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How to Install a Free PDF Reader

What’s that? Someone sent you a pdf file, and you don’t have any way to open it? And you’d like a fast, easy method for opening it and you don’t want to spend a lot of money? In fact, you’d like it free? No problem — here’s the solution.

What is a PDF?

If you’re looking for a way to open pdf files, there’s a possibility that you’re unsure what they even are. It’s actually pretty simple. Pdf stands for Portable Document Format and was created by the company Adobe in the early 1990s as a way for people to easily create, share and maintain digitized documents. The pdf has certainly filled this goal, as the file type is widely used on many types of computers and devices. A pdf is essentially a digital document that can be distributed and even signed easily.

Try Your Web Browser

Surprisingly, you might already have a way to view that pdf file installed — your web browser. Google’s Chrome, Mozilla’s Firefox and Microsoft’s Edge web browsers all support ways to view a pdf file directly in the browser. This can be a useful feature, especially if you only need to perform a quick viewing of a pdf and don’t necessarily need to download, share or work with it. A web browser might automatically open a pdf file when you click on one online, or you might right-click the pdf file and select “Open With” and choose your favorite browser.

Try Adobe’s Free Reader

Adobe — the company that originated the pdf file — offers an excellent and free pdf viewer called Adobe Acrobat Reader DC. Not to be confused with the similarly-named Adobe Acrobat DC, the Reader is free and offers a robust desktop solution for viewing and working with pdf files, although it doesn’t support editing. Editing pdf files requires Acrobat DC.

Installing the Reader, Part 1

Installing Adobe’s free pdf reader is simple. The company offers both Windows and Macintosh versions of the software, which are readily available on Adobe’s website. At only 160MB, the downloading process should proceed fairly quickly.

Installing the Reader, Part 2

Once the downloading process is finished, simply follow the instructions on the screen to complete the installation of Adobe Acrobat Reader DC. When finished, the program will likely launch automatically whenever you double-click or otherwise attempt to open a pdf file. There are a lot of features in Acrobat Reader DC, including commenting and signing, and it should make working with pdf files simple and quick.


business report pdf sample

FREE 22+ Business Report Samples in PDF | MS Word

Any company or business needs a comprehensive business report. It is because it drives them to where their company is. It is a business paper that evaluates the issues, concerns, projects, activities, and other operations inside a company report . But are you sure you are writing the report correctly? Business reports can affect the well being of the company, its brand, clients, and stakeholders. Make sure you are right on track by using business report samples.

Business Report Sample Template

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weekly business report template

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Business reports are handy when it comes to business evaluations, analysis, analytics, sales evaluations, profits, assets, and other related stuff. The purpose of this business paper is to communicate relevant data analysis and information efficiently. They show the author’s findings and conclusions concerning the company’s issue or problem. When it comes to creating such reports, the most important thing is that you know your report’s function. You can pick some of our downloadable business report templates to help you get started.

Each business report is not the same. It varies based on the subject, purpose, scope, variables, and information to cover. But you have to make sure that you include all the necessary details that all reports should have. To make such perfect business reports, here are some of the steps that you need to follow:

Business reports have a different purpose and vision. You should know and understand your purpose to create the perfect report content. Whether you want to assess your revenue statement , monitor your project, or perhaps you want to evaluate and audit your assets and stock, it should answer to your document’s who, when, why, where, and how.

Once you already know your purpose of creating a business paper, the next you must do is pick the right format and layout of your business report. You can use our several business report templates. They are easy to edit and customize. When it comes to writing the details, you better start writing using a professional tone, include the company’s branding, and come up with an understandable flow and structure. They would make your sample report credible.

Once you know your purpose and have already selected the correct format, start filling in your business report template with the required information. Don’t forget to organize and arrange it. And make it as short and clear as possible. Nobody wants to read a wordy report. It will bore the readers if it happens. That is why it is better to summarize everything and make it understandable.

