How to Write a Business Report for an Existing Client

How to Write a Business Report for an Existing Client

The clients associated with the businesses are busy people, so you will have to apply the captivating strategy with the right points of consideration and win the clients by showing credibility and trustworthiness. Moreover, for keeping those clients for the long term, you will have to look for approaches and strategies that can help build a healthy relationship with them. 

Nobody has the time to be wasted reading the 10-page long report with the boring text and statistics. In this regard, you will know how to write a business report for the clients in this article. If you have any business news then you can share it with Digitalize Trends. Prior to we dive deep into the inclusive topic, let’s discuss why writing a business report is integral to the communication strategy.

Regardless of what the report is about, like the quarterly earnings, marketing performance, sales, or updating the investor, the reports should always be in the form of the right path.

How to Communicate to the Client

So here are some of the core points that you should mention and convey to the client:

  • Talking results

The clients wish to see the reports to know how well their money is being spent. So, you will always have to jot down the data points that directly relate to the business. Reports work in the form of an excellent opportunity for the businesses that showcase their work abilities and dedication. 

This scenario ensures that clients are working with the right people to encourage constant interaction. Creating and discussing the business trends with the clients can develop continuous communication and keep everyone on the same side. 

When you are in constant contact with the clients, it ensures a clear understanding of the goals. Always make sure that you’re formulating the reports during the weekly or monthly periods. Conduct phone or in-person meetings with the client and then talk regarding the different roles within the organization. 

Make notes out of it, look for what they want as the accomplishment, and then note down the necessary KPIs and how they measure the success.

  • Making information transparent

Making the information transparent is essential for creating the perfect business report. The reports work as the mode of communication between the company and the clients. The report should always directly mention how your work affects the client’s bottom line and what is going right and wrong. 

Go through the business report format example for further assistance. When you are transparent in your work, it can build unmatched trust and credibility with the client.

  • Using the top-notch report creator

It is highly essential to take the assistance of software that can help in the creation of the reports. The addition of the live spreadsheets and the social content is vital whenever it comes to the formulation of the eye-catching report. Also, you can add the interactive graphs, Business marketing suggestions to make it a bit refined. 

Also, please go ahead with the addition of the videos stating the project goals. This scenario is one of the significant ways by which you can make the business report stand out. Monthly reporting turns out to be an excellent time for stopping and looking at what you have already done and what you intend to do in the future. 

Check Out How to Write a Business Report Example.

So, we have discussed the strategies and tactics that you will have to maintain when writing the business report. It is good to have a notice regarding the Phases you will have to follow when writing the business report. Also, understand what to include in the report across diverse phases.

Phase 1 – Craft an action plan

Remember that you are not writing the school essay when writing the business report. You can’t fundamentally create the report with your views and opinions. 

Before starting a report, you will have to identify the purpose and state what you want to achieve. Also, note how you want to showcase and represent it. That said, always focus on creating a vibrant and brief report.

Phase 2 – Checking for the in-house presentation

The companies always come with an explicit and precise format for creating a report. However, to make it a bit more refined, you can take the assistance of a tool, business report example and make sure that you request the concerned supervisor or check out the handbook of the previous reports.

You shouldn’t ever thoughtlessly rely on the online report examples. If there is no specific format, the idea is just to follow the benchmarked format.

Phase 3 – Addition of the eye-catching title

Have you been asked how to write a business report sample? If yes, remember the main title of a report should always be brief. When you are not getting the idea from a supervisor, you will have to write it on your own. 

Make sure that it is vibrant, crispy, and authorizes the report’s purpose when you write the report. You cannot include somebody else’s contextual and related work as an effort of your own.

Phase 4 – Mentioning the precise table of contents

Even when working on small projects, you must add and highlight the table of contents because it gives the client the pointers in the report. Readers get a quick idea and access to the explicit report content before hopping on the detailed sections of the complete report.

Phase 5 – Addition of the summary

You should present the Abstract so that even when the common person or any professional does not go through the complete project, they can get the idea regarding the detailed report insight. It should always contain the title, challenges, significant findings, and the report’s key takeaways. Make sure that you are summarising and highlighting the whole thing you have written in the report to be acceptable in the precise abstract.

Phase 6 – The introduction

This scenario is where the actual report begins. You will have to lay down the objectives and persistence of creating the report on the page. And in addition to that, summarise the brief idea regarding the core discussion. You can even make it interesting by comprising and including some topic background on the related pages.

Phase 7 – Stating the methodology

You will have to direct and suggest to the readers how you have crafted the report on the page. It should always come inclusive of the sources of the data, insights, category of the information, either qualitative or quantitative, bases of getting the data, and more than that to detail the stuff. With that, it becomes easier to give the readers an idea regarding the procedure and methodologies you went by in the complete report journey.

Phase 8 – Giving the conclusion

Whenever it comes to concluding the report, make sure that the conclusion you’re including is compelling. It should always reflect the beforehand defined and suggested facts. Whenever you come to the recommendations section for the change of improvement in the policy, make sure that you are giving binding report documentation. 

The inferences must also be firm and grounded on realistic statistics. Do not forget the Phase of addition of the bibliography and the references. In some reports, it is a legal obligation.

Phase 9 – Proofread

Proofreading is essential for finalizing the report. Without proofreading, you cannot forward the report to the clients. Check for spelling errors, punctuations, grammar mistakes, or more than that. 

Also, when it comes to proofreading, make sure that you consider the identification regarding the precise appendices, research citations, and mentioned footnotes to match the report benchmarks.

Key Takeaways

It is always good to communicate when you want to maintain a good relationship with the clients while retaining the business. This scenario is why the point of interaction matters a lot. Follow the strategies and Phases mentioned above for refining the report to match the client’s expectations.