerPoint.
10. ga-analytics#sendElementsClickEvent">Radit Business PowerPoint Template
Here’s a modern PowerPoint template for project status reports. The project status report PPT includes 39 unique project status slide. It also features a stunning design. All graphics in this project status update PPT are resizable and editable. Still thinking about how to present project progress in PowerPoint? This template is a great way to start.
11. ga-analytics#sendElementsClickEvent">Project Strategy PowerPoint Template
Looking for a more unique project status report in PPT? This project status presentation slides PPT is ideal. This PowerPoint report template comes with unique and dark project status slides . It's a great tool for project managers that look for work efficiency. It also includes three color themes and infographic elements.
This also works as a project update presentation sample. Create an elegant project status update PPT with this template!
12. ga-analytics#sendElementsClickEvent">Brila Business PowerPoint Template
Create an original project progress presentation PPT with Brila. This project PowerPoint report template has a creative and colorful design. The project progress report sample PPT was designed in widescreen resolution. With this download you'll get:
- 39 total slides
- all resizable graphics
- used and recommended free web fonts
- 16:9 widescreen ratio
- vector icons
Get this easy-to-edit project update presentation. It's a great project progress report PPT!
13. ga-analytics#sendElementsClickEvent">Company Profile PowerPoint Template
Wondering how to present project status in PowerPoint? This project status template also works as a company profile. It's easy to customize and edit. It comes with infographic elements, charts, and tables. Add your content to this project status update PPT. Insert your own photos in the image placeholders.
14. ga-analytics#sendElementsClickEvent">Annual Report PowerPoint Template
This PowerPoint report template can easily be used for a project status report in PPT. The project status report PowerPoint has a professional design. It includes different slides in widescreen format. You’ll also find plenty of infographic elements. Still wondering how to present project status in PowerPoint? This template is a great place to start.
15. ga-analytics#sendElementsClickEvent">Movea Project Status Report PowerPoint Template
Here’s another great project status PowerPoint template. Create a beautiful status update slide with this template. This PowerPoint report template comes with editable icons. Also, find image placeholders with this project update template PPT . With your download you'll get:
- 100 presentation slides in total
- 50 unique and editable presentation slides design
- two options of color themes variation
- 16:9 HD widescreen slide format (1920 x 1080 pixels)
- image placeholders with slide master.
Looking for a sample project report PPT? Start working with this amazing status update presentation.
16. ga-analytics#sendElementsClickEvent">Rima Business PowerPoint Template
This cool and modern PowerPoint template has all you need. Rima has enough project status presentation slides PPT for you to play. Create a stunning project report with this template. It comes with 39 unique slides and vector icons. The PowerPoint report template also has image placeholders. This is one of the best project status reports in PowerPoint you'll find.
17. ga-analytics#sendElementsClickEvent">Project Plan PowerPoint Template
Looking for a project update presentation sample? Here’s another complete project status report PowerPoint template. Use it to create great-looking project reports. The PowerPoint report template comes with unique slides in widescreen resolution. Wondering how to present project status in PowerPoint? This template includes charts and infographics to make it happen.
18. ga-analytics#sendElementsClickEvent">Web Design Proposal PowerPoint Template
Are you a web designer working for different clients? Learn how to present project progress in PowerPoint. Get this status update PPT to present your progress. This modern PowerPoint template also works for any type of presentation. This template has everything you need for detailed project reports PPT.
19. ga-analytics#sendElementsClickEvent">Project Proposal PowerPoint Presentation Template
This is a beautiful project status update PPT PowerPoint template. Use this for different project status reports. It comes with 30 slides for a complete project progress presentation PPT. The status update slide comes with image placeholders. This is a great PowerPoint report template.
20. ga-analytics#sendElementsClickEvent">Holi Business PowerPoint Template
Last but not least! Create an amazing project status report PPT with this template. Holi is a simple PowerPoint template with a clean and bold design. It includes 39 unique project status update slide. You’ll find drag-and-drop image placeholders and custom icons.
Design a stunning project status report. This is one of the best project status progress report templates.
How to Quickly Customize a Premium Project Status Template
Found your project status report template for PPT? Now you’ll need to customize it to fit your project details. Take a look at how easy it is. Customize a premium project status report template below.
For this tutorial, I’ll be using ga-analytics#sendElementsClickEvent">Movea: Project Status Report PowerPoint Template. Find it on Envato Elements. This template has a modern and clean design. It comes with 50 editable project status update slides in two color variations.
Let's get started:
1. Choose Your Slides
To delete unwanted slides, click on the View tab and select Slide Sorter . Then, hold down the Shift key and click on each slide you don’t want to keep. After you've selected all the unnecessary slides, right-click and select Delete slide . Then, switch back to Normal view .
2. Add Your Content
Add your own content. Double-click on any text area and press CTRL+A or CMD+A to select all the text. Then, paste your own content or type it in.
3. Customize Fonts
As you’re entering the content, it’s easy to update your fonts at the same time. While the text is highlighted, select a different font from the drop-down menu on the Home tab of the ribbon.
4. Customize Colors
To change the colors, click on the Design tab and select a different color theme.
Or right-click on any colored area and select Format shape . Then, click on Fill > Solid Fill and enter your own color code.
5. Add Your Own Images
The last step is to add your own images or photos. Most PowerPoint project status report templates come with image placeholders. It’s easy to do. Click on an image placeholder icon, choose an image from your computer, and click Insert .
5 Tips For Creating a Project Status Report Template PPT
Add the necessary project status update slides to your PowerPoint report template. Here are five tips that can help you work with a project report template:
1. Use Gantt Charts
Gantt charts are an excellent way to illustrate a project schedule in the form of a bar chart. This type of chart is a staple for any project status report.
2. Talk About Solutions
Even when these details were laid out before the project was started. Talk about how your project is solving problems. This helps connect your audience with the problem and solution again.
3. Break Your Project Down
Project status reports are about breaking down the components of your project. Turn them into digestible pieces. Consider one slide that contains a road map, sections breakdown, or project phases.
4. Add an Expenses Page
The road map to achieving a particular is important. So is including your expenses. This expense slide can be a simple list of all the expenses that you've accrued.
5. Add Milestones
On a project status report, include all the milestones that you reached. Add any future milestones that you plan to reach with your project. This is essential for your audience to know what you've done and what you plan to do.
Let's look at a few of the most popular design trends! Apply them all on your PowerPoint report templates in 2022.
Top 5 Project Status Report Design Trends
Deliver the most up-to-date designs to your audience in your project status reports. We've collected five of the top design trends in 2022. Use them in your own PowerPoints:
1. Include Multi-Colored Charts
Make the charts more interesting. Use many complementary colors to highlight lines, bars, and tables. Blue, green, and red colors work exceptionally well here.
2. Add Dimension
Make your design seem more interesting and pop out of the slides. Layer your elements on top of each other. This gives a sense of dimension in your slides that looks visually pleasing. Add solid shapes on your slides as this is one standard design that always looks great.
3. Use Highlight Colors
This can really help give a hierarchy to your slides design. This color can be a highlight color that's used for on the various shapes on your slides. Draw attention to a particular section on the slide. Display the most important information on that slide.
4. Include Various Types of Charts
Get creative with the different types of graphs in project status reports. Use them to highlight specific data for your project in your project status PPT . Pie charts, line graphs, bar charts, timelines, and infographics. All work well in a project status PPT . Only include charts that fit the particular content that you're presenting.
5. Use Icons
Most types of PowerPoint presentations come with icons in their slides. Create a complete project report PPT using icons as visual aids. They also work for a project progress presentation PPT.