After everything, you must formulate a great conclusion. It is also better if you come up with solutions and recommendations on how to improve the business. A comprehensive analysis report can help you achieve the right ideas and strategies. Also, you may add these recommendations and solutions to your executive summary. After a thorough review, you can present your report.

Business reports are valuable instruments for directing decision-making and allowing the opportunity for business owners and senior management report to investigate and fix any problems found.

The types of business reports are:

The five elements of a business report are:

Business reports are inevitably beneficial to every company. With the right business report templates, companies can evaluate business matters properly. The next time you’ll have to create yours, our downloadable templates are ready to help you. Download it now!

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45+ Business Report Examples in PDF | MS Word | Pages | AI | Publisher | Excel | Numbers

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Body of the report


Findings or results.

1. Gather the data.

2. check periodic reports., 3. complete the report., 1. set an objective., 2. consider it essential., 3. be resourceful..

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Business Report Example and Sample For Students PDF

Business report.

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Business Plan Example For Students

Business report example for students.

The author has presented a business report example for students to understand how to write a business report. The business report example for students has been adopted from students at University Putra Malaysia. This example of the business report for students presents the components of the business report that are very relevant to the company profile . Usually, the lecturer advises students to write a complete business plan report. So, students need to create a dummy business profile to complete the assignment. The business report example for students shows their expertise in starting a new business.

How To Make a Company Profile Sample

Business report example for students-1, 1.0 executive summary.

We want to focus more on quality rather than quantity. Therefore, we focus on the improvement of our sandwich’s quality. It is a unique sandwich that we sell in Malaysia. Our company produces and delivers the best product and service for our customers. Surely, many people will consume our sandwich for its taste. Our primary goal is to ensure food for busy people. Usually, busy people do not get enough time to make food. So, our sandwich would help them to get rid of hunger. Our targeted customer is all UPM students, lecturers, and staff.

1.1 Vision Statement

1.2 mission statement.

We are dedicated to accomplishing our business objective by delivering quality products and services to the customers. We produce tasty and healthy sandwiches to attract customers.

1.3 Key to Success

The keys to success for Wanpaku Sandwich include:

Location: cash on delivery service in University Putra Malaysia.

2.0 Company Summary

Company’s logo.

However, we have changed the font and color of the logo two times because customers could not see the clear since the font color was yellow, which is a bit bright. The font types we used previously were in calligraphy form. Therefore, we changed the font type and color to make the logo clearer to our customers and more attractive.

2.1 Company Background

Our company was established on 28 February 2020. Our lecturer asks us to form 3 groups which consist of 10 to 11 students per group. We were developing a group that consisted of 10 very talented students to run the business. After that, we are given one week to decide the type of product we want to sell. We decided to sell one type of sandwich. We have decided and come out with a unique company name, Wanpaku Sandwich.

2.2 Company Overview

2.3 introduction of product, 2.4 service, 3.0 marketing, 3.1 market and research analysis.

We have collected data by survey based on more than 100 respondents in residence of Seventeenth College. The results of the study show that a lot of people want to buy our sandwich. The seventeenth College area does not have many stalls selling different types of sandwich-like us. Based on our survey, the most preferred ingredient of our product is the chicken that we used.

3.2 Competitors

3.3 marketing plan, 3.3.1 product and target market, 3.3.2 distribution channel, 3.3.3 promoting and advertising.

Our company deploys three different promoting and advertising strategies to increase customer awareness of Wanpaku. The first strategy will be the word-of-mouth marketing strategy. Additionally, we will run a digital marketing strategy on social media such as WhatsApp, Instagram, and Facebook. We will post our products’ photos on our social media. This will be the cheapest and most effective of our promoting and advertising programs. Finally, we will distribute flyers and putting a banner on our stall during the carnival.

3.3.4 Pricing Policy

3.4 swot analysis, 4.0 management team.

