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| *Ostroff, Fair and Company>>>Administrative and Office Support |
How to prepare Report to Boss? |
Dear All, we have a software of reporting in our company on which everyone is submitting their reports, at the end of the week my Boss wants me to send the status of report separately who is submitting their daily report or not. ( I have to make it in Ms.Excel ) I just want to know if anyone can share draft of that kind of reporting or idea how to present professional report to the management? Awaiting for your replies. This is kind of a compliance report. First decide on what information you have to report. As i understand, the following details should be included in the report - Name of the report - Name of the person responsible - Due date - Date submitted - Remarks (if applicable) Have a good heading like "Compliance report for the week ended xx/xx/xxxx" Also followings points will also be useful. - should be brief. Management wants to have only an overall idea of the situation, not all the details - Don't over-format -- Even though formatting can sometimes be good, some do not like it. Eg. If you bold a text , don't underline it. Don't justify paragraphs, keep them left-aligned. - If you do it on a memo format, you have to put details like "From","To","Date" & "Subject" I hope this will help. If you know how to use excel, put together a spreadsheet with everyone's names going down on the rows (from 1-whenever you have the last name in) then name the columns (A-E) for the days of the week. Everyday, you will just have to analyze the data and check off everyone that has submitted their report. Then you can just type a member or use different colors or different symbols to determine the people that did or did not send the report. just do a landscape table / spreadsheet with lines all around cells. i'd do a 52 week endings on the top row and the names would go in the left column Spacing isn't going to format well in this sample table Employee 2007 Reports submitted for week ending 8 / 1 8/7 8/14 etc etc. etc. Jane Smith None None Sam Webster None Tom Xanadu None None None the none would appear under the box column for the corresponding week ending date Send a reminder message for their outlook calendars and send them an email note each Monday morning that the input for their weekly reports is are to submitted to you no later than close of business on Thursday to allow you to compile the report on Friday. CC you boss. You may want to get an understanding that there might be a week when an employee simply as NTR .. nothing to report. Example: the employee is on vacation for a week. Ask that they indicate that they have a NTR week / rather than not send anything . No response will get them a no report submitted on the tracking sheet. You should not have to track down each individuals input each week. If they want to be included in the report , then can submit to you on time. you can accept late input at your discretion. Go to microsftoffice.com, go to templates to get samples. But the best thing to do is look at what was used previously in your company and just update them. Try to turn it in a little early and ask your boss if this is the format he/she is looking for. Don't be nervous to ask, all companies have differemt formats for reports and other info there is no way you will know if they didn't show you the format they wanted. |
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