Discover More Great PowerPoint Templates
Looking for a different PowerPoint template? Or need more inspiration for your project status report template design? The articles below will be useful:
Common PowerPoint Questions Answered (FAQ)
Microsoft PowerPoint is a complete slideshow software. It's got all the features you could ever want in this type of software. Get the most out of PowerPoint are your presentations. We'll cover five frequently asked questions:
1. Can I Print My PowerPoint Presentations?
Absolutely! Need to print out hard copies of your PowerPoint presentations? You can easily do this within the software. But keep in mind that all your animations and videos won't be able to be shown.
For more information on how you can print your presentations, check out the article below:
2. Can I Customize Templates Easily?
All PowerPoint templates are fully customizable regardless of what template you use. Templates will help you start with a professional design. Customize every aspect of the design to fit your particular presentation.
Learn how to edit your PowerPoints from the article below:
3. Can You Create Infographics in PowerPoint?
4. How Can I Make My Presentations More Interesting?
PowerPoint presentations can be quite stale. Add the right elements to your slides. There are many different ways that you can spice up your slides. Here are some tips to create a captivating presentation:
- declutter your slides
- change up the colors
- use images for interest
Check out this article. Find out how you can add interest to your slides:
5. Can I Record a PowerPoint Presentation Via Zoom?
Virtual meetings are a staple for any business in 2022. Don't miss any detail through recording a presentation on Zoom.
To begin a recording of a PowerPoint presentation, move your cursor over the menu bar in Zoom. To record your PowerPoint in Zoom, click Record .
For a more detailed explanation, follow the tutorial below:
Learn More About Making Great PowerPoint Presentations
Creating great presentations can be tricky. Ready to learn more about making great PowerPoint presentations ? We've got you covered. Check out the tutorials below:
How to Make & Give Great PowerPoint Presentations (In 5 Simple Steps)
How to Create a PowerPoint Presentation From a PPT Template
How to make great ppt charts & graphs in microsoft powerpoint (+video), create stunning project status reports and updates with top quality templates.
Create a great-looking project status report and update. It isn't difficult once you've got a solid base to start from. Find top-quality ga-analytics#sendElementsClickEvent">project status report templates for PowerPoint over on Envato Elements. Get access to thousands of other design assets when you sign up for this all-inclusive offer.
Browse our collection of best ga-analytics#sendElementsClickEvent">project status report templates for PowerPoint. Find your next favorite presentation template!
Editorial Note: This post has been updated with contributions from Daniel Strongin and Janila Castañeda . Daniel is a freelance instructor for Envato Tuts+. Janila is a staff writer with Envato Tuts+.
Free End of Year Report Templates
Smartsheet Contributor Joe Weller
August 20, 2019
An end of year report provides key information about a company’s performance and can help with strategic planning. Here, find the top annual report templates — all of which are free to download — and learn how to write a year end report.
Included on this page, you'll find a variety of free, helpful templates, including a simple year end report template , an annual financial report template , details on how to write an end of year report , and tips for writing an end of year report .
Simple Year End Report Template
This is a simple annual report that provides the basic sections: title page, executive summary, table of contents, annual financial report, and conclusion. The template comes with pre-built tables for you to add financial totals, but you can also customize the tables to include more in-depth financial information, or insert a separate financial report. Additionally, the conclusion provides space for an auditor’s report, if necessary.
Download Simple Year End Report Template
Word | PDF | PowerPoint
Annual Financial Report Template
This template provides an in-depth breakdown of your organization’s financials for the previous and reporting years, so you can see changes in fiscal health over a one-year interval. The template includes a table with space to input revenue, operating expenses, operating profit, net profit, and tax, as well as room to add other budget metrics. The Excel version will automatically calculate totals, and you can easily cut and paste this template into your larger, written year end report.
Download Annual Financial Report Template
Excel | Word
Annual Business Report Template
This simple spreadsheet template provides a detailed view of your company’s financials over time. Enter your planned revenue and expenses by month, and then track those estimates against actuals for the year. This template separates income from expenses, so you can clearly view cash flow, which enables you to get an accurate 12-month snapshot of your business finances.
Download Annual Business Report Template
Excel | Smartsheet
Annual Sales Report Template
Use this annual sales report template to report on sales data from the past year, and also break down finances into monthly and quarterly activities. In addition, you can use this template for future planning by reviewing previous monthly and quarterly sales trends. Insert this sales report — available in a spreadsheet style — into a larger financial or year end report, so stakeholders can gain insight into the specifics of your sales figures.
Download Annual Sales Report Template - Excel
Annual Marketing Report Template
This is a formal template for reporting on marketing department activities over the course of a year. The template includes an editable title page, a table of contents, an executive summary, and a conclusion page, as well as a comprehensive financial report. Input quarterly planned and actual costs, and the table will automatically calculate fiscal totals. Attach any supplemental material directly to the template, and then present this full scale marketing report directly to stakeholders.
Download Annual Marketing Report Template
Word | PDF | PowerPoint | Smartsheet
Department Year End Report Template
Use this Excel spreadsheet to create an annual financial overview of any department within your organization. Simply input details about every project (deliverables, client, etc.), the planned versus actual costs, and total income, and the template will automatically calculate the total net income. You can edit this template to fit the needs of a particular department, be it sales, marketing, or IT, and you can easily cut and paste it into a larger written document.
Download Department Year End Report Template - Excel
Annual Expense Report Template
Use this annual expense report template to document all profits and losses over the course of a year. The template includes sections to list revenue, reductions, and expenses (including professional services, banking and finance, general business, vehicle/travel, and taxes) in monthly intervals, and then combines totals to provide a full annual budget report. Once you’ve entered your totals for each month, a built-in, color-coded graph will depict gross profit, total expenses, and profit and loss. You can find additional templates in our collection of free expense report templates .
Download Annual Expense Report Template - Excel
Nonprofit Annual Report Template
This is a formal, comprehensive annual report template intended for nonprofit organizations. The template includes pages to reiterate mission statement, note all significant accomplishments, relay targeted impact stories, and list notable donors. Additionally, it provides an in-depth financial overview in a spreadsheet layout — simply add quarterly income from foundation grants, corporate and individual contributions, government contracts, and other donations, and then calculate tax, expenses, and other losses to provide an accurate annual financial summary.
Download Nonprofit Annual Report Template
Additional Project and Financial Tracking Templates
In this section, you’ll find additional templates that may assist in your annual reporting efforts, including a variety of financial planning and budgeting templates, a cash flow statement, project planning templates, and more.
Client Projects and Budget Overages Template
This comprehensive budgeting template tracks client projects (including individual tasks) with emphasis on planned versus actuals in labor, materials, and other costs (i.e., travel, equipment, and fixed costs). The template will then automatically calculate actual costs (which you can compare against planned costs) and produce a color-coded over/under balance. Use this template over time to improve budget planning and become more realistic when projecting client costs.
Download Client Projects and Budget Overages Template
Monthly Billing Statement Template
Use this simple billing statement template to invoice any clients for services completed in the past month. Simply list the date, type of service provided, the invoice number, and balance due, and send the sheet to your customer to square away any outstanding payments. If applicable, you can also include remittance information, or edit the template to reflect weekly, quarterly, or annual billing, as appropriate.
Download Monthly Billing Statement Template - Excel
Upcoming Projects Template
This is a simple project tracker template that you can use to list, track, and manage multiple projects. Document the status, priority, and deadline of each project, and then list information about each sub-task (description, assignee, deliverable, cost, percentage complete, etc.) as child rows. This template is useful for managing and reporting on projects within a portfolio, or when you simply need to track multiple projects simultaneously.
Download Upcoming Projects Template - Excel
Income Statement Template
This simple income statement template functions as a budget report. Note total income, cost of goods sold, and total expenses (broken down into categories such as wages and benefits, rent/mortgage, utilities, web hosting, insurance, etc.). The Excel template automatically calculates the total net income to give you a high-level snapshot into your organization’s financial position.