It is necessary to set strategic goals and policies to develop a business. It determines the company’s position with the market and set for future growth. The production department works to solve problems on the production floor. They direct employees on how to handle a dissatisfied client. It also ensures that the company operates with sufficient materials, finds areas for potential growth, and expands into new markets. Managing financial data is the regular analysis of the company’s financial status. It is essential to understand the company’s profitability and identify problem areas. It keeps the company on track and allows the manager to either cut spending or develop ideas for expansion. Sales forecasting and marketing plans are also included.

Our Chief Executive Officer (CEO) name is Haziem bin Mohamed Hatta. All members choose him as the leader of our company, Wanpaku Sandwich, established in 2020. He is responsible for watching the overall success of our business entity and making top-level managerial decisions. Hazem is the one leading the development of the company’s strategy, creating and implementing the company’s vision and mission, assessing risks to the company, and setting strategic goals. Since our business is small, he takes “hands-on” responsibilities such as hiring and staffing for the company’s operation. As a CEO, he needs to consider and listen to every committee’s opinion in making decisions and the coordinator that resolves the conflicts and problems among the committee and company.

4.2 Vice CEO

4.3 secretary.

Jenny Hii is appointed as the secretary for this company due to her ability to write and deal with the letter well. She is responsible for writing the proposal and the necessary letter for our company, and going through every paperwork and lastly discuss it with the CEO to finalize the needed document. She also makes arrangements for the company’s meetings and keeps all the formal records of our discussions and decisions.

4.4 Financial Team

4.5 human resource team.

As a manager of the human resources department, his responsibility is to recruit the staff that has the skills to hold the post and perform the duties and tasks. He needs to be more aware of the employees’ condition and keep improving their skills through motivation or providing training. He also needs to keep the employees’ commitment and loyalty toward the company to achieve higher production. The human resources manager is also responsible for conducting an orientation program to adjust to their jobs and environment faster.

4.6 Marketing Team

4.7 operational team, 5.0 location and places.

We have chosen Seventeenth College as the location of our company, whereby our members will handle cooking and packaging.

6.0 Business Plan Schedule

7.0 purchasing process.

To ensure the satisfaction of our customers, we have discussed among ourselves which supplier is the best in providing us with high-quality raw materials at affordable prices. Thus, we have decided on the following suppliers as our raw material providers: 99 Speedmart and Tesco.

7.2 Resources

Each team member will contribute RM20 each (RM20 x 10 = RM200) as a start-up for our business. The money collected will then be used to buy the materials needed for the Wanpaku Sandwich.

8.0 Financial Projection

8.1 project implementation cost, 8.2 list of expenses, click the link to see the full b usiness report example, b usiness report example for students pdf, author: m m kobiruzzaman.

Email: [email protected] View all posts by M M Kobiruzzaman

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3+ SAMPLE One Page Business Report in PDF

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One Page Business Report

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One Page Short Business Report

One Page Business Report Template

One Page Business Report Template

Step 1: plan before you write, step 2: add a title, step 3: write the summary, step 4: write an introduction, step 5: finish with a conclusion and recommendations, step 6: don’t forget to proofread, share this post on your network, you may also like these articles, 28+ sample behavior incident reports in pdf | ms word.

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Small Business Report PDF

Looking For Editable Small Business Reports? Has a Wide Selection Of Sample Templates Designed For Startups And Small Businesses. Whether You're Looking For a Feasibility Study, Expense Report, Financial Report, Project Report, Daily Activity Report, Weekly Employee Report Or a Valuation Report, You Can Easily Download a Free Template! See more

Reports are a valuable business communication tool because they help people exchange and recall details and make decisions. That is why it is important in small businesses as well. In making a small business report, you need to be as comprehensive as possible so if you need to make this document , then you are at the right place. offers a wide selection of Small Business Report Templates in PDF. Our collection includes different contents that you can choose from. Be it about the expense, performance, cash flow, assignment, marketing, entrepreneurship, or challenges, we surely got everything covered for you. These sample templates will serve as your guide in crafting your desired small business report without any hassle. Begin by selecting the template that suits your preference. As our templates already have a premade design and well-written content, you just have to customize them to match your purpose fittingly. They are highly editable and we also have our user-friendly editor tool that allows you to change any part of the template. The edit features let you add rows or columns, alter colors, or change the text size and style. Once done, save the changes made and download them. Whether you need to print your document instantly or share it via email, we also have this function. Our editor tool has a print, share URL, and send via email options. 

