Template
Business report templates
A good business report is short, accurate and ends with something to do.
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Download everything
All 2 versions, in Word and PDF, in one ZIP file (879 KB).
How to use it
- Say who the report is for and what period or topic it covers.
- Enter your key figures with a target and the actual result, so gaps are easy to see.
- Separate findings (what the evidence shows) from analysis (what you think it means).
- Give each recommendation an owner and a date.
- Write the summary last, so it matches the rest of the report.
About this template
This free pack has two templates. The business report is a short structured report for monthly results, a problem or a decision: summary, purpose, key figures against target, findings, analysis, recommendations and next steps. The project status report is a one-page update with overall status, milestones, budget, risks and what happens next. Both come blank and with a filled-in worked example using made-up UK figures. Download as Word to edit or PDF to print.
Questions
How long should a business report be?
As short as the reader needs. Two pages is enough for most monthly reports. Attach spreadsheets or detail separately.
How often should I send a status report?
Pick a regular interval that matches how fast the project moves - weekly or fortnightly is common - and send it on the same day each time.
What should I put in the summary?
The main result, the biggest problem and the action you need. A reader who stops after the summary should still know where things stand.
Are the example figures real?
No. They are made up to show the layout. Replace them with your own and check each total.
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