Download Income Statement Template
Balance Sheet Template
Businesses can create a balance sheet to provide a full financial overview by documenting all assets and liabilities. This balance sheet template prompts you to list all current and fixed assets and liabilities as well as the owner’s equity. Once complete, use the balance sheet as a summary of complicated financial data and share it with investors and other stakeholders.
Download Balance Sheet Template
Cash Flow Statement Template
A cash flow statement documents the net flow of cash into and out of an organization, which is useful for analyzing overall business performance and aiding in financial planning. This simple cash flow statement template includes space to list beginning balance, cash receipts, cash payments, cost of goods sold, operating expenses, and other expenses, and then provides totals for total cash payments, net cash change, and monthly cash position. To learn more about these statements by reading “Free Cash Flow Statement Templates.”
Download Cash Flow Statement Template
Year End Reporting
A year end report , also called an annual report or end of year report , details an organization’s activities throughout the preceding year. The report typically communicates overall company performance, financial information, and other key performance indicators (KPIs) . Publicly-held companies must submit a year end report as part of their legal accountability to shareholders.
Collecting — and then interpreting — data on an annual cadence allows companies to reflect on their performance over the past year. This information is essential for making future projections, adjusting goals and timelines, and identifying any inefficiencies and areas for improvement. Annual reports can be intended for internal or external (stakeholder) use.
A year end report is different than a project management office (PMO) report , which is a document that a department creates to assess the performance or status of an individual project or group of projects.
All told, an annual report functions similarly to a school report card, taking into account various performance data and evaluating that data from multiple points of view. In addition to creating a year end report, you may choose to create quarterly or monthly reports in order to get a lower-rage view of performance.
Year End Payroll Reports
Use a year end payroll report to reconcile all the payroll information from the previous year. To create a year end payroll report, compile employee identification details (address, position, SSN, etc.), as well as all salary, benefits, and tax and deduction information. This report can fit in with an annual financial report and help plan the personnel budget for the upcoming year.
Benefits of a Year End Report
At its core, a year end report provides organizations an opportunity to evaluate their overall performance and reflect on the past year. The information in an annual report provides insight into what is and isn’t working, and therefore can prompt companies to reconsider their approach in multiple categories (operations, finance, hiring and staff retention, marketing, customer retention, etc.).
Additionally, creating a year end report will allow you to do the following:
- Make data-informed decisions for the future.
- Identify overages by comparing estimates and actuals in a project budget, timeline, and employee time (to ensure you aren’t over or under-working your teams).
- Gain an understanding of how you spend resources.
- Gain insight into staff and faculty success.
- Build organizational culture by demonstrating accountability and accuracy in reporting.
A year-end report can also double as marketing material — or at least serve as a jumping off point. Simply use the insights gained or data collected as content for public-facing materials.
How to Write an End of Year Report
Although annual reports may vary based on the industry or audience (i.e., internal or external stakeholders), a typical report — which should be a formal, written (typically Word or PDF) document — will include the following sections:
- Executive Summary: The executive summary presents an overview of the entire year end report. Clarify the purpose of the report (audience, intent, etc.), and provide a brief summary of the contents to follow. For more information on this section of the report, read "How to Write an Effective Executive Summary to Yield Results .”
- Total Projects Delivered: In this section, document the total number of accomplished projects. This KPI can reveal a lot about your organization’s efficiency and processes, but make sure to include context along with the numbers (i.e., project duration, complexity, etc.).
- Project Deliverables: The number of projects completed means little without context. Use this section to discuss the specifics of each project, from the deliverables to the client relationship, project scope, and how the project budget and schedule performed against estimates. Call attention to successes, but also own any failures or areas for improvement. Additionally, note both the tangible and intangible benefits of each project deliverable.
- Full Financial Overview: This section is one of the most important — especially for publicly-traded companies. You must include an income report, a balance sheet, and a cash flow statement, as well as a written summary of any big financial changes.
- Accountant Perspective: In some cases, you may also be asked to include an auditor’s report. An accountant can provide an external, unbiased review on the financial and operational health of the company, which is especially useful (and sometimes necessary) for public companies.
- Operations Overview: Provide a description of your operations to flesh out the financial report. This section can provide context for the numbers, and offer an explanation of any net losses or overages. Sometimes, you can include the operations summary as part of the financial report.
- Conclusion: Write a formal conclusion in which you reiterate the key points of the annual report.
Tips for Writing a Year End Report
Regardless of your industry, you should adhere to the following best practices when compiling your end of year report:
- Know Your Audience: Is the report intended for internal or external viewers? The answer to this question determines the aim of your report (i.e., are you trying to motivate internal change or drive external actions such as increasing sales, promoting your brand, or reassuring stakeholders?). Understand your audience’s needs and anticipate questions or objections they may have. Even if multiple parties will be reading your report, focus on the key recipients, rather than attempting to cater to everyone’s needs.
- Get to the Point: Before you start writing, ensure everyone is clear on the report’s objective(s). Identify what you’re trying to achieve and make your point(s) clearly and concisely. The data you include should speak for itself (or require minimal explanation and written analysis), and only include support material if absolutely necessary.
- Pay Attention to the Writing Itself: A strong annual report does more than simply relay facts and figures. For maximal impact, approach the report as a piece of writing, and therefore pay attention to tone, style, and writing quality. At minimum, focus on crafting simple sentences and using strong, active verbs. Use literal (rather than abstract) language, avoid cliches and jargon, and steer clear of confusing imagery or mixed metaphors. The writing doesn’t have to be bland, though. In fact, you can use the annual report as an opportunity to showcase your brand’s voice and personality.
- Be Sincere and Accurate: Remember the overriding goal of your report is to communicate information. Make objective, accurate claims, and don’t try to impress readers or be overly optimistic.
- Pay Attention to Quality: Regardless of your audience, remember that an end of year report is a formal document. Take your time, write multiple drafts (experts recommend at least three), and engage multiple editors to ensure quality of both writing and data presentation.
- Be Intentional about How You Communicate Information: Format the report logically (for a general guide of how to structure the report, read the section above). Additionally, look for opportunities to communicate complicated data visually; for instance, with infographics or visual dashboards.
- Be Proactive: Get in the habit of producing a year end report — even if nobody requests one. This way, you’ll be prepared in the event of a last-minute stakeholder demand, and will also have ample experience culling company data into a report. Regularly and reliably creating year end reports is an easy way to build accountability and trust with stakeholders and customers.
- Build a Process for Collecting Data: Institute a process for collecting data to ensure that you produce regular, timely annual reports. Doing so will greatly ease the experience of writing a report since you’ll only need to compile the data and add written context, rather than mine information in a last-minute scramble.
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Report Writing Format with Templates and Sample Report
Written by: Orana Velarde
There are many types of reports – sales reports, marketing reports, school reports, social media reports and more.
But no matter which type of report you have to write, it must follow the correct report writing format. With the right format, your report will be easy to read and understand.
First of all, a report is unlike an essay, blog post or journalistic article. The main idea of a report is to present facts about a specific topic, situation, or event.
It’s not about supporting ideas or hypotheses. The information must be presented in a clear and concise way — that’s why the proper report writing format is essential.
Just as there are different types of reports, there are also different ways to deliver them. Reports can be printed documents, interactive slide decks or even a visual infographic .
Follow the format in this article independently of your report’s visual composition. The content should be set up the same way for any format you choose.
Once you’ve written your report, log into your Visme dashboard and find the perfect report template for your needs. Input your written content, create data visualizations and create a report that won’t bore your audience.
Here's a short selection of 6 easy-to-edit report templates you can edit, share and download with Visme. View more templates below:
Table of Contents
6 types of reports, the ultimate report writing format, top report writing tips, sample report in standard report writing format.