It is truly convenient for you if you use our templates. Making a small business report will be made easier now. So what are you waiting for? Get a template today!

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

Business reports examples and templates for managers by datapine

Table of Contents

1) What Is A Business Report?

2) Types Of Business Reports

3) Business Reports Examples & Samples

4) Why Do You Need Business Reports?

5) How To Setup A Business Report?

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

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

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

Traditional means of reporting are tedious and time-consuming. Due to the way the human brain processes information, presenting insights in charts or graphs to visualize significant amounts of complex information is more accessible and intuitive.  Thanks to modern, user-friendly online data analysis tools armed with powerful visualizations, companies can benefit from interactive business reports that are accessible and understandable for everyone with no need for prior technical skills.

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

What Is A Business Report?

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

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

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

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

Types Of Business Reports

Before creating your business outcome reports it is important to consider your core goals and objectives, this way you will be able to pick the right type of report for each situation. Here we present you with 5 common types of visual business reports that you can use for different analytical purposes. 

1. Analytical reports

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

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

**click to enlarge**

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

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

2. Research reports

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

A brand analytics dashboard as an example of research business reports

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

3. Industry reports

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

Technavio Global Ice Cream Market 2020-2024

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

4. Progress reports

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

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

The image above is a business report example of a balanced scorecard. The goal here is to quickly understand the development of metrics related to 4 key business areas: financial, customers, learning and growth, and internal objectives. Each of these metrics is displayed in a current value and compared to a set target. Paired with this, the business report template has 5 colors for the performance status. This allows anyone who uses this report to quickly understand just by looking at the colors if the target is being met.

5. By business function

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

Business report example by function: a marketing performance dashboard

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

Business Report Examples And Templates

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

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

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

1. Visual financial business report example

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

Visual of a financial business report example for top-management

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

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

2. Visual investors business report example

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

Visual of a finance KPIs business executive dashboard example for investors

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

3. Visual management business report example

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

Management executive dashboard showing the important KPIs to C-level executives

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

This clear overview of data can set apart the success of your management strategy since it is not possible to omit vital information. By gathering all your findings into a single CEO dashboard , the information presented is clear and specific to the management’s needs. The best part of this example report is seen through its interactivity: the more you click, the more data you can present, and the more specific conclusions you can look for.

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

4. SaaS management dashboard

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

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

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

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

5. Sales KPI dashboard

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

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

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

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

6. Retail store dashboard company report example

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

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

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

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

7. Customer service team dashboard

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

Business reporting example for customer service team performance

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

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

8. Employee performance dashboard

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

Employee performance depicted with business reporting processes.

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

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

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

9. Marketing KPI dashboard

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

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

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

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

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

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

10. Warehouse KPI dashboard

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

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

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

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

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

11. Cybersecurity dashboard

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

Business report template tracking relevant IT metrics for cybersecurity

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

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

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

Why Do You Need Business Reports?

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

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

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

How to do a Business Report

Top 10 steps on how to do a business report

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

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

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

1. Consider your audience

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

2. Determine and state the purpose

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

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

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

4. Set actionable targets and goals

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

5. Define your reporting frequency

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

6. Gather and organize the information

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

7. Present your findings

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

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

8. Align your visualizations

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

9. Proofread your reports

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

10. Be responsive

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

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

Key Takeaways Professional Business Reports 

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

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

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

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

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


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