There are a selection of different reports you might need to create. Each of these will follow a similar reporting writing format to what we've covering in this post.
1. Annual Reports
The first type of report we'll cover is an annual report . This will typically round up a business's year of progress and performance to let supervisors and team members know how the company did.
It can include anything from website analytics to sales profits, depending on who the report is meant for.
2. Weekly Reports
One report that is helpful to provide your team is a weekly report based on your progress in various projects and goals. This can be a simple one-pager, or a more in-depth report with specific updates.
3. Project Reports
Keep clients and team members up-to-date on the status of various projects you're working on by providing them with a project report. This can include a timeline of your report progress and the deadline for each segment to keep everyone on the same page.
4. Sales/Marketing Reports
It's essential to keep your team updated on how your sales and/or marketing strategies are going. Put together graphs showing profit margins, increases in engagement and more.
These types of reports are also a great way to determine whether your strategies are working or if they need some tweaking in the future.
5. Research Report
Sometimes if you need to do some in-depth research, the best way to present that information is with a research report. Whether it's scientific findings, data and statistics from a study, etc., a research report is a great way to share your results.
6. Academic Report
An academic report is one created for a class, often in graduate or undergraduate university. This follows a formal writing style and dives into a topic related to the student's academic studies.
Now we're getting to the good part — the ultimate report writing format. While this may vary based on the data and information you pull, following along with this format is always going to be a great way to start off any report.
It goes a little something like this:
- Title: A clear and concise report title.
- Table of Contents: A page dedicated to the contents of your report.
- Summary: An overview of your entire report — you'll need to wait you've completed the full report to write this section.
- Introduction: Introduce your report topic and what readers will find throughout the pages.
- Body: The longest section of your report — compile all of your information and use data visualization to help present it.
- Conclusion: Different from the summary, this concludes the report body and summarizes all of your findings.
- Recommendations: A set of recommended goals or steps to complete with the information provided in this report.
- Appendices: A list of your sources used to compile the information in your report.
Each of these eight elements ensures that you leave no stone unturned and that your reader knows exactly what they're learning in your report and how you gathered this information.
Your next step is to get started with an outline. At each point of the outline, use one or two sentences to describe what will go in there. It doesn’t need to say much, just an idea for you to follow later. Input some design ideas for the overall design as well.
For example, in the Table of Contents section, simply add that you want it to only cover one page or slide, make a note if you’d like to add the pages for only the main sections or maybe also the subsections.
In the Appendices section, list all the links to the sources you used and add on as you do more research. Every source you reference in your report must be listed here.
The most important part of your outline is the Body section. In there, create an internal outline of sections and subsections that you can follow later when writing.
After you’ve drafted the outline, it’s time to put together all of the content into the report. The outline we provided above is the only report writing format you’ll ever need. You can add sections if needed but don’t take any away.
Let’s take a look at every section in detail.
Customize this report template and make it your own! Edit and Download
The title of your report should be clear in its wording. It must say exactly what the report is about. Remember that this isn’t a novel. Include a subtitle if necessary, making sure the font size of each subtitle is smaller than the title.
In terms of design , your title can be designed as an inviting cover page. There needs to be a clear hierarchy in how the title looks.
On your title or cover page , be sure to include the following:
- Report title
- Report subtitle (if necessary)
- Author of the report
- Who the report is meant for
- Date the report was written
Always leave the Table of Contents page until the end. After all, you can’t write a table of contents if you don’t know all of your page numbers yet.
However, if your Body outline already has each of your section and subsection titles defined, you can add those to the contents and leave the numbering for later.
Having a Table of Content pages makes it easy for your readers to find the information they're most interested in quickly and easily, improving overall readability. So you absolutely do not want to skip this step.
Likewise, the summary (also known as the abstract) of the report is best done after you’ve finished writing the report. You can draft a summary at the beginning to help you continue with the work, but you’ll definitely want to revisit it at the end.
A summary is a blurb of the entire report . It must include the purpose, the process and a snippet of the resolution. This should be no longer than a single paragraph or two.
Introduction
In the introduction, state what the report is about and why it has been created. Depending on the length of your report , the introduction could range from one single paragraph to an entire page long.
For example, one paragraph is enough for a social media report introduction while an entire page would be more suitable for an annual report .
Take this time to introduce why your topic is so important, especially if it's a research report. You need to focus on why your readers should care about what you have uncovered.
The body of your report is where all the information is put together and will be the longest section of your report. This will likely span several (anywhere from 5-50) pages. Follow your initial outline to maintain consistent flow in the content creation. Write the body content as sections and subsections.
Furthermore, use bullet points and data visualization as visual cues . These will help your audience to better understand the content of your report.
Check out this video from Visme for some tips on visualizing all that data!
Close your report with a well-crafted conclusion . Formulate it as a brief summary of what was covered within the report, and be sure to include a mention to the recommendations section and the resources in the appendix.
This section should never bring new information to the table — instead, it should simply summarize all of the findings you've already mentioned into one concise final section.
Recommendations
Craft the recommendations section as a set of actionable steps with smart goals associated along with possible solutions. This section is irrelevant for school reports or book reports, but is essential in a business setting.
This is the section where you list all your sources if it’s a research report. You should also add any links that are relevant to the report — or previous reports about the same topic.
You could even link an interactive version of the report you just created with Visme. Visme allows you to create interactive and animated documents that can be published to the web with a single click, offering a new dimension to your report.
A good rule of thumb when creating your appendices is to only add information that is relevant to the report or that you referenced when writing your report. Use reference annotations inside the report to link to the content in the appendix.
The report content used in this sample report design can be found here .
Looking to create a stand-out visual report?
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Following a report writing format is only one part of the process. You also need to be conscious of how you put the written content and the visuals together.
Here are some tips from the Visme team to help you make amazing reports.
- Write the body of the report before writing the introduction or conclusion.
- Use as much visualization as possible, but not “just for the sake of using visuals.” Make sure every visual has a purpose.
- Review your writing skills to craft a well-written report. For example, use active voice and refrain from using too many acronyms. Also, use simple language and stay away from word stuffing.
- Stick to the facts! Be clear and concise.
- Use a grammar checker like Grammarly . Even your best KPIs and ROIs won’t save you from bad grammar.
- Try to keep the appendix small. Don’t make it so long that it gets burdensome.
Click through the image below to use this customizable template to create your report. It follows the standard report writing format so you won’t get confused or miss a section.
Over to You
Hopefully, this post has helped you to better understand the best way to put together a report. Following a standard report writing format is just what you need to create engaging, memorable reports . Follow the tips above and you’ll never make a boring report again.
Just how following a report writing format will help you create a better report, a Visme subscription will help you create a full suite of visual content.
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About the Author
Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com
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30+ Project Report Examples in PDF | MS Word | Pages | Google Docs
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Accelerate Your Business Performance With Modern IT Reports
Table of Contents
1) What Is An IT Report?
2) Why Do You Need An IT Report?
3) What Are The Advantages of IT Reporting?
4) IT Report Templates
5) Best Practices In IT Reporting
6) IT Reporting Mistakes To Avoid
7) Real-life Applications IT Dashboard Reporting
In the modern age, your IT department is a part of your business’s core nerve center. Without it, your organization would fall apart pretty quickly.
But, akin to many other industries, the information technology sector faces the age-old issue of producing IT reports that boost success by helping to maximize value from a tidal wave of digital data. While integral to organizational success and development, without the ability to gain actionable insights from your most important insights, IT reporting could be considered somewhat of a fruitless exercise.
As head of IT, you may have heard the question, “How many support tickets did we get that month? And how fast were they resolved?” Without the capacity to answer such questions, your ability to support your IT department successfully will be hindered.
But in this digital age, dynamic modern IT analytics tools created with a state-of-the-art online reporting tool are here to help you provide viable answers to a host of burning departmental questions. The IT management report of today will help you make more informed, more powerful decisions, do your job effectively, and develop exciting new growth strategies.
To put the power of digital data reporting into perspective, we’ll explore the role of IT reporting, its numerous benefits, and a mix of real-life IT reports examples.
Let’s get started.
What Is An IT Report?
An IT report compiles an ensemble of IT KPIs tracked over a certain period to assess various situations related to project management, helpdesk issues such as ticket status and their resolution, or more financial-focused costs and revenue stats, among others.
Regardless of their nature, they deliver value to their readers and are supposedly impactful. They have to align with the company’s strategic objectives and priorities, therefore, their realization needs to be thought out. The purpose is not to track every statistic possible, as you risk being drowned in data and losing focus.
By understanding your core business goals and selecting the right key performance indicator ( KPI ) and metrics for your specific needs, you can use an information technology report sample to visualize your most valuable metrics at a glance, developing initiatives and making pivotal decisions swiftly and with confidence. By utilizing a modern dashboard creator , each report is easily visualized and provides advanced interactivity possibilities to explore and generate insights.
Information technology reports are the interactive eyes you need to help your department run more smoothly, cohesively, and successfully. Now we’re going to look at the reasons why this is the case.
Why Do You Need An IT Report?
When setting up a business strategy for your IT department, you need to craft a vision, identify goals to achieve, and a clear path of how to get there. IT reports are here to help you demonstrate at each stage of the way where you stand, and demonstrate the progress (or decline) accomplished so far – but also, the effect you have on that progress.
This is why it is highly important to report correctly. If what you are reporting does not align with the wider business objectives, you might end up driving the IT department – and sometimes even the rest of the business – further apart. Bad reporting can also endanger the budget initially settled.
What Are The Advantages of IT Reporting?
IT reporting has many benefits. Not only does it let you assess the current state of activities, to find out what is happening and where, but it also provides you with proof of it happening. Using IT analytics software is extremely useful in the matter: by gathering all your info in a single point of truth, you can easily analyze everything at once and create actionable IT dashboards . Thanks to their in-the-moment nature, you don’t need to struggle with permanent synchronization: all your data is always up-to-date. That is a considerable asset to understand easily the bits and bytes of your activity and turn those insights into informed business decisions.
IT dashboards, visualized through a professional online dashboard , come in handy because they give an idea of the current situation in a glimpse. Just like you would answer “I am a bit stressed” or “tired but happy” to someone asking how you feel, without giving them the blow-by-blow account of everything that happened throughout the week, a report gives a snapshot of the activities. It is a highly effective communication tool to grasp your team’s performance or collaborate together with coworkers.
To drive home the message of why you need an interactive IT report template and digital dashboard solutions for your technical departments, here is a concise summary of the business-boosting benefits:
1. Improved decision-making: The intuitive visual nature of digital reports fosters swifter, more informed decision-making across all key aspects of your IT department. Not only will you be able to make better senior choices relating to your department, but by empowering other members of your team to analyze and drill down into important metrics and insights with ease, you will accelerate your success significantly.
2. Inclusivity: Expanding on decision-making, as these kinds of dashboards and reports serve up digestible data visualizations, members of your IT department will be able to use these reporting solutions with ease, even under pressure . The graphical nature of such dashboards will also make it easy for you and your IT personnel to share insights with other departments effectively, without any key data getting lost in translation .
3. Agility: As every modern IT report template is fully customizable and offers access to every insight, online data visualization , or KPI from a centralized location across a multitude of mobile devices, it’s possible to gain access to invaluable IT-based knowledge 24/7. As the IT department is the lifeblood of any modern organization, this level of agile access to key insights will increase productivity and increase response times to unforeseen issues or technical problems.
4. Better business intelligence (BI): By accessing past, real-time, and predictive data with modern BI tools , you will enhance your IT department’s business intelligence capabilities ten-fold – pushing you ahead of the pack in the process. These kinds of informational hubs are designed for growth and evolution, and by embracing them, you will be able to make your IT department stronger than you ever thought possible.
5. Improved productivity and accuracy: In business, it's critical to provide the right knowledge at the right time. Whether it's ad hoc reporting in question or strategical analysis and development, the team needs to have access to the right insights at any time. By utilizing advanced reporting for IT processes, each team member can have access to data and immediately ask questions, share their findings, and create their own analysis. Moreover, by automating the delivery of insights on specific days of the week or month, productivity increases, and professionals can shift their focus from report creation to actionable insights.
6. Lower costs: Businesses need to lower their costs as much as possible and by creating an IT service report template, you can easily adjust each metric presented and use it for any of your future reports. This will enable you to save time and, consequently, costs that would otherwise be lost in endless static reports and outdated information. Speed is critical, and modern solutions help in centralizing all the data on a single point of access.
7. Confidence: Running an IT department is no easy feat. There are countless things to consider on a daily basis, not to mention long-term initiatives to focus on. With a modern tech report, you can take charge of your insights and improve departmental communication. In turn, this will give you greater direction, aptitude, and confidence.
IT Report Templates And Examples
As mentioned, technical-style reports are composed of a collection of KPIs aimed at analyzing specific parts of the IT department’s activities. Once you have defined what you want to measure, you can select the appropriate metrics and visualize them with an effective dashboard design .
These five IT report examples and their associated key performance indicators put the power of IT-based dashboards into a practical perspective.
Let’s start with our issue management IT report sample.
1. IT Issue Management Dashboard
This first IT report template deals with technical issue management and is especially useful for IT leaders.
**click to enlarge**
This particular IT report example indeed provides an overview of the overall problems happening in your system and lets everyone know what is happening and how often. The report displays the performance of 3 servers and tracks several metrics:
- the up- and downtime expressed as a percentage and in minutes
- the types of issues that occurred, the downtime they provoked, and the effort needed to repair them
- the number of support employees per thousand end-users
- the percentages of unsolved tickets per support agent
These metrics will help in identifying whether the issues are effectively managed and if the technical performance is on track. The point is to keep the system performance well maintained and such an IT operations report template can certainly help in the process. If you spot inefficiencies and higher amounts of issues, for example, from the DNS perspective, or hardware failure, you need to take a closer look at what happened and why. Another critical point is to look for the IT help employee per thousand end-users consistently since it will directly show whether your team needs additional assistance and if hiring new candidates makes sense.
Our next dashboard has a different IT focus, and that's related to costs.
2. IT Cost Dashboard
The second of our IT report examples tackles the financial management of the IT department.
That is a crucial source of knowledge for decision-making as it provides top management and the financial department with accurate data on how the resources are used, for what, in which quantity, and the profit that you manage to make out of it all. It is split into four different KPIs:
- the return on investment (ROI) over a year, expressing the efficiency of IT investments
- a comparison of the IT spending versus its budget
- a breakdown of all the different costs involved in the management of the department
- a comparison of the costs and the revenue generated
These KPIs are showing a cost-related IT story and can provide you with building blocks for optimizing the current cost management. You can see that the ROI is generally great (more than 150%) and it steadily rises over time, which is the goal of every successful cost management strategy. By monitoring each of these cost-related metrics with the help of online data analysis , everyone in the IT team, finance department and management can have an immediate inside look at the monetary effectiveness of IT projects. That way, potential issues are immediately identified and resolved. For example, if you spot higher costs in your hardware or software section, you can easily investigate what happened and brainstorm ideas to reduce each cost as much as possible. Keep in mind to optimize based on business requirements but don't cut if there is no need for it or if it will affect the functioning of the IT department.
Our next report goes into detail about project management, critical in modern, technologically-driven companies.
3. IT Project Management Dashboard
Our third report template (excellent for use as an IT department monthly report sample) is an excellent asset when you need the right overview of your IT projects to supervise several activities at once.
It tracks every task necessary to carry out your project, its evolution, where you stand at the moment, and what is delayed or needs action. With this IT report example you can find:
- the total project budget compared to what has already been used and what is left
- the overdue tasks, the time-delayed, their original deadline, and the employee responsible for the task
- the workload on each employee’s shoulders, directly affecting their capacity to deliver a task on time
- the deadlines upcoming: who is in charge, what type of task, its deadline, and the workload percentage
This type of project management dashboard is specifically developed to accommodate many different IT-related tasks to deliver a successful project. A clear overview of the planning, design, development, and testing alongside the projected launch date will clearly show the stage where the team is currently working, and what kind of tasks and deadlines are overdue or upcoming. The project budget and the workload show a clear overview of the total budget, remaining, and who in the team has time to take on additional tasks and insights into the general organization. These kinds of business intelligence solutions help in optimizing metrics and automating many of the reporting processes. For example, you may notice that the workload of one team member is lower and you have the space to assign to him/her some overdue tasks that have a higher urgency level.
Our next template goes into strategic monitoring and development, useful for modern CTOs and CIOs.
4. CTO Report Template
Information technology reports for high-level executives have to include strategic planning and development for a longer period. CTOs have the task to manage multiple IT-related touchpoints and ensure that internal and external technological areas are aligned and have the potential to grow. That's why creating a report is critical in order to manage and deliver that same growth. Here we will present an IT monthly report template specifically designed for C-level management.
You can immediately spot 4 focal points that CTOs have on their radar: the learning, internal, finance/customers, and user metrics crucial for strategic progress. The learning part is developed with the ticketing system and bug issues in mind as well as the development steadily and comparison with the previous month. Since the color-coding clearly shows whether there are issues or not (green indicating positive development while red that the metric needs attention), the CTO can assess the situation and dig deeper into the operational level of certain metrics.
On the right side, the internal area is delivering metrics on internal processes and how well the team manages the time between failures, repair, availability, downtime, and accuracy of estimates. In this case, you can see that there are certain matters that need adjustments to keep the repairs and failures at a minimum.
The bottom of this monthly IT report template for management demonstrates the financial and customer-relevant metrics such as the percentage of IT expenses, per employee, service expenses, business system use, and net promoter score. These key performance indicators show the relationship between financial performance and whether customers are satisfied with the delivered service. If any of these metrics should change in a negative way, the CTO has to investigate why because it can directly affect the business. This dashboard can also be used as a CIO report template, the point is to adjust as needed and let the BI dashboard software do the hard work.
5. Cyber Security Dashboard
Last but certainly not least in our information technology report sample list, we come to our cyber security dashboard. Considering that cyber security breaches cost the global economy trillions of dollars every year, fortifying your business from potential breaches or attacks is vital.
Cohesive and highly visual, this essential IT report template is armed with a wealth of metrics designed to track and monitor a multitude of breaches, as well as internal response or resolution times.
By working with this BI reporting tool regularly, you will gain a vivid view of your company’s current cyber security prevention processes while gaining a greater understanding of all potential threat sources.
If you see phishing attempts rise over time, for example, you can develop a targeted strategy to provide comprehensive staff training while fortifying touchpoints, including your customer inquiry hub or email inboxes.
This dynamic dashboard offers all you need to:
- Track and benchmark your overall cyber security rating
- Get to grips with how frequently cyber intrusions occur across the business
- Understand how consistently and swiftly you detect potential breaches across the board
- Learn how often you back up and protect sensitive company data
- Monitor, measure, and improve your phishing test success rates
This melting pot of knowledge will give you the insight you need to nip potential threats in the bud before they cause organizational devastation while optimizing every aspect of your business’s breach prevention initiatives. This is an essential IT report format in today’s hyper-connected digital age.
In the next part of the article, we will focus on best practices so you can start building reports on your own.
Best Practices In IT Reporting
To avoid drowning in data and losing focus of what really matters, you need to ask yourself these questions before embarking on your IT reporting journey:
- Who are my IT reporting efforts aimed at?
- What kind of metrics matter to my audience?
- What is the strategy behind this report: typical daily management activities or a goal-oriented, strategic assessment of the current situation (assets, resources, etc.)?
Once you’ve taken measures to understand your core departmental goals, and your general strategy, and considered your audience, you’ll be able to start creating your report. Here are the best practices to consider:
1. Select the right KPIs: When it comes to creating an effective IT management report, selecting the best key performance indicators for the job is essential. If you’ve considered your departmental goals, aims, and objectives as well as your audience, making the right choices should be relatively straightforward. A digital data dashboard that reports KPIs is interactive and visual, and by working with metrics that align with your goals, you’ll ensure you build your IT report sample on steady foundations.
2. Avoid duplication: When it comes to collecting important metrics, there is most likely a wide range of databases set up to gather information based on different aspects of your IT-based activities. A best practice is to keep everything as simple as possible and not duplicate data too much, even when an overlap seems inevitable. When the variation and volume of data increase, so does the complexity, the effort required and the general level of frustration.
3. Quality over quantity: Data quality is an essential part of reporting, particularly when it comes to IT. The outcomes of reporting are important and strategic decisions, and thus should not be based on false or failing information. Make data quality management an imperative matter of your reporting journey, and catch the data quality issues as early as possible.
4. Collaborate with the team: Collaborating with your team is essential. Working together on a report will bring out more than if only one brain was on it. Communicate your findings and see what they have analyzed and dug out from the analytics. With the help of self-service BI , it is easily feasible and several people can have access to the same source of knowledge and work.
5. Utilize templates: As you build your processes and collaborate with others, you can definitely utilize pre-built templates that will make the creation of your reports much easier and faster. There are solutions that offer many templates and you can easily pick one, adjust based on your parameters and metrics, and the dashboard is done. This will also help you become faster in your reporting process, especially if you automate and deliver the report each week or month. That brings us to our next point.
6. Automate as much as possible: Last but certainly not least, automation is becoming increasingly important in our cutthroat environment. Especially when deadlines are in question, and projects need to be delivered on time, automating as much as possible becomes critical. In that case, the whole organization can profit from having reports delivered on a special weekday or month, as we mentioned, fully automated with the established operational metrics or strategic ones.
7. Share on multiple devices: Similar to our collaboration point, sharing through multiple devices is also critical since things can go wrong in seconds and if you're not sitting at your desktop computer, the project or any IT-related task can go seriously wrong. That's why having access to your reports on multiple devices such as mobile or tablet, can help to avoid issues and enable you to immediately answer any question that might arise.
8. Stay compliant: As we migrate to an increasingly digital existence, rules and regulations around data protection are becoming more and more stringent. As a modern business, remaining compliant is critical. That’s why when it comes to IT, no departmental stone should be left unturned. By working with compliance dashboards, you will remain on the right side of the red tape at all times, preserving your organizational integrity in the process. These powerful IT reports will provide the means you need to streamline and secure your informational collection efforts in line with regulations like the GDPA and CCPA.
9. Real-time data: Another IT report best practice is working with real-time insights. In addition to using an IT department report template with historical and predictive metrics, tracking real-time or ‘in the moment information across your most vital activities is essential to remaining responsive and effective. By monitoring real-time trends and patterns, you will improve your decision-making while putting a stop to any potential issues before they snowball. Essentially, using real-time visuals to your departmental advantage will help you accurately monitor system health and keep the entire organization safe, secure, cohesive, and communicative.
10. Intelligence alerts and alarms: Setting up automated real-time data alerts will ensure you never miss an irregularity in your IT metrics (this will give you the means you need to take control of any situation, any time, and anywhere). With intelligent alerts and alarms, you can set parameters based on your specific organizational needs. For instance, you could set up a cyber breach alert that will activate when your system flags a spike in cyber attack attempts. As soon as the alarm or alert is triggered, you can get to the heart of the issue straight away while formulating strategies to improve your internal cyber breach prevention efforts.
11. Use interactive filters: To make your IT information easier to access and explore, applying interactive dashboard filters is the way forward. Working with both drill down and drill through filters will help you cut to the informational chase when necessary. Applying interactive filters will help you hone in on very specific informational pockets or info-driven trends and, ultimately, provide a more consistent service while significantly improving your strategic decision-making.
IT Reporting Mistakes To Avoid
Now that you’re up to speed with IT issues reports and dashboard analytics best practices, we’re going to explore the mistakes you should avoid at all costs. Steer clear of these common errors, and you will ensure consistent success across the board.
- Not cleaning the data
As an IT department, you will have access to an almost infinitive stream of information. But without cleaning and curating these rafts of data, it’s unlikely you will ever connect with any useful insights. To operate seamlessly and securely while managing a constant barrage of helpdesk tickets, analyzing high-quality, relevant insights is critical.
Many IT decision-makers fail to examine their informational sources while working with dashboard tools and fall into a rabbit hole of sloppy, poorly placed misinformation. To avoid wasting your resources or working with droves of data that could even harm your decision-making, you must make an effort to clean your raw information and omit all redundant insights or sources before consolidating anything into your report.
- Not creating backups
Another common (and fairly devastating) IT analytics mistake in the modern age is overlooking the importance of creating informational backups. If you don’t back up every strand of relevant information, you could lose it. The impact of losing information or strategic information can be great, with untold departmental resources or money wasted on clawing the department's informational initiatives back to square one. With this in mind, you must make backing up your assets and any information or insights a hard-wired part of your daily duties or practices.
- Not relying on a cloud environment
Without tapping into the potential of the cloud, you will limit your potential as an IT department. Working within a cloud-based environment will ensure everyone has greater access to the essential dashboards, metrics, and insights they need at all times. Plus, your assets will remain safe, secure, and compliant.
Cloud-based environments are also more responsive, allowing you more flexibility when it comes to carrying out analytical tasks and strategic activities. Conversely, ignoring the cloud will leave your organization vulnerable while significantly stunting your service levels and overall efficiency.
- Not following IT trends
Another big mistake IT operatives make when it comes to report-based initiatives is failing to keep their finger on the pulse. If you don’t take care in following the latest analytical-style trends in your sector, you will fall behind the pack, and the business will suffer. Keeping on top of trends will empower you to move with constant change while keeping every pocket of your IT strategy primed for success.
- Narrowing your scope
While cleaning, curating, and cropping your information is 100% essential, it’s also worth noting that only working with a small cross-section of insights is a mistake. In an IT department, juggling several plates is a big part of the job. That said, if you only work with issue dashboard insights or project management insights, the department will begin to suffer (you’ll be thriving in one area and suffering in another).
But by cleaning your insights from the offset and working with a balanced mix of insights (like those covered in our five IT support report template examples), you will remain balanced, cohesive, and effective 24/7.
In the next part of the article, we will focus on real use-cases, where professionals can utilize the power of reporting IT metrics.
Real-life Applications Of Dashboards & IT Reporting
Following on from our practical IT reports examples, we’re going to explore some real-world use cases of modern dashboard reporting based on different organizational needs. While not all of these examples are directly related to IT, they serve to demonstrate the value of reporting software designed to help businesses squeeze maximum value from their most precious technical data:
a) Management: Regardless of your industry or sector, if you’re a senior member of staff, you’ll be required to communicate with other managers and executives on top-level business initiatives. That said, if you’ve identified recurrent IT issues that need fixing or are looking to develop new technology initiatives to roll out across the organization, you’ll need to clearly communicate these objectives in cross-departmental meetings. A technical report template will help you do just that—as well as adhere to management reporting best practices.
b) SaaS: If your business offers, develops, or works with software-as-a-service platforms, a dynamic SaaS dashboard (akin to IT reporting tools) will help you maximize the impact of your most valuable data, some of which can be used to enhance your technical support initiatives. SaaS businesses have the goal to establish their IT solutions on the market, increase their customers' base and loyalty, and generate profits. To be able to do so, comprehensive reporting is needed, and dashboards can help.
c) TV dashboards: By taking your technical support report template data and displaying it as a TV dashboard , you’ll be able to give everyone within the department real-time access to important information. Moreover, with TV dashboards strategically positioned throughout the organization, you’ll be able to improve transparency and give everyone within the business the information they need to do their job better.
d) Cyber security: If you’re looking at an IT department monthly report sample, one of these IT reporting tools should focus on cyber security. In the digital age, failing to fortify your business against the threat of cybercrime is like leaving your front door wide open. By consolidating your most valuable cybercrime-related metrics into one visual dashboard, you can provide a safer, swifter, and more secure helpdesk service. In-the-moment analytics will provide alerts on potential threats so you can find the source immediately and nip any potential issues in the bud. Gaining a panoramic view of your IT-based cyber prevention metrics will also empower you to improve and update your processes according to specific cyber security trends or patterns.
e) Remote working: In an age where the concept of remote working is becoming commonplace across industries, working with the right information empowers pressured IT departments with the assets to make this most integral infrastructure possible. Nowadays, professionals expect businesses to offer remote working experiences and opportunities, so getting it right is critical to attracting and retaining the right recruits. Armed with a dynamic IT service report template, it’s possible to set up practical systems and strategies for mass remote working setups as well as video conferencing, project management software, and employee chat rooms (among many other applications).
“Big data is at the foundation of all of the megatrends that are happening today, from social to mobile to the cloud to gaming.” – Chris Lynch
The five applications mentioned above are merely the tip of the iceberg when you’re talking about the power and versatility of dynamic digital reports. Every IT report example we've covered here offers an enormous level of value to modern IT departments looking to achieve constant and consistent growth in the face of continual change.
Key Takeaways From Modern IT Reporting
Whether you’re working with an IT department monthly report sample, a weekly sample, or any other level of report, you will boost your business performance to no end. Your IT department is the lynchpin of almost any organization. Improve the efficiency, intelligence, and responsiveness of your information technology performance, and the rest will follow.
It’s clear that to run your IT department to its optimum capacity, you need access to tools and information that far surpass basic metrics and insights alone. Interactive modern reports are the way forward. Mobile, agile, robust, customizable, and highly visual, modern technical reports will help you tackle issues with ease, improve the departmental structure, and make all-important daily, weekly, and monthly decisions with a justified sense of confidence.
Delivering valuable and uncompromised IT help to your end-users will determine the success and ongoing performance of your entire IT ecosystem. To manage every aspect with efficiency, you must work with the right tools and follow the best practices. By understanding what you need to do to create effective reports and drilling down into the wealth of features that such tools offer, you will make your IT department unstoppable, accelerating the success of the entire business in the process.
Do you want to hop aboard the analytics and reporting train and push your organization forward? Try our 14-day free trial and level up your IT department today.
73+ SAMPLE Project Reports in PDF | MS Word | Google Docs | Apple Pages | Excel
Project reports | ms word | google docs | apple pages | excel, 73+ project reports, what is a project report, what are the different types of report forms, how do you write a project report, what are the things i should include in my project report, how to keep a project status report effective, why is a report form relevant.
Business Project Report Template
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Tip 1: begin with a plan and take some time to prepare, tip 2: before writing the report, identify your audience first, tip 3: collect support information to elaborate the report more, tip 4: use a report form template.
- Summary/Overall Health of the Project
- Facts on the Project Progress
- Target vs. Actual Accomplishments
- Actions Taken
- Risks and Issues
- Submit the report on time.
- Give complete and accurate information.
- Do not cover up bad news or adverse reports.
- Be proud of the team working on the project and their accomplishments.
- Anticipate questions from other people.
- Be familiar with the culture of the organization and respect the information hierarchy they follow.
- Craft the report without overloading it with too much information.
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- Analysis of Simple Project Plan
Analysis of Simple Project Plan - Report Example
- Subject: Management
- Type: Report
- Level: High School
- Pages: 5 (1250 words)
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Extract of sample "Analysis of Simple Project Plan"
Financial Viability: Cost-Benefit Analysis
Determining the financial viability of this project will depend on the estimated costs of implementation against the perceived benefits. For this project, it is important to note that the benefits are calculated in the long term while costs are singular and short term. At the same time, there are some non-quantifiable benefits such as the expected increase in employee value and the increase in employee satisfaction. The cost-benefit analysis, however, will focus on the quantifiable tangible costs and benefits.
Amount (£)
Est Amount (£)
Hire external trainer
Reduced rate of turnover
Purchase training materials
Increased market share
Purchase food and drink
Increased sales revenue
Preparation of venue
Reduced absenteeism and unproductive hours
Stand-in hires for the training day
160000 p.a.
Notably, these costs have not been directly compared (the cost of hiring an external trainer is not assessed against the reduced rate of turnover). This is because the costs incurred for the single workshop are not directly linked to the project outcomes. Instead, this project type is expected to influence the internal working patterns of this group of employees in the future and in the long term.
Based on the CBA, the project is financially viable. This is because encountering the single costs will yield multiple benefits in the future at amounts greater than the cost incurred for the day. Comparatively, these numbers have a difference of more than £150,000; which is an obvious benefit. Other benefits are non-quantifiable and would include an increase in employee satisfaction, greater customer engagement, and the growth of a team culture within this organization. The expectation is that these latter forms will act as contributing factors to the accomplishment of the quantifiable financial benefits.
The rigor of planning determines the efficiency of the implementation of any single project. For this project, the use of the Gantt Chart enables elaborating the steps towards its achievement and the intended schedule.
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Example project report title: February 2020 - Employee satisfaction initiative 3. Indicate project health The project health is the current status of the project. Project health may change from report to report, especially if you run into blockers or unblock big project risks.
Types of Project Reports: Free Resources and Downloads Part 1; General-Purpose Project Report Template Free Download Part 2; Additional Resources Part 3; How to dramatically reduce the time you spend creating reports Part 4; The purpose of a project report is to serve as a basis for decision-making and in determining whether the project is being carried out according to plan.
An end of project report is used by project managers and their team at the end of a project to determine how the project performed. Whether your end of project report is as short as a single page or long enough to fill a three-ring binder, the purpose of the report is the same: Document what the project team delivered
The Project Closure Report is the final document produced upon the completion of a project. The report details everything to do with the project is often used by the various stakeholders involved in the project to assess the success of the project.
The End Project Report can take a number of formats: E.g., A presentation to the Project Board (physical meeting or conference call) A document (e.g., word / PDF) Or email (for smaller projects) A report in a project management tool. End Project Report Quality Criteria Project Managers summary of the performance of the project in their words
When you think of a project conclusion, there are all different types of projects out there. You might be doing a literature project or a science project. Whatever the case, you want to end with a bang. Check out a conclusion example for a high school science fair project.
Progress End-of-Project Report - FHI 360
Size: 1 MB. Download. This template is a standard project final report of a study of conflict among the diverse societies in North Eastern India, and how can the conflicts be reduced. A grant is provided to the researchers for completing the project. This sample final report is to be submitted to avail the grant. 13.
<Project Name> Project-End Report. Date: <Date> 2 / 7 Doc. Version: <Version> Author: COEPM² Created Date: 09/25/2020 04:12:00 Title: Project-End Report Subject: Keywords: OpenPM² Templates Category: Last modified by: evangelos chrysochoidis Company: European Commission ...
20+ SAMPLE End of Year Report Student Chapter End of the Year Report download now Community Engagement End of the Year Report download now Budget Advisory Council Year End Report download now Academic Affairs End of Year Report download now Year End Report Planning and Development Department download now Writing Center End of Year Report
15+ Project Management Report Examples 1. Project Management Report Template Details File Format MS Word Pages Google Docs Size: A4, US Download 2. Construction Project Management Report Template Details File Format MS Word Pages Google Docs Size: A4, US Download 3. Simple Project Management Report Template Details File Format MS Word Pages
How to write a Project Report in 7 Steps Step 1: Define Your Objectives Clearly state the purpose of the report and explain why it is necessary. Defining your objectives and providing smart goal examples can help you stay focused while writing and keep those reading the report engaged and informed. Step 2: Have Your Audience in Mind
How to Write a Project Report: Step-By-Step Guide Part 1; Project Report Templates: Free Download Part 2; Additional Resources Part 3; How to Dramatically Reduce Time You Spend Creating Reports Part 4; At some point during the implementation of a project, a project report has to be generated in order to paint a mental image of the whole project.
In Project Online, you get three sample reports that provide high-level details about all your projects. Each report uses some combination of the six prebuilt OData data connections that come with Project Online. Using OData data sources enables people to refresh the data while viewing each workbook in a browser window. The following sections ...
Download Project Performance Evaluation Template. Microsoft Excel | Microsoft Word | Adobe PDF. Use this project performance evaluation template to facilitate a productive project post-mortem with your team. The template includes space for you to set a post-project meeting date and time, designate a facilitator, and make a list of attendees.
First step: choose the slides that are relevant to your project status update. To delete unwanted slides, click on the View tab and select Slide Sorter. Then, hold down the Shift key and click on each slide you don't want to keep. After you've selected all the unnecessary slides, right-click and select Delete slide.
Department Year End Report Template Use this Excel spreadsheet to create an annual financial overview of any department within your organization. Simply input details about every project (deliverables, client, etc.), the planned versus actual costs, and total income, and the template will automatically calculate the total net income.
The sample template below is a monthly report for sustainable development. It's in document format, which you can print or share as a PDF. With a few clicks, you can share your reports with superiors or team members or publish them on the web. Customize this monthly report template and make it your own! Edit and Download 6 Annual Report Examples
Each of these will follow a similar reporting writing format to what we've covering in this post. 1. Annual Reports. The first type of report we'll cover is an annual report. This will typically round up a business's year of progress and performance to let supervisors and team members know how the company did.
30+ Project Report Examples 1. Project Management Report Template Details File Format Google Docs MS Word Apple Pages Size: A4, US Download 2. Construction Project Management Report Template Details File Format Google Docs MS Word Apple Pages Size: A4, US Download 3. Monthly Project Report Template Details File Format Google Docs MS Word
Our next report goes into detail about project management, critical in modern, technologically-driven companies. 3. IT Project Management Dashboard. Our third report template (excellent for use as an IT department monthly report sample) is an excellent asset when you need the right overview of your IT projects to supervise several activities at ...
This article provides sample project report templates that are easy-to-use, downloadable, and printable. Get a copy now! Array. Business; Marketing; ... you can kick off research. You do not need a high-end information gathering system to learn the basics of report-writing. The internet offers a lot of resources about formal writing. Just make ...
Summary. This report "Analysis of Simple Project Plan" focuses on delivering an internal training workshop within the organization. This project will involve employees from the marketing department and last only one day. The report analyses multiple methods of training…. Download full paper File format: .doc, available for editing.
The Littlest Teacher. $3.97. Zip. This critical book review book report project includes everything you need for a no-prep post-reading assessment. A detailed scaffold walks your students through brainstorming their opinions about the work and drafting their review.A completed sample scaffold and full sample final book review are included.